Filtering

Alpha Terminal includes a powerful screening tool which enables you find investments that meet specific fundamental and/or technical criteria.

  • You can filter Alpha's lists of equities or collectives down to sector level.
  • For collectives, filter for criteria such as performance over multiple time frames, costs, yield, and, for investment trusts, premium/discount to NAV.
  • For equities, use a wide range of financial data items and ratios to find companies that meet value, growth, quality and safety criteria e.g. well-covered income stocks or undervalued small cap growth stocks.
  • Include chart-based criteria to discover investments with momentum or showing overbought/oversold characteristics.
  • All screens update automatically each day.

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Data and Features

  • Live Level 1 data for all UK listed equities (including AIM and investment trusts)
  • Advanced Level 2 screens for LSE stocks
  • Contended Level 2 available to substantially reduce your costs
  • Live level 1 data for Nasdaq, NYSE and AMEX
  • Global market indices
  • MSCI WMA Indices
  • Investment trust NAVs, sectors, TERs and yields
  • Major world currency pairs
  • Major commodity prices - Oil, Metals, Energy
  • Daily fund prices with sectors, TERs, yields and ratings
  • Corporate and government bonds; yield curves
  • UK Corporate Actions
  • Live RNS from all Primary Information Providers
  • Dow Jones Newswires UK Markets Report
  • Customisable price tickers which can filter for specific portfolios or indices
  • Customisable news alerts
  • Highly customisable multi-window layouts. Create multiple layouts and apply them with a click of the mouse
  • Each individual window highly customisable. Create multiple templates and apply them with a click of the mouse
  • Over 20 years' fundamental data and up to three years' broker forecasts
  • Balance sheet, P&L and cashflow metrics
  • Broker consensus, consensus change, last consensus and number of brokers
  • Directors' and Major Shareholder dealings and holdings. Filter by company or shareholder
  • Outstanding charting suite with 90+ chart types and analytics
  • Set alarms on support and resistance lines, trend lines, at specific price levels or percentage price changes
  • Live DDE links to drive your Excel-based pricing models
  • Powerful Data Mining helps you build unlimited portfolios or watchlists of stocks that meet specific fundamental and/or technical criteria