221109 Phase 2 of Project

  • Status Closed
  • Budget N/A
  • Total Bids 1

Project Description

Project documentation can be found here:

[url removed, login to view]

I have added a little more detail below for your benefit.


*dividend yield for previous year is derived from this web service

*current year dividend estimate is derived from this web service

*price data is provided by this web service (however, I would also like to tweak the [url removed, login to view] script to write recent prices to db)



1) Better menu option. Rather than the menu option proposed in [url removed, login to view], something more like [url removed, login to view]

2) No name and description option on screens page. This can be introduced after the user views the screen and decides to save it.

3) Given the large amount of screen fields, the layout proposed in the demo may not be very user friendly. Here is an alternative way to design the stock screener. I open to any interface designs that are easy to use. [url removed, login to view]

Screen Functionality


1) Option to add tickers to screen manually or delete tickers from screen before saving screen. For instance, if a user wanted to create their own screen just by adding tickers rather than using filters

2) The ability to choose the number of stocks to display on screen. (may have a cap for db efficiency)

Fields to include in screen (and drop down values)


Dividend Payout Frequency (Monthly, quarterly, annually)

Dividend_YLD (Small, Mid, Large)

current price (min, max)

shares_out (min, max)

R_YTD_Price_Change (min, max)

Most_Recent_Split_Date (1 year, 2 years, 3 years, 4 years, 5 years)

Market_Value (Small, Mid, Large)

Est_EPS_F1 (Small, Mid, Large)

Number_Of_Analysts_F1 (Small, Mid, Large)

Est_EPS_GR (Small, Mid, Large)

Indicated_AVG_DIV (Small, Mid, Large)

Payout_Ratio (Small, Mid, Large)

Change_In_Payout_Ratio (Small, Mid, Large)

Pe_F1 (Small, Mid, Large)

Peg_Ratio (Small, Mid, Large)

Price_book (Small, Mid, Large)

Price_Cash (Small, Mid, Large)

Price_Sales (Small, Mid, Large)

Eps_GR_Q0_Q4 (Small, Mid, Large)

Sales_GR_Q0_Q4 (Small, Mid, Large)

Q_ROE_1 (Small, Mid, Large)

Q_ROA_1 (Small, Mid, Large)

Q_Operating_BNRI_Margin_1 (Small, Mid, Large)

Q_Net_Margin_1 (Small, Mid, Large)

Q_Pre_Tax_Margin_1 (Small, Mid, Large)

Q_BVPS_1 (Small, Mid, Large)

Fields capable of being included in screen (but commented out?)


//current price

//Q_Net_Margin_1 (Small, Mid, Large)

//Q_Net_Margin_2 (Small, Mid, Large)

//Q_Net_Margin_3 (Small, Mid, Large)

Q_Pre_Tax_Margin_1 (Small, Mid, Large)



Q_BVPS_1 (Small, Mid, Large)



//Q_Inventory_Turnover_1 (Small, Mid, Large)



//Ltd_Common_Equity_1 (Small, Mid, Large)



//Q_Debt_Total_Cap_1 (Small, Mid, Large)



//Q_ROA_2 (Small, Mid, Large)

//Q_ROA_3 (Small, Mid, Large)

//Q_ROE_2 (Small, Mid, Large)

//Q_ROE_3 (Small, Mid, Large)

//Sales_GR_Q0_Q1 (Small, Mid, Large)

//Eps_GR_Q0_Q1 (Small, Mid, Large)

//Pe_12M (Small, Mid, Large)






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