Chart Smart

Technical and fundamental analysis of
US and Canadian stock exchanges

Sample Formulas with Basic Variables

In the following we have listed some sample formulas using basic variables (no historical variables - where there is a number in the front). When you go to the YOU SPECIFY tab and enter a formula for any of the custom calculated lists, you can paste one of the formulas below to see how it works. These are only a few examples and the possibilities are limitless. Just remember the variables you can list shown above and that you can only backtest as far back as you have backtest files for. If you for example download all backtest files in the last 50 days you will be able to set variables with numbers in front of them up to 50 days back.

1) Basic Formula Sample - This simple formula shows just a basic screen saying the closing price for the current day was over $10.00 and the volume on the current day was over 100000 shares.


2) EPS is up each yr in last 5 yrs - This formula uses some of the fundamentals variables. Specifically one is able to specify that earnings are up in each year over the past 5 years.


3) Price Gap - This formula specifis that todays low is above the previous days high, thereby creating a price gap. You could be more specific and specify that the distance is a specific percentage also.


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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 Morningstar. U.S. end of day quote data is provided by Morningstar. 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 4:30 p.m. Pacific Time. Fundamental data is updated on approximately a monthly basis. ANY DISTRIBUTION FOR COMMERCIAL PURPOSES IS STRICTLY PROHIBITED.