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TOPIC: index membership

index membership 1 year ago #2758

  • amyers14
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I know that it is possible to be an advanced filter to filter stocks that are part of the S&P 500 Index but is it possible to filter for any other indexes such as the Russell 1000 or the Russell 3000 indexes? How do I find what indexes are included in this database?
Alan

Re: index membership 1 year ago #2759

  • amyers14
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Let me add a new question.... How would I filter for stocks that are EITHER a member of the S&P 500 Index OR the S&P 400 MC Index OR the S&P 600 SC Index?
Alan

Re: index membership 1 year ago #2760

  • amyers14
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Last question.... I think I figured out how to filter for membership in one of the three S&P Indexes but now how do I filter that down for non-bank stocks? I have the S&P 1500 filter set up as an advanced screen and a simple screen for "is not a bank" so how do I combine them so I get the stocks that are members of the S&P 1500 that are not banks?
Alan

Re: index membership 1 year ago #2761

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To answer your questions

Q1: I know that it is possible to be an advanced filter to filter stocks that are part of the S&P 500 Index but is it possible to filter for any other indexes such as the Russell 1000 or the Russell 3000 indexes? How do I find what indexes are included in this database?

A1: You can go to Add Condition->Descriptive->Security->Index Membership. You can then see the indexes we support in the drop down menu. We do not support the Russell indexes.

Q2: Let me add a new question.... How would I filter for stocks that are EITHER a member of the S&P 500 Index OR the S&P 400 MC Index OR the S&P 600 SC Index?

A2: You can use the following Advanced Screener condition:

(indexmembership LIKE "%S+P 600 Small Cap%" AND (indexmembership) IS NOT NULL) OR (indexmembership LIKE "%S+P 500%" AND (indexmembership) IS NOT NULL) OR (indexmembership LIKE "%S+P 400 Mid Cap%" AND (indexmembership) IS NOT NULL)

Q3: I have the S&P 1500 filter set up as an advanced screen and a simple screen for "is not a bank" so how do I combine them so I get the stocks that are members of the S&P 1500 that are not banks?

A3: You can go to your "is not a bank" basic screen, click the advanced screen tab to generate the equivalent advanced screener code, add an open parenthesis to the beginning and a close parenthesis to the end, and then copy the code. You can then go back to your index membership advanced screen and paste "AND [is not a bank screen code]" at the end of the screen. Then, click Run Screen. For example:

(indexmembership LIKE "%S+P 600 Small Cap%" AND (indexmembership) IS NOT NULL) OR (indexmembership LIKE "%S+P 500%" AND (indexmembership) IS NOT NULL) OR (indexmembership LIKE "%S+P 400 Mid Cap%" AND (indexmembership) IS NOT NULL) AND [is not a bank code]

Re: index membership 1 year ago #2762

  • amyers14
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Thanks for the help. The only one of these I am having trouble with is the last one. I generated the line that is supposed to filter out "banks" from my list but that does not seem to work. The line of code I am using is:

AND (industry != "Banks" AND (industry) IS NOT NULL)

but even with that at the end, I am still getting banks in my list. What am I missing here?!

Thanks!
Alan

Re: index membership 1 year ago #2763

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Can you paste your full advanced screener code into this thread?
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