How to save criteria in Google Finance Stock Screener?
"There is probably a better way, but you can do the following: (1) Right click on the right pointing arrow next to the ""1-20 of xx rows"" message at the bottom right of the table, and select ""Copy link location"" (2) Paste that into the location (3) At the end of the pasted text there is a ""&output=json"", delete that and everything after it. (4) hit enter What you get is a page that displays the set of securities returned by and in a very similar display to the ""stock screener"" without the UI elements to change your selections. You can bookmark this page."
When you look at the charts in Google Finance, they put the news on the right hand side. The time stamp for each news item is indicated with a letter in the chart. This often shows what news the market is reacting to. In your example:  Clicking on the letter F leads to this Reuters story: http://www.reuters.com/article/2011/02/04/usa-housing-s-idUSWAT01486120110204 I spent a while looking for something similar a few weeks back and ended up getting frustrated and asking to borrow a friend's Bloombterg.   I wish you the best of luck finding something,  but I wasn't able to.   S&amp;P and Morningstar have some stuff on their site,  but I wasn't able to make use of it.  Edit: Also,  Bloomberg allows shared terminals.  Depending on how much you think as a firm,  these questions might come up,  it might be worth the 20k / year Google Finance gives you this information. I've not gotten an answer so far. Since I've started my search for a new financial planner here are the criteria I am using: I know nice and free stock screener for UK (and 20+ exchanges) - https://unicornbay.com/screener?f=exchange_str|%3D|LSE;&s=MarketCapitalization|desc&p=1|20 from Unicorn Bay. It supports both fundamental and technical analysis. At this time, Google Finance doesn't support historical return or dividend data, only share prices.  The attributes for mutual funds such as return52 are only available as real-time data, not historical.   Yahoo also does not appear to offer market return data including dividends. For example, the S&P 500 index does not account for dividends--the S&P ^SPXTR index does, but is unavailable through Yahoo Finance. "I use Google Finance too. The only thing I have problem with is dividend info which it wouldn't automatically add to my portfolio. At the same time, I think that's a lot to ask for a free web site tool. So when dividend comes, I manually ""deposit"" the dividend payment by updating the cash amount. If the dividend comes in share form, I do a BUY at price 0 for that particular stock. If you only have 5 stocks, this additional effort is not bad at all. I also use the Hong Kong version of it so perhaps there maybe an implementation difference across country versions. Hope this helps. CF" "For US equities, Edgar Online is where companies post their government filings to the SEC. On Google Finance, you would look at the ""SEC filings"" link on the page, and then find their 10K and 10Q documents, where that information is listed and already calculated. Many companies also have these same documents posted on their Investor Relations web pages." What you're looking for is the 'Transaction Report'. When you're looking at the report (it comes up empty), open the options and click on the first tab 'Accounts'.  Here you can highlight multiple source accounts in the top pane, and filter by the Expense accounts that you are interested in the bottom pane. Here's an example that goes over the process (there are many examples online, I just included the first one that came up in a search). The article links to William Bernstein’s plan that he outlined for Business Insider, which says: Modelling this investment strategy Picking three funds from Google and running some numbers. The international stock index only goes back to April 29th 1996, so a run of 21 years was modelled.  Based on 15% of a salary of $550 per month with various annual raises: Broadly speaking, this investment doubles the value of the contributions over two decades. Note:  Rebalancing fees are not included in the simulation. Below is the code used to run the simulation.  If you have Mathematica you can try with different funds.    Notice above how the bond index (VBMFX) preserves value during the 2008 crash.  This illustrates the rationale for diversifying across different fund types. "If by saying you wish to invest ""for the long term 5-10 years"" I take it you mean to hold a stock for between 5-10 years. If this is the case, this is the fundamental flaw in your screening algorithm. No company stock price continues to go up without end for 5-10 years. The price of every company's stock goes down at some point. You have to decide on a company by company basis whether you want to ride out the downturn or sell and get out. This is a personal decision based on your own research. The list of screening criteria you list indicates you are looking for solid earnings companies. Try not to apply these rules rigidly because every company runs through a rough patch. At times past, GE (for example) met all of your criteria. However, in 2017, it would not and therefore would not meet your screening criteria. Would you sell GE if you owned it? Maybe, or maybe you would hold through the downturn. The same be said for MSFT in 2010 or AAPL pre-Jobs return. A rule you may want to add to your list: know the company business well; that is, don't invest in companies you have no understanding of their business model." "Just an FYI, this can be a risky move. Unless you have been in the industry for a while, or are extremely well averse in investment management/research, keep it pretty short. In a lot of ways, you might want to think about tailoring it more like a sell-side report. Also, make sure you understand the style of investing the PM/company you are applying to likes.   The reason I say this is because every buy-side shop is different. Some do 1-2 page write-ups with models and walk through's, others will expect 60 page ""decks"" (i.e. Powerpoints). The longer the deck, the more you have that can go wrong. If one tiny thing is wrong, or you have a typo anywhere, it hurts you more than it helps that you wrote something long (I once had the wrong rating on one issuance of a bond ladder I was pitching; it's all the PM's focused on).  The more important aspect is that you understand the shop you are applying to and then tailoring the pitch to them. For example, don't do a growth tech company with an 80x forward P/E if you're applying to a fundamental value shop. It shows you didn't do research on the firm you're applying to and that you won't fit the culture. This is part of why I was saying that this can be a risky move, if the firm is large enough to have an HR department, they likely have a lot of different investment styles in house.  Finally, try to keep it to a small/mid-cap company. Analysts/PMs follow stocks all day long and will most likely have an opinion on 99% of large caps, no matter the sector.  In summary, I'd recommend a 1-2 page sell-side style write-up with a backup model (printed excel file). KISS (keep it simple stupid), have a summary, couple years worth of historical's, 2 years forward, and a few main bullet points of why you like them. In your case, this pitch should be something to pique the interest so that you can NAIL a real pitch in the interview. If you get an interview, know everything about everything in the industry as well as that specific company. For example, lets say you do a smartphone secular theme investment. Do you know what outstanding AAPL/Android cases there are, and more importantly, how would each ruling likely affect the marketplace? This is because I can guarantee if you're pitching to another tech guy, he knows and has an educated opinion on it. Also, in many cases having a great model can mean more than a long write-up, it shows that you're good with numbers and can think about FUTURE earnings, which are all that matter.  Last point, IMO you'd be better off trying to get your foot in the door through networking than HR. HR doesn't really do much on the buy-side with recruiting and won't really understand what to look for in a good pitch (they're HR after-all, not an analyst). Try to meet someone over coffee and then have a pitch READY to bring out/discuss. The buy-side is selective enough that usually when positions open up it's either because they are creating one for you or they already have an idea of who is going to fill it. This mean HR has little to no say in helping you get in. You'll have a lot more success this way than blasting to a bunch of HR emails." Yes, add the stocks/mutual funds that you want and then you would just need to add all the transactions that you theoretically would have made. Performing the look up on the price at each date that you would have sold or bought is quite tedious as well as adding each transaction. Google Finance and Yahoo Finance have been transitioning their API (data interface) over the last 3 months. They are currently unreliable. If you're just interested in historical price data, I would recommend either Quandl or Tiingo (I am not affiliated with either, but I use them as data sources). Both have the same historical data (open, close, high, low, dividends, etc.) on a daily closing for thousands of Ticker symbols. Each service requires you to register and get a unique token. For basic historical data, there is no charge. I've been using both for many months and the data quality has been excellent and API (at least for python) is very easy! If you have an inclination for python software development, you can read about the drama with Google and Yahoo finance at the pandas-datareader group at https://github.com/pydata/pandas-datareader. Start by paying down any high interest debt you may have, like credit cards.  Reason being that they ultimately eat into any (positive) returns you may have from investing.  Another good reason is to build up some discipline.  You will need discipline to be a successful investor. Educate yourself about investing. The Motley Fool is probably still a good place to start.  I would also suggest getting into the habit of reading the Wall Street Journal or at the very least the business section of the New York Times.  You'll be overwhelmed with the terminology at first, but stick with it.  It is certainly worth it, if you want to be an investor.  The Investor's Business Daily is another good resource for information, though you will be lost in the deep end of the pool with that publication for sure.  (That is not a reason to avoid getting familiar with it.  Though at first, it may very well be overkill.) Save some money to open a brokerage account or even an IRA.  (You'll learn that there are some restrictions on what you can do in an IRA account.  Though they shouldn't necessarily be shunned as a result.  Money placed in an IRA is tax deductible, up to certain limits.) ????? Profit! Note: In case you are not familiar with the joke, steps 4 & 5 are supposed to be humorous.  Which provides a good time to bring up another point, if you are not having fun investing, then get out.  Put your money in something like an S&P 500 index fund and enjoy your life. There are a lot more things to say on this subject, though that could take up a book.  Come back with more questions as you learn about investing. Edit: I forgot to mention DRIPs and Investment Clubs.  Both ideas are suggested by The Motley Fool.