The SortWizard: Stock Screening Software
 
 
 

There are three versions of the SortWizard

For the Standard Version
 
features read below
For additional features available in the 
Plus Version: Click here  
For features available
 in the 
End of Day Version: Click here  
 
 
 

The SortWizard® Standard Features

You can SEARCH and SORT your selection of exchanges to create a list of stocks using any combination of criteria and any or all of the fields for the Standard version listed on this page.  There are no symbol list size limitations and no lists of symbols to enter.  The SortWizard does the work for you by scanning the exchanges you select to create the list that meets your specific criteria.

The SortWizard is a comprehensive produced designed with the trader in mind.  Shown below are some of the features that make it compatible for most traders.

  • Use time saving hot link features to send symbols to the Market Markers and Charts

  • Click/highlight and drag individual symbols or lists directly into Market Minders.

  • Use the integrated browser to quickly link to the most favorite news sites by simply clicking on the symbol in the search results display.

  • Auto Search, Refresh, News Search on on user defined one minute time intervals (seconds with the Plus).  

  • Open and use multiple SortWizard search configuration pages simultaneously in a Workspace.

  • Save multiple SortWizard configurations; no need to re-formulate complex search criteria.

  • Ignore symbols in searches that you are not interested in analyzing.  Ignore in the current search or globally across all searches.

  • Drag and drop or cut and paste,  to move symbols to Market Minders.  Use hotlinks to open and save the search results to an .SLF type file for easy exporting to and from your Real Tick III application. 

  • Use hotlinks to export and import *.SLF files to and from  RealTick (Townsend Analytics\Parm file folder).

  • Apply search criteria to existing symbols lists without searching for new qualifiers.  Great for personal symbol and sector list analysis.  

  • Export data in user definable formats for use in spreadsheets or databases; select from a list of formatting  options or create your own.

  • Sort each column in ascending or descending or simply by clicking on the column heading.  Complex sorting can be achieved by sorting the least significant column followed by the more significant column, for example sort by (Last Trade Price) then (News Date).

  • Move and resize column headings by dragging and dropping them where you want them.

  • Enable an audible alarm to be sounded each time a new stock is received, works great for automatic reception of news.

 

The SortWizard® Plus Features

The SortWizard Plus has all the features of the Standard Version but, the Plus version adds three very powerful features to your trading tool kit.  These features are intended to provide the advanced trader and SortWizard user with the added capability and flexibility to create unique and complex searches limited only by imagination and creativity.  The SortWizard eliminates the programming challenge of having to arranging the criteria in the correct order for the searches to execute as intended by automatically sequencing the criteria as the search is being constructed.  T

With the Plus Version the added features are added:

The Add Field capability.  This function enables you to add and delete fields from your Search Criteria Available Fields list box.  The Available Fields list found under the Add Field tab in Parameters Setup generates a list of ALL the fields that are located on the data feed server to which you have logged on.  This list will vary depending on what your data feed service provider / broker has chosen to support.  The accuracy of the data is a function of the frequency and level of maintenance your data feed supplier chooses to perform.  

Some fields on the server are searchable and other fields only will return reference information.  The Price Server LiveQuote Table fields are searchable fields.  The Calculations Server and Pre-defined Table fields are searchable as well.  If the fields are not searchable, they will only display what specific reference information that is contained in the field; e.g. a PE ratio, Shares Outstanding and etc.

Formula writing capability. Through the use of the Formulas function, you can create your own unique formulas.  Any of the fields you selected in the Add Field function can be incorporated into your formulas with a simple double click.  The all the that needs to be added is the algebraic symbols and any specific values and the formula is completed.  With that and the Check Formula feature, formulas can be created quickly and errors in formulas can be easily isolated and corrected.  

The results of the formulas can be conditionally set to specific criteria in the Primary Criteria tab of the Search Parameters Setup.  Then when you run a search only those stocks that qualify to those criteria will appear in the search results display.  If you would like to change definitions of the formulas in the Standard version, you can even edit those formulas to you liking.  

The creation of formulas uses the same convention and functions as used in Microsoft’s Excel spreadsheet application.  There is no new or special programming language to learn.  If you are familiar with that Excel or other similar spreadsheet applications, you will be ready to use this function immediately.  If you would like to see some of the functions supported you can go to Reference Center.

Continue Plus features

 

 

 

SortWizard® Plus Features continued

Limits criteria.  The idea here is to use Limits to continue reducing further the number of symbols that appear from a search and speed up your analysis to a trade decision.  

Limits are very similar to formulas except there is not a display column associated with them.  If the value set in the Limit meets the criteria, the limit will allow the symbol to be displayed, if it is not met, the Limit will disregard the symbol.  Items are displayed based on a accumulation of these limits, all limits must result in a "True" condition for a symbol to pass through the criteria. like "=TRDPRC_1 > 10" is an example of a simple Limit.  Through the use of Limits, compound and conditional (IF, AND, OR) statements can be easly created.  To test your search results, you can disable limits by simply un-checking the check box next to the limit statement.

Historic Database.  With the Plus, you can Search, Sort and use in any of over 250 additional fields for the creation of searches in any combination and with any criteria.  There are no limitations to the number of fields, formulas or limits you can use.  Many of the fields have time offsets to enable  more sophisticated calculations to be adjusted to fit certain trading patterns.

Some of the fields included are ADX, Average Volumes, Average Ranges, Moving Averages, Direction Indicators, RSI, Daily History, and much more.  Click here to see a complete field list.

Additional historic data or special fields will be added upon request.  To request additions; email: Add Historic Data with "Add Database Field" in the subject line.

Special functions:  There are number of specialized functions unique to the SortWizard designed to add more flexibility and information to your searches.  Some of these are:

  • Is New - Identifies new symbol that has just qualified in the search.  This field can then be sorted to display new qualifiers automatically on the top of your list.

  • Market Open Ratio - The ratio from 0 (open) to 1 (close) of the regular trading day that has transpired at the time of the search.  Use this to create an automatically incrementing minimum volume criteria.

  • For more functions: click here

 

The SortWizard® End of Day Features

The SortWizard End Of Day version has all the same capabilities as the Plus Version but, it does not perform searches using the current trading day's real-time data.  The EoD version uses market close data from the previous day.  This is the perfect tool for the  traders that want to perform simple to complex searches but not have the trade urgency for real-time execution or notification.   There are no limitations to the number of fields, formulas or limits you can use.  Many of the fields have time offsets to enable more sophisticated calculations to be adjusted to fit certain trading patterns.  The SortWizard eliminates the programming challenge of having to arranging the criteria in the correct order for the searches to execute as intended by automatically sequencing the criteria as the search is being constructed. 

There are over 250 data fields available for the creation of searches in any combination and with any criteria.  There are no limitations to the number of fields, formulas or limits you can use.  Some of the fields included are ADX, Average Volumes, Average Range, Average True Range, Moving Averages, Direction Indicators, RSI, Daily History, and much more.  Click here to see a complete field list.

Additional historic data or special fields will be added upon request.  To request additions; email: Add Historic Data with "Add Database Field" in the subject line.

 

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