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Custom Screens

Create screens to help generate new ideas tailored to your specific parameters or monitor existing positions with reports. Regardless of investment style, William O'Neil + Co's database of U.S. listed equities can assist with idea generation or monitoring leveraging a variety of factors including; normalized earnings, reported financials, proprietary ratings, custom ratios, industry specific metrics, technical factors, and more. The easy to use interface provides access up to five-years of quarterly and 10-years of annual information.

Institutional Client Services is available to build screens and reports upon request.

Custom Screens