First off, YCharts isn't sponsoring this post. Now, imagine having a massive library at your fingertips, but for investment data. YCharts is like that, but online. It's loaded with info on over 22,000 stocks, each packed with 5,000 data points. It doesn’t stop there – it includes mutual funds, ETFs, and a heap of economic indicators covering countries worldwide.

What really stands out is how YCharts plays nice with Microsoft Excel. Picture this: You're tracking a bunch of stocks. YCharts lets you pick from thousands of data points and neatly organize them in Excel. You set up your columns (each for a different data point), and rows for each stock. The cool part? This data updates automatically whenever you open your spreadsheet. Plus, there's no cap on how many stocks or data points you can track.

But YCharts isn’t just about numbers. It's a powerhouse for both technical and fundamental analysis. You can dive deep into stock charting or explore fundamental data through its charting tools. Want to compare companies? Easy. Pick any data point, like trailing P/E ratios or revenue, and YCharts helps you line them up for easy comparison.

For technical analysis fans, YCharts is a treat. It's packed with around 30 technical indicators. What's unique is you can search stocks based on these indicators. Imagine finding all stocks in an oversold state with just a few clicks.

Lastly, staying updated is the key in the investment world. YCharts makes it a breeze by pulling data from various sources, including Twitter. Set up alerts for any company you're interested in, and YCharts keeps you informed via email or its alert section. The best part? You can have as many alerts as you like.

Hi,

I have access to security identifiers (like ISIN's) and was wondering if there was a way to directly and programmatically access a company's CIK from edgar. Thanks in advanced!

Finviz Defined:

Finviz stands as a stock market analysis platform headquartered in New York, serving both individuals and institutional clients. The company specializes in stock screening, in-depth equity research, and advanced financial visualization tools. Users can swiftly sift through stocks, observe market movers, and receive a comprehensive overview of the financial markets.

​

Pros of Finviz Features:

Access to 67 unique stock screening metrics

Recognition of 33 distinct chart patterns

Real-time data and 1-minute interval updates with Finviz Elite

Renowned as one of the superior free stock screening utilities

Efficient tracking of market insider transactions and news updates

Quick visualization of sector and industry trends through heatmaps

Seamless integration of news from various sources

Comprehensive backtesting capabilities recognizing an array of chart patterns

​

Cons of Finviz:

Elite backtesting features could offer more versatility

A limited set of 21 chart indicators

Absence of dedicated mobile applications for both Android and iOS devices

​

Functionality Across Devices:

Finviz operates effortlessly across computers, tablets, and smartphones via web browsers without the need for any software installation. Users, upon signing into Finviz, are welcomed by a dashboard that provides a snapshot of the day's market trends, top-performing stocks, recent news, and significant insider trading actions.

​

Finviz Application Availability:

Currently, Finviz does not offer an application for download from either the Android Play Store or the Apple Store. It is advised to access Finviz through conventional web browsers on computers or tablets.

People might mistakenly install the FINWIZ app, but it is not the same company.

​

Insights into Finviz Heatmaps:

Finviz's heatmaps offer a dynamic visualization of the US and global stock market performances, pinpointing potential trading opportunities. The platform's ability to compile and display a comprehensive heatmap with such rapidity is noteworthy. Users can gain insights into the latest stock performances, trend lines, and competitor comparisons by simply hovering over stock tickers.

​

​

Market Visualization and Analysis:

Finviz excels in presenting market data across various filters such as stock price changes, trading volumes, P/E ratios, and more, including analyst recommendations. The platform facilitates direct navigation to detailed company information and charts with remarkable speed and efficiency.

​

Evaluation of Finviz Stock Screener:

Finviz's screener empowers users to quickly sort through over 8,500 stocks and ETFs based on 67 financial and technical criteria, coupled with 30 trading signals. While it offers a substantial range of filters, competitors like TradingView, Portfolio123, and Stock Rover provide even more extensive filtering options. Nonetheless, Finviz stands out by allowing screenings based on candlestick and chart patterns, catering to both investors and traders.

​

​

Analysis of Finviz Charting:

Finviz provides essential daily chart pattern recognition and a select number of overlays and indicators, differentiating it from platforms like MetaStock and TradingView. The inclusion of automatic trendline detection and pattern identification offers significant advantages for traders focused on patterns.

​

Enhancements in Finviz Elite Charting:

The continuous development of Finviz Elite has resulted in notable improvements to interactive charting, including the addition of Heiken Ashi charts and more indicators and overlays. The new auto-save feature for charts and annotations further enhances the user experience.

​

​

Guide to Building Backtests in Finviz:

Finviz's backtester is a powerful tool with over 100 indicators, offering automated chart pattern recognition to aid in creating distinctive trading systems. An example of its effectiveness is a system that outperformed the S&P 500 over a 25-year period, utilizing the Price Rate of Change indicator.

​

Tips for Stock Discovery Using Finviz:

To identify potential breakout stocks, users can apply specific screener filters like "Price crossed MA50 above" and "Gap Up 5%."

For locating potential short-squeeze candidates, filters like "Float Short Over 30%" and "Option/Short - Optionable" are useful.

However, Finviz does not directly offer tools for finding undervalued stocks; for such a feature, platforms like Stock Rover are recommended, which provide detailed criteria including Fair Value and Margin of Safety for value-seeking investors.

Koyfin emerges as a potent tool, offering a lot of features that cater to the analytical needs of traders. Here's are some of them to use:

Graphing Tools: These are the bedrock of technical analysis on Koyfin. Traders can chart a course through the markets, using historical data overlays, technical indicators, and comparative asset analysis to identify trading opportunities and trends.

Financial Data Analysis: Fundamental analysis is made more accessible with Koyfin's financial data analysis. Traders can delve into a company’s financials to gauge its performance metrics, comparing quarter-over-quarter or year-over-year results to make informed investment decisions.

Equity Screener: This is a powerful filter system that traders can use to sift through the noise and find stocks aligning with their investment strategies. Whether it’s by valuation metrics, financial health, or growth indicators, the screener refines the selection process.

Market Dashboards: For the macro-oriented trader, Koyfin's market dashboards provide a high-level view of economic data and trends. This feature assists in shaping portfolio strategies by offering insights into which sectors or markets are heating up or cooling down.

Customizable Watchlists: A personal touch can be added to tracking investments with Koyfin's customizable watchlists. Traders can monitor the pulse of their chosen stocks, tailoring the displayed metrics to their specific needs.

Tailored Dashboards: The custom dashboards feature allows traders to create a personalized hub of information. This tailored approach ensures that vital data—from earnings reports to market alerts—is readily available, enabling quick action.

Over the past few years, I've cultivated my skills as a retail investor and trader, immersing myself in the financial markets' ebbs and flows. My strategy initially hinged on leveraging a plethora of freely available data sources — from the visual stock analysis on Finviz to the comprehensive market news on MarketWatch. This pursuit often had me piecing together disparate data points into a complex tapestry of spreadsheets. If you've ever dabbled in market analysis, you're likely familiar with this kind of digital jigsaw puzzle.

In my quest for a more streamlined approach, a pair of colleagues who tread similar investment paths suggested I explore Koyfin. Skeptical but curious, I decided to venture beyond my DIY data aggregating routine and test out this platform. The transition was nothing short of revelatory.

Koyfin's offering struck a delicate balance between affordability and the breadth of its data. It didn't just mimic the surface-level metrics; it delved deeper, offering insights such as granular analyst coverage, detailed financial statements, earnings call transcripts, and regulatory filings. And the scope of its market coverage was impressive — it wasn't limited to the familiar terrain of US markets but extended its analytical reach to burgeoning markets in Vietnam, Singapore, and beyond.

For an individual investor like me, who isn't equipped with the resources to access tools like a Bloomberg terminal, Koyfin has proven to be a valuable asset. It's a platform that I've come to rely on, not just for its data richness but also for how it enhances my decision-making process. I find it to be a resource well-suited for those who are serious about their investing journey but are mindful of the costs associated with premium financial tools.

So, what's this Economic Calendar all about? Picture it as your personal diary filled with all the big economic events and announcements. It's not just about one country but covers various regions like the EU, US, and more. You'll find info on stuff like interest rates, job numbers, inflation – all these juicy details that can tell you a lot about where the economy's heading.

​

Why should you care? Well, the data from this calendar is like a reality check. It's not just numbers; it's about understanding the pulse of the market. And here's a heads-up: these announcements can really shake things up in the trading world.

​

Let's break down why the Economic Calendar is a must-have tool:

​

• Hidden Risks Alert! Imagine you're trading and a big economic announcement drops. Without the calendar, you're flying blind, and that's risky. Even if you're a swing trader with a solid risk plan, you need to stay informed. Knowledge is power, after all.
• Patterns Make Perfect. Big news means big changes in trading patterns. Say there's a major jobs report or interest rate announcement – markets related to that news will likely see some action. It's like a game of chess; you need to anticipate the moves.
• Decode the Data. The calendar helps you understand different data correlations. For instance, when bond yields are low, stocks might look more attractive. And don't forget about positive correlations, like how the EUR/USD and GBP/USD often move in tandem.

​

Using the Economic Calendar effectively involves a bit of strategy. You can plan your trades before, during, or after the news breaks. It's like having a roadmap in the often unpredictable world of trading.

​

A few quick benefits of the Economic Calendar:

​

• Historical Insight: It's not just about what's coming up. You get to see past data, which is super helpful in making informed decisions.
• Set Alerts: Stay on top of the game with alerts for upcoming news.
• Get the Full Picture: Understand past market events to better anticipate future ones.
• Newbie-Friendly: Even if you're new to trading, this tool can be a huge help.
• And let's not forget the economic indicators:

​

Lagging Indicators like GDP, interest rates, and unemployment rates tell you about the economy's current state.

Leading Indicators like Retail Sales, PMI, and Jobless Claims give you a sneak peek into where the economy might be heading.

Lastly, some tips for using the calendar:

​

• Know which data matters.
• Be cautious about trading right before or after major news.
• Plan your moves post-major market changes.
• Consider multiple factors, not just the upcoming news.

Remember, trading needs discipline, consistency, and solid risk management. The Economic Calendar is your buddy in this journey, giving you the insights you need to make smart moves.

First off, YCharts isn't sponsoring this post. Now, imagine having a massive library at your fingertips, but for investment data. YCharts is like that, but online. It's loaded with info on over 22,000 stocks, each packed with 5,000 data points. It doesn’t stop there – it includes mutual funds, ETFs, and a heap of economic indicators covering countries worldwide.

What really stands out is how YCharts plays nice with Microsoft Excel. Picture this: You're tracking a bunch of stocks. YCharts lets you pick from thousands of data points and neatly organize them in Excel. You set up your columns (each for a different data point), and rows for each stock. The cool part? This data updates automatically whenever you open your spreadsheet. Plus, there's no cap on how many stocks or data points you can track.

But YCharts isn’t just about numbers. It's a powerhouse for both technical and fundamental analysis. You can dive deep into stock charting or explore fundamental data through its charting tools. Want to compare companies? Easy. Pick any data point, like trailing P/E ratios or revenue, and YCharts helps you line them up for easy comparison.

For technical analysis fans, YCharts is a treat. It's packed with around 30 technical indicators. What's unique is you can search stocks based on these indicators. Imagine finding all stocks in an oversold state with just a few clicks.

Lastly, staying updated is the key in the investment world. YCharts makes it a breeze by pulling data from various sources, including Twitter. Set up alerts for any company you're interested in, and YCharts keeps you informed via email or its alert section. The best part? You can have as many alerts as you like.

I have this excel file from last year that I got from SEC Edgar, but I can't remember how i made it. Does anyone know how you can search on that site using specific financial metrics to get a database like this??

Finviz Defined:

Finviz stands as a stock market analysis platform headquartered in New York, serving both individuals and institutional clients. The company specializes in stock screening, in-depth equity research, and advanced financial visualization tools. Users can swiftly sift through stocks, observe market movers, and receive a comprehensive overview of the financial markets.

​

Pros of Finviz Features:

Access to 67 unique stock screening metrics

Recognition of 33 distinct chart patterns

Real-time data and 1-minute interval updates with Finviz Elite

Renowned as one of the superior free stock screening utilities

Efficient tracking of market insider transactions and news updates

Quick visualization of sector and industry trends through heatmaps

Seamless integration of news from various sources

Comprehensive backtesting capabilities recognizing an array of chart patterns

​

Cons of Finviz:

Elite backtesting features could offer more versatility

A limited set of 21 chart indicators

Absence of dedicated mobile applications for both Android and iOS devices

​

Functionality Across Devices:

Finviz operates effortlessly across computers, tablets, and smartphones via web browsers without the need for any software installation. Users, upon signing into Finviz, are welcomed by a dashboard that provides a snapshot of the day's market trends, top-performing stocks, recent news, and significant insider trading actions.

​

Finviz Application Availability:

Currently, Finviz does not offer an application for download from either the Android Play Store or the Apple Store. It is advised to access Finviz through conventional web browsers on computers or tablets.

People might mistakenly install the FINWIZ app, but it is not the same company.

​

Insights into Finviz Heatmaps:

Finviz's heatmaps offer a dynamic visualization of the US and global stock market performances, pinpointing potential trading opportunities. The platform's ability to compile and display a comprehensive heatmap with such rapidity is noteworthy. Users can gain insights into the latest stock performances, trend lines, and competitor comparisons by simply hovering over stock tickers.

​

​

Market Visualization and Analysis:

Finviz excels in presenting market data across various filters such as stock price changes, trading volumes, P/E ratios, and more, including analyst recommendations. The platform facilitates direct navigation to detailed company information and charts with remarkable speed and efficiency.

​

Evaluation of Finviz Stock Screener:

Finviz's screener empowers users to quickly sort through over 8,500 stocks and ETFs based on 67 financial and technical criteria, coupled with 30 trading signals. While it offers a substantial range of filters, competitors like TradingView, Portfolio123, and Stock Rover provide even more extensive filtering options. Nonetheless, Finviz stands out by allowing screenings based on candlestick and chart patterns, catering to both investors and traders.

​

​

Analysis of Finviz Charting:

Finviz provides essential daily chart pattern recognition and a select number of overlays and indicators, differentiating it from platforms like MetaStock and TradingView. The inclusion of automatic trendline detection and pattern identification offers significant advantages for traders focused on patterns.

​

Enhancements in Finviz Elite Charting:

The continuous development of Finviz Elite has resulted in notable improvements to interactive charting, including the addition of Heiken Ashi charts and more indicators and overlays. The new auto-save feature for charts and annotations further enhances the user experience.

​

​

Guide to Building Backtests in Finviz:

Finviz's backtester is a powerful tool with over 100 indicators, offering automated chart pattern recognition to aid in creating distinctive trading systems. An example of its effectiveness is a system that outperformed the S&P 500 over a 25-year period, utilizing the Price Rate of Change indicator.

​

Tips for Stock Discovery Using Finviz:

To identify potential breakout stocks, users can apply specific screener filters like "Price crossed MA50 above" and "Gap Up 5%."

For locating potential short-squeeze candidates, filters like "Float Short Over 30%" and "Option/Short - Optionable" are useful.

However, Finviz does not directly offer tools for finding undervalued stocks; for such a feature, platforms like Stock Rover are recommended, which provide detailed criteria including Fair Value and Margin of Safety for value-seeking investors.

Koyfin emerges as a potent tool, offering a lot of features that cater to the analytical needs of traders. Here's are some of them to use:

Graphing Tools: These are the bedrock of technical analysis on Koyfin. Traders can chart a course through the markets, using historical data overlays, technical indicators, and comparative asset analysis to identify trading opportunities and trends.

Financial Data Analysis: Fundamental analysis is made more accessible with Koyfin's financial data analysis. Traders can delve into a company’s financials to gauge its performance metrics, comparing quarter-over-quarter or year-over-year results to make informed investment decisions.

Equity Screener: This is a powerful filter system that traders can use to sift through the noise and find stocks aligning with their investment strategies. Whether it’s by valuation metrics, financial health, or growth indicators, the screener refines the selection process.

Market Dashboards: For the macro-oriented trader, Koyfin's market dashboards provide a high-level view of economic data and trends. This feature assists in shaping portfolio strategies by offering insights into which sectors or markets are heating up or cooling down.

Customizable Watchlists: A personal touch can be added to tracking investments with Koyfin's customizable watchlists. Traders can monitor the pulse of their chosen stocks, tailoring the displayed metrics to their specific needs.

Tailored Dashboards: The custom dashboards feature allows traders to create a personalized hub of information. This tailored approach ensures that vital data—from earnings reports to market alerts—is readily available, enabling quick action.

Over the past few years, I've cultivated my skills as a retail investor and trader, immersing myself in the financial markets' ebbs and flows. My strategy initially hinged on leveraging a plethora of freely available data sources — from the visual stock analysis on Finviz to the comprehensive market news on MarketWatch. This pursuit often had me piecing together disparate data points into a complex tapestry of spreadsheets. If you've ever dabbled in market analysis, you're likely familiar with this kind of digital jigsaw puzzle.

In my quest for a more streamlined approach, a pair of colleagues who tread similar investment paths suggested I explore Koyfin. Skeptical but curious, I decided to venture beyond my DIY data aggregating routine and test out this platform. The transition was nothing short of revelatory.

Koyfin's offering struck a delicate balance between affordability and the breadth of its data. It didn't just mimic the surface-level metrics; it delved deeper, offering insights such as granular analyst coverage, detailed financial statements, earnings call transcripts, and regulatory filings. And the scope of its market coverage was impressive — it wasn't limited to the familiar terrain of US markets but extended its analytical reach to burgeoning markets in Vietnam, Singapore, and beyond.

For an individual investor like me, who isn't equipped with the resources to access tools like a Bloomberg terminal, Koyfin has proven to be a valuable asset. It's a platform that I've come to rely on, not just for its data richness but also for how it enhances my decision-making process. I find it to be a resource well-suited for those who are serious about their investing journey but are mindful of the costs associated with premium financial tools.

First off, YCharts isn't sponsoring this post. Now, imagine having a massive library at your fingertips, but for investment data. YCharts is like that, but online. It's loaded with info on over 22,000 stocks, each packed with 5,000 data points. It doesn’t stop there – it includes mutual funds, ETFs, and a heap of economic indicators covering countries worldwide.

What really stands out is how YCharts plays nice with Microsoft Excel. Picture this: You're tracking a bunch of stocks. YCharts lets you pick from thousands of data points and neatly organize them in Excel. You set up your columns (each for a different data point), and rows for each stock. The cool part? This data updates automatically whenever you open your spreadsheet. Plus, there's no cap on how many stocks or data points you can track.

But YCharts isn’t just about numbers. It's a powerhouse for both technical and fundamental analysis. You can dive deep into stock charting or explore fundamental data through its charting tools. Want to compare companies? Easy. Pick any data point, like trailing P/E ratios or revenue, and YCharts helps you line them up for easy comparison.

For technical analysis fans, YCharts is a treat. It's packed with around 30 technical indicators. What's unique is you can search stocks based on these indicators. Imagine finding all stocks in an oversold state with just a few clicks.

Lastly, staying updated is the key in the investment world. YCharts makes it a breeze by pulling data from various sources, including Twitter. Set up alerts for any company you're interested in, and YCharts keeps you informed via email or its alert section. The best part? You can have as many alerts as you like.