You can score/rank a portfolio or a watchlist by a screener’s criteria by selecting ‘Score Portfolio’ or ‘Score Watchlist,’ from the selected screener’s right click menu. You can also access this from the Action menu, with the screener selected under the Navigation panel, select the screener and then select ‘Score Portfolio’ or ‘Score Watchlist’. The example below shows the right click menu from the GARP screener. The right arrows on Score Portfolio and Score Watchlists when hovered over, will list all of the available Portfolios or Watchlists.
This will load that portfolio or watchlist in the Table, as well as add three additional columns to the Table.
The first rank column shows the rank number of any the stocks in the portfolio that pass the ranked screener out of all the stocks in the North American exchanges. The second rank column will rank just the stocks in the portfolio or watchlist according to the specified weights. The ‘Rank Within Table’ number will be green if the stock passed the original ranked screener and red if it did not. If you mouseover the rank, you can see the breakdown of the scoring. Values in red indicate where the stock failed to pass the original ranked screener. The third column ‘Score’ will show how many of the criteria you pass and if you mouse over the score it will display which of the criteria you pass or fail.
You can still get scoring information about a stock even if it didn’t pass the original screener, simply mouseover the dash in the ‘Rank’ column and you will see scoring and the filter breakdown for that stock.
Even if the screener doesn’t contain a rank, you can still score your portfolio or watchlist and below you can see the results of the score.
Hovering over the value will list the number of criteria it will pass as seen below.