Equities Lab
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Overview

Charting Tool

FAQ

Six Steps to Validate a Stock Screen

Crafting Strategies

Filtering and Ranking

When to Use Compare Close or EPS to a Number

Using Rank Across

What is a Red Flag in Finance?

FRED Properties

What is the Piotroski F-Score?

Putting Piotroski to the Test

Relative Strength Indicator (RSI)

The Investable Universe

Undefined Property Handling

Backtesting

Backtest Rebalancing

Can’t Compare Split Adjusted Prices

Changing the Benchmark

Creating long short portfolios

Creating Your Own Score

How do delisted stocks affect your portfolio?

Learning about Green Flags and the Green Flag Score

Factor Analysis

Monte Carlo Simulation – Advanced Investing

Ohlson O-Score

Being too selective with your screener

Simulating a Short Strategy

Survivorship Bias – How does it work?

Tear Sheet – How To Create (2024 Update)

How To Use Monte Carlo With The Piotroski Score

Dynamic metric averages

Why does past rank ever change?

UI Features

Charting Individual Stocks

How the screener works

Watchlists

Importing formulas

Press release — We’ve integrated with Tradier!

Run Backtests in the Background with Recent Backtests

Stock Analysis – Creating a Tear Sheet

Utilizing Plot Panels

A Charting Tool

Why is the P/E Line Broken

Common Models

Supposedly Boring Dividend Screener – New Featured Screen

CAPM – Capital Asset Pricing Model

How to Screen for Covered Calls

Low volatility with good returns

Financial Valuation: Gordon Growth Model

O’Shaughnessy Tiny Titans Screen

How does the S&P criteria work?

Value Across Time YRLY – New Featured Screen

Tiny Titans Stock Screener: History, Performance, and Refinements

Importing Assignments – University Series

Sometimes it’s better to not reinvent the wheel. A number of our existing professors have allowed a few of their class homework assignments to be publicly available to other professors. You can import these assignments into your Equities Lab class environment and either use them as-is or change them to follow your syllabus. To do this simply follow the guide below –

1. Click on “Import/Copy Homework”

2. Choose a homework to import into your class

Not all homeworks created within Equities Lab are placed into our imports section. A few of our professors have graciously allowed us to use a few of their homework creations within the section – giving you a number of different assignments to import from a number of different universities.

3.Edit the description and requirements

If there is anything you would add or eliminate from the homework’s description, now is the time to do that. You may also adjust things such as the evaluation period, return requirements, risk requirements, etc.

4. Read and/or adjust grading criteria

Though you are thinking of importing a homework into your class, there may still be grading criteria you would like to add, change or eliminate from assignment.

5. Changing criteria

If you would like to change the criteria simply click on the argument in line and you can type in a new value. In this case we are changing the market cap requirement from 1b to 3b..

6. Adding criteria

If you would like to add new criteria simply press the semicolon key on your keyboard or click the “+” button in the photo. You can then add criteria using the same steps outlined in our create your first class and homework assignment article.

7. Click on the floppy disk to save

If you are happy with the assignment click on the floppy disk in the top right hand corner of the software to save the homework to your class.

8. Evaluating the homework

Once you navigate back to the course homepage you can evaluate the homework in the same way that you evaluated your own – by taking it as a stuart student. This will allow you to test the changes you made to the assignment and ensure that it is still completable for your students.

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