Professional Stock screening
Clients use Alpha Terminal's professional level stock screens to find high quality investment opportunities and to ensure that current holdings continue to meet required criteria.
PROFESSIONAL STOCK SCREENING
Alpha can be used to filter for value, income, safety, growth, momentum and technical characteristics plus virtually any financial metrics or even your own customised ratios.
All Alpha clients can:
- Filter Alpha's lists of equities or collectives down to sector level.
- Filter collectives for criteria such as performance over multiple time frames, costs, yield, and, for investment trusts, premium/discount to NAV.
- Filter equities using a wide range of financial data items and ratios to find companies that meet value, growth, quality and safety criteria e.g. well-covered income stocks or undervalued small cap growth stocks.
- Include chart-based criteria to discover investments with momentum or showing overbought/oversold characteristics.
The example stock screen below identifies UK equity income investment trusts which have increased their dividend for at least 10 years running, have a yield above 3% and have reasonable valuations.
MORE AWARD WINNING REASONS TO SWITCH
Almost all of our client portfolios are now within the top quartile for their sector.
Some of my clients invest in funds and bonds...Alpha provides information for these instruments on one platform.
Alpha is by far the best investment information terminal I have ever used.
A top class product backed by very knowledgeable staff.
Alpha includes far superior charting tools to other data terminals.
Many of my colleagues use Bloomberg but, for what I need, Alpha is excellent.