Screening Examples

Basic Screening

The following examples will introduce you to the screening basics. Before running each screen, clear both the Screening Criteria and Report Definition tables, unless otherwise noted.

Example A: Screening for an investable universe

Example B: Screening on stocks vs. their Industry

Example C: Screen for stocks that have P/E 20% below their Industry median and are paying dividends

Example D: Screen for Growth

Example E: Screen for Value

Using Historical Search Option

Examples of Advanced Screening and Reporting

Calculating New Items Using Existing Database Items

How to Screen for Several Industries

Using Moving Functions in Reports

Using Boolean "And" Calculations

Using Boolean "Or" Calculations

Sample Script

Screening/Reporting on Multiple Databases

Using Index Tickers


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