Candidates are a list of securities you have selected to use with your analysis. This tutorial will show you how to create a filtered list and static list of candidates.
A filtered list is a dynamic function that creates a list that includes candidates that may change periodically where a static list is a set list of candidates that can only be changed by the user.

Creating a Filtered List:

A filtered list of candidates is a dynamic list of securities that may change periodically as you update your database. For example, if you create a filter for the S&P ASX Top 100 it will use the current symbols that make up that index. Therefore, the symbols in this list will change as the underlying constituents in the index are changed. A filter is the opposite of a static list.
This example will show you how to create a filter for equities from the Australian Securities Exchange that are classified in the Capital Goods Industry Group as well as being constituents of the S&P ASX All Ordinaries index.

1. If you are adding this filter to a current analysis, go to step 2. Otherwise, click on the New Analysis button. This will create a new empty analysis in the Analysis drop-down box which is given a default name like: Analysis Created 3/01/18 2:39:31 PM.

   

2. Click on the Analysis Design tab. In the Candidate Selection Rules section click the Add button.

   

3. The Exchange Filter screen will appear. To select all the equity symbols from the Australian Securities Exchange, that are included in the S&P ASX All Ordinaries index but are classified in the Capital Goods Industry Sector, set the following:
   Exchange = Australian Securities Exchange
   Market = Equity
   Security Type = Select All
   Groups = S&P ASX All Ordinaries
   Sector = Capital Goods Industry Group
   Hint: to de-select all the sectors, click the first tick box.

   

4. Click the OK button. Your filter will be added to the Candidate Selection Rules table and the Candidate List will be populated with the current equities from the Australian Securities Exchange that are constituents of the All Ordinaries but are classified as Capital Goods - a list of approximately 15 symbols.

   

If you created a new analysis you now need to finish it by building criteria which will be used to analyse these candidates. If you already have criteria, simply click the Run button to analysis these securities.

Creating a Static List:

A static list of candidates is a list of securities that the user has selected. This list will not change unless the user adds or deletes securities from it. The user may use a static list to create a candidate list of the securities in his portfolio or save a list of results from a previous analysis. A static list is the opposite of a filtered list.
This example will show you how to create a static list of securities using two different equity exchanges (Australian Securities Exchange & New Zealand Stock Exchange).

1. If you are adding this list to a current analysis, go to step 2. Otherwise, click on the New Analysis button. This will create a new empty analysis in the Analysis drop-down box which is given a default name like: Analysis Created 3/01/18 2:39:31 PM.

   

2. Click on the Analysis Design tab. In the Candidate Selection Rules section click the Add button.

   

3. The Exchange Filter screen will appear. To select all the equity symbols from the Australian Securities Exchange, set the following:
   Exchange = Australian Securities Exchange
   Market = Equity

   

4. Click the OK button. Your filter will be added to the Candidate Selection Rules table and the Candidate List will be populated with the current equities from the Australian Securities Exchange - a list of approximately 2500 symbols.

   

5. To add the New Zealand Stock Exchange, click the Add button in the Candidate Selection Rules section of the Analysis Design tab.

   

6. The Exchange Filter screen will reappear. To select all the equity symbols from the New Zealand Stock Exchange, set the following:
   Exchange = New Zealand Stock Exchange (EDI)
   Market = Equity

   

7. Click the OK button. This filter will now be added to the other filter in the Candidate Selection Rules table and the New Zealand Stock Exchange will be appended to the Australian Securities Exchange in the Candidate List.

   

8. You now have the choice of either selecting all the candidates you have displayed or individually select a group of securities you want to add to your static list.
9. To choose the entire list, click the Save button and choose All to Analysis as Static List.

   

   This will change the filters in the Candidate Selection Rules to the new static list.

   

10. If you only want to make a selection of symbols, tick the Selection box next to the securities you require then click the Save button and choose Selections to Analysis as Static List.

    

11. This will change the filters in the Candidate Selection Rules to the new static list.

    

12. If you wanted to save this list to the library to use with other analysis, click the Save button to display the Save Candidate Filter window. Enter a name then click the Save button.

    

If you created a new analysis you now need to finish it by building criteria which will be used to analyse these candidates. If you already have criteria, simply click the Run button to analysis these securities.