February 14, 2022

Introduction to Equihack

 Equihack is the language behind Equities Lab’s Powerful Screeners.

Equihack Language Grammar

Introduction

Equihack is the whimsical name given to Equities Lab’s computer language that drives its screeners and more. It allows you, the “Hacker,” to crack open secrets hidden in the records of over 7,000 stocks. This unique language has grammar rules that you will need to know in order to use it.…

February 14, 2022

FAQ

FAQ answering some common questions about Equities Lab
May 27, 2020

Creating long short portfolios

Creating Long Short Portfolios in Equities Lab

Shorting stocks is hard to do profitably. Very hard. That said, adding a short component to portfolios can reduce drawdown. Long/Short portfolios are also useful to see if factors are important for good investment performance.

Using the islongshort macro

To model a long/short portfolio with maximum control, use the islongshort macro.…

January 15, 2020

Filtering and Ranking

These screenshots will start embarrassingly simple, and get more elaborate.  So stay tuned…
First, lets find large companies!

image.png

Now, within that set of companies we want to find companies with decent valuation:

That’s nice, but we have some companies with really tiny PE values:

image.png

Let’s filter them out (using add term on the <, and dragging and dropping the terms):

image.png

This is nice, but where did I get those 3 and 12 from. …

August 23, 2019

Factor Analysis

Factor backtesting in Equities Lab is easy, and revealing.  Here we analyze the factor total assets / sales, chosen at random because it is late at night when I wrote this article:-).

We see that fewer assets are better:  the two best performing quintiles are the lowest ones.  If you like numbers better than pretty lines, there are a few below — detailing the performance of each quintile. …

October 5, 2018

Changing the Benchmark

Equities Lab

Learn how to benchmark your strategy versus various benchmarks, ranging from indexes, to stocks and other strategies.

Imagine you have a large cap screen

Imagine you have a large cap screen Cutting to the chase, imagine you have a simple screen that finds reasonable large cap companies.  That screen is literally

Cutting to the chase, imagine you have a simple screen that finds reasonable large cap companies.  That screen is literally “import ohlson_o_score < -3 and mc > 10b”

Click on “® B 9”

Click on ” src=”https://www.equitieslab.com/wp-content/uploads/2018/10/e59du_2.jpg”

June 19, 2018
How to use a Watchlist

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

How to use a Watchlist

How to use 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).…

March 2, 2018
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.

How to create a good strategy

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.  
January 23, 2018
Importing Assignments - University Series

Importing Assignments – University Series

Sometimes it’s better to not reinvent the wheel. A number of our existing professors have allowed a few of their class homework assignments to be publicly available to other professors. You can import these assignments into your Equities Lab class environment and either use them as-is or change them to follow your syllabus.

January 23, 2018
Testing your Equities Lab homework assignments

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.