Explorer and Watchlist
The Explorer was designed to quickly and intuitively create custom lists of a handful of interesting stock ideas out of a global universe of 4,500 companies.
The top bar enables to specify the type of stocks sought, be it by region, country or country of listing, by sector theme or industry, by size, by SRI (Socially Responsible Investing) rating, or by technical indicator. It also makes it possible to include or exclude engine-generated output such as research candidate status, flags, alerts, or the presence of qualitative investment arguments in the stock snapshots. The main page filters are here to reflect your investment preferences, whether base score, sub-scores (fitness, value, momentum, controversy), key underlying variables (e.g. price to earnings ratio), global macro score, key sensitivities (ie. betas) to macro variables (e.g. $US or oil price) or market index, as well as recession, recovery or brokers’ view scores. The resulting list is automatically updated as the filters are activated and clicking on the left-hand side of the list adds the stock(s) to your watchlist.
The watchlist is a convenient way to keep track of all the stocks of interest and can also be filtered by country, industry and size for quick comparisons.