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MultiSort市场筛选器

Lesson 12 of 13

Duration 3:29

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使用我们的MultiSort筛选器,轻松从全球超过70,000只股票中筛选出符合您策略的股票。与传统筛选器不同,MultiSort将用户指定的因素及相关条件整合成一个综合评分,从而生成最符合用户标准的证券“排名”列表。 

使用市场筛选器创建的任何策略都是由用户自行制定,而非盈透证券的推荐。用户使用该软件来制定投资策略,而软件的作用仅在于根据用户选定的标准,为其匹配符合条件的公司。       

点击左侧导航面板中的“筛选器”图标。首先在筛选器顶部定义一个股票集合。请注意,每次只能选择一个股票集合。   

现在点击MultiSort来看一下因素类别。展开类别可详细显示最多10个因素。      

ibkr desktop multisort screeners

最多可选择10个筛选因素。对于每个选定的因素,用户可选择指定使用较低值还是较高值。例如,在选择股息金额因素时,用户可指定偏好较高值。 

选好较高或较低值后,将显示“重要性”字段。默认情况下,所有因素都被视为“重要”,但可使用下拉列表来调高或调低因素的重要性等级。          

使用因素框中的“筛选”图标显示柱状图。使用柱状图时,用户可选定一个范围使因素更加具体。使用滑块时,“从”和“至”范围值会更新,而符合定义范围的公司数量也会随之改变。    

stock screener

随着因素的添加及数值和重要性的调整,筛选结果会在中央面板中自动更新。  

虽然整体资产排名采用综合评分法,该方法综合考量所有选定因素及其高/低值偏好、柱状图范围和重要性等级,但每个因素也会单独进行排名。这些单独排名按不同颜色排序,让用户轻松查看。            

绿色表示排名较高,紫色则为较低。这样,就能一目了然地看出各个因素对整体筛选排名的贡献情况。

例如,在指定范围内加入高股息这一标准,虽然有助于整体排名,但结果可能会导致某项资产虽位列前十,但其股息金额却排名较低的情况。 

用户可随时更改筛选条件,并观察其自动更新。完成后,用户可按需要将产品添加到自选列表。        

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The analysis in this material is provided for information only and is not and should not be construed as an offer to sell or the solicitation of an offer to buy any security. To the extent that this material discusses general market activity, industry or sector trends or other broad-based economic or political conditions, it should not be construed as research or investment advice. To the extent that it includes references to specific securities, commodities, currencies, or other instruments, those references do not constitute a recommendation by IBKR to buy, sell or hold such investments. This material does not and is not intended to take into account the particular financial conditions, investment objectives or requirements of individual customers. Before acting on this material, you should consider whether it is suitable for your particular circumstances and, as necessary, seek professional advice.

The views and opinions expressed herein are those of the author and do not necessarily reflect the views of Interactive Brokers, its affiliates, or its employees.

披露: 盈透证券

披露:盈透证券 本材料中的分析仅供参考,不构成也不应被解释为出售任何证券的要约或购买任何证券的招徕。本材料所涉及的一般市场活动、行业或板块趋势及其它广泛的经济或政治状况的讨论,均不应被视为研究或投资建议。如涉及具体证券、商品、货币或其它产品的引用,此类引用并不构成IBKR对买入、卖出或持有该等投资的推荐。本材料没有也无意考虑个别客户的特定财务状况、投资目标或要求。在根据本材料采取行动之前,您应该考虑其是否适合您的特定情况,并在必要时寻求专业建议。本材料仅代表作者的观点和意见,并不一定反映盈透证券、其关联公司或其员工的观点。

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