Industry and Sector restrictions

Latest Release
1

You can now specify Industry or Sector restrictions when building a portfolio or when simulating. For example to eliminate tobacco and forestry stocks from consideration, enter the following Buy Rule (step 2 of the wizard):

Industry != TOBACO And Industry != LUMBER

Or to buy only from technology stocks enter this Buy Rule:

Sector = TECHNO

You can see all Industry and Sector codes from the Buy and Sell Rule input screens. These screens are the Steps 3, and 4 when specifying the parameters of a simulation, or when creating a portfolio using the wizard. In the bottom half of these screens:

  1. Select ‘FUNCTIONS’ in ‘Type’
  2. Select ‘INDUSTRY & SECTOR’ in ‘Category’
  3. Select ‘INDUSTRY’ or ‘SECTOR’ in ‘Factor/Function’
  4. Click on ‘Full Description…’
2

Marco,

I’m trying to do some screening and just want to screen in two industries. I have no problem screening for a single industry, for example:

Industry = BIOTRX

What do I do if I want both:

Industry = BIOTRX

and

Industry = SOFTWR

Thanks,

Marc :sunglasses:

3

Try:

(Industry = BIOTRX) OR (Industry = SOFTWR)

4

How can I find other industry codes to add in free form Rule? Like Industry=SOFTWR
I do not understand the post of Marco on jan 1, 1970

5

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

Support->Factor Reference

6

All:

 The tobacco companies are truly evil.  They maim.  They kill.  Investing in them is blood money. Please don't.

Bill

7

You can find the full industry code list at this link. That is the full set of codes for the Industry, SubIndustry, Sector, SubSector and GICS functions.