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Under review

Setup Alerts

Jae Jun 4 months ago • updated 4 months ago 1

From Jason Fernando: Is there any way that I can set up OSV so that it alerts me (email or SMS) whenever a new companies lands on one of my screeners? It would also be useful for it to alert me when a company currently on the screener ceases to be on it.

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Completed

Biggest action score climbers?

Tobias 4 months ago • updated by Jae Jun 3 months ago 3

I was wondering if it would be interesting to see the biggest action score climbers of the day or week or so. I would limit it to A and B graded stocks to keep the list relevant. I am not exactly sure if this would create any extra value, but I was thinking the biggest climbers would be stocks to watch and maybe start looking into. I would also think that typical value trap stocks would not show up on such a list, but I could be wrong on this.


Just a thought I had. Maybe you could run a small test screen and see what came up and let us know what you see?


Anyone else think this is a good idea?

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Completed

Add Some Momentum Variables to the Screener

Jeff Partlow 5 months ago • updated by Jeff Partlow 2 months ago 6

I greatly appreciate how the Quality, Value, and Growth related variables combine to determine the OSV Action Score.  I also appreciate the large number of variables available in the OSV Screener so us users can develop our own custom screens.  However, I have found no Price Performance (aka Price Momentum) variables now available in the OSV Screener.


Many highly regarded studies have concluded that Momentum is also an important consideration in stock picking.  Here are the ones available on my broker's (Schwab's) online Screener:

Price Performance:

Price Change

  • Year To Date
  • Last 5 Days
  • Last Month
  • Last 3 Months
  • Last 6 Months
  • Last 12 Month

Performance vs. S&P 500

  • Year To Date
  • Last Month
  • Last 3 Months
  • Last 6 Months
  • Last 12 Months

Performance vs. Industry

  • Year To Date
  • Last Month
  • Last 3 Months
  • Last 6 Months
  • Last 12 Months

Total Return

  • 1 Year
  • 3 Year
  • 5 Year
  • Percentage Below 52 Week High
  • Percentage Above 52 Week Low
  • Beta

I certainly don't expect you to include all these variables, but adding a few of them would be an important addition to the OSV Screener. 


Thank you for your consideration.      

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Very nice!

Richard 5 months ago • updated by Jae Jun 5 months ago 1

I really like the all the new features.  It makes the whole process of analyzing companies very easy and clear.

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Dividend Stock related numbers

James H 7 months ago • updated by Jeff Partlow 7 months ago 2

I'd love to have (Free Cash Flow / Dividends Paid) in the key ratios section. Maybe dividends are pretty unpopular with the user base here, but this is an important ratio for those of us that look at dividend stocks. It's easy enough to calculate from the financials but it would be a nice time saver.

---------

[EDIT] Please post your 2 must have calculations to analyze dividend stocks.

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Completed

Ability to screen based on median P/E from key ratios

Vishnu 7 months ago • updated by Jae Jun 3 weeks ago 5

The 5yr min, 5yr max, and median numbers are already available when you click into Key Stats for a given company. However, if we could add this into the Statistic List of the Edit Screener mode, it'd be great to export and sort companies with current P/E < 5yr median P/E. Seems like a rather feature to implement but could be immensely useful. 

+1
Thanks

No suggestion at this time. Just want to compliment you on very impressive upgrades!

hedgemanager 9 months ago • updated by Jae Jun 9 months ago 1
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Completed

Measure Personal Portfolio Performance

Vince 10 months ago • updated by Jae Jun 7 months ago 5

Can we have a portfolio tracker that calculates Time-weighted and Dollar-weighted Returns using Industry Standard Calculation Methodologies with those specified in the Global Investment Performance Standard, or "GIPS" standard.

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Thanks

Terrific Update -- Enter Multiple Ticker Symbols in Search Input Box

Jeff Partlow 11 months ago • updated by Jae Jun 11 months ago 1

This feature is a huge advancement for users in two ways:

1. We can now easily enter in the Search Input Box our own custom list of those company tickers we want to compare; and

2. We can now sort the companies shown in any Stock Database and any Screener used for any column heading from high-to-low or from low-to-high.

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Completed

extended dupont analysis

jmgoldberg85 11 months ago • updated by Jae Jun 3 weeks ago 2

Can we add the extended dupont analysis to breakdown the components of ROE?