Exclude ETFs from Scan of US Equities

Optuma Scripting
1

I have fundamental data and am trying to exclude ETFs from a scan of US Equities. It’s undoubtedly simple and I’ll be embarrassed when I receive the answer.

I thought a simple way would be

DATAFIELD(FEED=FD, FIELD=ETFTypeDate) > 1

but, that doesn’t work.

Apologies in advance for the dumb question! :slight_smile:

Kim

2

Hi Kim,

That’s not a dumb question at all! There’s a function called MATCHFUNFIELD() which can be used to exclude ETFs. The following will only include those with an Asset Class of ‘Stock’:

MATCHFUNFIELD(FEED=MA, FIELD=Asset Class, FIELDVALUE=Stock)

For speed you can save the results as a Manual List and give it a name, and use that list in any subsequent scan.

Capture

3

Hi Darren,

What is “MA” in FEED=MA?

I know FD = Fundamental Data.

Thanks

Tim