Online Research » Screening
Online Research requires an EconomicInvestor.com account.
- FREE: Composite Macro Risk Index Ratings (CMRI) and Economic Influence percentage (R2) for all covered stocks, funds, and indices.
- FREE: Traditional Analysis (Modern Portfolio Theory and Performance Reports) for all covered stocks, funds, and indices.
- FREE: CMRI and Beta screening for stocks.
- Subscriptions are available at multiple levels for access to EconomicInvestor Star Ratings, portfolio analysis, and additional screening features (including screening for mutual funds and filtering by Star Ratings).
Online research requires log in.
Basic Screening Tool
With the Basic Screening Tool you can search for stocks and/or mutual funds based on the CMRI, EconomicInvestor Star Rating, the Economy's Influence (R2), and Modern Portfolio Theory Beta.
The free version only allows for screening stocks and does not include the Star Rating.
Advanced Screening Tool
The Advanced Screening Tool is only available with a Pro level subscription. This powerful tool gives you the ability to screen for stocks or funds based on:
- Market Exchange
- Security Type (stock, ETF, closed-end fund, etc.)
- CMRI
- EconomicInvestor Star Rating
- Economy's Influence
- Individual Eta Measures
- Standard, Up-Market, and Down-Market Alpha and Beta
In addition, you can:
- Sort results based on the statistics above
- Apply screen settings to a custom buylist instead of all stocks/fund (e.g. the list of mutual funds available through your broker or the list of recommended stocks from other research)