Overview


It's also very easy to create your own watchlists of stocks you want to check on a regular basis. Instead of using the 'Search company' filter to look for each company individually, you can create your own lists. The watchlists then become available in the 'Watchlist' filter in the filter menu.

To create a new watchlist, hover over the watchlists menu item in the top menubar. The watchlist create/edit window will appear.

Enter a name and an optional description. After clicking on the 'Create' button, the watchlist will show up in the top part of the window. Click on the 'Edit' button to add stocks to the list.

All watchlists you create become available in the watchlist filter. Open the 'Filter Menu' and select your watchlist in the watchlist filter. The screener grid will be refreshed and only show the companies in the watchlist. Please note that if you add companies which are not covered by your subscription, these will not be displayed.

It should be noted that relative scores such as the Magic Formula, the ERP5 and the O'Shaughnessy Value Composites (VC1, VC2, VC3) will only be calculated if they're included in the selected stock universe. In the example below, the universe is restricted to the US and Canada, and as a result these scores will only be calculated for the stocks that have their primary listing in these countries. Adding other countries or changing the market cap filters will recalculate and display the relative scores for all stocks belonging to the updated stock universe.