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MultiSort市場篩選器

Lesson 12 of 13

Duration 3:29

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運用我們的MultiSort篩選器,可輕鬆從全球超過70,000支股票中篩選出符合您策略的股票。與傳統篩選器不同,MultiSort將用戶指定的因素及相關條件整合成一個評分,從而生成最符合用戶標準的證券「排名」列表。 

使用市場篩選器創建的任何策略都是由用戶自行制定的,而非盈透證券的推薦。用戶使用該軟件主導投資策略,而軟件的作用僅在於將用戶與符合所選條件的公司進行匹配。       

點擊左側導航面板中的篩選器圖標。首先在篩選器頂部定義一個股票集合。請注意,每次只能選擇一個股票集合。   

現在點擊MultiSort來看一下因素類別。展開類別可詳細顯示最多10個因素。      

ibkr desktop multisort screeners

最多可選擇10個篩選因素。對於每個選定的因素,用戶可選擇指定使用較低值或較高值。例如,在選擇股息金額因素時,用戶可指定偏好較高值。 

選好較高或較低值後,將顯示「重要性」欄位。預設情況下,所有因素都被視為「重要」,但可使用下拉列表來調高或調低因素的重要性等級。          

使用因素框中的「篩選」圖標顯示柱狀圖。使用柱狀圖時,用戶可選定一個範圍使因素更加具體。使用滑桿時,「從」和「到」範圍值會更新,而符合定義範圍的公司數量也會隨之改變。    

stock screener

隨著因素的添加及數值和重要性的調整,篩選結果會在中央面板中自動更新。  

雖然整體資產排名採用綜合評分法,該方法綜合考量所有選定因素及其高/低值偏好、柱狀圖範圍和重要性等級,但每個因素也會單獨進行排名。這些單獨排名按不同顏色排序,讓用戶輕鬆查看。            

綠色表示排名較高,紫色則為較低。這樣,就更容易一目瞭然地看到各個因素對整體篩選排名的貢獻情況。

例如,在指定範圍內添加高股息標準雖有助於整體排名,但結果可能出現某項資產位列前十,而其股息金額卻排名較低的情況。   

用戶可隨時更改篩選條件,並觀察其自動更新。完成後,用戶可按需要將產品添加到自選列表。        

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