| WORD | NAME | DESCRIPTION | |
| CapCount | Market Cap Concentration | Number of positions in the MarketCap group. You can use this function to control MarketCap concentrations. See Full Description for details and examples. | Full Description |
| CapEx() CapExQ CapExPQ CapExPYQ CapExTTM CapExPTM CapExA CapExPY CapExGr%PQ CapExGr%PYQ CapExGr%TTM CapExGr%PQTTM CapExGr%A CapExGr%3Y CapExGr%5Y CapExGr%10Y CapExRSD%ANN CapExRSD%TTM CapExRegEstANN CapExRegEstTTM CapExRegGr%ANN CapExRegGr%TTM CapExPSQ CapExPSA CapEx%SalesQ CapEx%SalesA CapEx%AssetsQ CapEx%AssetsA CapEx3YAvg CapEx5YAvg | Capital Expenditures (CapEx) | Function parameters (see Full Description for more): offset: 0-20 (interim) 0-10 (annual) type: QTR,ANN,TTM NAHandling: FALLBACK,KEEPNA,ZERONA | Full Description |
| CapExEstCY | CapEx Estimate Mean | CapEx Estimate Mean Current Year | Full Description |
| CapExEstNY | CapEx Estimate Mean | CapEx Estimate Mean Next Year | Full Description |
| CapExEstY2 | CapEx Estimate Mean | CapEx Estimate Mean 2 Years | Full Description |
| CapExEstY3 | CapEx Estimate Mean | CapEx Estimate Mean 3 Years | Full Description |
| CapExPS() CapExPSQ CapExPSPQ CapExPSPYQ CapExPSTTM CapExPSPTM CapExPSA CapExPSPY CapExPSGr%PQ CapExPSGr%PYQ CapExPSGr%TTM CapExPSGr%PQTTM CapExPSGr%A CapExPSGr%3Y CapExPSGr%5Y CapExPSGr%10Y CapExPSRSD%ANN CapExPSRSD%TTM CapExPSRegEstANN CapExPSRegEstTTM CapExPSRegGr%ANN CapExPSRegGr%TTM CapExPS3YAvg CapExPS5YAvg | Capital Expenditures (CapEx) Per Share | Function parameters (see Full Description for more): offset: 0-20 (interim) 0-10 (annual) type: QTR,ANN,TTM NAHandling: FALLBACK,KEEPNA,ZERONA | Full Description |
| CapSp5YCGr%Ind | Industry Growth | Capital Spending Industry, 5 Year Growth Rate (%) | Full Description |
| CapSurplus() CapSurplusQ CapSurplusPQ CapSurplusPYQ CapSurplusTTM CapSurplusPTM CapSurplusA CapSurplusPY CapSurplusGr%PQ CapSurplusGr%PYQ CapSurplusGr%TTM CapSurplusGr%PQTTM CapSurplusGr%A CapSurplusGr%3Y CapSurplusGr%5Y CapSurplusGr%10Y CapSurplusRSD%ANN CapSurplusRSD%TTM CapSurplusRegEstANN CapSurplusRegEstTTM CapSurplusRegGr%ANN CapSurplusRegGr%TTM CapSurplusPSQ CapSurplusPSA CapSurplus%AssetsQ CapSurplus%AssetsA CapSurplus3YAvg CapSurplus5YAvg | Capital Surplus | Function parameters (see Full Description for more): offset: 0-20 (interim) 0-10 (annual) type: QTR,ANN,TTM NAHandling: FALLBACK,KEEPNA,ZERONA | Full Description |
| CapWeight | Market Cap Concentration | Weight of the MarketCap group as % of total market value. You can use this function to control MarketCap concentrations. See Full Description for details and examples. | Full Description |
| Cash() CashQ CashPQ CashPYQ CashTTM CashPTM CashA CashPY CashGr%PQ CashGr%PYQ CashGr%TTM CashGr%PQTTM CashGr%A CashGr%3Y CashGr%5Y CashGr%10Y CashRSD%ANN CashRSD%TTM CashRegEstANN CashRegEstTTM CashRegGr%ANN CashRegGr%TTM CashPSQ CashPSA Cash%AssetsQ Cash%AssetsA Cash3YAvg Cash5YAvg | Cash | Function parameters (see Full Description for more): offset: 0-20 (interim) 0-10 (annual) type: QTR,ANN,TTM NAHandling: FALLBACK,KEEPNA,ZERONA | Full Description |
| CashEquiv() CashEquivQ CashEquivPQ CashEquivPYQ CashEquivTTM CashEquivPTM CashEquivA CashEquivPY CashEquivGr%PQ CashEquivGr%PYQ CashEquivGr%TTM CashEquivGr%PQTTM CashEquivGr%A CashEquivGr%3Y CashEquivGr%5Y CashEquivGr%10Y CashEquivRSD%ANN CashEquivRSD%TTM CashEquivRegEstANN CashEquivRegEstTTM CashEquivRegGr%ANN CashEquivRegGr%TTM CashEquivPSQ CashEquivPSA CashEquiv%AssetsQ CashEquiv%AssetsA CashEquiv3YAvg CashEquiv5YAvg | Cash and Equivalents | Function parameters (see Full Description for more): offset: 0-20 (interim) 0-10 (annual) type: QTR,ANN,TTM NAHandling: FALLBACK,KEEPNA,ZERONA | Full Description |
| CashFl() CashFlQ CashFlPQ CashFlPYQ CashFlTTM CashFlPTM CashFlA CashFlPY CashFlGr%PQ CashFlGr%PYQ CashFlGr%TTM CashFlGr%PQTTM CashFlGr%A CashFlGr%3Y CashFlGr%5Y CashFlGr%10Y CashFlRSD%ANN CashFlRSD%TTM CashFlRegEstANN CashFlRegEstTTM CashFlRegGr%ANN CashFlRegGr%TTM CashFlPSQ CashFlPSA CashFl%SalesQ CashFl%SalesA CashFl%AssetsQ CashFl%AssetsA CashFl3YAvg CashFl5YAvg | Cash Flow | Function parameters (see Full Description for more): offset: 0-20 (interim) 0-10 (annual) type: QTR,ANN,TTM NAHandling: FALLBACK,KEEPNA,ZERONA | Full Description |
| CashFlPS() CashFlPSQ CashFlPSPQ CashFlPSPYQ CashFlPSTTM CashFlPSPTM CashFlPSA CashFlPSPY CashFlPSGr%PQ CashFlPSGr%PYQ CashFlPSGr%TTM CashFlPSGr%PQTTM CashFlPSGr%A CashFlPSGr%3Y CashFlPSGr%5Y CashFlPSGr%10Y CashFlPSRSD%ANN CashFlPSRSD%TTM CashFlPSRegEstANN CashFlPSRegEstTTM CashFlPSRegGr%ANN CashFlPSRegGr%TTM CashFlPS3YAvg CashFlPS5YAvg | Cash Flow Per Share | Function parameters (see Full Description for more): offset: 0-20 (interim) 0-10 (annual) type: QTR,ANN,TTM NAHandling: FALLBACK,KEEPNA,ZERONA | Full Description |
| CashFrFin() CashFrFinQ CashFrFinPQ CashFrFinPYQ CashFrFinTTM CashFrFinPTM CashFrFinA CashFrFinPY CashFrFinGr%PQ CashFrFinGr%PYQ CashFrFinGr%TTM CashFrFinGr%PQTTM CashFrFinGr%A CashFrFinGr%3Y CashFrFinGr%5Y CashFrFinGr%10Y CashFrFinRSD%ANN CashFrFinRSD%TTM CashFrFinRegEstANN CashFrFinRegEstTTM CashFrFinRegGr%ANN CashFrFinRegGr%TTM CashFrFinPSQ CashFrFinPSA CashFrFin%SalesQ CashFrFin%SalesA CashFrFin%AssetsQ CashFrFin%AssetsA CashFrFin3YAvg CashFrFin5YAvg | Cash From Financing | Function parameters (see Full Description for more): offset: 0-20 (interim) 0-10 (annual) type: QTR,ANN,TTM NAHandling: FALLBACK,KEEPNA,ZERONA | Full Description |
| CashFrInvest() CashFrInvestQ CashFrInvestPQ CashFrInvestPYQ CashFrInvestTTM CashFrInvestPTM CashFrInvestA CashFrInvestPY CashFrInvestGr%PQ CashFrInvestGr%PYQ CashFrInvestGr%TTM CashFrInvestGr%PQTTM CashFrInvestGr%A CashFrInvestGr%3Y CashFrInvestGr%5Y CashFrInvestGr%10Y CashFrInvestRSD%ANN CashFrInvestRSD%TTM CashFrInvestRegEstANN CashFrInvestRegEstTTM CashFrInvestRegGr%ANN CashFrInvestRegGr%TTM CashFrInvestPSQ CashFrInvestPSA CashFrInvest%SalesQ CashFrInvest%SalesA CashFrInvest%AssetsQ CashFrInvest%AssetsA CashFrInvest3YAvg CashFrInvest5YAvg | Cash from Investing | Function parameters (see Full Description for more): offset: 0-20 (interim) 0-10 (annual) type: QTR,ANN,TTM NAHandling: FALLBACK,KEEPNA,ZERONA | Full Description |
| CashPct | Cash percentage | Returns the % of the cash in the port/sim vs. the total market value | |
| CashPS() CashPSQ CashPSPQ CashPSPYQ CashPSTTM CashPSPTM CashPSA CashPSPY CashPSGr%PQ CashPSGr%PYQ CashPSGr%TTM CashPSGr%PQTTM CashPSGr%A CashPSGr%3Y CashPSGr%5Y CashPSGr%10Y CashPSRSD%ANN CashPSRSD%TTM CashPSRegEstANN CashPSRegEstTTM CashPSRegGr%ANN CashPSRegGr%TTM CashPS3YAvg CashPS5YAvg | Cash Per Share | Function parameters (see Full Description for more): offset: 0-20 (interim) 0-10 (annual) type: QTR,ANN,TTM NAHandling: FALLBACK,KEEPNA,ZERONA | Full Description |
| CCI() | Commodity Channel Index | Commodity Channel Index. | Full Description |
| ChaikinAD() | Chaikin Accumulation Distribution | The Chaikin Accumulation Distribution Indicator is a measure of the money flowing into and out of a stock over the period See Full Description for usage and examples | Full Description |
| ChaikinMFP() | Chaikin Money Flow | This indicator calculates the percentage of days in the previous lookback window that the ChaikinAD is > 0 See Full Description for usage and examples | Full Description |
| ChaikinTrend() | Chaikin Trend | The ChaikinTrend Indicator is a special purpose double smoothed exponential average | Full Description |
| ChangeDebt() ChangeDebtQ ChangeDebtPQ ChangeDebtPYQ ChangeDebtTTM ChangeDebtPTM ChangeDebtA ChangeDebtPY ChangeDebtGr%PQ ChangeDebtGr%PYQ ChangeDebtGr%TTM ChangeDebtGr%PQTTM ChangeDebtGr%A ChangeDebtGr%3Y ChangeDebtGr%5Y ChangeDebtGr%10Y ChangeDebtRSD%ANN ChangeDebtRSD%TTM ChangeDebtRegEstANN ChangeDebtRegEstTTM ChangeDebtRegGr%ANN ChangeDebtRegGr%TTM ChangeDebtPSQ ChangeDebtPSA ChangeDebt%SalesQ ChangeDebt%SalesA ChangeDebt%AssetsQ ChangeDebt%AssetsA ChangeDebt3YAvg ChangeDebt5YAvg | Change to Debt | Function parameters (see Full Description for more): offset: 0-20 (interim) 0-10 (annual) type: QTR,ANN,TTM NAHandling: FALLBACK,KEEPNA,ZERONA | Full Description |
| ChangeEq() ChangeEqQ ChangeEqPQ ChangeEqPYQ ChangeEqTTM ChangeEqPTM ChangeEqA ChangeEqPY ChangeEqGr%PQ ChangeEqGr%PYQ ChangeEqGr%TTM ChangeEqGr%PQTTM ChangeEqGr%A ChangeEqGr%3Y ChangeEqGr%5Y ChangeEqGr%10Y ChangeEqRSD%ANN ChangeEqRSD%TTM ChangeEqRegEstANN ChangeEqRegEstTTM ChangeEqRegGr%ANN ChangeEqRegGr%TTM ChangeEqPSQ ChangeEqPSA ChangeEq%SalesQ ChangeEq%SalesA ChangeEq%AssetsQ ChangeEq%AssetsA ChangeEq3YAvg ChangeEq5YAvg | Change to Equity | Function parameters (see Full Description for more): offset: 0-20 (interim) 0-10 (annual) type: QTR,ANN,TTM NAHandling: FALLBACK,KEEPNA,ZERONA | Full Description |
| Close() | Price OHLCV | Historical close price 'bars' or 'trading days' ago (the length of a bar can be determined by the series used). Use negative values to peek into the future. | Full Description |
| Close_D() | Price OHLCV | Historical daily close price 'days' ago including holidays. Holidays are filled in with previous day close. | Full Description |
| Close_W() | Price OHLCV | Historical weekly close price. Use 0 for the most recent week, 1 for the week before, etc. | Full Description |
| CloseAdj() | Price Special | Historical Close adjusted for splits even when used in the past (only availalble in the Series Tool). NOTE: not to be used with other ratios that are point-in-time. | |
| CloseExDiv() | Price Special | Historical close unadjusted by dividends. When this function is evaluated in the past it reverses out future splits (if any). | |
| ComEq() ComEqQ ComEqPQ ComEqPYQ ComEqTTM ComEqPTM ComEqA ComEqPY ComEqGr%PQ ComEqGr%PYQ ComEqGr%TTM ComEqGr%PQTTM ComEqGr%A ComEqGr%3Y ComEqGr%5Y ComEqGr%10Y ComEqRSD%ANN ComEqRSD%TTM ComEqRegEstANN ComEqRegEstTTM ComEqRegGr%ANN ComEqRegGr%TTM ComEqPSQ ComEqPSA ComEq%AssetsQ ComEq%AssetsA ComEq3YAvg ComEq5YAvg | Common Equity | Function parameters (see Full Description for more): offset: 0-20 (interim) 0-10 (annual) type: QTR,ANN,TTM NAHandling: FALLBACK,KEEPNA,ZERONA | Full Description |
| CompleteStmt | Complete Flag | Complete Statement. Set to TRUE (1) if the latest filing is final and, typically, filed with SEC. FALSE (0) if it contains pre-announcement data. When CompleteStmt is FALSE our''fallback'' mechanism kicks in for most ratios that evaluate to N/A because of incomplete data. | |
| CoName() | Company Name | Returns 1(TRUE) if the company name is in the list, 0 (FALSE) otherwise. You can also use wildcards * to match any string or ? for any character | |
| ConsEstCnt() | Consensus Count | Number of analysts providing estimates for an item | Full Description |
| ConsEstDn() | Consensus Down | Number of analysts revising estimate down in past 75 days | Full Description |
| ConsEstHi() | Consensus High | Consensus highest estimate | Full Description |
| ConsEstLow() | Consensus Low | Consensus lowest estimate | Full Description |
| ConsEstMean() | Consensus Mean | Average of analyst estimates | Full Description |
| ConsEstMedian() | Consensus Median | Median of analyst estimates | Full Description |
| ConsEstRSD() | Consensus Relative Standard Deviation | Relative Standard Deviation of analysts estimates in percentage | Full Description |
| ConsEstStdDev() | Consensus Standard Deviation | Standard Deviation of analysts estimates | Full Description |
| ConsEstUp() | Consensus Up | Number of analysts revising estimate up in past 75 days | Full Description |
| ConsRec() | Recommendation Function | Consensus recommendation | Full Description |
| Correl() | Correlation coefficient | This function returns the correlation coefficient between the specified series | Full Description |
| CostG() CostGQ CostGPQ CostGPYQ CostGTTM CostGPTM CostGA CostGPY CostGGr%PQ CostGGr%PYQ CostGGr%TTM CostGGr%PQTTM CostGGr%A CostGGr%3Y CostGGr%5Y CostGGr%10Y CostGRSD%ANN CostGRSD%TTM CostGRegEstANN CostGRegEstTTM CostGRegGr%ANN CostGRegGr%TTM CostGPSQ CostGPSA CostG%SalesQ CostG%SalesA CostG3YAvg CostG5YAvg | Cost of Goods Sold | Function parameters (see Full Description for more): offset: 0-20 (interim) 0-10 (annual) type: QTR,ANN,TTM NAHandling: FALLBACK,KEEPNA,ZERONA | Full Description |
| CostG_GAAP() CostG_GAAPQ CostG_GAAPPQ CostG_GAAPPYQ CostG_GAAPTTM CostG_GAAPPTM CostG_GAAPA CostG_GAAPPY CostG_GAAPGr%PQ CostG_GAAPGr%PYQ CostG_GAAPGr%TTM CostG_GAAPGr%PQTTM CostG_GAAPGr%A CostG_GAAPGr%3Y CostG_GAAPGr%5Y CostG_GAAPGr%10Y CostG_GAAPRSD%ANN CostG_GAAPRSD%TTM CostG_GAAPRegEstANN CostG_GAAPRegEstTTM CostG_GAAPRegGr%ANN CostG_GAAPRegGr%TTM CostG_GAAPPSQ CostG_GAAPPSA CostG_GAAP%SalesQ CostG_GAAP%SalesA CostG_GAAP3YAvg CostG_GAAP5YAvg | Cost of Goods Sold GAAP | Function parameters (see Full Description for more): offset: 0-20 (interim) 0-10 (annual) type: QTR,ANN,TTM NAHandling: FALLBACK,KEEPNA,ZERONA | Full Description |
| Country() | Country of domicile | Returns 1(TRUE) if the country of domicile matches any of the countries whose codes are specified, 0 (FALSE) otherwise. Use commas or spaces to separate your list of up to 20 codes. See Full Description for a list country codes. | Full Description |
| CountryCode | Country Code | Country of domicile | |
| CountryCount | Country Weight | Number of positions in the country of domicile (could be misleading for companies domiciled in tax havens). For a buy rule, the count is checked assuming the stock is purchased. For a sell rule the count is checked before the sell. | |
| CrossOver() | Moving Avg Cross Over/Under | Returns TRUE(1) when the MA(period1) is over MA(period2) and the cross happened 'bars' ago or less. Otherwise it returns FALSE(0). type: #SMA,#EMA,#VMA, or #WMA bars: maximum no. bars examined 1-100 period1: period for moving average 1-250 period2: period for moving average 1-250 Ex. To find all stocks whose 50 bar simple average has crossed over the 200 bar average in the last 10 bars, enter: CrossOver(#SMA,10,50,200)=TRUE | |
| CrossUnder() | Moving Avg Cross Over/Under | Returns TRUE(1) when the MA(period1) is below MA(period2) and the cross happened 'bars' ago or less. Otherwise it returns FALSE(0). type: #SMA,#EMA,#VMA, or #WMA bars: maximum no. bars examined 1-100 period1: period for moving average 1-250 period2: period for moving average 1-250 Ex. To find all stocks whose 50 bar simple average has crossed below the 200 bar average in the last 10 bars, enter: CrossUnder(#SMA,10,50,200)=TRUE | |
| CurFYDnRev4WkAgo | EPS Revisions Current Year | Current Fiscal Year Down Revisions, 4 Weeks ago NOTE: Weekly data only. Complete estimate data is available starting in 2000 | Full Description |
| CurFYDnRevLastWk | EPS Revisions Current Year | Current Fiscal Year Down Revisions, Last Week NOTE: Weekly data only. Complete estimate data is available starting in 2000 | Full Description |
| CurFYEPSMean CurFYEPS1WkAgo CurFYEPS4WkAgo CurFYEPS8WkAgo CurFYEPS13WkAgo CurFYEPSMedian CurFYEPSHigh CurFYEPSLow CurFYEPSStdDev | EPS Estimate Current Year | Current fiscal year EPS | |
| CurFYSalesMean CurFYSales1WkAgo CurFYSales4WkAgo CurFYSales8WkAgo CurFYSales13WkAgo CurFYSalesMedian CurFYSalesStdDev | Sales Estimate Current Year | Current fiscal year sales estimate | |
| CurFYUpRev4WkAgo | EPS Revisions Current Year | Current Fiscal Year Up Revisions, 4 Weeks ago NOTE: Weekly data only. Complete estimate data is available starting in 2000 | Full Description |
| CurFYUpRevLastWk | EPS Revisions Current Year | Current Fiscal Year Up Revisions, Last Week NOTE: Weekly data only. Complete estimate data is available starting in 2000 | Full Description |
| CurQDnRev4WkAgo | EPS Revisions Current Quarter | Current Quarter Down Revisions, 4 Weeks ago NOTE: Weekly data only. Complete estimate data is available starting in 2000 | Full Description |
| CurQDnRevLastWk | EPS Revisions Current Quarter | Current Quarter Down Revisions, Last Week NOTE: Weekly data only. Complete estimate data is available starting in 2000 | Full Description |
| CurQEPSMean CurQEPS1WkAgo CurQEPS4WkAgo CurQEPS8WkAgo CurQEPS13WkAgo CurQEPSHigh CurQEPSLow CurQEPSStdDev | EPS Estimate Current Quarter | ||
| CurQUpRev4WkAgo | EPS Revisions Current Quarter | Current Quarter Up Revisions, 4 Weeks ago NOTE: Weekly data only. Complete estimate data is available starting in 2000 | Full Description |
| CurQUpRevLastWk | EPS Revisions Current Quarter | Current Quarter Up Revisions, Last Week NOTE: Weekly data only. Complete estimate data is available starting in 2000 | Full Description |
| CurRatio() CurRatioQ CurRatioPQ CurRatioPYQ CurRatioTTM CurRatioPTM CurRatioA CurRatioPY CurRatioGr%PQ CurRatioGr%PYQ CurRatioGr%TTM CurRatioGr%PQTTM CurRatioGr%A CurRatioGr%3Y CurRatioGr%5Y CurRatioGr%10Y CurRatioRSD%ANN CurRatioRSD%TTM CurRatioRegEstANN CurRatioRegEstTTM CurRatioRegGr%ANN CurRatioRegGr%TTM CurRatio3YAvg CurRatio5YAvg | Current Ratio | Function parameters (see Full Description for more): offset: 0-20 (interim) 0-10 (annual) type: QTR,ANN,TTM NAHandling: FALLBACK,KEEPNA,ZERONA | Full Description |
| CurRatioQInd | Current Ratio, Industry | Current Ratio Industry, Quarterly | Full Description |
| CurrYRevRatio4W | Estimate Revision Direction | Ratio ranging from -1 to +1 indicating the direction of revisions for the stock's industry. The extreme values 1 and -1 would indicate that every analyst's CurrY estimate in the industry have been revised upward and downward respectively in the past 4 Weeks. | Full Description |