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   STOCK SETS|View & Manage
  
The Stock Sets/View & Manage page of StarMine Professional allows you to create and monitor multiple lists of the stocks you care about.

There are four types of stock sets, each listed in the left-hand column:
  • Static Stock Sets allow you to add or remove specific individual stocks. Static Stock Sets also allow you to enter holdings information (number of shares held for each stock) for use in Aggregates.

  • Dynamic Stock Sets allow you to specify high level filter criteria that determine the stocks in your stock set. Contents of Dynamic Stock Sets are automatically updated each night on the basis of the criteria you specify.

  • EPS Projection Stock Sets relate projections made by people at your firm using the StarMine Valuation functionality.

  • StarMine Stock Sets are maintained by StarMine and track a number of commonly used indices.
Click a stock set name to select it. The constituents of the Stock Set are listed in the data grid on the right side.

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

Static Stock Sets have the following features:
  • Clicking the New button allows you to create and name a stock set; by default, a new stock set is not shared with other users at your company.

  • To rename, copy, or delete a stock set, open the actions menu by clicking on the arrow on the right side of the stock set name in the left-hand list.

  • You can enter the number of shares of each security you hold by clicking the Edit # Shares button. This information allows you to use StarMine's Stock Set Aggregates to view characteristics of your portfolio as a whole.

    Shares Held are entered in thousands, so a position of 62,500 shares would be entered as "62.5". The most recent closing price for each stock is displayed in local currency. As you enter Shares Held, the value of the position is updated. Position Value is displayed in thousands of US dollars, so a position with a value of $2,812,500 would appear as "2,812". A running total Portfolio Value is also shown in thousands of USD.

    You may also select whether or not to let StarMine adjust your Shares Held for splits. For example, suppose you held 100 shares of a stock priced at $80. If the stock underwent a 2:1 split, StarMine would update your Shares Held so that, after the split, you would hold 200 shares of the stock at a price of $40, and your Position Value would be unchanged.

    You may also enter a value for "Cash" to represent a cash position in your portfolio. This information is used to ensure that the portfolio weights shown on the Aggregates/Allocations page reflect your allocation to cash.
    • Note that changes to Shares Held data are not saved until you click the "Save" button. Once you have saved a Static User Stock Set that contains Shares Held data for at least one stock, it will appear in the "User Stock Sets with Holdings (Static)" section.

  • The Import feature allows you to add a list of stocks to a Static Stock Set all at once. This can be particularly useful if you have already created a list of stocks in another application. For best results importing into StarMine Professional, you should save the data that you want to import as a *.csv file. Ideally, the file should contain only the type of data that you are importing. When the pop-up box appears, use the browse button to locate the file that you wish to import. Remember to specify the type of data that you are importing. If the file has been exported from the StarMine Stock Sets page and rows have been removed, you can choose the "StarMine Export File" option from the dropdown menu. If the file has not been exported from the StarMine Stock Sets page, it should ideally contain only the type of data that you are importing: Ticker, CUSIP/SEDOL, Thomson Reuters Ticker, or StarMine ID. Ideally, the file should not contain a header row. Note that importing via the Ticker identifier option also supports import of Bloomberg tickers.

    If you check the "Overwrite…" box, any existing stocks in the set will be deleted prior to the file being imported.

    If you check the "Rightmost column contains Shares Held" box, the Import process will also import Shares Held data. If the file to be uploaded is in the "StarMine Export File" format, Shares Held should be supplied in the sixth column. For all other formats, Shares Held should be in the second column. For Import purposes, Shares Held should be provided in actual shares (not thousands of shares). If you choose to import Shares, you will also have the option to specify whether or not to let StarMine adjust your Shares Held for splits.

    After you select "OK" to begin the import, you will be provided with stock-by-stock feedback regarding the success of your import.

  • The Export feature helps you to transfer a stock set from StarMine Professional into a spreadsheet or similar application. If you have entered Shares Held data for the stock set, that data will be included in the sixth column of the exported file. When the File Download box pops up, you can choose to open the file directly or to save it to disk. Depending on your system configuration, you may find that you need to select "Open" twice in order to access the spreadsheet.

  • You can add stocks to a Static Stock Set by typing them directly into the Add Tickers input box. Multiple tickers can be added if they are separated by commas or semicolons. In addition to typing them in, you can paste a selection of cells from Excel and the Add Tickers box will add the necessary commas. If your account has access to data from multiple countries, you'll need to include a 2-letter country code when accessing the TICKER section for a security outside of your default country. Country codes should be separated from the ticker by a single space; for example, the complete ticker for Volkswagen AG is VOW GR. If you don't know the code for a particular country, you can view a list of the ticker country codes. The "Lookup" link allows you to find a security's ticker when you only know the company name.

  • If you are the owner of the selected stock set, you can remove stocks from the set by checking the boxes next to the tickers that you wish to remove and clicking the Delete Selected Items link at the bottom of the page. The Select All link is a shortcut way to check the boxes next to all the tickers on the page.
Static Stock Sets for Thomson ONE Subscribers

Static Stocks Sets in StarMine Professional are equivalent to Portfolios and Watch Lists in Thomson ONE. For your convenience, the list of Static Stock Sets within Professional displays the list of Portfolios and Watch Lists you control in Thomson ONE.

The following outlines the major differences working in StarMine Professional when integrated with Thomson ONE.
  • Refreshing Static Stock Sets – The list of Static Stocks Sets in StarMine Professional and the constituents of each are refreshed automatically once per day. If you wish to refresh the full list of Static Stock Sets during the day, click the following icon

    If you wish to refresh a single Stock Set, click the name and click the following icon:

  • Synchronization Errors – StarMine Professional focuses on the Equity asset class. For this reason, it may be possible that your Watch Lists and Portfolios in Thomson ONE contain securities that StarMine does not recognize. When this happens, you will see the following message on the Stock Set View and Manage page:

    Clicking this link displays a page that offers as much information as is possible about the securities that StarMine does not cover.

  • Editing Static Stock Sets – The editing features within Thomson ONE control all editing of the contents of a Static Stock Set.

  • The sharing of Stock Sets is handled by Thomson ONE. If you have shared a Portfolio or Watch List in Thomson ONE, it will automatically be shared to others at your firm within StarMine Professional.
Dynamic Stock Sets have the following features:
  • Clicking the New button allows you to create and name a stock set; by default, a new stock set is not shared with other users at your company. After naming the set, click "Edit Criteria" to be taken to the Edit Stock Set Criteria page, where you can set high level filter criteria that is run every night and keeps your stock set updated automatically.

  • You can make a copy of a Dynamic Stock Set by selecting it from the list on the left and clicking the Copy button. The copied stock set appears in the Dynamic Stock Sets area and can be modified or renamed as needed.

  • Clicking the Rename button allows you to change the name of a selected stock set.

  • The Export feature helps you to transfer a stock set from StarMine Professional into a spreadsheet or similar application. When the File Download box pops up, you can choose to open the file directly or to save it to disk. Depending on your system configuration, you may find that you need to select "Open" twice in order to access the spreadsheet. This is one way of converting a Dynamic Stock Set to a Static one. After exporting the stock set, you can import it as a Static Stock Set. Another way is to use the stock set in screening and save the results as a stock set.

  • The filter criteria attached to the stock set are displayed just above the list of stocks on the right. To change these criteria, click the Edit Stock Set Criteria link just above the displayed criteria. This will take you to a new page where you can modify the filter parameters applied to the stock set.

EPS Projection Stock Sets have the following features:
  • As few as zero and as many as three EPS Projection Stock Sets may exist. The existence of these stock sets depends on whether you, or others, have entered projections for any stocks using the StarMine Intrinsic Valuation functionality and whether those projections have been published as the House estimate. For a full description of how to enter and share projections, see Valuation - Intrinsic.

    • My Private EPS Projections – This stock set contains all stocks for which you have saved projections but have elected to keep Private.

    • All My EPS Projections – This stock set contains all stocks for which you have saved projections regardless of whether you have Shared them, Published them or kept them Private.

    • All House EPS Projections – This stock set contains all stocks for which anyone at your firm has Published projections as "House" projections. You can use this to review all the "official" estimates within your firm.

  • When you select a stock set from the sets listed along the left side, the stocks that are included in that set are displayed along the right side of the page.
Views
See Views for a description of how to modify and save the columns displayed in the data grid.

Displaying Aggregate and Benchmark Rows
Clicking on the sigma icon allows you to display an aggregate row to view aggregate characteristics of the selected Stock Set. You can also choose to display an aggregate row for a Benchmark Stock Set for comparison.


See glossary for: Stock Set


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