August 15, 2018

Equities Lab vs. Gurufocus: Which Backtest Software


This article pits Equities Lab and Gurufocus against each other, to determine which one deserves the individual investor’s loyalty. This is simple, once the criteria for a “good” backtesting tool is specified.


Investopedia.com states that backtesting is “the process of testing a trading strategy on relevant historical data to ensure its viability before the trader risk any actual capital.…

June 26, 2018

Too much Standard Deviation of Close is Bad

Standard Deviation of Closing Price is Bad

I found something interesting:  stocks with highly variable closing prices do not do well.  At all.

One would not think this to be the case, since all the finance textbooks talk about a risk-reward frontier, with the idea being that as you add risk, you get more reward. …

June 20, 2018

Stock Pick Guide

Tyler McCain

Click next to “Research Stock”

Here you will input the ticker symbol for the company you are looking to analyze. This can be anything within our system. For this case we are going to be using AAPL.

Adjust the dates

You can adjust the time frame of the chart going back to 1995.

June 20, 2018

Death Crosses Don’t Work

OK, what is a death cross, and what do I mean by “it doesn’t work”? A death cross is a (very) vivid name for a short term moving average slipping below a longer term moving average.  Technical analysts love to sell when they see death crosses, and buy when they see golden crosses.…

June 19, 2018

How to Use a Watchlist

How to Use a Watchlist

Henry Crutcher

A brief intro to get more out of watchlists, which help you manage your holdings.

Visit a watchlist

Your Holdings view is a collection of all your watchlists, gathered under title bars for each one. Here we show just one (FCA Dividends). The score is monthly returns, which is a bit short term for our taste.…

June 6, 2018

F-Score and Equity Short-Term Reversals

Quantpedia Strategies

As I was recently looking around at other quantitative firms, I happened across Quantpedia. In the past we’ve spoken to Quantpedia and are actually featured on their website. However, this time around I was taking a look in their screener section and came across the “F-score and Equity short-term reversals”.…

May 18, 2018

Portfolio123 Alternative: Equities Lab Backtester

Portfolio123 has increased their prices, is it time to change?

With the recent price increase in the services provided by Portfolio123, it has come to light that many users of their service may be looking for alternatives. We’ve been getting a number of calls these past couple of days from disgruntled users, and we have decided to write out the comparisons between Portfolio123 and Equities Lab here.…

April 24, 2018

Active vs. Passive Investing

What is Active and Passive Investing?

To figure out which of these methods fit our investing needs, we first need to understand exactly what they are –

Passive Investing:  Assuming that the general market is efficient and that picking your own companies is pointless. Investments typically come in the form of index funds.…

March 26, 2018

How To Use Monte Carlo With The Piotroski Score

Henry Crutcher

How to analyze a factor without ranking in Equities Lab

Create a screen

Everything starts with creating a screen.  So, onward!

Name your screen

Screeners with names can be found later.  If you want to put your screens into categories, simply put MyCoolCategory: at the front.

Limit your stocks (marketcap)

You can type “Market Cap > 500m” here.  

March 2, 2018

The Amelia Bedelia Mutual Fund

Henry Crutcher

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.