The Visuals feature is available for all subscription plans, including free.
Visuals allow you to customize and present the exact data you want to see, organized exactly the way you want to see it.
It all begins by clicking on the Visuals button as shown below.
When you click on the Visuals button, you will see three menu items. The first is the edit capability for the Visuals tab you are currently on, which in this case is History.
The second is Create a New Visual Tab, highlighted in the screenshot below. This option will bring up a window where you can start creating a new Visual tab as described in the next section.
The third is Manage Visual Tabs. This option allows you to control the tabs as a group. When you select this menu item, a new window appears as shown below.
Note that the EPS, Dividends and Monthly Returns edit, copy and delete icons are grayed out. This is because the format of these tabs are fixed and cannot be edited.
From this window, you can perform a wide variety of operations.
Creating new tabs is straightforward. You create a tab, name it, decide where in the tab order it should be positioned and then you populate up to six vertically stacked tables and charts. Each table and chart normally contain content appropriate for the overall theme of the table. The new Visual tab can be launched from the Visuals pull down as seen below.
The new tab window can also be launched by clicking on the New Visual Tab button from the Manage Visual Tabs window as shown below.
That will bring up the Create Visual Tab window with a default name which you can change, and a blank slate to which you can then add the tables and charts you want to see.
From the Create Visual Tab window, you click on the Add Table or the Add Chart button. This will bring up a new window where you specify the design of the table or chart you want to create.
Each table or chart is added below the preceding tables and charts. Tables and charts can be intermixed in any order. If you don’t like the order that the tables and charts render in, you can change the order by dragging and dropping any table or chart row within the list to the location you want.
There are 3 types of tables you can add: History, Peers Comparison, and Market Comparison.
The History Table shows a list of metrics over time, where the columns are the selected metrics and the rows are the time periods. Time periods can be quarters or years. Years can be calendar years or rolling 12-month periods, known as TTM (trailing twelve months).
The Peer Comparison Table shows a list of selected metrics vs. peers, where the columns are the metrics and each row is a different peer.
The Market Comparison Table compares the stock averages for a number of metrics vs. its industry and vs. the S&P 500.
The screenshot below shows an example of each table.
There are seven types of charts you can add:
The Price Chart shows a line chart displaying the price over time. The price can include or exclude dividends via an option in the Settings button within the Create Chart window. With dividends included, the chart is known as a Total Return chart. You can select the time period, add benchmarks, technicals, and events such as dividends, earnings announcements and splits. The chart display can be price $, price %, price logarithmic or candlesticks.
The One Fundamental Chart shows a chart of the price, along with any desired benchmarks and one fundamental metric all charted together. There are many fundamentals to choose from such as Price to Earnings, Price to Book, Price to Sales, Cash Flow, Free Cash Flow, Operating Margin, Long Term Debt etc.
The Multiple Fundamentals Chart shows multiple fundamental metrics charted together.
The Price vs. Fundamental Valuation Chart shows a line for the selected fundamental and is rendered in the same chart as the ticker’s price. Both lines begin at the same point so you can see how the fundamental value varies over time relative to the price. The area under the fundamental line is shaded. Optionally, a simple moving average of the price can be included.
The Historical Range Valuation Chart shows one of 7 key metrics (Price to Earnings, Price to Book, Price to Sales, Price to Cash Flow, Price to Free Cash Flow, EV/EBDITA, Dividend Yield) over time relative to its historical range. The historical range is selectable at 1 year, 2 years, or 3 years. The graph background is colored to show regions undervaluation (green), normal valuation (white), and overvaluation (red).
The Football Field Valuation Chart shows 8 key valuation metrics all together. Price to Earnings, EV/EBITDA, Price to Book, Price to Sales, Price to Cash Flow, Price to Free Cash Flow, Dividend Yield, and Price are displayed. Together they create a powerful presentation of valuation data.
The Scatter Plot Valuation Chart displays a point on the chart for each ticker from the dataset that is selected in the navigation panel. The location of the point for each ticker is based on the values of the x-axis and y-axis metrics you have selected for display.
There are a number of metrics available for selection for the x and y axis. Metrics can be selected from within any of the following metric groups; Fair Value, Grades and Scores, Returns, Stock Rover Ratings, Valuation, and Valuation Yields.
Optionally, a regression line and quadrant separators can be included in the Scatter Plot.
If you click on the Add Table button, a new window will open that allows you to create the table you want to add to the tab. The window looks like this:
You are going to want to fill in the title for the table, use the dropdown to select the table type, and then select the columns you want in the table. Adding columns will present a window that looks like this:
To populate the table with the columns you want, just check the boxes of the columns you would like to include. When you are done, click on the OK button on the bottom to confirm the column selections.
Once you do that, you will get a listing of the columns you selected as shown below. If you want to change the order the columns appear in the table, you can drag and drop the rows to reorder them as you like.
Here we see the Add Table window completely filled and ready to be added to a tab. Clicking OK will add the table to the tab.
Adding a chart is similar to adding a table. You click on the Add Chart button, then a new window will open that allows you to create the chart you want to add to the tab. The window looks like this:
Similar to the table, you add the title you want for the chart and then use the dropdown to select the chart type. Depending on the chart type you select, there will be additional controls where you can enter the options appropriate for the chart you selected. For example, for the Price chart, under the settings dropdown, you can control the chart type ($, %, logarithmic or candlesticks) and whether to include dividends or not in the returns.
Below you see the same chart window as above, but with a new title, a time period selected and selections made for Benchmarks, Technicals, and Events as indicated by the numbers next to each label.
You can reorder tabs to display tabs in any order you like. Reordering tabs is done by dragging and dropping the tabs in the Manage Visual Tabs window, shown below. There is a tip toward the bottom of the Manage Visuals Tabs window to remind you.
In the example below, after some dragging and dropping, we have a new tab order that is the reverse of the original tab order.
Now when Visuals is displayed, you can see new tab order as shown below.
You can hide tabs if you want to keep them for future use, but don’t want to view them now. Hiding is also the way to make the three fixed factory tabs, EPS, Dividends, and Monthly Returns, disappear if you want to, as they cannot be edited or deleted. Just check the boxes in the Hide column. The screenshot below shows this, hiding the three fixed factory tabs.
Now the display only has four tabs, all of which are completely editable by you.
Three other common operations are copying, renaming and deleting tabs.
Copying is typically done when a tab has stuff you like, but you want to change it – yet you still want the ability to be able to get back to the original tab. To copy, simply click on the copy icon.
This will pop up a second window, where you can name the new copy. You can also edit it. In the example below we create the copy with the default name for now.
When we say OK to everything, we see that our Visuals display has been updated with the copy.
Renaming can be done by clicking on the edit button for the desired tab when you are in the Manage Visual Tabs window. It can also be done by selecting the tab for display in Visuals and then selecting the Edit item from the Visuals menu. In either case, you get the Update Visual Tab Window where you can type a new name into the title box and then save it via the OK button, as shown below.
Deleting tabs is easy. Just click on the “x” next in the Delete for the tab you wish to delete, as shown below.
Tables and charts can be displayed in any order you like. To change the order, follow the steps described in the preceding section to display the Update Visual Tab window. Within that window, simply drag and drop the rows which represent the tables and charts into the order you would like.
You can easily change the content of any table or chart. This includes the type of table or chart, its title, and the definition of the data to display.
There are two easy ways to do this in Visuals. The first is to render the Update Visual Tab window as shown above and then click on the edit icon for the table or chart you would like to change.
The second way is to click on the gear icon on the table or chart you would like to modify as shown in the screenshot below.
This will bring up an appropriate edit window where you can make any changes you would like to your table or chart.