Stock Screeners - Printable Version +- Alera Forum (https://aleratrading.com/forum) +-- Forum: Alera Portfolio Manager (https://aleratrading.com/forum/forumdisplay.php?fid=1) +--- Forum: Documentation (https://aleratrading.com/forum/forumdisplay.php?fid=2) +--- Thread: Stock Screeners (/showthread.php?tid=5) |
Stock Screeners - admin - 11-04-2018 Stock Screeners Stock screeners provide a different approach to handling your portfolio. The idea is that you want to evaluate stocks based on certain criteria (ranking) and only hold X stocks in your portfolio based on their rank. To create a stock screener, simply select the File Screener, the Google Drive Screener or the Finviz Screener. Note that the stock screener only places Market, Market on Close or Market on Open orders, so be aware of the potential issues with such orders. It is possible to prevent some of the issues with the Protect Market Orders field, which is explained in the Strategies Guide. Number of Stocks The Number of Stocks field allows you to select how many positions you would like to hold in your portfolio. APM will always try to maintain this number of stocks by taking in consideration the current positions, the sell orders and then filling the open spots. However, if the Number of Stocks is decreased, then APM will not automatically sell stocks at random, it will instead wait for them fall out of the screener (as per the selection mode below). Selection Mode The Selection Mode allows you to specify how you would like to process the screener. Keep Only First
Similar to regular signal files, a screener file must end have one of the supported extensions (.sig, .sig.txt, .sig.csv) and be placed in the folder specified at the bottom right of the APM. A screener signal in a .sig.txt file must have the following format: [BUY/SELL] [Ticker] An example screener file for the modes Keep Only First and Prioritize First would be: BUY AAPL An example screener file for the Dual Screener mode would be: BUY APPL Note that SELL actions will be ignored unless the Dual Screener mode is being used. Web Screeners Currently, users can create screeners using finviz and process the stocks in that screener with the same modes as the file screener. Simply copy the URL for the screener you would like to use into the Buy URL field (and the Sell URL field for the Dual Screener). RE: Stock Screeners - C0101 - 09-25-2020 Hi i got below error when using finviz [9/25/2020 3:10:00 PM][1002] [ INFO] [ SigProvider.START] Starting signal provider [9/25/2020 3:10:00 PM][1002] [ INFO] [ WebScreener.BTO] 1. A [9/25/2020 3:10:00 PM][1002] [ INFO] [ WebScreener.BTO] 2. AA [9/25/2020 3:10:00 PM][1002] [ INFO] [ WebScreener.BTO] 3. AAAU ... [9/25/2020 3:10:00 PM][1002] [ INFO] [ WebScreener.BTO] 98. ADSK [9/25/2020 3:10:00 PM][1002] [ INFO] [ WebScreener.BTO] 99. ADSW [9/25/2020 3:10:00 PM][1002] [ INFO] [ WebScreener.BTO] 100. ADT [9/25/2020 3:10:00 PM][1002] [ ERROR] [WebScreener.FAILED.BUY] Url https://finviz.com/screener.ashx?v=111&ar=180&r=101 did not work --- [9/25/2020 3:10:02 PM][1002] [ DONE] [ Signal.END] Signals processed RE: Stock Screeners - admin - 09-27-2020 (09-25-2020, 02:11 PM)C0101 Wrote: Hi i got below error when using finviz Thanks for letting us know. It appears the screener you used is quite large -- you could try a smaller one until we sort out this issue. RE: Stock Screeners - admin - 09-27-2020 (09-27-2020, 08:40 AM)admin Wrote:(09-25-2020, 02:11 PM)C0101 Wrote: Hi i got below error when using finviz I ran some tests, and if you use BUY url https://finviz.com/screener.ashx?v=111&ar=180 it should work fine for this particular screener. It's possible your internet connection cut out for a moment and APM was unable to pull the data from finviz. Either way, I recommend picking a smaller screener and running it again. If you want to ensure your screener succeeds, even if your internet temporarily cuts out, you can schedule APM to run multiple times a day. RE: Stock Screeners - C0101 - 09-27-2020 thanks you. It works well when i choose a smaller screener. |