How to create a portfolio of equities using the equity screen.
Since a single company can have multiple equity securities, we created our equity screening tool to allow you to find any security at a company that matches your criteria. This can be especially helpful when you are looking to build a portfolio based on securities with certain characteristics.
Example 1: I want to see a list of securities that started trading on major US exchanges this year.
a. Click exchanges under equity details.
b. Double-click on major US exchanges and select add criteria.
*Note: Major US Exchanges includes: NYSE MKT LLC (AMEX), NasdaqCM, NasdaqGM, NasdaqGS and NYSE.
c. Click on date, select first trade date then from the time frame options set the dropdown to year to date.
d. Click add criteria then view results.
Example 2: I want to check which stocks of energy companies outside Australia are primarily trading under the Australian Securities Exchange (ASX).
a. Select energy by clicking on industry classifications under company details.
b. In geographic locations under company details, tick the box beside Australia and then tick the box beside ‘exclude results matching the above criteria’.
c. Click on exchanges under equity details and double-click on ASX.
d. Under security features in equity details, double click on primary listing.
e. Select security features under equity details again, double click on active and add criteria.
Example 3: Is it possible to see the stocks within Asia that have had a price change of over 50% in the last month?
a. Under equity details, select valuation.
b. Click on % price change under data points and then set the value to greater than 50.
c. Set the time frame to 1 Month and click add criteria.
d. Click exchanges under equity details and double click on All Asian Exchanges from the list.
Need the list for reporting?
By default, equity screens will display columns for ticker, security name, company name, trading status and most recent trade price along with columns for any additional criteria you include in your screen. Feel free to add additional columns such as the currency of the security, volume, dividend paid by going to the results page and clicking on the customize display columns tab and then browse all display columns.
Want to be notified whenever a new stock has been launched that fits your criteria?
Once your parameters are set, click on save as new screen. Assign a name and then hover over the My Capital IQ tab and then select create screening alert.
