Getting Started With Zignals Screener

Getting Started with Screener 2011

Zignals.com – September 2009



Screener Layout

Create a Screen

View a chart of a stock in screen Results

Save and Manage Screens

Export Screener results to Excel

Add viewable criteria to Screener Results

Create a Fundamental System (or Active Screen)

Restricting a Stock List to less than 50 stocks

Creating a Stock List

Search Variables



Screener Layout The Screener is split into three sections below the menu bar. Filters and filter parameters in the

upper left pane; auto-updating results in the lower pane; and a slide in/out Stock List panel on the

right. The Screener loads with a list of five default filter variables set at Min/Max values. The

variables can be removed or adjusted; adjusting the variables automatically updates the Results

pane.

Create a Screen Click [New] to remove the default parameters and associated screener results. Then build the

screen from the over 100 filter variables available. The Currency / Exchange / Sector dropdowns can

also be used to filter, particularly if interested in results from a single exchange or wish to exclude a

given sector, like Financials, from the screen results.

Note: In the absence of filters a screen will return results for ALL exchanges. This may mean repeat

entries; e.g. ADRs and listings of preference shares in screen results.

Each Filter heading offers a list of variables to choose from:



Filter parameters can be adjusted by direct input of a range, or by use of the slider. Results update

as the parameters change.

View a chart of a stock in screen Results Click one of the stock icons in the Results panel to view a chart of that stock.

Save and Manage Screens Members can save an unlimited number of stock screens to their accounts. When you are happy

with the screen parameters, you can save the settings from the menu bar.



The save menu offers an option to give a description in addition to a screen name.

Screens are managed from the Open menu option.

Export Screener results to Excel You can export search criteria, results, both, or a selection of Results into a

spreadsheet.



Results are copied on a page-by-page basis. To maximise selection, ensure the number of displayed

results in the Screener is set to 200 before copying Results; if there is more than one page of results

you need to complete a copy process for each page.

When copying results, all viewable criteria are copied. Results can be configured to display

additional criteria which can be copied as part of the Export process.

Add viewable criteria to Screener Results In the Results pane is a [Settings] button. This open a list of up to 100 criteria which can be

displayed - and exported - as part of the Results display.



Create a Fundamental System (or Active Screen) Fundamental Systems or active screens which run after the market closes and delivers results by

email every day. The scan notifies when a stock is added or removed from the list.

The first step to activating a screen is to ensure the screen is saved. Once a screen is saved the

[Create Fundamental System] button will become active.

Note: A screen can only be activated as a Fundamental System when there are 50 or fewer stocks in

the initial Results panel. Over time, the Fundamental System can hold more than 50 stocks, but 50 is

the limit at point of creation.

Clicking the [Create Fundamental System] will open a naming dialog; the name given to the system

will also be the name of the associated stock list.

To access a Fundamental System stock list, slide out the Stocklist

panel and click the dropdown menu. Stock lists associated with a

Fundamental System will have an icon next to them. Note: To

delete a stock list hit the trash can icon. A Fundamental System

stocklist can only be deleted after the Active component has been

disabled from a saved Screen. To do this, follow the steps in Save

and Manage Screens to remove an Active Screen. Once removed,

the trash can icon will appear in the Stock List pane and the stock

list can be removed.

Dynamic stock lists created by a Fundamental Screener can be

used to create Alerts.

Restricting a Stock List to less than 50 stocks While Screener derived Stock Lists can be any length; to use a Stock List in a Trading Strategy (in

StrategyStudio), the Stock List must hold fewer than 50 stocks.

This can be achieved by adjusting the parameters of the screen. Alternatively, a single filter variable

can be selected and the value of the variable in the 50th position used to define the filter in the

screen.

First step is to sort the chosen variable

http://www.zignals.com/main/stock_alerts/stock_alerts.aspx

http://www.zignals.com/main/trading_system/trading_system.aspx



Next it's to set the number of viewable results to 40.

Then for the first page of results, scroll down to the bottom of list and use the value of the

parameter in the scan to set the range condition.

Set value in the filter parameter to narrow the results to conform inside the 50 limit.



Creating a Stock List To create a stock list, slide out the Stocklist

panel on the right and click [New]. This will

create a blank stock list.

If you wish to add Results to a stocklist it's

important to create a new stocklist to prevent

appending Results to an existing stock list.

To remove a stock from a stock list, click the

trash can icon.

To delete a stock list, click the trash can icon from the drop-down menu

In the Results Pane, set the number of viewable stocks per Page Size to 200.

Check the box next to "Symbol" in the column header to select all stocks on the page.

This will activate the [+ Add to stocklist] button. Click this to append the stocks in the Results panel

to the stocklist.

Stock lists created by the Screener can be used in building Alerts.

Search Variables

Screener Category Description Type

Price Current Price Price 52-Week High Price 52-Week Low Price Target Price - Consensus Estimate

Volume Average 10-days

Income Statement EBITD Income Statement EBITD - Normalised Income Statement EPS excl. Extra. Items Income Statement EPS Normalised Income Statement Annual EPS

http://www.zignals.com/main/stock_alerts/stock_alerts.aspx



Income Statement Initial Annual EPS estimate Income Statement Annual EPS surprise Income Statement Annual EPS % surprise %

Income Statement Quarter EPS Income Statement Initial Quarter EPS estimate Income Statement Quarter EPS surprise Income Statement Quarter EPS % surprise %

Income Statement Net income Income Statement Earnings before Taxes Income Statement Net Income - Normailsed Income Statement Revenue Income Statement EPS - Consensus Estimate Income Statement EPS - Consensus Estimate High Income Statement EPS - Consensus Estimate Low Income Statement EPS - No. Of Consensus Estimates Income Statement EPS - Quarter Consensus Estimate Income Statement EPS - Quarter Consensus Estimate High Income Statement EPS - Quarter Consensus Estimate Low Income Statement EPS Quarterly - No. Of Consensus Estimates Income Statement Long Term Growth Rate %

Income Statement Projected P/E - Consensus Estimate

Profitability Revenue Per Share Profitability Return On Average Equity %

Profitability Return on Average Assets %

Profitability Return on Investment %

Profitability Annual Profit - Consensus Estimate Profitability Annual Profit - Consensus Estimate High Profitability Annual Profit - Consensus Estimate Low Profitability Annual Profit - Number of Estimates Profitability % Chg Revenue; Annual vs Annual %

Profitability % Chg Revenue; YTD to last YTD %

Profitability 5-yr Revenue Growth Rate %

Profitability % Chg EPS; Q to last yr Q %

Profitability % Chg EPS; YTD to last YTD %

Profitability 5-yr EPS Growth Rate %

Valuation Market Capitalization Valuation Price to Project Sales Valuation Book Value Per Share Valuation Cash Flow Per Share Valuation Cash Per Share Valuation P/E excl. Extra. Items Valuation P/E Valuation Price to Sales Valuation Price to Book



Valuation Price to Tangible Book Valuation Annual Sales Per Share Valuation Annual Sales - Consensus Estimate Valuation Annual Sales - Consensus Estimate High Valuation Annual Sales - Consensus Estimate Low Valuation Annual Sales - Number of Estimates Valuation Quarterly Sales - Consensus Estimate Valuation Quarterly Sales - Consensus Estimate High Valuation Quarterly Sales - Consensus Estimate Low Valuation Quarterly Sales - Number of Estimates Valuation Tangible Book Vale Per Share Valuation Price to Cash Flow

Dividends Dividend Per Share Dividends Dividend Per Share - Consensus Estimate Dividends Dividend Per Share - Consensus Estimate High

Dividends Dividend Per Share - Consensus Estimate Low Dividends Dividend Per Share - Number of Estimates Dividends Payout Ratio Dividends Dividend Yield %

Dividends 3-yr Dividend Growth Rate %

Dividends Dividend Rate

Margins Gross Margin %

Margins Net Profit Margin %

Margins Operating Margin %

Margins Pretax Margin %

Balance Sheet Current Ratio Balance Sheet Quick Ratio Balance Sheet Long Term Debt/Equity Balance Sheet Total Debt/Total Equity

Analyst Recommendations No. Of Buy Rec: Current Analyst Recommendations No. Of Outperform Rec: Current Analyst Recommendations No. Of Hold Rec: Current Analyst Recommendations No. Of Underperform Rec: Current Analyst Recommendations No. Of Sell Rec: Current Analyst Recommendations Mean rating: Current [Buy 1 - 5 Sell] Analyst Recommendations No. Of Analysts: Current

Technical Analysis

20-Day SMA (% of latest close); "100%" = close and SMA price are the same; ">100%" close greater than SMA

Technical Analysis

50-Day SMA (% of latest close); "100%" = close and SMA price are the same; ">100%" close greater than SMA

Technical Analysis 200-Day SMA (% of latest close); "100%" = close and SMA



price are the same; ">100%" close greater than SMA

Technical Analysis Relative Strength Index (Period = 14 days) Technical Analysis Commodity Channel Index (Period = 20 days) Technical Analysis One-Day % Return Technical Analysis Gap (% difference between Open and Close) Technical Analysis Money Flow Index (Period = 14 days) Technical Analysis Ultimate Oscillator (Period: 7, 14, 28) Technical Analysis Chaikin Money Flow (Period = 20 days)

Technical Analysis 20-Day EMA (% of latest close); "100%" = close and EMA price are the same; ">100%" close greater than EMA

Technical Analysis

50-Day EMA (% of latest close); "100%" = close and EMA price are the same; ">100%" close greater than EMA

Technical Analysis

200-Day EMA (% of latest close); "100%" = close and EMA price are the same; ">100%" close greater than EMA

Technical Analysis Momentum Oscillator Technical Analysis Price ROC (Rate of Change); Period = 12 days Technical Analysis Williams % R (Period = 14 days) Technical Analysis TRIX Technical Analysis Volume Oscillator (Period = 14 days) Technical Analysis Historical Volatility

Getting Started With Zignals Screener

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