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Plotting Data and Variables

Plotted Data Results

In addition to scoring portfolios, it's possible to track individual properties in Equities Lab, whose values are calculated for every security that matches your screen. You can also plot these variables in your backtests. To begin, open the Large Company Price Growth screener.

The simplest way to plot something is to use one of Equities Lab's pre-existing properties. Go to the Tools tab, and search for Beta. Then, on the right side of the screen, click on the "Manage Shown Properties" tab.

Click and drag the Beta property to Show in Results, and reload the screener. Now, you can see the Beta values for securities elsewhere within the various tabs.

In the Results View

Hovering over any of the securities in the Results tab will now show you the values of Beta on the Bought On and Returned On dates, as well as the percent change of the property between the two. Note that if your Bought On and Returned On dates are not the same, you can choose between those respective Beta values from the sorting criteria, which will be color-coded accordingly.

In the Results Table View

Your plotted property will also appear as columns in the Results Table. As with other columns in this table, you can sort the entries by your property.


Custom Expressions

While Equities Lab includes a wide variety of premade properties within the software, you may want to create a custom expression to plot as a variable, instead. To do this, we first need to open a new tab. Click on the green New Tab button on the right side of the screen, or use the keyboard shortcut Ctrl+T:

In the popup box that appears, pick a name for your variable.

In this example we will be comparing the values of Goodwill from 1 and 2 quarters ago, so we'll call our variable change of goodwill. Notice that when your new tab is created, the software automatically appends "plot" to the beginning of the variable name. This is indicates to Equities Lab that the value for this variable should show up in Results.

Enter the expression whose value you want to track into the text box of your new tab. We want to plot the change in Goodwill, so we'll plot Goodwill 1Q divided by Goodwill 2Q.

After refreshing the page, you should see the values for change of goodwill appear for stocks in the Results heatmap, as well as their own column on Results Table, just as you would when you plot a pre-existing property.