Expert Tips are designed to help you get the most out of your YCharts subscription. Hone your skills, practice new ones, or email hello@ycharts.com if you have any questions.
Click to jump to each Expert Tip:
Screen for Innovative Companies
Screen on Strategy-Focused Indices
Set Alerts on Screens
Overlapping Fund Holdings
Fundamental Score
Upside/Downside Capture Ratio
Dividend Consistency
Scoring Models for Risk
ADRs
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Screen For The Most Innovative Companies
Using the Stock Screener, narrow a universe of stocks to find the top innovators by screening on R&D Expense as a % of Annual Revenues. For industries like Biotechnology and Semiconductors, spending on research and development can indicate that a company is more primed for growth or expansion than its peers.
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Screen on Strategy-Focused Indices
Using the Equity Screener, click “Modify” then “Indices” and choose from over 30 indices to define the universe of stocks you’re evaluating. Strategy-specific indices such as S&P 400 Growth, Russell 2000 Value, S&P 500 High Dividend, and others are available for hyper-focused idea generation.
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Set Alerts on Screens
Screens can be an integral aspect of your idea generation and portfolio construction. Using both the Stock Screener and Fund Screener, click the “Activate Alerts” bell icon to set alerts on screens you’ve built. YCharts will notify you any time a security enters or exits your screen criteria.
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Overlapping Fund Holdings
Find overlapping top holdings between two funds using the Equity Screener. Save both holdings lists as Watchlists and screen for those Watchlists on “Intersect” — the results will show all overlapping top 25 holdings.
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Fundamental Score
The Fundamental Score allows investors to quickly gauge the strength of a company based on 10 fundamental tests. Validate your investment decisions by applying the score to your analysis:
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Upside/Downside Capture Ratio
The upside/downside capture ratios provide insight into how fund managers have performed. Increase transparency by inserting capture ratios into your analysis:
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Dividend Consistency
Companies that pay consistent dividends imply stability and discipline. Increase reliability by applying this filter to your search:
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Scoring Models for Risk
Risk metrics can be used to rank almost any list of securities. Add risk metrics to your custom scores to quickly evaluate a list of screening results and sort by opportunity:
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ADRs
American Depository Receipts (ADRs) may help investors diversify by gaining exposure to foreign companies. Identify these securities by applying a filter to your universe:
