How to Quickly Create Fundamental Scans

Updated on 2011-03-29

By using the trading items described below, you can search for stocks based on fundamental criteria using a nice graphic interface.
Within seconds, you can display the stocks that are trading at a low Price earnings ratio and/or those that have a high PEG value.

Fundamental Data Downloaders

Fundamental Valuation Ratios for US Stocks includes fundamental ratios such as price to earnings ratio, price/book, price/cash, price/free cash flow, PEG.
Ownership data for US companies includes metrics such as insider ownership, insider transactions, institutional ownership, short interest ratio, and float.
Financial fundamental data for US companies gets financial data. This includes ROA, ROE, ROI, current ratio, quick ratio and market capitalization.

Create a fundamental scan

Select "Analysis" then "Quick Screener".
Click on "Add condition" then on a condition category to add a new row in the conditions list.
In the new row, click on the cell under "Values" column and select a fundamental item
Below this row, type the minimum and maximum limits or click on the distribution chart to update these limits.
New stocks will appear and disappear as you add and update the scan criteria.

To create advanced scans, include technical indicators and custom columns, use the "Screener" tool. It can be opened by selecting "Analysis" then "Screener".