Fundamental Experts Type Settings

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Fundamental Experts Criteria

alerts_paramsfunexprts.pngNine Fundamental Experts Alerts are available for alerts.

Click on the Fundamental Experts bar in the Alert Type list to open the list of Fundamental Experts.

Each expert alerts is predefined using the fundamental data, financial analysis ratios and specific settings used by that expert to perform his or her usual fundamental analysis.

The Fundamental Expert groupings are common to many components in the ValueGain feature's set and in each instance the default parameters and criteria used are identical.


Fundamental Experts criteria is designed to assess the market and assign scores to stocks depending on how many of the specific fundamental data or ratios the stock received a PASS for.

For example, the HUBB Growth Model contains five fundamental data or financial analysis ratios. Each of these has specific value settings which if met will result in a PASS. If the criteria levels are not met, the result will be a FAIL. Each stock is scored as the number of PASSs compared to FAILs expressed as a percentage. The score for a Stock that had three PASSs and two FAILs for the five HUBB Growth Model criteria would be 60%.

To find out more about each expert and his/her Fundamental Analysis technique, go to the Experts Analysis tabbed SSA page. There users can view a description of each expert and a list of the fundamental data and ratios used by each in his/her analysis. On that page users can view tables containing the Expert's Criteria that makes up the analysis, as well as Key Figures for the stock.

Users can click on each fundamental data type or ratio in the Expert's Criteria list and a short explanation of the analysis, as well as an explanation for the and the result for the given stock, will be displayed in the area below the list.

The same factors that are applied in that work page are used when the alerts is conducted.

While users cannot change the criteria employed by the Experts, users can set the minimum level of scores that the alerts will accept. Refer to the Criteria Settings discussion below for more information about the Fundamental Expert alerts settings.

Criteria Parameters Settings

Select a Fundamental Expert form the Alert Type menu, then select a particular Expert from the Alert Items list, then click the OK button.

This will open the Fundamental Experts Search Criteria Parameters dialog for that Expert in a floating dialog box.

The dialog indicates which Fundamental Value will be used in the calculation, and contains a number of operators relevant to that value type:


The alerts criteria allows users to identify stocks whose score, as measured by the expert's analysis of their fundamental data, equals or exceeds the score level set by the user in the Value setting.

All criteria, and their current parameter settings, will be displayed in the list at the top of the alerts work page.

Set Minimum Score for alerts Results

Users can set the alerts to only return stocks which equal or exceed a particular score of each expert.

First users select the from the following qualifiers:

  • Is Equal To
  • Is Greater Than
  • Is Greater Than or Equal to

Then the user nominates a score level to be met or exceeded in the Value text box.

Usually this should be set to at least 50%, meaning the alerts will return all stocks for which the selected Expert has given a score of at least 50%.

On large markets, it would probably be more reasonable to set the score Value at 80%, or even 90%.

Setting the Value at 100% will return all stocks that completely meet the expert's criteria.

Available Fundamental Experts

The alerts criteria is the same as that employed whenever the named expert is selected.

For details on the fundamental data and analysis ratios, as well as the expert's personal settings, employed by the expert for each analysis, go to the Experts Analysis tabbed SSA page's help topic.

The following Fundamental Experts alerts criteria is available:

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