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

Undefined Property Handling

Handling Undefined Property

When a property does not exist, it becomes undefined. This table shows how undefined values are treated in Equities Lab

OperationResult
5 + or – Undefined5
5 * or / UndefinedUndefined
X > or < or = UndefinedFalse
X != UndefinedTrue for all X
Market Rank/Rank/Percentile of UndefinedUndefined

How to I handle undefined values myself?

If the defaults do not work well for your particular strategy, we recommend using the value of operator, which will take the first defined value in a sequence you supply. For example, the term below will return the market rank if it exists, and 50 otherwise.

What if I want something more complex?

You can also use has and if/else if you want more complex logic in the case where your

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