Customise Your Reports
See how to input your own scores for price and financial reporting to create an alternative rating.
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See how to input your own scores for price and financial reporting to create an alternative rating.
Last updated
Was this helpful?
Below you will see Enter Value in the Custom column. Click in the field to enter a value that you prefer compared to the Target values already displayed.
Target values are industry expectations or generally accepted values for each indicator. Notice the green tick in the left column. This tick is only visible if the system Value or your Custom value match the Target value. For example, in the image below, if you want the tick to be included for P/E, you would enter a value between 15 and 25. The number of ticks is used to calculate the score for the company.
When you enter a custom value, the Rating at the top of the page REMAINS UNCHANGED.
To see the impact of your values, scroll to the bottom of the report where you will find the Custom Fundamental and Price Rating.
To remove your ratings, simply click Clear at the top of the report. Alternatively, you can edit your custom values any time.
