Research Wizard 4.0 Overview
The Research Wizard is the ideal tool for examining the fundamental characteristics of your current holdings or searching for potential valuable additions to your portfolio. The Research Wizard also includes several pre-configured reports that alert you to the significant changes in brokerage analyst EPS estimates, changes in brokerage firm recommendations, and EPS surprises affecting stocks in your portfolios.
Using Research Wizard
Do you want to identify certain low P/E stocks that reported EPS during the last 15 days, had earnings surprises above their industry median, had upward estimate revisions and no decreases in broker recommendations? Do you want to search for mid-cap stocks in the specific industries that are 30% off their highs? Or perhaps, you only want to view stocks with earnings growth above their industry median and with P/E and P/B below their industry medians. You can have answers to these questions in seconds, and after saving your searching criteria, generate and maintain a Followed List.
Once you have found promising candidates, you can run or modify pre-configured multi-company reports or create your own. These reports will help you monitor individual components affecting stocks in your portfolio. After your report is produced, you can select from a variety of export options to transfer your report's contents for use with other applications.
Research Wizard is also an automation tool. This automation ability (called scripting) is a time-saver that allows you to combine repetitive tasks into one process, similar to macros in the spreadsheet and word processing programs. Once you have defined your script, with one click, you can then run a series of screens and reports, and then print or export the results.