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Basic Formulas Variables available for Screening

When you create formulas under the YOU SPECIFY tab in the Filter Menu, you will need to know what variables you can use and what they mean. When you download you will see that various filter files are being downloaded. The variables are categorized below by the filter file they are in, then we include the fundamental variables at the end. The exact variable name is in bold print on the left. When you use a variable in a custom formula always remember to put a # sign on each side. ie #issued#>10000 would mean the issued number of shares is over 10,000,000 shares.

TECHNICAL SCREENING VARIABLES

PRIMARY VARIABLES (ALWAYS AVAILABLE)

ISSUED -Shares Issued (in 1000's hence 21,000,000 entered as 21,000)
SYMBOL -Company Trading Symbol
NAME -Company Name
OPEN -Opening Price of the day
BID -Last BID Price for the day
ASK -Last ASK Price for the day
TRADES -Number of Trades for the day
C1 -Closing Price one previous trading day ago
EPS -Earnings per Share for the trailing year
DIV -Dividend per Share for the trailing year
HIGH -High Price for the Current Day
LOW -Low Price for the Current Day
CLOSE -Close for the Current Day
VOLUME -Volume of shares traded on the Current Day
ACTIVE -Ratio of the last 30 days security has traded (0 to 1)(ie 15 of 30 = .50)


VARIABLES FOUND IN FILTER FILE 1

a) V1 -Volume of Shares trade 1 trading day ago divided by 1000
b) V2 -Volume of Shares trade 2 trading days ago divided by 1000
c) V3 -Volume of Shares trade 3 trading days ago divided by 1000
d) V4 -Volume of Shares trade 4 trading days ago divided by 1000
e) V5 -Total Volume of shares traded in the last 5 days markets were open
f) V15 -Volume of shares traded divided by 1000 in the last 15 trading days
g) V50 -Volume of shares traded divided by 1000 in the last 50 trading days
h) H365 -% the current trading price is from the High price in the last 365 days
i) L365 -% the current trading price is from the Low Price in the last 365 days
j) H50 -% the current trading price is from the High Price in the last 50 days
k) L50 -% the current trading price is from the Low Price in the last 50 days
l) C50 -Closing Price 50 days ago
m) TRADED -Number of days that the stock has traded
n) LAST -Last closing price


FOUND IN FILTER FILE 2

a) C15 -Closing Price 15 days ago
b) C10 -Closing Price 10 days ago
c) H1 -High Price 1 trading day ago
d) H2 -High Price 2 trading days ago
c) H3 -High Price 3 trading day ago
d) H4 -High Price 4 trading days ago
e) L1 -Low Price 1 trading days ago
f) L2 -Low Price 2 trading days ago
e) L3 -Low Price 3 trading days ago
f) L4 -Low Price 4 trading days ago
g) C2 -Close price 2 previous trading days ago
h) C3 -Close price 3 previous trading days ago
i) C4 -Close price 4 previous trading days ago
j) o1 -Open Price 1 trading days ago
k) o2 -Open Price 2 trading days ago
l) o3 -Open Price 3 trading days ago
m) o4 -Open Price 4 trading days ago


FOUND IN FILTER FILE 3

a) SMA5 -5 day Simple Moving Average Value
b) SMA10 -10 day Simple Moving Average Value
c) SMA15 -15 day Simple Moving Average Value
d) SMA20 -20 day Simple Moving Average Value
e) SMA25 -25 day Simple Moving Average Value
f) SMA50 -50 day Simple Moving Average Value
g) SMA100 -100 day Simple Moving Average Value
h) SMA200 -200 day Simple Moving Average Value
i) SMA5P -Simple Moving Average Value - 1 day before 5 day SMA
j) SMA10P -Simple Moving Average Value - 1 day before 10 day SMA
k) SMA15P -Simple Moving Average Value - 1 day before 15 day SMA
l) SMA20P -Simple Moving Average Value - 1 day before 20 day SMA
m) SMA25P -Simple Moving Average Value - 1 day before 25 day SMA
n) SMA50P -Simple Moving Average Value - 1 day before 50 day SMA
o) SMA100P -Simple Moving Average Value - 1 day before 100 day SMA
p) SMA200P -Simple Moving Average Value - 1 day before 200 day SMA


FOUND IN FILTER FILE 4

a) WKo0 -Last Open Price in the Current Week
b) WKo1 -Open Price 1 Calender Week ago
c) WKo2 -Open Price 2 Calender Weeks ago
d) WKo3 -Open Price 3 Calender Weeks ago
e) WKo4 -Open Price 4 Calender Weeks ago
f) WKC0 -Last Traded Price in the Current Week
g) WKC1 -Trading Price 1 Calender Week ago
h) WKC2 -Trading Price 2 Calender Weeks ago
i) WKC3 -Trading Price 3 Calender Weeks ago
j) WKC4 -Trading Price 4 Calender Weeks ago
k) WKH0 -High Price for the Current Week
l) WKH1 -High Price 1 Calender Week ago
m) WKH2 -High Price 2 Calender Weeks ago
n) WKH3 -High Price 3 Calender Weeks ago
o) WKH4 -High Price 4 Calender Weeks ago
p) WKL0 -High Price for the Current Week
q) WKL1 -Low Price 1 Calender Week ago
r) WKL2 -Low Price 2 Calender Weeks ago
s) WKL3 -Low Price 3 Calender Weeks ago
t) WKL4 -Low Price 4 Calender Weeks ago
u) WKV0 -Total Volume Traded so far in the Current Week
v) WKV1 -Total Volume Traded in the week 1 Calender Week ago
w) WKV2 -Total Volume Traded in the week 2 Calender Weeks ago
x) WKV3 -Total Volume Traded in the week 3 Calender Weeks ago
y) WKV4 -Total Volume Traded in the week 4 Calender Weeks ago


FOUND IN FILTER FILE 5

This filter contains RSI (Relative Strength Index) Values. These values always range between 0 and 100. You can get more information on using these filters if you go to the INDICATORS option at the top of the Chart Menu in ChartSmart and click on the indicator and view the help. You also can click on the TECH tab in the Filter Menu, click on the criteria that have this indicator in them, then click on the CLICK HERE FOR HELP ON THE CURRENTLY SELECTED CRITERIA button on the bottom left of the Filter Menu.

a) RSI9 -9 Day RSI Value on last day traded
b) RSI14 -14 Day RSI Value on last day traded
c) RSI25 -25 Day RSI Value on last day traded


FOUND IN FILTER FILE 6

This filter contains the change in ON BALANCE VOLUME Values. On Balance Volume is basically created by adding the volume for a day to a cumulative total if a stock goes up and subtracting it from the total if it goes down. As as a result the theory is that if it is on an uptrend then the trading volume is increasing as is the price indicating accumulation. Similarly, on a downtrend the volume traded is in conjunction with declining prices. The values for these filters are the CHANGE in the OBV VALUE over 10, 20, 30 and 50 days. For example to specify that the OBV had declined at least 50% in the last 30 days you would specify:

OBV30<=-.50

You can get more information on using these filters if you go to the INDICATORS option at the top of the Chart Menu in ChartSmart and click on the indicator and view the help. You also can click on the TECH tab in the Filter Menu, click on the criteria that have this indicator in them, then click on the CLICK HERE FOR HELP ON THE CURRENTLY SELECTED CRITERIA button on the bottom left of the Filter Menu.

a) OBV10 -Change in OBV value from 10 days ago
b) OBV20 -Change in OBV value from 20 days ago
c) OBV30 -Change in OBV value from 30 days ago
d) OBV50 -Change in OBV value from 50 days ago


FOUND IN FILTER FILE 7

This filter contains Bollinger Band Values. There are 3 durations as you can see in the filenames below being 10, 20, and 50. BOLUP refers to the upper Bollinger Band and BOLDN refers to the lower Bollinger Band. The values for these criteria are based on where on the price scale the Bollinger Band is relative to the price. The following is the formula we use to specify how much the closing price is below the upper Bollinger Band:

#last#<=#bolup20#-xx/100*(#bolup20#-#boldn20#).and.#bolup20#<>#boldn20#

(where xx/100 is the percent from the upper band (ie 20/100 = 20%)

You can get more information on using these filters if you go to the INDICATORS option at the top of the Chart Menu in ChartSmart and click on the indicator and view the help. You also can click on the TECH tab in the Filter Menu, click on the criteria that have this indicator in them, then click on the CLICK HERE FOR HELP ON THE CURRENTLY SELECTED CRITERIA button on the bottom left of the Filter Menu.

a) BOLUP10 -Price Location on Chart of Upper 10 day Bollinger
b) BOLDN10 -Price Location on Chart of Lower 10 day Bollinger
c) BOLUP20 -Price Location on Chart of Upper 20 day Bollinger
d) BOLDN20 -Price Location on Chart of Lower 20 day Bollinger
e) BOLUP50 -Price Location on Chart of Upper 50 day Bollinger
f) BOLDN50 -Price Location on Chart of Lower 50 day Bollinger


FOUND IN FILTER FILE 8

This filter contains EMA (Exponential Moving Average) Values. These values are plotted on the price area of the chart to draw the EMA lines and MACD. If you were to for example set the EMA8&#62;=LAST this would mean that the current 8 DAY EMA is above the last price traded. If you wanted to specify that the 12 day EMA is greater than the 25 day EMA was 2 days ago you would specify EMA12&#62;=EMA25P (Where P stands for Previous) You can get more information on using these filters if you go to the INDICATORS option at the top of the Chart Menu in ChartSmart and click on the indicator and view the help. You also can click on the TECH tab in the Filter Menu, click on the criteria that have this indicator in them, then click on the CLICK HERE FOR HELP ON THE CURRENTLY SELECTED CRITERIA button on the bottom left of the Filter Menu.

a) EXP8 - 8 Day EMA Value
b) EXP8P -8 Day EMA Value - 1 day ago
c) EXP12 -12 Day EMA Value
d) EXP12P -12 Day EMA Value - 1 day ago
e) EXP17 -17 Day EMA Value
f) EXP17P -17 Day EMA Value - 1 day ago
g) EXP25 -25 Day EMA Value
h) EXP25P -25 Day EMA Value - 1 day ago
i) EXP30 -30 Day EMA Value
j) EXP50 -50 Day EMA Value
k) EXP50P -50 Day EMA Value - 1 day ago
l) SIG1225 -12/25 Day Signal Line Value
m) SIG1225p -12/25 Day Signal Line Value - 1 day ago
n) EXPW12 -12 week EMA Value
o) EXPW12P -12 week EMA Value - 1 week ago
p) EXPW25 -25 week EMA Value
q) EXPW25P -25 week EMA Value - 1 week ago
r) SGW1225 -12/25 week Signal Line Value
s) SGW1225p -12/25 week Signal Line Value - 1 week ago


FOUND IN FILTER FILE 9

This filter contains Stochastics, Williams %R, Chaikins Money Flow, Classic Money Flow, and Average True Range.

You can get more information on using these filters if you go to the INDICATORS option at the top of the Chart Menu in ChartSmart and click on the indicator and view the help. You also can click on the TECH tab in the Filter Menu, click on the criteria that have this indicator in them, then click on the CLICK HERE FOR HELP ON THE CURRENTLY SELECTED CRITERIA button on the bottom left of the Filter Menu.

a) SK_5_3 -k% line 5
b) SD_5_3 -k% line 5 d% line 3
c) SK_15_5 -k% line 15
d) SD_15_5 -k% line 15 d% line 5
e) WILL14 -14 day Williams %R
f) CHAIK21 -21 day Chaikins Money Flow
g) CMF14 -14 day Classic Money Flow
h) CMF21 -21 day Classic Money Flow
i) ATR14 -14 day Average True Range


FOUND IN FILTER FILE 10

This filter contains ADX Line Values.

You can get more information on using these filters if you go to the INDICATORS option at the top of the Chart Menu in ChartSmart and click on the indicator and view the help. You also can click on the TECH tab in the Filter Menu, click on the criteria that have this indicator in them, then click on the CLICK HERE FOR HELP ON THE CURRENTLY SELECTED CRITERIA button on the bottom left of the Filter Menu.

a) ADX1414 -14 day ADX Line Value
b) ADX1414P -14 day ADX Line Value - 1 day previous
c) DIP1414 -14 day DI+ Line Value
d) DIP1414P -14 day DI+ Line Value - 1 day previous
e) DIM1414 -14 day DI- Line Value
f) DIM1414P -14 day DI- Line Value - 1 day previous


FUNDAMENTAL SCREENING VARIABLES



The following are the fundamental screening variables in ChartSmart that you can use to create your own custom screens. You can combine these with eachother, or you can combine them with technical screening variables. For example, you can create a formula for Working Cap as a % of number of shares by

(#tmcurrass#-#tmcurrlia#)/(#issued#*1000)

Or you can create the pe ratio as

#last#/#eps#

More complex formulas can be created like this one that is in ChartSmart now. It specifies that the eps in each of the last 5 years has increased

(#epsq1#+#epsq2#+#epsq3#+#epsq4#)>#epsy2#.and.#epsy2#>#epsy3#.and.#epsy3#>#epsy4#.and.#epsy4#>#epsy5#

If you have read the advanced section where you are able to put a number in front of a variable (eg #5close# means the close 5 days ago, this historical variable option does not apply to fundamental variables. Here is a list of our current fundamental screening variables.

Miscellaneous Variables

employ - Current Number of Employees
numinst - Number of Institutions Holding Shares
shrsinst - Number of Shares held by institutions
beta36 - Beta (36-Month/60-Month)
shortint - Number of shares short
shortchg - Change in number of shares short
shortflt - Percent of shares short of float
lfdate - Latest Fiscal - Date
lfrev - Latest Fiscal - Revenue
lfeps - Latest Fiscal - Year Diluted EPS
ldate - Latest 12 Months (LTM) - Date
lrev - Latest 12 Months - Revenue
l12inc - Latest 12 Months - Income
eps - EPS - Latest 12 Months - EPS

Dividends

exdiv - DIVIDEND - Latest Reported Ex-Dividend Date
div - DIVIDEND - Latest Reported Dividend Rate
divlastq - DIVIDEND - per share - Most Recent Quarter
divprevq - DIVIDEND - per share - Previous Quarter
divy1 - DIVIDEND - per share - Last Trailing Year
divy2 - DIVIDEND - per share - 2 Trailing Years Ago
divy3 - DIVIDEND - per share - 3 Trailing Years Ago
divy4 - DIVIDEND - per share - 4 Trailing Years Ago

Revenue and Earnings

lchgrevy - % Chg Rev Y-T-D vs. Y-T-D 1 year ago
lchgrevq - % Chg Rev latest Qtr vs. Rev same Qtr Yr ago
ychgepsy - % Chg EPS from Total Oper Y-T-D vs. Y-T-D
lchgepsq - % Chg EPS from Total Oper latest Quarter
epsq1 - EPS - 1 Quarter Ago (Latest Quarter)
epsq2 - EPS - 2 Quarters Ago
epsq3 - EPS - 3 Quarters Ago
epsq4 - EPS - 4 Quarters Ago
epsy2 - EPS - 2 Trailing Years Ago
epsy3 - EPS - 3 Trailing Years Ago
epsy4 - EPS - 4 Trailing Years Ago
epsy5 - EPS - 5 Trailing Years Ago
revq1 - REVENUE - 1 Quarter Ago (Latest Quarter)
revq2 - REVENUE - 2 Quarters Ago
revq3 - REVENUE - 3 Quarters Ago
revq4 - REVENUE - 4 Quarters Ago
revy2 - REVENUE - 2 Trailing Years Ago
revy3 - REVENUE - 3 Trailing Years Ago
revy4 - REVENUE - 4 Trailing Years Ago
revy5 - REVENUE - 5 Trailing Years Ago

Balance Sheet

tmcurrass - Balance Sheet Item - LTM - Current Assets
tmcurrlia - Balance Sheet Item - LTM- Current Liabilities
tmtotass - Balance Sheet Item - LTM - Total Assets
tmtotlia - Balance Sheet Item - LTM - Total Liabilities
tmltdebt - Balance Sheet Item - LTM- Long Term Debt
tmstdebt - Balance Sheet Item - LTM - Short Term Debt
tmprefeq - Balance Sheet Item - LTM - Preferred Equity
tmrec - Balance Sheet Item - LTM - Accounts Receivable
tmpay - Balance Sheet Item - LTM - Accounts Payable
tmcommeq - Balance Sheet Item - LTM - Common Equity
tmcflow - Balance Sheet Item - LTM - Cash Flow
tmcequiv - Balance Sheet Item - LTM - Cash and Equiv
tmceqmkt - Balance Sheet Item - LTM - Cash and Mktble Securities
tmretearn - Balance Sheet Item - LTM - Ret Earnings

Ratios

r_gm - RATIO - Gross Profit Margin
r_ebitm - RATIO - EBIT Margin
r_emitdam - RATIO - EBITDA Margin
r_pretaxm - RATIO - Pre-Tax Profit Margin
r_intcov - RATIO - Interest Coverage
r_currrat - RATIO - Current RATIO
r_quickrat - RATIO - Quick RATIO
r_leverage - RATIO - Leverage RATIO
r_recturn - RATIO - Receivables Turnover
r_invturn - RATIO - Inventory Turnover
r_assturn - RATIO - Asset Turnover
r_revtoass - RATIO - Revenue to Assets
r_roe - RATIO - Return on Equity (ROE)
r_roinvest - RATIO - Return on Invested Capital (ROIC)
r_roa - RATIO - Return on Assets (ROA)
r_debcomm - RATIO - Debt / Common Equity
r_peratio - RATIO - Price / Book (Equity)
r_bvshare - RATIO - Current Book Value per Share
r_dbtequit - RATIO - Total Debt / Equity
r_ltdebtca - RATIO - Long-Term Debt to Total Capital
r_sgsales - RATIO - SG&A as a % of Revenue
r_rdsales - RATIO - R&D as a % of Revenue
r_wcapshar - RATIO - Working Capital per Share
r_cashsha - RATIO - Cash per Share
r_cflowsha - RATIO - Cash Flow per Share
yr5_deq - RATIO - 5 year - Avg Long-Term Debt to Equity


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Although we attempt to provide all investment information with the intent of maximum accuracy, ChartSmart Software and any other parties, accept no liability for it's use. The data provided may not be reproduced in any form and users are prohibited from reselling or redistributing the data. Fundamental Data is provided by COREDATA. U.S. end of day quote data is provided by TENFORE. Use of the data is at your own risk and is hereby disclaimed by the ChartSmart and any associated suppliers. ChartSmart daily updates are available at about 4:20 p.m. Pacific Time. Fundamental data is updated on approximately a monthly basis. ANY DISTRIBUTION FOR COMMERCIAL PURPOSES IS STRICTLY PROHIBITED.