June 25, 2015

Press release — We’ve integrated with Tradier!

We've launched on the Tradier platform! Trade automatically with Tradier using Equities Lab.
July 29, 2015

Using dynamic metric averages over a period of time as a baseline

I thought I would share something a seasoned analyst taught me. It’s a simple concept, but it was not overtly obvious, to me at least, when I first encountered it. It’s the third option below. I go through the first two options for reference.


When screening equities, using metrics (or ratios), you’ve got three main options (or some combination of the three options below):

1).
October 16, 2015

Want to be able to ignore data in the screener or backtest

This page describes why I want Equities Lab to be able to ignore data.  So, in a Trading model, I have a perfectly normal, correct looking graph:  GE.  I’ve plotted the EPS_1Q.  This graph is actually correct — GE Finance was split off and a large write down was taken.

However, when I do log scale, to see how the stock price and earnings are growing together, or not, I get:


Which is correct, given that I haven’t put a percent on eps.  …

December 1, 2015

Protected: Tutorial: How to Create a Tear Sheet

There is no excerpt because this is a protected post.
March 26, 2016

Deciles

Deciles

When it comes to figuring out what positions you want to add to your portfolio, it can be extremely useful to sort the results of your screen even further. We can do this by using deciles, or breaking up our results into units of 10% as we rank our results based on whatever variable we decide is important.…

June 28, 2016

Supposedly Boring Dividend Screener – New Featured Screen

Supposedly Boring Dividend Screener

The goal of this screener is to find low volatility companies that are paying exceptionally high dividends, and are able to afford paying these dividends to their shareholders.
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  • The company must give dividends
  • The company must have been able to afford every dividend they’ve given.
  • The dollar amount of the dividend must have increased by at least 5% over the past year
  • The dividend yield must be ranked in the top 80% of yields within each SIC sector
  • The market cap of the company must be over $2 billion
  • The company must have had fewer 10% changes within the last three months than 50% of the market with a market cap over $2 billion.
June 30, 2016

Value Across Time YRLY – New Featured Screen

Value across Time Yearly

The Value Across Time Yearly uses our brand new Value Across Time Score in which companies are ranked between 0-10 to assess how much continuous value is associated with each company.

If you’re interested in learning about the new score, you can find an article dedicated to it below.…

October 3, 2016

Average True Range Analysis



Technical Analysis – Average True Range

It’s no secret that, personally, I’m not the biggest fan of technical indicators. That being said, while testing Equities Lab most recent release I seem to have stumbled across an operator that consistently improves the performance of every screen that I use it with.

What exactly is the Average True Range indicator?

October 17, 2016

Ally Invest Purchased Equities Lab Basic for All Members

Ally Invest Group has Just Purchased Equities Lab Basic Accounts for all of their Members

We are excited to announce that over the past few months we have been working hard on integrating the Ally Invest Group API into our system. Now that we have completed that task, you can easily go into Equities Lab and use our software for all of your investing needs – from analyzing potential positions to executing trades.…

October 20, 2016

Using Equities Lab as a Charting Tool

Using Equities Lab as a Charting Tool

When most people think of “charting tools” when it comes to the stock market, their minds begin to wander to technical analysis and day trading. However, chart analysis doesn’t have to mean you’re going to look for a head and shoulders pattern or for when the price crosses a 50 day moving average.…