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Jim Dean

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Subject : RE: Omniscan to filter out sector / industry group
Posted : 3/2/2021 9:12 AM
Post #47939 - In reply to #47938

The snapshot shows the typical structure of the Zacks symbols, which should help with understanding how/why these formulae work. They ARE correct syntax.

For a Focus List (or OScan Population) that has a mix of Zacks ZG######### symbols and other tradeable symbols, here are some rules that allow you to exclude various categories of the Zacks symbols, for use in a filter block or OmniScan:

To exclude all Zacks averages:
not( left(Symbol,2) = "ZG" )

To exclude only Zacks sectors:
not( left(Symbol,2) = "ZG" and len(Symbol) = 5 )

To exclude only Zacks groups:
not( left(Symbol,2) = "ZG" and len(Symbol) = 8 )

To exclude only Zacks subgroups:
not( left(Symbol,2) = "ZG" and len(Symbol) = 11 )

To exclude all Zacks except sectors:
not( left(Symbol,2) = "ZG" and len(Symbol) >= 5 )

To exclude all Zacks except subgroups:
not( left(Symbol,2) = "ZG" and len(Symbol) >= 5 and len(Symbol) <= 8 )

To exclude all Zacks except groups:
not( left(Symbol,2) = "ZG" and (len(Symbol) = 5 or len(Symbol) = 11) )

NOTE: to filter FOR those various symbols ... ie ONLY allow the Filter or Scan to include Zacks symbols of one form or another, simply remove the "not( ... )".



[Edited by Jim Dean on 3/2/2021 10:32 AM]

Attached file : Zacks symbol name sample.png (97KB - 799 downloads)

Deleting message 47939 : RE: Omniscan to filter out sector / industry group


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