Screening

Mission:
Build/manage opportunities pipeline

Goals:
Execute daily without failure
Improve
– WL management (structure, update, transfer to execution etc.)
– Automatize screening as far as possible

Input:
Research function provides ideas to reflect in screening

Output:
WL to Operations – Execution

Tools:
Prorealtime – free EOD
Eoddata.com – free for equities EOD
Yahoo Finance
Google Finance

Tasks:

Execute   Step1: reduce WL   daily
Execute   Step2: run screeners   daily
Execute   Step3: add oppty to WL   daily
Execute   Step4: import/export WL?   daily
Execute   Flip through charts   daily
Execute   Run semi-autom screener   daily