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New Feature: Screening From User Portfolios

All-in-One Screener gets 'Load from Portfolio' option

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Jun 13, 2017
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We are pleased to announce you can now screen from your user portfolios with the All-in-One Guru Screener.

You will now notice we have added a new item below the “Stocks” filter underneath the “Fundamental” tab: “Load From Portfolio.” Figure 1 illustrates the location of this filter.

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Figure 1

Mini-tutorial on feature

First, please create a portfolio using our My Portfolios feature. The portfolio can contain stocks and exchange-traded funds. You can select the “universe of stocks” for the screener by selecting the desired user portfolio from the drop-down menu. Figure 2 shows a sample screenshot illustrating this.

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Figure 2

For example, let us consider “Portfolio 2017,” which contains companies I have discussed in my articles this year. You can screen for companies from this portfolio that meet five simple criteria for good companies:

Three companies, Comcast Corp. (

CMCSA, Financial), Jack Henry & Associates Inc. (JKHY, Financial) and Rollins Inc. (ROL, Financial) made the “Good Companies 2017” Screener. Based on backtesting results, the model portfolio gained 213.28% from January 2007 to January 2017, outperforming the S&P 500 benchmark by approximately 150%.

See also

We have introduced two new features within the screener in June, including screening using user portfolios. A previous article discussed screening using historical data.

We have also resumed hosting webinars on how to use our services. The June 7 webinar discusses the All-in-One Screener and backtesting. You can watch the webinar below.

Disclosure: The author has no postions in the stocks mentioned.

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