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SJ

Member
25
Posts: 49

Joined: 9/28/2012
Location: Olathe, KS

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Subject : RE: Using Fundamentals as a Sort Value not working
Posted : 1/20/2020 6:38 PM
Post #46620 - In reply to #46618

I got home to try using () after the formula. Turns out that was not necessary. But I did finally figure out the weird behavior going on.

I added ROE, EPS and PERatio columns to the focus list. I could then compare the value of the SortVal column to the parameter being sorted on. If working properly, they should match.

I sorted first on EPS and the SortVal field matched the EPS field. Looks great. It turns out that EPS is listed both under the Fundamental and Technical buttons. Because it is defined as a technical formula, it works.

Now I clear the EPS sort and switch to ROE as the sort parameter. The SortVal remained equal to the EPS value, not the ROE value. So it gives the appearance of sorting, but the sort parameter has no relation to the function in place.

To further illustrate, if I hit Reset on the sort and the AVG(C,10)*AVG(V,10) default is filled in, the SortVal is based on that calculation. I hit Clear and insert ROE again and the resulting SortVal will still reflect the AVG(C,10)*AVG(V,10) values, not the ROE values. This illustrates that regardless of the sort function in place, the last technical formula will be used.

Switching to PERatio, also not found within the Technical library, the exact same false results as for ROE are produced.

I've attached a shot of the sorted list for ROE after previously using the sort EPS. Note the SortVal column values.

So the bottom line is any formula not found within the Technical library will produce false sort results.

I see no reason all the fundamentals cannot be used for sorting if they can be used for filtering. Any chance we can get this fixed?

[Edited by SJ on 1/21/2020 1:55 AM]

Attached file : Omniscan.JPG (152KB - 326 downloads)

Deleting message 46620 : RE: Using Fundamentals as a Sort Value not working


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