Stock Screens

[investor30]

I would first like to say hi to everyone as this is my first post.

I am looking for a program/website in which I can set up my own stock screens based on a set of criteria, and which allows me to create new criteria as well. I have tried Reuter's screen, the MSN money one that I had to download, stockcharts.com I think it is, and I own Stock Investor Pro by AAII. While Stock Investor Pro is nice and allows the creation of custom fields, it does not have all the data that I would like to access. Does anyone know of a program with more comprehensive data? I also do not like the fact that Stock Investor Pro "loses" data after each update, that is, it replaces old information with the new values so that that data is no longer available for analysis.

Thanks much!!

[skiracer]

I would first like to say hi to everyone as this is my first post.

I am looking for a program/website in which I can set up my own stock screens based on a set of criteria, and which allows me to create new criteria as well. I have tried Reuter's screen, the MSN money one that I had to download, stockcharts.com I think it is, and I own Stock Investor Pro by AAII. While Stock Investor Pro is nice and allows the creation of custom fields, it does not have all the data that I would like to access. Does anyone know of a program with more comprehensive data? I also do not like the fact that Stock Investor Pro "loses" data after each update, that is, it replaces old information with the new values so that that data is no longer available for analysis.

Thanks much!!

StockCharts.com and StockFetcher.com are both subscription services where you can customize and program your own code into the scans. If that is what you are looking for.

[IIC]

Are you looking for fundamental or technical criteria...Or Both?

[investor30]

I am looking for fundamental and technical criteria as well as historical data, hopefully at least a couple of years back.

I went to the stockfetcher website and I was able to screen stocks by volume, but then it only displays the results by total volume, price, or percent change in price. Is there no way to sort the results by percentage increase in volume? (My screen was to compare one volume criteria to another)

Does anyone know if stockcharts.com has volume data for the past 5 days?

I use Stock Investor Pro, which is also a subscription service, and it is quite good, but only has volume averages for 2-week and 3-month periods and only has one relative strength for each stock, no historical information. As I stated, I am looking for a screen with both technical and fundamental info, hopefully I'll find one that has a volume average for the past one week and maybe two weeks and monthly data as well. Anyway, thanks for the quick replies.

[investor30]

Alternately, I know that Excel can cull information from the Internet at periodic intervals and then analyze them in predefined equations. Does anyone know if there is a place to get large amounts of stock info (ie, a database or table) on the Internet in one page that I could use Excel to retrieve, for example, price/volume info on maybe 9000 stocks? It seems like a lot but I figure it would be available somehow...

[IIC]

I am looking for fundamental and technical criteria as well as historical data, hopefully at least a couple of years back.

I went to the stockfetcher website and I was able to screen stocks by volume, but then it only displays the results by total volume, price, or percent change in price. Is there no way to sort the results by percentage increase in volume? (My screen was to compare one volume criteria to another)

Does anyone know if stockcharts.com has volume data for the past 5 days?

I use Stock Investor Pro, which is also a subscription service, and it is quite good, but only has volume averages for 2-week and 3-month periods and only has one relative strength for each stock, no historical information. As I stated, I am looking for a screen with both technical and fundamental info, hopefully I'll find one that has a volume average for the past one week and maybe two weeks and monthly data as well. Anyway, thanks for the quick replies.

Stockfetcher has very limited fundamental data and Stockcharts has none.

I'm fairly certain that you can run scans at both on a weekely basis but I've never tried...Stockcharts has historical data but I don't think the format is what you want.

Are you looking for something like price increases on increased volume? I'm sure you could scan for that at Stockcharts.

[investor30]

Yes, but I'm looking for 5 days of volume instead of 10 days which most of the other screening websites use. Does anyone know if it's possible with stockcharts?

[IIC]

Yes, but I'm looking for 5 days of volume instead of 10 days which most of the other screening websites use. Does anyone know if it's possible with stockcharts?

To make it easy you could use the PVO indicator and change the default criteria at Stockcharts

[skiracer]

To make it easy you could use the PVO indicator and change the default criteria at Stockcharts

if you use the advanced scanning criteria at StockCharts you can write any code you want to plug in whatever your parameters are. The only thing is that you have to be a subscriber and that costs about $31 per month. It is not available with their freebie stuff.
You could try http://prosearch.businessweek.com. They have a pretty decent scanning setup with both technical and fundamental plugins. I would buy the StockCharts service on the monthly schedule. You get alot for the money.

[IIC]

if you use the advanced scanning criteria at StockCharts you can write any code you want to plug in whatever your parameters are. The only thing is that you have to be a subscriber and that costs about $31 per month. It is not available with their freebie stuff.
You could try http://prosearch.businessweek.com. They have a pretty decent scanning setup with both technical and fundamental plugins. I would buy the StockCharts service on the monthly schedule. You get alot for the money.

Like Ski..I like the paid Stockcharts scans...However...Stockfetcher on the paid service has a lot more indicators...But overall I'd suggest to keep the technicals simple...Too many can be a bit overwhelming

[investor30]

The Business Week's stock screener is no longer available.

I found a couple other screening websites for around the same price, from $30/month to $50/month that have a large amount of technical data. I may try out one of these or stockcharts.com although I don't see a free trial.

Has anyone used the Barron's stock screener? What kind of technical data do they have available?

[IIC]

The Business Week's stock screener is no longer available.

I found a couple other screening websites for around the same price, from $30/month to $50/month that have a large amount of technical data. I may try out one of these or stockcharts.com although I don't see a free trial.

Has anyone used the Barron's stock screener? What kind of technical data do they have available?

The Barron's stock screener is pretty much worthless...Doug(IIC)

[IIC]

In a nutshell...this is what the Barron's Screener offers:

CRITERIA



Background
Price RangeTrading from $ to per share Market Cap Any Ultra Large Cap ($100B or greater) Large Cap (at least $10B but less than $100B) Mid Cap (at least $2B but less than $10B) Small Cap (at least $500M but less than $2B) Micro Cap (up to $500M)
Use Shift- Or Ctrl-click to select multiple categories Sector Any Basic Materials Conglomerates Consumer Goods Financial Healthcare Industrial Goods Services Technology Utilities
Use Shift- Or Ctrl-click to select multiple categories Industry Any CHEMICALS Chemicals - Major Diversified Synthetics Agricultural Chemicals Specialty Chemicals ENERGY Major Integrated Oil & Gas Independent Oil & Gas Oil & Gas Refining & Marketing Oil & Gas Drilling & Exploration Oil & Gas Equipment & Services Oil & Gas Pipelines METALS & MINING Steel & Iron Copper Aluminum Industrial Metals & Minerals Gold Silver Nonmetallic Mineral Mining CONGLOMERATES Conglomerates CONSUMER DURABLES Appliances Home Furnishings & Fixtures Housewares & Accessories Business Equipment Electronic Equipment Toys & Games Sporting Goods Recreational Goods, Other Photographic Equipment & Supplies CONSUMER NON-DURABLES Textile - Apparel Clothing Textile - Apparel Footwear & Accessories Rubber & Plastics Personal Products Paper & Paper Products Packaging & Containers Cleaning Products Office Supplies AUTOMOTIVE Auto Manufacturers - Major Trucks & Other Vehicles Recreational Vehicles Auto Parts FOOD & BEVERAGE Food - Major Diversified Farm Products Processed & Packaged Goods Meat Products Dairy Products Confectioners Beverages - Brewers Beverages - Wineries & Distillers Beverages - Soft Drinks TOBACCO Cigarettes Tobacco Products, Other BANKING Money Center Banks Regional - Northeast Banks Regional - Mid-Atlantic Banks Regional - Southeast Banks Regional - Midwest Banks Regional - Southwest Banks Regional - Pacific Banks Foreign Money Center Banks Foreign Regional Banks Savings & Loans FINANCIAL SERVICES Investment Brokerage - National Investment Brokerage - Regional Asset Management Diversified Investments Credit Services Closed-End Fund - Debt Closed-End Fund - Equity Closed-End Fund - Foreign INSURANCE Life Insurance Accident & Health Insurance Property & Casualty Insurance Surety & Title Insurance Insurance Brokers REAL ESTATE REIT - Diversified REIT - Office REIT - Healthcare Facilities REIT - Hotel/Motel REIT - Industrial REIT - Residential REIT - Retail Mortgage Investment Property Management Real Estate Development DRUGS Drug Manufacturers - Major Drug Manufacturers - Other Drugs - Generic Drug Delivery Drug Related Products Biotechnology Diagnostic Substances HEALTH SERVICES Medical Instruments & Supplies Medical Appliances & Equipment Health Care Plans Long-Term Care Facilities Hospitals Medical Laboratories & Research Home Health Care Medical Practitioners Specialized Health Services AEROSPACE/DEFENSE Aerospace/Defense - Major Diversified Aerospace/Defense Products & Services INDUSTRIAL Farm & Construction Machinery Industrial Equipment & Components Diversified Machinery Pollution & Treatment Controls Machine Tools & Accessories Small Tools & Accessories Metal Fabrication Industrial Electrical Equipment Textile Industrial MATERIALS & CONSTRUCTION Residential Construction Manufactured Housing Lumber, Wood Production Cement General Building Materials Heavy Construction General Contractors Waste Management LEISURE Lodging Resorts & Casinos Restaurants Specialty Eateries Gaming Activities Sporting Activities General Entertainment MEDIA Advertising Agencies Marketing Services Entertainment - Diversified Broadcasting - TV Broadcasting - Radio CATV Systems Movie Production, Theaters Publishing - Newspapers Publishing - Periodicals Publishing - Books RETAIL Apparel Stores Department Stores Discount, Variety Stores Drug Stores Grocery Stores Electronics Stores Home Improvement Stores Home Furnishing Stores Auto Parts Stores Catalog & Mail Order Houses SPECIALTY RETAIL Sporting Goods Stores Toy & Hobby Stores Jewelry Stores Music & Video Stores Auto Dealerships Specialty Retail, Other WHOLESALE Auto Parts Wholesale Building Materials Wholesale Industrial Equipment Wholesale Electronics Wholesale Medical Equipment Wholesale Computers Wholesale Drugs Wholesale Food Wholesale Basic Materials Wholesale Wholesale, Other DIVERSIFIED SERVICES Business Services Rental & Leasing Services Personal Services Consumer Services Staffing & Outsourcing Services Security & Protection Services Education & Training Services Technical Services Research Services Management Services TRANSPORTATION Major Airlines Regional Airlines Air Services, Other Air Delivery & Freight Services Trucking Shipping Railroads COMPUTER HARDWARE Diversified Computer Systems Personal Computers Computer Based Systems Data Storage Devices Networking & Communication Devices Computer Peripherals COMPUTER SOFTWARE & SERVICES Multimedia & Graphics Software Application Software Technical & System Software Security Software & Services Information Technology Services Healthcare Information Services Business Software & Services Information & Delivery Services ELECTRONICS Semiconductor - Broad Line Semiconductor- Memory Chips Semiconductor - Specialized Semiconductor – Integrated Circuits Semiconductor Equipment & Materials Printed Circuit Boards Diversified Electronics Scientific & Technical Instruments TELECOMMUNICATIONS Wireless Communications Communication Equipment Processing Systems & Products Long Distance Carriers Telecom Services - Domestic Telecom Services - Foreign Diversified Communication Services INTERNET Internet Service Providers Internet Information Providers Internet Software & Services UTILITIES Foreign Utilities Electric Utilities Gas Utilities Diversified Utilities Water Utilities
Use Shift- Or Ctrl-click to select multiple categories Same Industry As Symbol: Symbol Lookup Dividend Yield Any Less than 1% 1% or more 2% or more 3% or more 4% or more 5% or more 10% or more 25% or more Number of
Employees Any Less than 100 Less than 1,000 Less than 10,000 10,000 or more
Volume and Shares

Average Daily
Volume Any Less than 10,000 Less than 50,000 Less than 100,000 Less than 500,000 Less than 1M Less than 5M Less than 10M 10M or more Volume Change Any Greater than (100% or more) Less than (99% or less) 75% or more 50% or more 25% or more % during Any Time Period 2 Weeks 4 Weeks 13 Weeks 26 Weeks 52 Weeks YTD Shares
Outstanding Any Less than 5 Million Less than 10 Million Less than 25 Million Less than 50 Million Less than 100 Million Less than 500 Million 500 Million or more % of Shares
Institutionally
Owned Any Less than 5% Less than 10% Less than 25% Less than 50% Less than 75% 75% or greater
Fundamentals

Return on Equity
(ROE) Any Less than 5% 5% or more 10% or more 15% or more 25% or more 50% or more 75% or more 100% or more Profit Margin Any Less than 5% 5% or more 10% or more 15% or more 20% or more 25% or more 30% or more 40% or more 50% or more 75% or more Debt-to-Equity Any No Debt 1 or lower 2 or lower 3 or lower 4 or lower 5 or lower Greater than 5
Price Performance

Beta Any -2 or lower -1 or lower 0 or lower 1 or lower 2 or lower Greater than 2 Moving AverageAbove Below Any $1 $5 $10 $15 $20 $25 $30 $40 $50
Key Ratios

Price/Earnings (P/E) Any 5 or less 10 or less 15 or less 20 or less 30 or less 50 or less Greater than 50 Price/Book Any 1 or less 2 or less 3 or less 4 or less 5 or less 10 or less Greater than 10 Price/Sales Any 1 or less 2 or less 3 or less 4 or less 5 or less 10 or less Greater than 10 Price/Cash Flow Any 1 or less 5 or less 10 or less 25 or less 50 or less Greater than 50 Free Cash Flow Any Less than 0 0 or greater $.50 or greater $1 or greater $2.50 or greater $5 or greater $10 or greater $20 or greater Net Income Any Less than $100M $100M or more $250M or more $1B or more $10B or more
Growth Ratios

[IIC]

Sorry it came out so wacko...I like Barron's as easy reading but for stock ideas it leaves a lot to be desired

[skiracer]

this is a decent site for screens, scans and all kinds of other good stock stuff. www.chartfilter.com