Two new functions in the screener reports: PeriodDateQ & PeriodDateA

Latest Release
1

DEar All,

You can now display the latest Annual and Interim period end date in the screener reports using:

PeriodDateQ: Latest Interim Period Date. Represented internally as a number YYYYMMDD and displays as YYYY-MM-DD in screen reports.

PeriodDateA: Latest AnnualPeriod Date. Represented internally as a number YYYYMMDD and displays as YYYY-MM-DD in screen reports.

You can find these functions in FUNDAMENTALS->OTHER FUNDAMENTALS->COMPANY->Sec Dates

To display these dates in the screen report you can either create a screen report, or add them as dummy rules like "PeriodDateQ or PeriodDateQ or "

2

yay! This is neat.

3

Is there a way to determine the number of days since the last filing, i.e. to weed out companies that are behind on their filings. Is there a “today” command? Then you could have a rule like: PeriodDateQ - Today < 135 (three months + 45 days). Or is there a better way to weed out delinquent filers? Does all their data qualify as “NA”? I doubt it. My screen keeps bring up COCO, which hasn’t filed since June 2014 and I have it set to treat NA as negative.

4

Actually March was the last time they filed.

5

And my suggested rule should read Today - PeriodDateQ < 135, not the other way around.

6

Check out the functions in FUNDAMENTALS->OTHER FUNDAMENTALS->COMPANY->Eanings Release

One of those should work.

Note that WeeksIntoQ is the # weeks from the first announcement of the latest quarter, not the period end date.

7

Ah. I think DaysLate is what I’m looking for. Thank you.