The Data Downloader allows you to download detailed data reports on indices, sectors, industries, watchlists, or portfolios, tailored to your preferred metrics. This tool supports the download of both predefined metrics and custom metrics.
You can download data for up to two stock groups or 1,000 stocks, and up to three metric lists or 90 characteristics for each download.
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 ‘My stocks’ and ‘Dow Jones’ as stock groups with ‘Price and Changes’ 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 Changes’ as the metric.
The steps to download data using this feature remain the same, whether it is accessed through screeners, portfolio, 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.
