David Trainer walks through the Dynamic Data Screener on New Constructs, showing how to log in, set criteria like return on invested capital and price-to-economic book value, select companies or portfolios like the S&P 500, run the screen, and export results to Excel.
Chapters
So this is a quick webinar on how to download data via the Dynamic Screener. You would log into your account, it takes you to this portfolio page, you click on screeners, click on dynamic data, and you choose the type of data you want. So for example, if you're looking for return on invested capital, It's going to default to the current or trailing 12 months value. Create. That is your criteria. If you wanted to put other criteria in there, such as market value, you can add that. There are other types of criteria related to adjustments in case you wanted to see your net funded status of a pension, asset write-downs, lots of things. We only keep a subset of data points in this screener just because it can be really long and complicated otherwise. So clients are welcome to request additional items in the list. Once you've chosen your criteria, go from step 1 to step 2, click Next. This is where you choose the companies you want to get the data for. So if you have some portfolios you want to get that for, you would just click Then you just keep adding what you might want until you're finished. And once you've clicked all of those and you hit Add, notice the numbers keep going up. Once you've done that, all you do is click Next. And you'll have the list. Notice it takes just a couple of seconds. You'll get the CIK, the ticker, the company name, the sector, criteria 1, return on risk of capital, criteria 2, market value of equity. If you want to get an Excel file of this, you just click here, and in a matter of seconds, you have Sorry, it took a second for me to get the right file. In a matter of seconds, there you are. There's the data and a file. If you want to go back and change anything and rerun the screen, It's very simple too. You could go back and you could say, okay, I want to go to step 2, and I don't want these companies. I actually just want the S&P 500. Do that very quickly as well. Or if you want to go back and you wanted to remove this criteria and you wanted to replace it with the price to economic book value. As well as the overall rating. If you still want to do the S&P 500, right now that's already in there. Hit Next. Again, there's the data very quickly. Thank you.
