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

Run Backtests in the Background with Recent Backtests

Highlighting Recent Backtests

Even with advanced caching methods and multiple speed upgrades, highly complex screeners still take some time to run over the past 20 years. To combat the wait time – and allow you more freedom to analyze strategies and their underlying companies – we built the “Recent Backtest” section. This section will enable you to take screeners that may have a long runtime and send them to the background, thus, allowing you to move freely throughout the platform while you wait.

To send a screen to the recent backtest tab, you first need to run the test. While it is running, select “run in background”; once clicked, the above prompt will pop up. Name the strategy and press okay. It will immediately be sent to the homepage. At this point, you are free to leave the screener page.

By pushing the backtest into the background, you are entirely free to move throughout the platform and look at other strategies. Below I have built a screener based on our Monte Carlo function. While this screener was finishing, I was looking through the platform to find other screeners that I might be interested in and backtesting them over the period 1/1/1995-today. That’s almost 23 years of data and over 200,000 trades made.

As the other strategies continued to churn out their results I jumped into the Monte Carlo screen – one of our most advanced institutional level features. When I finished my analysis, I was able to navigate back to the homepage directly and have the completed backtests of all of my strategies immediately at my fingertips.

These strategies will stay instantly available to you for as long as you keep them saved in the recent backtest area. If you have no more use for a backtest, or your client is getting a bit cluttered, you can either click the X associated with each strategy or “Clear All” to start your Recent Backtests back over from scratch.

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