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

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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.”

Figure 4

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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.

Figure 8

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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

Figure 11

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Adding Customized Fields

To add a customized field, enter the desired expression in the “Expression” box, the desired

operator in the “Operator” box, and the desired value in the “Value” box as Figure 12

illustrates.

Figure 12

Divide expression into filter

To break up an expression into three separate parts: expression, operator and value, please

click on the “Divide Expression into Filter” as Figure 13 illustrates.

Figure 13

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Adding and remove columns in “Views”

To add a column to the “Screener Results Table,” click on the “three dots” button as Figure 14

illustrates. You will then see a pop-up window like the one shown in Figure 15.

Figure 14

Figure 15

You can then add a specific field by placing a check mark next to the desired field. The “Search

for” box allows you to search for the desired field. To remove a field, remove the check mark

next to the field you wish to remove.

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Moving columns

To move a column to a different place in the table, you can simply “drag and drop” the column

to the desired place. Figure 16 illustrates an example.

Figure 16

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GuruFocus Views / My Views

You can either select one of the predefined views by clicking on “GuruFocus Views” or one of

your user-defined views by clicking on “My Views.” Figure 17 illustrates a screen shot for

“GuruFocus Views” while Figure 18 illustrates a screen shot for “My Views.”

Figure 17

Figure 18

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Save New View

Click on the “Save” button located in “Temp View” to save a view. Figure 19 illustrates the

location of “Save New View” while Figure 20 shows a sample “Save New View” pop-up window.

Figure 19

Figure 20

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Manage Screens, Views and Fields

To manage your screens, click on the “My Screens” button within the “Manage:” section as

Figure 21 illustrates. Click on the “My Views” button to manage your screener views or click on

the “My Fields” button to manage your user-defined fields. Figure 22 illustrates a sample pop-

up window.

Figure 21

Figure 22

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Downloading to Excel / Manual of Stocks

To download a screener results table to Excel, please click on either the Download button or

the “To CSV” button as Figure 23 illustrates. To view the Manual of Stocks for the screener

results, please click on the Manual of Stocks button as Figure 24 illustrates.

Figure 23

Figure 24

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Add to Portfolio

To add the stocks shown in the screener results table to a portfolio, click on the “Add to

Portfolio” button as Figure 25 illustrates. You can then save a portfolio to “My Portfolios” using

the pop-up window illustrated in Figure 26.

Figure 25

Figure 26

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Charts

To view the Peter Lynch Charts for the stocks in the Screener Results table, click on the “Charts”

item as Figure 27 illustrates.

Figure 27

Valuation Heat Map

To view the “Valuation Heat Map,” click on the “Map” icon as Figure 28 illustrates.

Figure 28

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Screening using historical data

To screen using historical data, please click on the “Historical” item as Figure 29 illustrates. Click

on the desired date from the drop-down menu.

Figure 29

Load from Portfolio

To set a user-defined portfolio as the universe of stocks for the Screener, please click on the

“Load from Portfolio” drop-down menu and select the desired portfolio from the drop-down

menu. Figure 30 illustrates the location of the “Load from Portfolio” filter.

Figure 30

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Backtesting

To open the “Backtesting” feature, click on the “Backtesting” item as Figure 31 illustrates. You

will then see the Backtesting section, which allows you to set the backtesting parameters.

Figure 31

Once you set the backtesting parameters, click on the “Go” button as illustrated in Figure 32 to

start the backtesting. You will then see the test results.

Figure 32

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Viewing Guru and Insider Trades

To view the guru trades for stocks in the results table, click on the “G” in the column containing

the three vertical dots. Likewise, click on the “I” in the “three vertical dots” column to view the

insider trades as Figure 33 illustrates.

Figure 33