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   CONFIGURE|StarBox Research
  
The StarBox Research Preferences page is at the heart of the StarBox module. By using this page, you can customize the broker research that is e-mailed to you, as well as Ratings & Comments on broker research, and any House Research written by your own analysts.

The collapse and expand links at the top of the page can be used to collapse or expand all sections of the page, while each section can be expanded or collapsed independently by clicking the '+' or '-' sign next to the section heading.

In the Enable StarBox Research section, you can opt to view StarBox research on the DAILY ALERTS page, or to be sent research via e-mail, or both.

Check the box "Send StarBox research via e-mail" in order to receive research documents from StarMine. By unchecking this box, you have a quick way to immediately stop StarMine from sending additional research documents. If, for example, you want temporarily to stop receiving research, you can uncheck this box without losing your research preferences.

Check the box "Show StarBox research on the Daily Alerts tab" if you want to read your StarBox research on the Daily Alerts tab.

If you are a new StarBox user, there are two links here that will help familiarize you with StarBox. The first can be used to estimate how much Broker Research you will receive given the configuration you have selected. The second link sends you real examples of recent Broker Research that match your preferences.

The Broker Research section at the top of the StarBox Research Preferences page allows you to customize the research you will receive regularly by e-mail. There are three high-level check boxes in this section corresponding to:
  • Company reports (and "Morning Notes") (i.e., "Research on any stock in the stock set…")
  • Industry research on selected GICS industries
  • Research from a predefined list of analysts (i.e., "Any research from my Favorite Analysts")
You can choose one, two, or all of these high-level check boxes when customizing this page. Each of the high-level check boxes operates independently from the others. If, for example, you choose two check boxes, you will receive research that passes either of the two.

Here is how each check box works:
  • The first check box allows you to receive Broker Research on any of the stocks in a specified stock set.
    • If you restrict this setting to "research primarily about one of [your] stocks", you will only receive company reports for which one of the tickers in your selected stock set is the primary ticker on the document.
    • If you set the radio button to "Any research that references one of [your] stocks", you will receive company reports or Morning Notes for which one of the tickers in your selected stock set is either the primary ticker or a secondary ticker on the document. You can stop receiving Morning Notes by selecting the "Exclude Morning Notes" check box.
    • If you don't want to receive quite as much research from this section, you can check the box to "restrict the above to research that meets any of these checked criteria", and then specify one or more of the special categories under that choice.
      • If you select "Favorite Brokers", the research must be published by one of the brokers on your specified Favorite Brokers list. The number in parentheses corresponds to the number of brokers you have designated as your Favorite Brokers.
      • If you select "Favorite Analysts", the research must be authored by one of the analysts on your specified Favorite Analysts list. The number in parentheses corresponds to the number of analysts you have designated as your Favorite Analysts.
      • If you select "analysts rated at least 5 stars", the research must be authored by an analyst that scores at least 5 stars on overall estimate or recommendation performance, or 5 stars for estimates or recommendations on the primary ticker of the research document.
      • For example, suppose that you select "Only research…" and check the boxes for "Favorite Brokers" and "analysts rated at least 5 stars". In this case, you would only receive research on a stock in your specified stock set if that research were published by one of your specified Favorite Brokers or lead-authored by an analyst rated 5 stars.
  • The next check box allows you to receive Broker Research on a second set of stocks.
  • The third check box allows you to receive industry research on industries in which you have expressed interest.
    • The industries link brings up a pop-up in which you can specify one or more GICS industries in which you are interested.
    • The countries link brings up a pop-up in which you can specify one or more countries to restrict your areas of interest for industry research. Not selecting any countries will not restrict by country.
    • You can choose to receive all industry research on one of the industries you have specified.
    • Or, if you don't want to receive quite as much research, you can check the box to "restrict the above to research that meets any of these checked criteria", and then specify one or more of the special categories under that choice.
      • If you select "Favorite Brokers", the research must be published by one of the brokers on your specified Favorite Brokers list. The number in parentheses corresponds to the number of brokers you have designated as your Favorite Brokers.
      • If you select "Favorite Analysts", the research must be authored by one of the analysts on your specified Favorite Analysts list. The number in parentheses corresponds to the number of analysts you have designated as your Favorite Analysts.
      • If you select "analysts rated at least 5 stars", the research must be authored by an analyst that scores at least 5 stars on overall estimate or recommendation performance, or 5 stars for estimates or recommendations on the primary ticker of the research document.
      • For example, suppose that you select "Only research…" and check the boxes for "Favorite Brokers" and "analysts rated at least 5 stars". In this case, you would only receive research tagged with one of your specified sector or industry labels if that research were published by one of your specified Favorite brokers or lead-authored by an analyst rated 5 stars.
  • The fourth check box allows you to receive all research authored by your Favorite Analysts, regardless of its subject. The number in parentheses corresponds to the number of analysts you have designated as your Favorite Analysts.
If you wish to receive Strategy or Economic research, you must add analysts that write these reports to your Favorite Analysts list. To add these analysts:
  1. Make sure you have the "Any research from my Favorite Analysts" option checked in your Research Preferences
  2. Click on the Analysts tab
  3. Click on the Search sub tab
  4. Do not filter by Analyst Ratings, Sector, Industry, Region, or Tickers
  5. Specify the Analyst name and/or Broker name to narrow the results
  6. Click "Go"
  7. Find analysts that you would like to receive research from and check their boxes on the far right
  8. Click "Add Checked to Favorites"
The next section of the page allows you to receive Ratings & Comments by others at your firm made on broker research. You can receive Ratings & Comments on research that you would not otherwise receive via StarBox. The preferences in this section are similar to those for broker research.
  • The first check box allows you to receive Ratings & Comments on research on any of the stocks in a specified stock set.
    • If you restrict this setting to "research primarily about one of [your] stocks", you will only receive Ratings & Comments on reports for which one of the tickers in your selected stock set is the primary ticker on the document.
    • If you set the radio button to "Any research that references one of [your] stocks", you will receive Ratings & Comments on reports for which one of the tickers in your selected stock set is either the primary ticker or a secondary ticker on the document.
  • The second checkbox allows you to receive Ratings & Comments on industry research in the industries and countries you specify. This set of industries and countries is the same as the set you specified for Broker Research.
  • The third checkbox allows you to receive all Ratings & Comments written by other select users at your firm by adding those users to your My Colleagues list. If you want to receive all Ratings & Comments from your entire firm, check this checkbox and then add all users to My Colleagues.
  • Finally, the last checkbox allows you to restrict the Ratings & Comments you receive to those with favorable, or thumbs up, ratings.

The next section of the page refers to House Research, which may not be enabled for all users or clients. If it appears on your page, you can use this section to specify which House Research you want to receive. The options in this section are similar to those in the Broker Research section.
  • The first checkbox allows you to receive House Research on stocks in the stock set you specify.
    • If you restrict this setting to "research primarily about one of [your] stocks", you will only receive House Research on reports for which one of the tickers in your selected stock set is the primary ticker on the document.
    • If you set the radio button to "Any research that references one of [your] stocks", you will receive House Research for which one of the tickers in your selected stock set is either the primary ticker or a secondary ticker on the document.
  • The second checkbox allows you to receive House industry/strategy research on the industries and countries you specify. This set of industries and countries is independent of the set you specified for Broker Research or Ratings & Comments.
  • The third checkbox allows you to receive all House Research written by other select users at your firm by adding those users to your My House Analysts list. To receive all House Research from your firm, check this checkbox and then add all users to My House Analysts.
The next section of the StarBox Research Preferences page allows you to specify whether research meeting certain criteria should be marked as High Importance. Please note: the options you select in this section have no impact on what documents you will receive; this section only affects whether or not research that you are already going to receive is marked as High Importance.
  • If you select the first box, "Research where the primary ticker is in the stock set…", a research document will be marked as High Importance if the document's primary ticker is in your specified stock set.
  • If you select the second box, "Research from my Favorite Brokers", a research document will be marked as High Importance if the document is published by one of the brokers on your specified Favorite Brokers list. The number in parentheses corresponds to the number of brokers you have designated as your Favorite Brokers.
  • If you select the third box, "Research from my Favorite Analysts", a research document will be marked as High Importance if the document is authored by one of the analysts on your specified Favorite Analysts list. The number in parentheses corresponds to the number of analysts you have designated as your Favorite Analysts.
The next section of the StarBox Research Preferences page allows you to exclude research written using certain alphabets. Unfortunately, StarMine does not necessarily know the language in which a document is written, but we do know the character set (i.e., alphabet) used.

The second part of the Exclusions section is informational. You will never receive research published by brokers on your Excluded Brokers list or authored by analysts on your Excluded Analysts list. By designating a broker as an Excluded Broker, or by designating an analyst as an Excluded Analyst, you are able to screen out research that you do not want to receive. The number in parentheses after "Excluded Brokers" indicates the number of brokers you have designated as your Excluded Brokers; the number in parentheses after "Excluded Analysts" indicates the number of analysts you have designated as your Excluded Analysts.

In the E-mail Format section you control the e-mailing of research documents and define the way research e-mails will appear in your Inbox.
  • The first set of controls allows you to specify whether you want to receive each research report in a separate e-mail as soon as it arrives and/or whether you want a once- or twice-daily digest with a list of all the reports received since the previous digest. Since the digest can contain a large number of reports, we provide the option of grouping them by industry for easier scanning.
  • You may specify if you want the e-mail formatted for Outlook or Lotus Notes. The Lotus Notes version has less HTML formatting in the e-mail for better viewing in that platform.
  • The mobile device format adds a text summary to the top of the e-mail, showing the broker, analyst, tickers, and number of pages. It also adds the first 150 lines of text from the report, when available, enabling you to read the beginning of a report without having to open any attachments. (If a text version of the report is not available, the user can open the first page of the PDF report by opening the corresponding email attachment.) In the case of the once- or twice-daily research digest emails, the mobile device format strips many of the hyperlinks and some metadata from the emails so they can be more easily viewed on a mobile screen.
  • The next options allow you to specify whether research documents should be e-mailed to you as PDF attachments or as hyperlinks. If your mailbox has capacity constraints, for example, hyperlinks require much less storage space than PDF attachments. On the other hand, if you frequently work offline, having PDF attachments eliminates the need to be connected. The option to include an "image of page 1" allows you to control whether or not Broker Research will include an image of the first page of a research document within the body of the e-mail. The ability to scan a document's first page quickly may allow you to avoid opening PDF's or clicking hyperlinks unnecessarily.
Be sure to press the Save button to update your preferences following any changes. The Cancel button should be used if you want to return to your Research Preferences summary without making any changes.


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