This how-to shows how to create a strategy in Equities Lab, and how to do some basic analysis of it. For humor value, we take the point of view of a children's book character, named Amelia Bedelia, who has no common sense. We have all felt this way some times.
This how-to shows how to create a strategy in Equities Lab, and how to do some basic analysis of it. For humor value, we take the point of view of a children’s book character, named Amelia Bedelia, who has no common sense. We have all felt this way sometimes. Create A Screener A quantitative mutual fund is a screener.  …
   March 2, 2018    Comments Off on The Amelia Bedelia Mutual Fund   , , , , ,
Creating your first class and homework
So you’ve just downloaded Equities Lab and are ready to set up your account for the class you’re teaching next semester. To successfully do this, just follow the below steps: 1. Navigate to Account Settings 2. Click on “Create Course” 3. Name your course following the rules 4. Click on “Create new homework” 5.…
   January 23, 2018    Comments Off on Creating your first class and homework – University Series   ,
A lesson on absolute prices versus relative ones
A lesson on absolute prices versus relative onesYou’ve been referred to this page by something saying “You can’t (or shouldn’t) use Close > 5.00” in a stock screener. Imagine you are looking at a share of GoodStock (yeah, I know that’s a lame name for a fake stock!).  It goes up and up, and up! …
In a nutshell, bitcoin is either something as monumental as the introduction of the internet or as futile as the tech bubble of the late 90s. Bitcoin has been in the news for quite some time now, and over time, one begins to wonder if this is a bet you should be in on.
In a nutshell, Bitcoin is either something as monumental as the introduction of the internet or as futile as the tech bubble of the late 90s. Bitcoin has been in the news for quite some time now, and over time, one begins to wonder if this is a bet you should be in on.…
Investment Red Flags: Close
Sharing a lot of characteristics with the “Ultra Low Market Cap” red flag, looking for companies with a close of less than 2 gives you a number of companies whose market cap ranges from Micro to Small. These companies tend to have extremely poor fundamentals and also have a high probability of causing negative returns in your portfolio.…
Disruption in any industry is exciting, but it’s especially exciting in the field of autonomous driving.
Disruption in any industry is exciting, but it’s especially exciting in the field of autonomous driving. Autonomous driving or “self-driving cars” seems like something out of a movie, yet it is very close to becoming a reality in our everyday lives. From small start-ups like Drive.ai, a start-up company that looks to fix the uncertainties of autonomous driving through deep learning, to Fortune 500 companies like General Motors, everyone is racing in this highly competitive field to see who will be the first to take a large chunk of the market share.…
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If you have been using the Equities Lab system in recent weeks, you may have seen a new error that hadn’t appeared before.——————————— Stock Server Error:Server Error:Cannot compare split ajusted quantities to constants: greater(Close, 444) Don’t worry! This error message doesn’t mean that the system is down; it simply tells you that there is a split adjusted value in a place it shouldn’t be.…
Learning about Green Flags and their score
Green Flags Now that we’ve gone over red flags, it’s time to look at the other side of the equation and learn about green flags. In our previous article, we discussed that red flags don’t necessarily mean that an investment is going to lose money. Green Flags are the polar opposite from a red flag, but it still doesn’t guarantee anything.…
I have noticed one major theme among every person(myself included) when it comes to screening for potential investments – we are all far too selective.
It isn’t uncommon for one of our users to call us up and ask for help. To be honest, there have even been times when I will help a client at their site to get them up and running. In the past two years of working in this industry, I have noticed one major theme among every person(myself included) when it comes to screening for potential investments – we are all far too selective.…
I've been seeing a lot of articles recently that are very focused on the idea, that by purchasing the industry or sector that performed best over the past year you are giving you the best chance at making returns. I'm a little skeptical, but just as hopeful to see whether or not this is a potential new avenue to take in my portfolio.
I’ve been seeing a lot of articles recently that are very focused on the idea, that by purchasing the industry or sector that performed best over the past year you are giving you the best chance at making returns. I’m a little skeptical, but just as hopeful to see whether or not this is a potential new avenue to take in my portfolio.…
 When investing, for every fairy tale stock like an Amazon(AMZN) or Nvidia(NVDA), there’s an equally disastrous stock like MoSys(MOSY) or Gevo (GEVO). To avoid getting into stocks like these, it’s important to look at their failures and analyze them to avoid getting into the next potential train wreck of a stock
   When investing, for every fairy tale stock like an Amazon(AMZN) or Nvidia(NVDA), there’s an equally disastrous stock like MoSys(MOSY) or Gevo (GEVO). To avoid getting into stocks like these, it’s important to look at their failures and analyze them to avoid getting into the next potential train wreck of a stock. …
The term "red flags" is synonymous with "bad things are going to happen," and, for investors, they are a sign that you should likely stay away from that investment. However, all this talk of red flags being able to predict that a company is going to do poorly makes you wonder, does it work?
Just how telling are red flags? The term “red flags” is synonymous with “bad things are going to happen,” and, for investors, they are a sign that you should likely stay away from that investment. However, all this talk of red flags being able to predict that a company is going to do poorly makes you wonder, does it work?…
Best Cities for a Career in Finance
Currently, I am a finance student finishing up my second year at Georgia State University here in Atlanta, Georgia. Knowing that I’m graduating in a couple of years I realized it was time to put in a little bit of research on where I could possibly move after graduation, if I move at all (I really like living here in Atlanta).…
Relative Strength Indicator (RSI)
I’m not a big technical trader. That being said, a lot of people in the information age are, and because of that we have been sure to include a number of technical indicators within the Equities Lab system. One such indicator, the relative strength index(RSI), is extremely common among technical analysts, and I think it is time to put the RSI indicator to the test.…
Watch Your Math
When it comes to investing, I love thinking in terms of standard deviation. It’s one of the quickest ways to assess the risk of a potential investment, and there is an established good benchmark standard deviation that I shoot for when picking investment strategies. There is just one small problem – the close.…
Trumping the Market
   Over the past few weeks’ major indices have continued to hit new all-time highs, it seems like almost every industry is performing well. However, it’s important not to get lost in all the commotion and news surrounding the markets and continue to look for safe investments with “yuge” returns. Under the current administration, investors are anticipating a more pro-business environment complimented by tax cuts and deregulation for certain industries.…
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BitcoinBitcoin, we’ve all heard of them, and some of us even have a few. Personally, I’ve been a huge fan of the coin since early 2011 when the coins were trading at less than $5. I actually distinctly remember picking a number of them up at below the $1 mark.…
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Plotting the distanceHaving not read anything written on Seeking Alpha in some time, it was nice to see Chuck Carnevale’s articles again using strong fundamentals and taking a look at the big picture of investing rather than the short term trading that takes place today. In the specific article that I was reading I saw that he was using (insert name of program here) to plot the stock price and that company’s earnings to compare.…
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SCTR – Technical Analysis   Equities Lab has historically focused our screening efforts on identifying companies with strong fundamentals that are undervalued in the market, and investing in that value. However, as time goes on we want to push both our own investment philosophies and our system capabilities. After looking around for a bit I stumbled up the SCTR, the StockCharts Technical Rank.…
Chasing the Market Never Works
Chasing Never Works Momentum based investing is everywhere, and there’s nothing we can do about it. From investing in trend lines or price oscillations, it’s an investment philosophy that is here to stay. Though it isn’t my favorite style of investing, it’s at least worth a look. Recently I was approached with the investment idea that, if you invest in the top performing industry, you are likely to make money.…