MarketStars - Navigation guide
Symbols
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The red information circles accompany screens that have an associated article. Click on the red information circle to read the article and find out more. |
Actions
Run Screen Click on 'Run Screen' to see the list of companies that currently meeting your screening criteria. |
Test Strategy Test your strategy to see how it would have performed if you had followed it in the past. Click on this link to see stats on your strategy vs the market. |
Set Alert Create an e-mail alert for each screen that you have saved. Click on this link to set up your alert preferences. |
View & Edit Criteria Click on this link to see what the screener criteria are. If you like, you can edit these to create your own custom screen. |
Download entire period company listing Download data for every single company that meets your strategy criteria, and see how their share price performed in every period. |
Buttons / Banners
Your strategy beat the market This information strip tells you that your strategy beat the market. This means that your percentage return is greater than the benchmark index (the market).If the market (for example, the FTSE 100) has risen 20% and your strategy has risen by more than 20% over the same time, then you have beat the market. |
Your strategy did not beat the market. Try again This information strip tells you that your strategy has not been successful, and was worse than the general market trend over the same period. For example, if the market was up by 20% but your strategy was only up by 15%, you would see this message. |
Once you've found a strategy that you like, click on this button to create a daily or weekly email alert so you can stay up to date with all the companies that meet your criteria. |
This button allows you to delete any of your saved screens. Note: it is not possible to delete Popular Strategy Screens or Premium MarketStars Screens. |
Edit criteria will take you to the screener inputs page, where you can see the data that you have previously entered. fundamentals screener page. Here you can tweak your inputs and re-direct your screen to produce more appropriate returns. |
This lets you change how you test your strategy. The default settings are to test your strategy over 5 years, to update your portfolio on a monthly basis, and to compare your strategy with the FTSE 100. You can change all of these settings and customise your strategy test. For example, you might wish to test over a specific time period, or compare your strategy with a different index such as the FTSE Small Cap. |
Screener Home Page
Set up a strategy with our Screening Wizard The Screening Wizard asks you 5 simple questions, and then builds a strategy for you based on your answers. See the MarketStars help section for more information on how to use the Wizard.
Key fields The most popular screen fields used to create a strategy. For example, dividend yield, PE ratio, market capitalisation, etc.
Full fundamental screener Our complete screener, containing over 200 data points - director deals, technical analysis, growth ratios, fundamental data, price and trades date, and more. Set up a strategy based on any combination of these data points.
My Saved Screens Create your own screens from scratch or as a spin-off of the Popular or MarketStars screens. For your convenience, the tool automatically saves the last created screen.
Popular Strategy Screens To help you to get started with screening, try one of our Popular Strategy Screens. These are the most widely used screens, derived from the writings of investment gurus such as Graham and Slater. Click on the name of the screen to read a brief description, or click on 'View and Edit criteria' to see the data inputs used to create these screens.
Premium MarketStars Screens A constantly growing list of strategy screens written by the Digital Look team and specifically for premium users of MarketStars.
Name The name of the strategy, by clicking on this you will find that an attached definition of the screen.
Results Gives the number of companies that currently meet your screening criteria.
Summary
Performance: % Strategy performance Total cumulative percentage change for your strategy, including dividend payments. This figure shows you how much your strategy has increased (or decreased) over the time that you are running your test.
Note: Total Shareholder return is equal to share price change, plus dividend payments.
% Benchmark performance Equivalent measure for the benchmark, shows how well or poorly the benchmark performed over the same time period. The benchmark is typically an LSE listed index, such as the FTSE 100 or the FTSE AIM 50.
% Performance vs. benchmarkComparative performance of your strategy measured against the benchmark. If the strategy returned 10% and the benchmark returned 5% over the same time period the performance vs. the benchmark would be 5% = performance - benchmark return.
% Avg. performance per period An average of the share price rise or fall over all periods. This demonstrates that if you were investing using this technique what your typical return would have been historically.
% Avg. gain for positive periods Restricts calculations to periods where there was a gain in the share price. For example, if there were two rising companies in a period, Company A and Company B and A rose 5% and B rose 10% the average gain for positive periods is 7.5%
% Avg. loss for negative periods Again, the average performance strictly in negative periods. For example, if there were two falling companies in a period, Company C and Company D and C fell 5% and D fell 10% the average fall for negative periods is 7.5%
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