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   SCREENS
  
The Screens page allows you to view stocks that pass the custom screens that you have built to meet your investment objectives.

Watch a short demonstration video here

This page is organized as follows: My Screens List
Screens that you create are listed in the "My Screens" area on the left side of the page. Click the screen name to view and run the screen. The currently selected screen is highlighted with a blue background.

You will also see the screens your colleagues have shared with the firm (see Sharing a Screen below). Shared screens from your colleagues have the creator's name next to the screen name in parentheses.

Create a New Screen
To create a new screen, click the "New screen" button at the bottom of the "My Screens" area. A prompt will appear where you can enter a name for the screen.

Select a Starting Stock Set (Universe)
To build a screen, first select the universe of stocks from the dropdown of stock sets near the top of the page; by default, the starting stock set is "All Stocks", but you can select from any of your available stock sets or StarMine's index-based stock sets. Your selection is automatically saved.
Tip: Dynamic Stock Sets are a powerful way to define your universe by country, industry, and market cap. Once defined, a Dynamic Stock Set automatically stays up-to-date based on the criteria you select, and you can use it as the starting point for any screen with just one click. See Dynamic Stock Sets or visit the Stock Sets tab and create a new Dynamic Stock Set.

Add and Edit Filter Conditions
Click the "Add a Filter" button to start building a list of filter conditions. (Note: All changes to the filters in the screen are saved automatically.) In the panel that appears, there are two ways to select a data field:
  1. Type one or more keywords in the text box and select from the dropdown list of fields that match your keywords; or
  2. Click the "Browse Fields" link and choose from a complete listing of the many available fields. In the Browse Fields popup list, fields are organized into categories:
    1. StarMine Factors: includes StarMine model scores and other unique StarMine fields, such as Predicted Surprise.
    2. Estimates
    3. Recommendations
    4. Company Basics
    5. Valuation - Intrinsic
    6. Valuation - Relative
    7. Price Changes
    8. Balance Sheet
    9. Income Statement
    10. Cash Flow Statement
    11. Ratios (Profitability)
    12. Ratios (DuPont)
    13. Ratios (Liquidity)
    14. Ratios (Leverage)
    15. Ratios (Operating)
    16. Bank
    17. Insurance
After specifying the filter field, select an operator (e.g. ">") and a value to create a condition that stocks must satisfy to pass the filter. For example, to screen for stocks with a Forward 12-month P/E (based on SmartEstimate) less than 18:
  1. Click "Add a Filter"
  2. In the Keyword(s) text field, type "pe".
  3. Select "Forward P/E (SmartEstimate)" from the Field list.
  4. In the "Condition" text box, change the default value "20" to "18".
  5. Change the "Fiscal Period" dropdown to "F12M".
  6. Click "Done".
  7. Click the "Update" button to run the screen.

To edit an existing filter, simply click it in the filters list. To remove a filter from your screen, hover your mouse over the filter and click the "delete" link on the right side of the filter row.

Screening Field Parameters
Some fields require that you specify the type of estimate in which you are interested. For example, you can screen on Predicted Surprise % for any one of many income statement items. If the Estimate Type dropdown is active after you select a field, you must select from it the estimate type on which you want to screen. You can learn more about StarMine's concept of Preferred Earnings if you wish.

Some fields require that you specify a fiscal period. For example, you can screen on Predicted Surprise % for any one of several fiscal periods. If the Fiscal Period dropdown is active after you select a field, you must select from it the fiscal period on which you want to screen. The following fiscal periods are available, depending on the field:
  • Estimate Fiscal Periods
    • This Qtr – the next-to-be reported fiscal quarter for a stock, frequently the current quarter
    • Next Qtr – the fiscal quarter that immediately follows This Qtr
    • FQ3 – the fiscal quarter that immediately follows Next Qtr
    • FQ4 – the fiscal quarter that immediately follows FQ3
    • FQ5 – the fiscal quarter that immediately follows FQ4
    • FQ6 – the fiscal quarter that immediately follows FQ5
    • FQ7 – the fiscal quarter that immediately follows FQ6
    • FQ8 – the fiscal quarter that immediately follows FQ7
    • This Yr – the next-to-be reported fiscal year for a stock, frequently the current year
    • Next Yr – the fiscal year that immediately follows This Yr
    • FY3 – the fiscal year that immediately follows Next Yr
    • FY4 – the fiscal year that immediately follows FY3
    • FY5 – the fiscal year that immediately follows FY4
    • F12M – F12M, or "Forward 12 Month" values are a combination of FY1 and FY2 data. F12M data is calculated on a pro-rated basis. For example, if the current date is June 1, the F12M estimate for a company with a December fiscal year is the sum of 7/12 of the "This Year" estimate and 5/12 of the "Next Year" estimate. A security must have at least one estimate on both This Year and Next Year in order for an F12M measure to be calculated.
    • F24M – F24M, or "Forward Month 13-24" values are a combination of FY2 and FY3 data. F24M data is calculated on a pro-rated basis. For example, if the current date is May 1, the F24M estimate for a company with a December fiscal year is the sum of 7/12 of the "Next Year" estimate and 5/12 of the "FY3" estimate. A security must have at least one estimate on both Next Year and FY3 in order for an F24M measure to be calculated.
  • Historical Fiscal Periods
    • Last Qtr – The most recently filed quarterly period
    • Last HY – The most recently filed semiannual (Half-Year) period
    • Last Year – The most recently filed annual period
    • Prior Qtr – One quarter before the most recently filed quarterly period
    • Prior HY – One half-year before the most recently filed semiannual period
    • Prior Year – One year before the most recently filed annual period
    • T4Q – The sum of the last 4 quarterly periods for Income and Cash Flow fields and the average of the last 4 quarterly periods for Balance Sheet fields.
    • T2HY – The sum of the last 2 semiannual periods for Income and Cash Flow fields and the average of the last 2 quarterly periods for Balance Sheet fields.
    • Latest – This period chooses the most recently available data between T4Q, T2HY and Last Year.
    • Current – For relative valuation ratios like P/Sales, the current period indicates the most recent daily price divided by or into the 'Latest' financials value. For example, Current P/Sales would be the prior day's price divided by annualized sales from the most recent period end date, be it a quarterly, semiannual or annual period.
Some fields — those that represent changes — require you to specify a time period during which a change occurs. For example, you can screen on Mean Estimate Change % for any of several time periods. When the Change Period dropdown is active, you must select from it the period of time, ending on the data-through date, over which you want the change measured.

OR Filters
Each filter condition can contain a set of sub-filters separated by the OR operator. For instance, you can create a filter that searches for stocks that satisfy [Analyst Revisions Score < 10] OR [Earnings Quality Region Rank < 10].

To add an OR condition to a filter, click the "+ OR" link on the left side of the filter.

Enter the filter condition you would like to add, and click "Done." The result is a single condition with two sub-filters connected by OR:

You can add as many OR conditions as necessary. OR filters are especially useful in searching for cases such as extreme values (high or low), screening on multiple time periods simultaneously (e.g. Predicted Surprise above X for either this quarter OR this year), and screening on multiple measures simultaneously.

Exclude a Stock Set
The "Exclude a Stock Set" feature lets you filter your screen results by removing tickers that appear in any stock set you designate. For example, suppose you are building a screen to look for buy ideas; use "Exclude a Stock Set" to filter out the list of stocks you already own ("My Portfolio").

Click the "cancel" link to remove the stock set exclusion from your screen.

Note: in order to share your screen with others at your firm, any stock set that is excluded from the results must also be shared.

Run the Screen
Whenever you add or change screen filters, the number of stocks in the starting stock set that pass each individual filter item, as well as the number that pass all filter conditions, recalculates on the fly. This lets you make as many changes to the filters as you want without having to worry about waiting for recalculations after each edit.

When you are ready to see the full list of results in the data grid below, click the "Update" button that appears whenever changes are made to the filters.

Add Results to a Stock Set
Please note, subscribers accessing StarMine Professional from within Thomson ONE will experience behavior different than what is described below. Please see the section "Add Results to a Stock Set for Thomson ONE subscribers" following this one.

To add screen results to a stock set: use the checkboxes next to each ticker in the results list to select the stocks to add, then select a stock set from the dropdown beneath the data grid and click "Add". If you add tickers to an existing stock set, the tickers are appended to the stock set; choose "New Stock Set" from the dropdown to create a new stock set and add your selected tickers to that stock set right away.

Add Results to a Stock Set for Thomson ONE subscribers
When using StarMine Professional through Thomson ONE, the results of a screen, either partial or full, may be added to a new Stock Set. When you complete this action, a new Watch List related to the new Stock Set is visible in Thomson ONE.

Export Results to Excel
Export the data table to Excel by clicking the "Export" button on the bottom-right corner of the data grid; a CSV (comma-separated values) file is generated of the current data grid that can be opened in any spreadsheet application.

Print Results
The Print Version box below the data grid contains a "portrait" and a "landscape" page layout icon. The numbers to the right of each icon represent the number of pages that each layout requires. Click on an icon to open a new window that contains the screen results formatted for the selected page layout.

Rename, Copy, and Delete Screens
To rename, copy, or delete a screen that you created, open the actions menu by clicking on the arrow on the right side of the screen name, as shown below:

Sharing Screens
When you share a screen, other users at your firm can open and run the screen you created. If you choose, they can also edit the screen. Screens that you share will appear in other user's "My Screens" list, with your name to indicate that you are the creator and "owner" of the screen.

To allow others at your firm to view and run your screen, but not edit the filter criteria, click the checkbox labeled "Others at my firm can view this screen" in the upper-right corner of the page. If you want to give your colleagues permissions to edit the filter criteria as well, click the "…Edit this screen" checkbox. This setting is saved automatically.
Screens you created that are shared to other users at your firm are indicated with a sharing icon in the My Screens list.

Importing and Exporting Screen Definitions
The "Import" and "Export" buttons in the "My Screens" list allow you to import and export screen definition files - XML files that contain the specific filter conditions of your screen and other data. This is a helpful tool when you want to share a screen with a colleague privately or when your account manager wants to give you an example screen to look at.

Screens Library
Click the "Screens Library" link to access a library of pre-built screens from which you can browse and create a copy of your own. This library will be updated periodically to include new screens as the list of available fields, ratios, and StarMine models grows.


See also:
Views
Available Screening Fields



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