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

Testing your Equities Lab homework assignments – University Series

Not all assignments are created equal. Courses get more difficult as time goes on, and as you push your students to not only understand the material but also implement what they’ve learned into real-world simulations, some homeworks may become too complex for the standard user to successfully complete.
In order to combat this, we allow professors like you to try the homework assignments before they are assigned. This ensures that the assignments can be completed before they are given to the students.

1. Click on the homework you would like to test

As a professor you are given both the ability to create homeworks from scratch as well as test those homeworks out to identify any possible problems your students may have.

2. Click “Take as Stuart Student”

The grade from when you take as a Stuart Student will not be saved, but you will see how well you scored. Hint: For screen based assignments any score less than 100% could be a result of vague instructions.

3. Read the Instructions

In our sample assignment, we didn’t create any instructions. However, a typical homework will include instructions in this area for the student to follow. Without instructions, the student cannot know the assignment’s completion criteria. We go over homework descriptions and instructions here.

4. Go to the “editor” tab

5. Complete the assignment as if you were a student

Now you will go through the process of completing the assignment as if you were a student. You will input the required parameters by either typing them into the editor line or searching for them in the tools menu.

6. Adding more parameters

The editor functions the same whether you are completing a homework or building one. If you want to add another line to the editor, simply press the semicolon key on your keyboard or select the “+” button within the software.

7. Run the homework

Now that we have our parameters, we are ready to see how well we did. By clicking the stack of books the system will run the screen over the past 10 years as you indicated in the rules of the assignment and you will receive a grade.

8. Submit the homework

Alright! We got a perfect score, so now it’s time to submit. When your student submits their homework, the grade will be placed into your automated gradebook which can then be exported to excel or viewed within the software – we will go over this functionality in more detail in a future article. However, when you click “Submit homework” you will be taken back to the main page where you can then choose to edit the details of the homework or test a new assignment.

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