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[Pages:20]GuruFocus Tutorial: All-in-one Screener

2.0

Contents:

Access: o Accessing the Screener

Regions: o Regions, Countries and Exchanges

Screens: o GuruFocus Screens o My Screens

Filters: o Setting filters / entering values o Search filters o Customized filters o Adding customized fields o Divide Expression into Filter

Save / Download o Save New Screen o Excel Download / Manual of Stocks

Views: o Add / Remove "View" Columns o Moving Columns o GuruFocus / My Views o Save New View o Manage Section o Add to Portfolio o Charts o Valuation Heat Map

Miscellaneous: o Historical Data Screening o Load from Portfolio o Backtesting

o View Guru and Insider Trades

Accessing the Screener

To access the Screener, please select "Screeners" from the GuruFocus Blue Ribbon and then select "All-in-one Screener" from the "Value Screens" column. Figure 1 illustrates a screen shot.

Figure 1

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Regions, Countries and Exchanges

To set the regions, countries and exchanges for the Screener, please click on the desired regions, countries and exchanges from the "Regions" section. Figure 2 illustrates an example.

Figure 2

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GuruFocus Screens

To select a predefined "GuruFocus Screen," click on the "GuruFocus Screens" item and then select the desired screen from the drop-down menu as Figure 3 illustrates.

Figure 3

My Screens

If you have any saved screens, you can view them by clicking on the "My Screens" item and then select the desired screen from the drop-down menu. Figure 4 illustrates the location of "My Screens."

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Figure 4

Setting Filters / Entering Values

To set a filter, simply click on the drop-down menu for the desired filter and select the desired value. If you do not see the desired value, you can simply just enter it in the box. Figure 5 illustrates an example of setting a filter to a preset value while Figure 6 illustrates an example of entering a value for a filter.

Figure 5: PE Ratio (TTM) set to at most 15. Preset values for "PS Ratio at most" displayed.

Figure 6: Entered value: PS Ratio at most 0.95

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Search Filters

To search for a filter, enter the keyword in the "Search Filter" box as illustrated in Figure 7.

Figure 7 The filters that match the keyword will be highlighted in green as Figure 8 illustrates.

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Figure 8

Save New Screen

As you set and enter filters, the Screener will create the active screen "Temp Screen" as Figure 9 illustrates.

Figure 9 You can save the screen in one of two ways, either through the "Save" button within "Temp Screen" or through the "New Screen:" feature in the "Save / Download" section.

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Customized Filters

If you wish to add a custom filter for screening, click on the "Add Filter" button as Figure 10 illustrates. You will then see a pop-up window like the one shown in Figure 11.

Figure 10

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Figure 11

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