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Getting Started with Screener 2011

Zignals.com September 2009

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Getting Started with Screener 2011 Screener Layout Create a Screen View a chart of a stock in screen Results Save and Manage Screens Export Screener results to Excel Add viewable criteria to Screener Results Create a Fundamental System (or Active Screen) Restricting a Stock List to less than 50 stocks Creating a Stock List Search Variables

Zignals.com September 2009

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Getting Started with Screener 2011


Screener Layout
The Screener is split into three sections below the menu bar. Filters and filter parameters in the upper left pane; auto-updating results in the lower pane; and a slide in/out Stock List panel on the right. The Screener loads with a list of five default filter variables set at Min/Max values. The variables can be removed or adjusted; adjusting the variables automatically updates the Results pane.

Create a Screen
Click [New] to remove the default parameters and associated screener results. Then build the screen from the over 100 filter variables available. The Currency / Exchange / Sector dropdowns can also be used to filter, particularly if interested in results from a single exchange or wish to exclude a given sector, like Financials, from the screen results. Note: In the absence of filters a screen will return results for ALL exchanges. This may mean repeat entries; e.g. ADRs and listings of preference shares in screen results.

Each Filter heading offers a list of variables to choose from:

Zignals.com September 2009

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Getting Started with Screener 2011

Filter parameters can be adjusted by direct input of a range, or by use of the slider. Results update as the parameters change.

View a chart of a stock in screen Results


Click one of the stock icons in the Results panel to view a chart of that stock.

Save and Manage Screens


Members can save an unlimited number of stock screens to their accounts. When you are happy with the screen parameters, you can save the settings from the menu bar. Zignals.com September 2009 Page 4

Getting Started with Screener 2011

The save menu offers an option to give a description in addition to a screen name.

Screens are managed from the Open menu option.

Export Screener results to Excel


You can export search criteria, results, both, or a selection of Results into a spreadsheet.

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Getting Started with Screener 2011

Results are copied on a page-by-page basis. To maximise selection, ensure the number of displayed results in the Screener is set to 200 before copying Results; if there is more than one page of results you need to complete a copy process for each page.

When copying results, all viewable criteria are copied. Results can be configured to display additional criteria which can be copied as part of the Export process.

Add viewable criteria to Screener Results


In the Results pane is a [Settings] button. This open a list of up to 100 criteria which can be displayed - and exported - as part of the Results display.

Zignals.com September 2009

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Getting Started with Screener 2011


Create a Fundamental System (or Active Screen)
Fundamental Systems or active screens which run after the market closes and delivers results by email every day. The scan notifies when a stock is added or removed from the list. The first step to activating a screen is to ensure the screen is saved. Once a screen is saved the [Create Fundamental System] button will become active. Note: A screen can only be activated as a Fundamental System when there are 50 or fewer stocks in the initial Results panel. Over time, the Fundamental System can hold more than 50 stocks, but 50 is the limit at point of creation. Clicking the [Create Fundamental System] will open a naming dialog; the name given to the system will also be the name of the associated stock list.

To access a Fundamental System stock list, slide out the Stocklist panel and click the dropdown menu. Stock lists associated with a Fundamental System will have an icon next to them. Note: To delete a stock list hit the trash can icon. A Fundamental System stocklist can only be deleted after the Active component has been disabled from a saved Screen. To do this, follow the steps in Save and Manage Screens to remove an Active Screen. Once removed, the trash can icon will appear in the Stock List pane and the stock list can be removed. Dynamic stock lists created by a Fundamental Screener can be used to create Alerts.

Restricting a Stock List to less than 50 stocks


While Screener derived Stock Lists can be any length; to use a Stock List in a Trading Strategy (in StrategyStudio), the Stock List must hold fewer than 50 stocks. This can be achieved by adjusting the parameters of the screen. Alternatively, a single filter variable can be selected and the value of the variable in the 50th position used to define the filter in the screen. First step is to sort the chosen variable

Zignals.com September 2009

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Getting Started with Screener 2011

Next it's to set the number of viewable results to 40.

Then for the first page of results, scroll down to the bottom of list and use the value of the parameter in the scan to set the range condition.

Set value in the filter parameter to narrow the results to conform inside the 50 limit. Zignals.com September 2009 Page 8

Getting Started with Screener 2011

Creating a Stock List


To create a stock list, slide out the Stocklist panel on the right and click [New]. This will create a blank stock list. If you wish to add Results to a stocklist it's important to create a new stocklist to prevent appending Results to an existing stock list. To remove a stock from a stock list, click the trash can icon. To delete a stock list, click the trash can icon from the drop-down menu In the Results Pane, set the number of viewable stocks per Page Size to 200.

Check the box next to "Symbol" in the column header to select all stocks on the page.

This will activate the [+ Add to stocklist] button. Click this to append the stocks in the Results panel to the stocklist. Stock lists created by the Screener can be used in building Alerts.

Search Variables
Screener Category Price Price Price Price Volume Income Statement Income Statement Income Statement Income Statement Income Statement Zignals.com September 2009 Description Current Price 52-Week High 52-Week Low Target Price - Consensus Estimate Average 10-days EBITD EBITD - Normalised EPS excl. Extra. Items EPS Normalised Annual EPS Page 9 Type

Getting Started with Screener 2011


Income Statement Income Statement Income Statement Income Statement Income Statement Income Statement Income Statement Income Statement Income Statement Income Statement Income Statement Income Statement Income Statement Income Statement Income Statement Income Statement Income Statement Income Statement Income Statement Income Statement Income Statement Profitability Profitability Profitability Profitability Profitability Profitability Profitability Profitability Profitability Profitability Profitability Profitability Profitability Profitability Valuation Valuation Valuation Valuation Valuation Valuation Valuation Valuation Valuation Zignals.com September 2009 Initial Annual EPS estimate Annual EPS surprise Annual EPS % surprise Quarter EPS Initial Quarter EPS estimate Quarter EPS surprise Quarter EPS % surprise Net income Earnings before Taxes Net Income - Normailsed Revenue EPS - Consensus Estimate EPS - Consensus Estimate High EPS - Consensus Estimate Low EPS - No. Of Consensus Estimates EPS - Quarter Consensus Estimate EPS - Quarter Consensus Estimate High EPS - Quarter Consensus Estimate Low EPS Quarterly - No. Of Consensus Estimates Long Term Growth Rate Projected P/E - Consensus Estimate Revenue Per Share Return On Average Equity Return on Average Assets Return on Investment Annual Profit - Consensus Estimate Annual Profit - Consensus Estimate High Annual Profit - Consensus Estimate Low Annual Profit - Number of Estimates % Chg Revenue; Annual vs Annual % Chg Revenue; YTD to last YTD 5-yr Revenue Growth Rate % Chg EPS; Q to last yr Q % Chg EPS; YTD to last YTD 5-yr EPS Growth Rate Market Capitalization Price to Project Sales Book Value Per Share Cash Flow Per Share Cash Per Share P/E excl. Extra. Items P/E Price to Sales Price to Book Page 10

% % %

% % % % % %

Getting Started with Screener 2011


Valuation Valuation Valuation Valuation Valuation Valuation Valuation Valuation Valuation Valuation Valuation Valuation Dividends Dividends Dividends Dividends Dividends Dividends Dividends Dividends Dividends Margins Margins Margins Margins Balance Sheet Balance Sheet Balance Sheet Balance Sheet Analyst Recommendations Analyst Recommendations Analyst Recommendations Analyst Recommendations Analyst Recommendations Analyst Recommendations Analyst Recommendations Price to Tangible Book Annual Sales Per Share Annual Sales - Consensus Estimate Annual Sales - Consensus Estimate High Annual Sales - Consensus Estimate Low Annual Sales - Number of Estimates Quarterly Sales - Consensus Estimate Quarterly Sales - Consensus Estimate High Quarterly Sales - Consensus Estimate Low Quarterly Sales - Number of Estimates Tangible Book Vale Per Share Price to Cash Flow Dividend Per Share Dividend Per Share - Consensus Estimate Dividend Per Share - Consensus Estimate High Dividend Per Share - Consensus Estimate Low Dividend Per Share - Number of Estimates Payout Ratio Dividend Yield 3-yr Dividend Growth Rate Dividend Rate Gross Margin Net Profit Margin Operating Margin Pretax Margin Current Ratio Quick Ratio Long Term Debt/Equity Total Debt/Total Equity No. Of Buy Rec: Current No. Of Outperform Rec: Current No. Of Hold Rec: Current No. Of Underperform Rec: Current No. Of Sell Rec: Current Mean rating: Current [Buy 1 - 5 Sell] No. Of Analysts: Current 20-Day SMA (% of latest close); "100%" = close and SMA price are the same; ">100%" close greater than SMA 50-Day SMA (% of latest close); "100%" = close and SMA price are the same; ">100%" close greater than SMA 200-Day SMA (% of latest close); "100%" = close and SMA Page 11

% %

% % % %

Technical Analysis Technical Analysis Technical Analysis Zignals.com September 2009

Getting Started with Screener 2011


price are the same; ">100%" close greater than SMA Technical Analysis Technical Analysis Technical Analysis Technical Analysis Technical Analysis Technical Analysis Technical Analysis Technical Analysis Technical Analysis Technical Analysis Technical Analysis Technical Analysis Technical Analysis Technical Analysis Technical Analysis Technical Analysis Relative Strength Index (Period = 14 days) Commodity Channel Index (Period = 20 days) One-Day % Return Gap (% difference between Open and Close) Money Flow Index (Period = 14 days) Ultimate Oscillator (Period: 7, 14, 28) Chaikin Money Flow (Period = 20 days) 20-Day EMA (% of latest close); "100%" = close and EMA price are the same; ">100%" close greater than EMA 50-Day EMA (% of latest close); "100%" = close and EMA price are the same; ">100%" close greater than EMA 200-Day EMA (% of latest close); "100%" = close and EMA price are the same; ">100%" close greater than EMA Momentum Oscillator Price ROC (Rate of Change); Period = 12 days Williams % R (Period = 14 days) TRIX Volume Oscillator (Period = 14 days) Historical Volatility

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