Screen Definition
Start with which funds?
Could be All Funds, a Predefined Group,
or a Personal Portfolio.
All CEFs Symbol List
Alternative
Balanced
Commodities
Diversified
International
Sector
Tax Free Bond
Taxable Bond
All ETFs
All REITs
Not Logged In
Allow or Disallow
Inverse and/or Leveraged funds
Include:
Short and Long Funds
Long Funds Only
Short Funds Only
Leveraged or Not
Un-Leveraged Funds Only
Leveraged Funds Only
Filter based on name
Name Contains
Name Excludes
Filter on field values
*** Hints: ***
Enclose field names in square brackets.
Like: [EMA-5] > [EMA-200]
Can do simple math.
Like: [Price] > [SMA-200] * 1.05
For field definitions,
click here .
Sort Results by
Single field. No calculations allowed.
User Defined Variables:
Formulas entered here can be referenced above for filtering and/or
sorting records. In addition to the standard numeric operators +,-,*,/,(, and ),
formulas entered here can take advantage of
these MySQL operators and functions .
Add/Create
Advanced Options
Market Timing Rule
Min Acceptable Return
Supplementary Entry Rule
For Current Screen Picks
Backtest this Screen
Premium Access
users have additional screening and backtesting options:
Backtest Options:
Longer Backtests, from 2002
Hold Thru Rank
(
more info )
User defined starting date
Trade-by-trade data for each cycle
Screen view for any date in past 5 yrs
Functions for Screening:
PREVAL - compare a field to previous values
pRANK - percentile rank of a field
VALUE - compare all funds to the value of a spcific fund
Learn More