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Import Trades

"Import Stocks" will guide you through creating a watchlist of user input stocks to find out information on the stocks indivivually and as a whole.

Click on the Import Stocks funtion on your account screen.

In the resulting window type in about 10-15 stocks that you own or are thinking about owning, after pressing DONE the heat map will dsplay all of the stocks you entered

After pressing DONE the heat map will dsplay all of the stocks you entered

Tear Sheets

Click on a stock in the heat map and notice the information displayed in the "tear sheet"

By default the tear sheet will be "Synopsis". Click on "Switch tear sheet"  in the bottom right of the pop-up to get a different set of information.

Check for Rotten Tomatoes

After reviewing your stocks with tear sheets, Blacklist some screeners to make sure none of your stocks pass them. 

Switch to the Blacklist Tab and click on "click to blacklist screener".

In the resulting window search "yellow flag" in the search bar and choose some of the yellow flag screeners.

After pressing done, If any of your stocks pass the red flag stock screeners then they will show up on your heat map with a sell suggestion.

In my heatmap SNGX BWS HCLP EPL and FTR  pass one or both of the Blacklisted screeners so they show up with a sell suggestion.

Results Breakdown

Now lets find out more information on the group of stocks that are in this watchlist

Switch over to the Results Breakdown Tab at the bottom of the program

The pie charts displayed are fields from the Synopsis tear sheet described in the section above. 

The size of each section in a pie chart relates to how many stocks are in that section.

From my results breakdown it looks like most of the stocks I entered have high betas.

Click on the Beta pie chart to find out what the ranges are for each section then click on "Sort results by Beta" at the top of the pop-up

The heat map containing all of the stocks you entered will now be sorted by PE like you see below: