Custom Stock Screener Part 1: Access and Criteria Selection

14 Jul 2014 · 2 min

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1:38

David Trainer walks through New Constructs' custom stock screener, showing how to access it on newconstructs.com and set up screening criteria. You can choose between valuation and operational metrics, create up to 10 criteria, and adjust qualifiers and time periods. Part 1 covers access and setup; part 2 covers the remaining steps.

Chapters

Welcome to part 1 of 2 New Constructs tutorials for our custom stock screener. To access our custom stock screener, go to our website at newconstructs.com and log in. Click the stock screener tab located underneath our New Constructs logo. This will direct you to our premium stock screener. To view the tutorial for our premium stock screener, click the banner appearing on your screen. To access our custom stock screener, Click Custom located on the blue ribbon. Step 1 of 3 allows you to select the criteria that stocks are screened by. We divide our metrics into 2 types: valuation and operational. The qualifier allows you to limit the value of the metrics returned in the results. The period allows you to select the year. For this demonstration, I'm going to select valuation Overall Risk/Reward Rating, greater than 3, in the current fiscal year, and click Create. I'll also select Operational, ROIC for any qualifier, in the current fiscal year, and click Create. You can edit, copy, or remove any of the criteria you've created by clicking the corresponding button. Up to 10 different criteria can be created before moving to step 2 by clicking Next. Thanks for watching this tutorial. Please see part 2 of this video for a tutorial on steps 2 and 3.