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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.
…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.…
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.
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