GPACT - StockVal
StockVal offers analysis and portfolio management tools to help in the equity selection and portfolio evaluation process. It combines advanced equity valuation concepts, a proprietary database of clean and consistently stated financial information and a multitude of analytical features designed to facilitate the equity selection process. StockVal System has been designed to give the Analyst and Portfolio Manager instantaneous access to the data that drives equity pricing along with the tools and flexibility required for institutional investment professionals.
If you want quick answers to how to do specific things on StockVal, you may find the Frequently Asked Questions (FAQs) below useful.
For more information on StockVal software, please visit their Web site at www.stockval.com
If you have any further questions please contact the Graduate Assistant on duty at the GPACT lab, W-404.
Get 20 minutes delayed quote
Use Data Scan to print more than page, e.g. detailed business description
How to get geographic and business segment information
How to access information on Dupont Analytics
How to change the layout from B-W to color
How to save graphs for future printing
How to use Excel add- in
How to get data through Excel add-in
How to find industry for a stock
How to create a composite (Index)
How to retrieve a composite
How to create comparative balance sheet
How to screen stocks on various criteria
- 1. Get 20 minutes delayed quote
File pull-down menu > user preference > general tab > click the box of 20 minutes delay If you want to make this setting permanent > click the box of save as default Click tab Apply > OK
Then you can get the 20 minutes delayed updated valuation matrix. Left side panel > Price & Earnings icon
- 2. Use Data Scan to print more than page, e.g. detailed business description
Use "Data Scan" to print more than page, e.g. detailed business description
Left side panel > Data Scan icon > choose detailed business description on pop-up menu > after the text has been shown up > right click mouse, you can either choose "print" to have the text content printed out or choose "copy" and then paste the text content in other documents.
- 3. How to get geographic and business segment information
Data pull-down menu > Segment Information
- 4. How to access information on Dupont Analytics
Data pull-down menu > Dupont Analytics
- 5. How to change the layout from B-W to color
File pull-down menu > user preference > general tab > change both image settings from B-W to Color > click tab Apply > Ok
- 6. How to save graphs for future printing
Graph pull-down menu > choose the graph you need > right click the mouse to use "Copy" command and paste the content in other documents OR use "Save/Export" command to save the graph in a picture format file.
- 7. How to use Excel add-in
Start Excel, open the file "SV Connect" on desktop, locate cell "C3" > StockVal pull-down Menu > choose "Retrieve Ticker Symbols" > type the chosen ticker(s) (composites or individual stocks) in the filed > OK > OK > the selected stocks would be shown>locate cell "D3" >StockValpull-down Menu > "Select Data Items" > choose items in need in every category > OK > Automap >OK
- 8. How to get data through Excel add-in
Refer to "How to use Excel add-in" to reach the "Select Data Items" > the first 7 categories are historical items (the category "Stock Select Data" gives the most recent data only) > choose the items in need and all the items selected will show in the file Selected Date Items >OK> "Map Data Items" > change "frequency" by clicking the cell and choosing the desired frequency on pull-down menu > change "last" (number of periods) by clicking the cell and choosing the desired period on pull-down menu > if "custom" is chosen, start date and end data are required to be inputted manually or selected on pull-down calendar > Automap > OK.
- 9. How to find industry for a stock
Data pull-down menu > Company Profile > look for "SV Industry I"
- 10. How to create a composite (Index)
Composite is a peer group in comparison. In StockVal, some composites are already created; however, composites can be created customarily.
Left Panel, click "Composite" icon > from pop-up menu, click "Create New Composite"> input in the desired name of this composite in the field "Symbol", can not use existing stock ticker to name the new composite; write short description in "Title"; change "weighting" setting (Equal share is commonly used)> Type stock tickers in the "Symbol" column and click "Enter" key > after input all the stocks selected, click "Generate" and save to folder.
- 11. How to retrieve a composite
Left Panel, click "Composite" icon > from pop-up menu, click "Composite Library" >look up the composite by symbol > to view a customized composite, look up the composite under "Custom Composites"; to view a StockVal composite, look up the composite under "StockVal Composites".
- 12. How to create comparative balance sheet
Refer to "How to use Excel add-in". Locate C3. After you click "Retrieve Ticker Symbols" >choose Across the column > then repeat the process in the description of "How to use Excel add-in"
- 13. How to screen stocks on various criteria
Left Panel, click "Stock Select" icon > "create new" > Universe > choose "all stocks in the stockval universe" "S&P 500 stocks" or "stocks within a specific composite or portfolio" (using search function by keywords) > "Data Item"> choose desired items (e.g. dividend yield) > "Screening Criteria" > choose the range on pull-down menus. If Min or Max is not certain, refer to "Screening Statistics" > "View Report"
If you need to go back to change the criteria, right click the mouse to choose "Universe" "Date items" " Screening", and you can also save the screening result as a composite.
You can double click the individual stock to view the information of this selected stock.