is there a way to create a screen of a folio?
thanks
Hello Alex, I'm afraid that your question does not make much sense to me. The idea of a screen is to sift through the whole market to meet the criteria that you specify. So I can't see much point in trying to screen a folio. Perhaps your best bet might be to have a good look in the "Learn" section action at what you can do with screens.
Hi. In case you mean applying a checklist to a folio to regularly check that your holdings still meet certain critiera , the answer is no (I recently asked the Stocko team and it has been added to the backlog). If this interests you, please let them know
I'm afraid that your question does not make much sense to me. The idea of a screen is to sift through the whole market to meet the criteria that you specify. So I can't see much point in trying to screen a folio.
This would be a very useful feature which is supported by Sharepad. Say you had a portfolio with 40 shares and you wanted to find how many had net debt above a certain multiple of net profit, or any other criteria you wanted to check. A simple filter of the portfolio would give you a list of holdings that meet the criteria you are looking for. You can then consider those companies individually in more detail. Currently on Stockopedia you'd need to manually check the StockReports of all 40 shares.
Maybe it should be called a "filter" rather than a "screen" but it's effectively the same thing, just local to your portfolio rather than the whole market.
All the best, Si
Simoan, Thanks for your reply. Yes I can now see how such a filter could be useful.
There is another way to approach this, providing that the folio does not have many constituents. If you run a screen, then very close to the bottom of the results there is "View screen as checklist". I use this quite a lot. If you click it, then at the top of the new page, you can enter any company. This company will then be checked against the screen & it tells you whether the company passes or fails every criteria of the screen. So for a small folio it's pretty easy to enter the companies one at a time and see how well each does against the criteria. But for a large number of companies it would become too time consuming.
