Watch List Index Participation & EPS

Optuma General Discussion
1

Hello,

I was wondering what is the easiest way to place into the watchlist what index participation that ticker symbol is in?

I'll be creating a watch list of the top 200 shares and I want to know which ones sit inside the top 20, 50, (midcap50) 100 & 200.

I went through most of the predefined codes and wasn't able to locate this.

<hr />

Secondly.

Is there a way in which we can display EPS as a %, if not is this a feature that can be scripted or even added to future versions :)

Optuma, unfortunately, lacks showing EPS above current.

EPS.png
EPS.png1601×1601 192 KB

Participation.png
Participation.png812×534 24.8 KB

2

Hi Jonathan,

You can use Header Rows to separate codes into sectors. You setup the headers in a way, so that Top 20 are at the bottom, and All Ords are at the top.

You can then expand the sections you are wanting to view to see all the component codes.

Watchlists don’t allow for duplicate codes, so you would need to expand all the sections below the index you wanted to see the codes for. For example, if you wanted to see all the codes in the Top 50, you would expand the Top 20, Top 50 headers. There would be 20 codes under the first header, and 30 under the second.

I’ve recorded a quick video example here: https://www.screencast.com/t/13xcc1et

Another option, if you don’t use the Journal system for other notations, you can add a Note to each of the codes in the Top 200 / Top 300, etc with the information you want to display, then add the Notes column to your Watchlist.

Ex8

With regards to EPS as a percent, you could script it, as long as you know what the formula being used is in the example you posted (ie is the % based on change over a month, quarter, year, etc?) Once you know that you can build a script wrapping a Change() function around a Datafield() function of the EPS value.