Including Sector/Industry name in the ranking output

Research
1

Is there any way to do this?

Thanks!

PS - I am trying to see how sector weights change with time for the top decile of a ranker

2

There’s no way to do it in the ranking tool, but you should be able to pipe the ranking system through the screener to get that output.

3

If I recall, the screener outputs the industry/sector code. I had to use a certain report to actually get the identifiers. I have been unable to find a table that correlates the industry/sector code to the text output. For example code 123456 = Tech.

This would be nice to have so we can translate. I would use it as a lookup in excel.

I have a workaround in place, but it would be awesome if the industry/sector was output in words rather than digits in screener without having to use the limited default report.

4

Here’s one:
https://www.portfolio123.com/doc/doc_detail.jsp?factor=GICS&popUpFullDesc=1

5

Sweet, thank you!

6

Paul - that does not work as you cannot export more than 500 lines of data. If i want to do sector changes thru time, i need all the data. (all fundamentals has ~6500 securities right now)

But when ranking - you can export the whole table. Any workarounds?

7

Actually it will be nice Market cap, price, sector and industry name can be added to ranking data output itself.

8

How do you do this? Get the name of the sector/industry/subsector in a screen instead of the code?

This link no longer works.

9

https://www.portfolio123.com/doc/doc_detail.jsp?factor=UnivRBICS&popUpFullDesc=1

10

Yeah but how do I get the actual name of the sector/industry in the screener, instead of the code?

The “RBICS Description”.

Tony

11

You create a screen report with SectorDesc, IndDesc, etc.

12

I see how to build a report using SectorDesc, IndDesc…

Is it possible to get SectorDesc into a ShowVar()?

Thanks
Tony

13

No. Unfortunately, the only way to get sector/industry names is to use a screen report, either your own or the P123 default. Can I ask you why that’s not satisfactory?

14

Its fine Yuval. I spent so long trying to figure it out before I knew about the report, I was just curious.
Thanks for the follow up.