Email of the day (3)
Comment of the Day

December 05 2011

Commentary by Eoin Treacy

Email of the day (3)

on how to filter lists from your Chart Library Favourites:
"I thought you went over this some time ago, but can you remind me how to create groups of stocks for the performance filter? For example, say I learn from the performance filter that a particular index is outperforming. How can break down the components of that index to see which components are the best performers?

"Could you consider an import section? I could upload a list of the S&P 500 Dividend Aristocrats for example. Then I could perform my own filtering of constituents from that section in my favorites.

"Thank you for your consideration."

Eoin Treacy's view Thank you for this question which I'm sure will be of interest to other subscribers. Here is a link to the interactive online Help Pages for the Performance Filter which you may find useful.

At present it is not possible to upload a list of codes to create a section in your Favourites. There are a number of technical obstacles to such a development not least that the database will only accept ticker data using a specific protocol.

However, you can filter any section of your Favourites. For example, I have created a section in my Favourites devoted to the S&P 500 Dividend Aristocrats. To create this section I added each individual share to my Favourites by clicking on the green "+" next to the title in the search results or menu. I then dragged and dropped the names into the correct section in my Favourites.

Here is a link to more detailed instructions on how to added instruments to your Favourites

To filter a section of your Favourites follow these instructions:

1. Click on the Filter button located in the upper right of the main Chart Library page.
2. The Default is Performance Filter but you could also choose the High/Low filter.
3. Select "Favourites" from the (Select Market / Section) dropdown menu.
4. A pop-up will appear listing all of your sections.
5. Tick the box next to the section or sections you wish to filter
6. Choose whichever additional criteria you might wish to employ from the additional dropdown menus and hit "Run".

Your results should look something like this.

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