Fundamental Stock Screening

Point in Time Backtesting

Trading Rules for Stock Screener

Learn how to implement Trading Rules into your Stock Screener.

Open the “Good to Great” Stock Screener and go to the Trading Rules Tab.

Type in “Any of Three Flash Red” and double click it to add the Trading model to your screener. Change the first date to at least one year ago, and then hit “GO”.

The Result:

There may be fewer results that pass the stock screener because we now require the stocks to pass the “Any of Three Flash Red” Trading model and the stock screener strategy.

When you backtest this stock screener, the trading model is incorporated into the return, meaning that it only buys stocks that pass the trading model when it rebalances.