“Sector” in Standard watchlist data

Optuma Forums Optuma Feature Requests “Sector” in Standard watchlist data

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Viewing 6 posts - 1 through 6 (of 6 total)
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  • #62589
    AvatarMarc
    • Topics: 4
    • Replies: 9
    • Posts: 13

    Hi Mathiew,

    Please could “Sector” be added to the standard list of elements. It’s available by default in the screener but we can’t display it in the watchlist:

    Thanks and Best Regards

    Marc

    Attachments:
    #62599
    MathewMathew
    • Topics: 32
    • Replies: 1,707
    • Posts: 1,739

    Hi Marc,

    At this point the data is a little questionable (unless you are using Bloomberg). We are working on a new Factset based grouping system and should have that available in the middle of the year. At that point we will add Sector and Industry into that list.

    All the best

    Mathew

    #62621
    DarrenDarren
    • Topics: 63
    • Replies: 557
    • Posts: 620

    Hi Marc,

    If you have access to our Fundamental data then you can add sector and industry from that database (which is separate from the screener info Mathew is referring to).

    Instructions to add data to your account can be found here. Once added, any fundamental data can be added to a watchlist:

    Capture

    • This reply was modified 1 week, 5 days ago by DarrenDarren.
    #62713
    AvatarMarc
    • Topics: 4
    • Replies: 9
    • Posts: 13

    Hi Guys,

    Thanks for the info. I will take an example to illustre my dilemma:

    I scan the US market . From the scan result I can see which sector each stock belongs to. I sort them out by sector and decide to study one of them.
    I can’t select the stocks from the scanning manager to make a list.  So I open the scan result in a watchlist but then I can’t sort the watchlist per sector… So I have to manually type each ticker in a list.

    Even if the Sector data is not perfect, what you provide is stil very much useful.

    Cheers
    Marc

    Attachments:
    #62751
    MathewMathew
    • Topics: 32
    • Replies: 1,707
    • Posts: 1,739

    Hi Marc,

    Ok, it took me a bit to work out as I thought your image was in a watchlist. I could not see that it was in the scan results.

    We have a new field coming in the next major release (due around June) which will have Sector and Industry. We’ll make sure that they are included in the watchlist columns.

    All the best

    Mathew

    #62763
    AvatarMarc
    • Topics: 4
    • Replies: 9
    • Posts: 13

    Great! Thanks Mathew

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