To use this feature, select your stock universe and desired parameters from the dropdown menu, as shown below. Once set, click on 'Download Data' to receive your report in an Excel file.


Now, let us look at a few examples.


For a report based on a watchlist and index, you might select ‘ ‘All watchlist stocks’ and ‘Dow Jones’ as stock groups with ‘Price and Volume’ as the metric, as shown below.



Similarly, for a report based on a watchlist and portfolio, you may choose ‘All portfolio stocks’ and ‘All watchlist stocks’ as stock groups with ‘Price and Volume’ as the metric.



The steps to download data using this feature remain the same, whether it is accessed through screenersportfolio, or watchlist. Navigate to the 'Data Downloader' from the 'Export' menu, add your stock groups and parameters, and click on 'Download Data' to save your file, as illustrated below.