Subject: Re: SIPro Screener Help
My apologies Craig. I forgot all the hassle I went to a few years ago to get this set up and I way over simplified what needs to be done. The first thing you have to do is create a new View in the Stock Investor Pro application that contains all the necessary fields that you will eventually want to export. I named my view "Bill2m" after my predecessor. That view must contain at least the 155 fields that we need from SIP. (That list is at the end of this message.) I know of no easy way to create that view in The SIP application other than to go into the View editor. (Perhaps RAM knows a better way.)
It is that View that you want to export from the SIP application. I elected to export to tab delimited data which produces two files SIP TEXT.TXT and SIP TEXT_Key.TXT where the former contains the data and the latter contains the column headings. I wrote a small program I call Format_SIP.exe which combines the data and headings into a single file I call SIP FORMATTED.TXT. That last file is the one I import into the the program (Screen Picks) that you use for the WER picks.
You could also elect to export the view Bill2m into an Excel spreadsheet. You then need to save that spreadsheet as a .txt file. That file should be just like SIP FORMATTED.TXT (mentioned above) and could be loaded into Screen Picks.
Here are the column headings you will need in the Bill2m view:
TICKER
% Rank-Free Cash Flow-Grth 12m
% Rank-Market Cap Q1
% Rank-PE
% Rank-Price/FCFPS
% Rank-Rel Strength 4 week
% Rank-Rel Strength 52 week
% Rank-Volume--Average Monthly 3m
Cash Y1
Accounts receivable Q1
Accounts receivable Q5
Cash Q1
Current assets Q1
Current assets Q5
Current liabilities Q1
Current liabilities Q5
Inventory Q1
Inventory Q5
Long-term debt Q1
Total assets Q1
Cash flow/share 12m
Cash from operations 12m
Free cash flow/share 12m
Free cash flow/share Y1
Free cash flow/share Y2
Cash flow/share Q1
Cash from operations Q1
Cash from operations Q5
Free cash flow/share Q1
Free cash flow/share Q5
ADR/ADS Stock
Country
Exchange
Industry
Optionable
Sector
Standard and Poor stock
EPS Est Q0-% Rev-Last Month
EPS Est Q0
EPS Est Q0-Last month
EPS Est Q0-Revisions down
EPS Est Q0-Revisions up
EPS Est Q1-% Rev-Last Month
EPS Est Q1
EPS Est Q1-Last month
EPS Est Y0-% Rev-Last Month
EPS Est Y0
EPS Est Y0-Last month
EPS Growth Est
Dividend-Growth 12m
EPS Cont-Growth 5yr
EPS Cont-Growth from Q5 to Q1
EPS Cont-Growth from Q6 to Q2
EPS DC-Growth from Q6-Q8 to Q2-Q4
EPS Dil Cont-Growth 3yr
EPS Dil Cont-Growth from Q5 to Q1
EPS Dil Cont-Growth from Q6 to Q2
EPS Dil Cont-Growth from Q7 to Q3
EPS Dil Cont-Growth from Q8 to Q4
EPS-Growth 12m
EPS-Growth 3yr
EPS-Growth 5yr
EPS-Growth from Q5 to Q1
Sales-Growth 3yr
Sales-Growth 5yr
Sales-Growth from Q5 to Q1
Sales-Growth from Q6 to Q2
EPS 12m
EPS Y1
EPS Y2
EPS Y3
EPS Y4
EPS-Continuing 12m
EPS-Continuing Y1
EPS-Continuing Y2
EPS-Continuing Y3
EPS-Continuing Y4
EPS-Continuing Y5
EPS-Diluted Continuing 12m
EPS-Diluted Continuing Y1
EPS-Diluted Continuing Y2
EPS-Diluted Continuing Y3
Sales 12m
Sales Y1
Sales Y2
Sales Y3
EPS Q1
EPS Q5
EPS-Continuing Q1
EPS-Continuing Q2
Net income Q1
Sales Q1
Sales Q5
Ind. Inventory turnover 12m
Ind. PE
Ind. Price/CFPS
Ind. Price/FCFPS
Ind. Price/Sales
Ind. Return on equity 12m
Sec. PE
Sec. Price/FCFPS
PE to Div adj EPS Est growth
PE
Price/Book
Price/CFPS
Price/FCFPS
Price/Sales
Yield
Float
Insiders--buy trades
Insiders--sell trades
Institutional Ownership %
Institutional shareholders
Institutions--shares purchased
Institutions--shares sold
Market Cap Q1
Price as % of 52 Week High
Price Change 13 week
Price Change 26 week
Price Change 4 week
Price Change 52 week
Price
Price--high 52 week
Price--low 52 week
Relative Strength 13 week
Relative Strength 26 week
Relative Strength 4 week
Shares Average Q1
Shares Average Q5
Volume--Average Daily 10d
Volume--Average Monthly 3m
Volume--Dollar Daily Avg 3m
Price M001
Price M002
Price M003
Price M004
Price M005
Price M006
Price M007
Price M008
Price M009
Price M010
Price--Volume M001
Price--Volume M002
Price--Volume M003
Price--Volume M004
Price--Volume M005
Price--Volume M006
Price--Volume M007
Price--Volume M008
Price--Volume M009
Current ratio Q1
Inventory turnover 12m
LT Debt/equity Q1
Return on equity 12m
HTH,
Larry