How do you add entire Ratings Screener results into a new Portfolio? please assist.

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SA Admin Kushal Mehrotra
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Hi,

There's no direct way to port screens to your portfolio, but here's something you can try.
1. download the screen in an excel form

2. add "," at the end of each ticker cell, like such:

3. copy the entire column and paste in the add symbol box, when creating a new portfolio:

4. you will now have all the stocks in you screen as a new portfolio.


Hope this helps, Feel free to reach out in case further assistance is required. In the meantime, I will relay this feature request to our product team.

Regards,
Kushal Mehrotra
Data QA Analyst, Seeking Alpha

Avatar
SA Admin Kushal Mehrotra
  • Answer
  • Completed

Hi,

There's no direct way to port screens to your portfolio, but here's something you can try.
1. download the screen in an excel form

2. add "," at the end of each ticker cell, like such:

3. copy the entire column and paste in the add symbol box, when creating a new portfolio:

4. you will now have all the stocks in you screen as a new portfolio.


Hope this helps, Feel free to reach out in case further assistance is required. In the meantime, I will relay this feature request to our product team.

Regards,
Kushal Mehrotra
Data QA Analyst, Seeking Alpha