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Descriptive Filters

James Bury edited this page Aug 6, 2020 · 2 revisions

Exchange

Filter: ExchangeFilter

Values:

  • AMEX
  • NASDAQ
  • NYSE

Example: ExchangeFilter{AMEX}

Index

Filter: IndexFilter

Values:

  • SP500
  • DJIA

Example: IndexFilter{SP500}

Sector

Filter: SectorFilter

Values:

  • BasicMaterials
  • CommunicationServices
  • ConsumerCyclical
  • ConsumerDefensive
  • Energy
  • Financial
  • Healthcare
  • Industrials
  • RealEstate
  • Technology
  • Utilities

Example: SectorFilter{Technology}

Industry

Filter: IndustryFilter

Values:

  • StocksOnly
  • ETF
  • AdvertisingAgencies
  • AerospaceAndDefense
  • AgriculturalInputs
  • Airlines
  • AirportsAirServices
  • Aluminum
  • ApparelManufacturing
  • ApparelRetail
  • AssetManagement
  • AutoManufacturers
  • AutoParts
  • AutoTruckDealerships
  • BanksDiversified
  • BanksRegional
  • BeveragesBrewers
  • BeveragesNonAlcoholic
  • BeveragesWineriesDistilleries
  • Biotechnology
  • Broadcasting
  • BuildingMaterials
  • BuildingProductsEquipment
  • BusinessEquipmentSupplies
  • CapitalMarkets
  • Chemicals
  • ClosedEndFundDebt
  • ClosedEndFundEquity
  • ClosedEndFundForeign
  • CokingCoal
  • CommunicationsEquipment
  • ComputerHardware
  • Confectioners
  • Conglomerates
  • ConsultingServices
  • ConsumerElectronics
  • Copper
  • CreditServices
  • DepartmentStores
  • DiagnosticsResearch
  • DiscountStores
  • DrugManufacturersGeneral
  • DrugManufacturersSpecialtyGeneric
  • EducationTrainingServices
  • ElectricalEquipmentParts
  • ElectronicComponents
  • ElectronicGamingMultimedia
  • ElectronicsComputerDistribution
  • EngineeringConstruction
  • Entertainment
  • FarmHeavyConstructionMachinery
  • FarmProducts
  • FinancialConglomerates
  • FinancialDataStockExchanges
  • FoodDistribution
  • FootwearAccessories
  • FurnishingsFixturesAppliances
  • Gambling
  • Gold
  • GroceryStores
  • HealthcarePlans
  • HealthInformationServices
  • HomeImprovementRetail
  • HouseholdPersonalProducts
  • IndustrialDistribution
  • InformationTechnologyServices
  • InfrastructureOperations
  • InsuranceBrokers
  • InsuranceDiversified
  • InsuranceLife
  • InsurancePropertyCasualty
  • InsuranceReinsurance
  • InsuranceSpecialty
  • IntegratedFreightLogistics
  • InternetContentInformation
  • InternetRetail
  • Leisure
  • Lodging
  • LumberWoodProduction
  • LuxuryGoods
  • MarineShipping
  • MedicalCareFacilities
  • MedicalDevices
  • MedicalDistribution
  • MedicalInstrumentsSupplies
  • MetalFabrication
  • MortgageFinance
  • OilGasDrilling
  • OilGasEP
  • OilGasEquipmentServices
  • OilGasIntegrated
  • OilGasMidstream
  • OilGasRefiningMarketing
  • OtherIndustrialMetalsMining
  • OtherPreciousMetalsMining
  • PackagedFoods
  • PackagingContainers
  • PaperPaperProducts
  • PersonalServices
  • PharmaceuticalRetailers
  • PollutionTreatmentControls
  • Publishing
  • Railroads
  • RealEstateDevelopment
  • RealEstateDiversified
  • RealEstateServices
  • RecreationalVehicles
  • REITDiversified
  • REITHealthcareFacilities
  • REITHotelMotel
  • REITIndustrial
  • REITMortgage
  • REITOffice
  • REITResidential
  • REITRetail
  • REITSpecialty
  • RentalLeasingServices
  • ResidentialConstruction
  • ResortsCasinos
  • Restaurants
  • ScientificTechnicalInstruments
  • SecurityProtectionServices
  • SemiconductorEquipmentMaterials
  • Semiconductors
  • ShellCompanies
  • Silver
  • SoftwareApplication
  • SoftwareInfrastructure
  • Solar
  • SpecialtyBusinessServices
  • SpecialtyChemicals
  • SpecialtyIndustrialMachinery
  • SpecialtyRetail
  • StaffingEmploymentServices
  • Steel
  • TelecomServices
  • TextileManufacturing
  • ThermalCoal
  • Tobacco
  • ToolsAccessories
  • TravelServices
  • Trucking
  • Uranium
  • UtilitiesDiversified
  • UtilitiesIndependentPowerProducers
  • UtilitiesRegulatedElectric
  • UtilitiesRegulatedGas
  • UtilitiesRegulatedWater
  • UtilitiesRenewable
  • WasteManagement

Example: IndustryFilter{UtilitiesRegulatedGas}

Country

Filter: CountryFilter

Values:

  • USA
  • NotUSA
  • Asia
  • Europe
  • LatinAmerica
  • BRIC
  • Argentina
  • Australia
  • Bahamas
  • Belgium
  • BeNeLux
  • Bermuda
  • Brazil
  • Canada
  • CaymanIslands
  • Chile
  • China
  • ChinaHongKong
  • Colombia
  • Cyprus
  • Denmark
  • Finland
  • France
  • Germany
  • Greece
  • HongKong
  • Hungary
  • Iceland
  • India
  • Indonesia
  • Ireland
  • Israel
  • Italy
  • Japan
  • Kazakhstan
  • Luxembourg
  • Malaysia
  • Malta
  • Mexico
  • Monaco
  • Netherlands
  • NewZealand
  • Norway
  • Panama
  • Peru
  • Philippines
  • Portugal
  • Russia
  • Singapore
  • SouthAfrica
  • SouthKorea
  • Spain
  • Sweden
  • Switzerland
  • Taiwan
  • Turkey
  • UAE
  • UK
  • Uruguay

Example: CountryFilter{Canada}

Market Cap.

Filter: MarketCapFilter

Values:

  • MegaOver200B
  • Large10to200B
  • Mid2to10B
  • Small300Mto2B
  • Micro50to300M
  • NanoUnder50M
  • LargeOver10B
  • MidOver2B
  • SmallOver300M
  • MicroOver50M
  • LargeUnder200B
  • MidUnder10B
  • SmallUnder2B
  • MicroUnder300M

Example: MarketCapFilter{MegaOver200B}

Dividend Yield

Filter: DividendYieldFilter

Values:

  • DYNone
  • DYPositive
  • DYHigh
  • DYVeryHigh
  • DYOver1
  • DYOver2
  • DYOver3
  • DYOver4
  • DYOver5
  • DYOver6
  • DYOver7
  • DYOver8
  • DYOver9
  • DYOver10

Example: DividendYieldFilter{DYNone}

Float Short

Filter: FloatShortFilter

Values:

  • FSLow
  • FSHigh
  • FSUnder5
  • FSUnder10
  • FSUnder15
  • FSUnder20
  • FSUnder25
  • FSUnder30
  • FSOver5
  • FSOver10
  • FSOver15
  • FSOver20
  • FSOver25
  • FSOver30

Example: FloatShortFilter{FSOver5}

Analyst Recommendation

Filter: RecommendationFilter

Values:

  • StrongBuy
  • BuyBetter
  • Buy
  • HoldBetter
  • Hold
  • HoldWorse
  • Sell
  • SellWorse
  • StrongSell

Example: RecommendationFilter{StrongBuy}

Optionable/Shortable

Filter: OptionShortFilter

Values:

  • Option
  • Short
  • OptionShort

Example: OptionShortFilter{Option}

Earnings Date

Filter: EarningsDateFilter

Values:

  • EDToday
  • EDTodayBeforeMarketOpen
  • EDTodayAfterMarketClose
  • EDTomorrow
  • EDTomorrowBeforeMarketOpen
  • EDTomorrowAfterMarketClose
  • EDYesterday
  • EDYesterdayBeforeMarketOpen
  • EDYesterdayAfterMarketClose
  • EDNext5Days
  • EDPrevious5Days
  • EDThisWeek
  • EDNextWeek
  • EDPrevWeek
  • EDThisMonth

Example: EarningsDateFilter{EDNext5Days}

Average Volume

Filter: AverageVolumeFilter

Values:

  • AvgVolUnder50K
  • AvgVolUnder100K
  • AvgVolUnder500K
  • AvgVolUnder750K
  • AvgVolUnder1M
  • AvgVolOver50K
  • AvgVolOver100K
  • AvgVolOver200K
  • AvgVolOver300K
  • AvgVolOver400K
  • AvgVolOver500K
  • AvgVolOver750K
  • AvgVolOver1M
  • AvgVolOver2M
  • AvgVolBetween100to500K
  • AvgVolBetween100Kto1M
  • AvgVolBetween500Kto1M
  • AvgVolBetween500Kto10M

Example: AverageVolumeFilter{AvgVolOver1M}

Relative Volume

Filter: RelativeVolumeFilter

Values:

  • RVOver10
  • RVOver5
  • RVOver3
  • RVOver2
  • RVOver1point5
  • RVOver1
  • RVOver0point75
  • RVOver0point5
  • RVOver0point25
  • RVUnder2
  • RVUnder1point5
  • RVUnder1
  • RVUnder0point75
  • RVUnder0point5
  • RVUnder0point25
  • RVUnder0point1

Example: RelativeVolumeFilter{RVOver5}

Current Volume

Filter: CurrentVolumeFilter

Values:

  • CurVolUnder50K
  • CurVolUnder100K
  • CurVolUnder500K
  • CurVolUnder750K
  • CurVolUnder1M
  • CurVolOver0
  • CurVolOver50K
  • CurVolOver100K
  • CurVolOver200K
  • CurVolOver300K
  • CurVolOver400K
  • CurVolOver500K
  • CurVolOver750K
  • CurVolOver1M
  • CurVolOver2M
  • CurVolOver5M
  • CurVolOver10M
  • CurVolOver20M

Example: CurrentVolumeFilter{CurVolOver1M}

Price

Filter: PriceFilter

Values:

  • PriceUnder1
  • PriceUnder2
  • PriceUnder3
  • PriceUnder4
  • PriceUnder5
  • PriceUnder7
  • PriceUnder10
  • PriceUnder15
  • PriceUnder20
  • PriceUnder30
  • PriceUnder40
  • PriceUnder50
  • PriceOver1
  • PriceOver2
  • PriceOver3
  • PriceOver4
  • PriceOver5
  • PriceOver7
  • PriceOver10
  • PriceOver15
  • PriceOver20
  • PriceOver30
  • PriceOver40
  • PriceOver50
  • PriceOver60
  • PriceOver70
  • PriceOver80
  • PriceOver90
  • PriceOver100
  • Price1to5
  • Price1to10
  • Price1to20
  • Price5to10
  • Price5to20
  • Price5to50
  • Price10to20
  • Price10to50
  • Price20to50
  • Price50to100

Example: PriceFilter{PriceOver5}

Target Price

Filter: TargetPriceFilter

Values:

  • TargetAbovePriceBy50Percent
  • TargetAbovePriceBy40Percent
  • TargetAbovePriceBy30Percent
  • TargetAbovePriceBy20Percent
  • TargetAbovePriceBy10Percent
  • TargetAbovePriceBy5Percent
  • TargetAbovePrice
  • TargetBelowPrice
  • TargetBelowPriceBy50Percent
  • TargetBelowPriceBy40Percent
  • TargetBelowPriceBy30Percent
  • TargetBelowPriceBy20Percent
  • TargetBelowPriceBy10Percent
  • TargetBelowPriceBy5Percent

Example: TargetPriceFilter{TargetBelowPrice}

IPO Date

Filter: IPODateFilter

Values:

  • IDToday
  • IDYesterday
  • IDPreviousWeek
  • IDPreviousMonth
  • IDPreviousQuarter
  • IDPreviousYear
  • IDPrevious2Years
  • IDPrevious3Years
  • IDPrevious5Years
  • IDMoreThan1YearAgo
  • IDMoreThan5YearsAgo
  • IDMoreThan10YearsAgo
  • IDMoreThan15YearsAgo
  • IDMoreThan20YearsAgo
  • IDMoreThan25YearsAgo

Example: IPODateFilter{IDPrevious5Years}

Shares Outstanding

Filter: SharesOutstandingFilter

Values:

  • SOUnder1M
  • SOUnder5M
  • SOUnder10M
  • SOUnder20M
  • SOUnder50M
  • SOUnder100M
  • SOOver1M
  • SOOver2M
  • SOOver5M
  • SOOver10M
  • SOOver20M
  • SOOver50M
  • SOOver100M
  • SOOver200M
  • SOOver500M
  • SOOver1000M

Example: SharesOutstandingFilter{SOOver1M}

Float Shares

Filter: FloatFilter

Values:

  • SOUnder1M
  • SOUnder5M
  • SOUnder10M
  • SOUnder20M
  • SOUnder50M
  • SOUnder100M
  • SOOver1M
  • SOOver2M
  • SOOver5M
  • SOOver10M
  • SOOver20M
  • SOOver50M
  • SOOver100M
  • SOOver200M
  • SOOver500M
  • SOOver1000M

Example: FloatFilter{SOOver2M}