New and improved export to Excel

Olivier Dambrine 03 Mar 2017

It has always been our goal to help people implement complicated quantitative models with very little effort. Our stock screener allows users to pick templates off the shelf, or users can build their own models with only a few clicks. By offering advanced multi-layered techniques, we save our users a lot of time in recreating models such as the trending value model designed by O'Shaughnessy. Recreating a multi-layered model in Excel can easily take the best part of an hour, and users have to redo this exercise every time they want to get the most up-to-date list. Our stock screener makes this as easy as pie.

That being said, users still like to export their data to a spreadsheet just to keep the history or to do some further filtering. We've all come used to Excel, and its growing set of features allow users to create interesting visuals and custom slicing and dicing. We're big fans of Excel, so we always offered an export to Excel function.

However, our stock screener covers approximately 35.000 companies, but our members could only export part of the data in the past. There wasn't any hard constraint, but since the download was handled by a client-side script, the screener limited downloads to 4-5.000 records. In the download results, users had to add their own sheet if they also wanted to record the query filters.

We took your feedback on board and rebuilt the export function from scratch. Our new and improved function now allows users to export all data available in the screener. On top of this, the workbook gets an additional sheet listing all filters used on the screen. We think this is another great addition to our stock screener, and it's now available in all plans.