Modules
Equity Fundamentals Screening Tool
- Creator:
- byron
- Submitted:
- Mar 29 2006 at 10:51 am
- Last Updated:
- Apr 4 2007 at 5:25 pm
Download Module
Begin your download of this module (1023.1 KB total download).
Description
This dashboard is compatible with standalone viewers.
Use this tool to plot data on an XY Graph, drill into points to track them or eliminate them from the analysis, and write back selected entries to Excel for a comp sheet or other report.
Pick which attributes of the data to plot on each of the X and Y axis on the fly. For example, compare companies by plotting PE verus Price / Sales. Then select a group of companies to track them as you change the analysis to show Price versus Volume to narrow the selection down to a set of Tickers.
You can highlight and eliminate points from the analysis by selecting them on the graph and then clicking "Eliminate or Track Selected Tickers" to take further action.
Use this module with Capital IQ by configuring the Excel workbook to pull in fundamental data for a set of Tickers. There must be a column labeled "Ticker" in the data as in the example data for the filtering to work properly.