Full Description
These factors return different information from *your* most recent opinion on the stock being analyzed in the rule. They can be very handy to organize and track your research (see use case example at the end).
Setting Opinions
To record your opinion for a stock simply choose the opinion from the list that pops up when you hover over the thumbs up icon next to the ticker or name. This icon appears in many different web pages, like the pages or holdings pages. Please note that you can only choose one opinion per day per stock.
Factors
Opinion : Your most recent opinion on the stock either #Buy, #Hold, #Sell, #Watch, #Revisit, #BuyList or NA
OpinionDays : Returns the number of days since your most recent opinion or NA
OpinionBar : Returns the number of bars since your most recent opinion or NA
Opinion%Chg : Returns the % total return since your most recent opinion or NA
Use Case Examples
To only look at new stocks from your idea generation screen every month — stocks that you have not formulated an opinion on, or have not examined for at least 6 months, and that you don't currently in your account — use these rules:
Account("My account") = FALSE
OpinionDays = NA or OpinionDays > 180
To find stocks that have returned at least 10% since you liked them use these rules
Opinion = #Buy
Opinion%Chg > 10