STOCK INVESTOR PRO > September 2013

Creating a Notebook Template

    Download printable PDF

The Stock Notebook in Stock Investor Pro is the work area of the program where you can access and view specified data for multiple companies simultaneously. When you first open the program, you are presented with Stock Notebook #1 – Untitled. By default, the opening window presents the entire set of companies currently in the database, sorted in alphabetical order by company name. However, you can create your own notebook “template” that would automatically perform multiple actions to show a particular portfolio, stock screen, data view and ranking scheme. This issue of Stock Investor News explains how to set up and save a notebook template.

Stock Investor Pro

Creating a Custom Notebook

Stock Notebook #1 – Untitled opens on the View tab (the first of the data tabs). The data shown depends on the “view” that has been applied or loaded. A view is simply a collection of data points that you can use in the program to display data on the Stock Notebook or to print View reports or Statistical Summary reports. By default, when you first open the program, the Standard view is loaded. Using the View Editor, you can create your own data views and apply them to the Stock Notebook to display only those data points that interest you.

Stock Notebook #1 – Untitled does not have a portfolio or a screen loaded when you first open the program. Looking at the toolbar at the top of the program window, you can see drop-down menus for Portfolio, Screen, and View: “None” appears for Portfolio and Screen and “Standard” appears for View on the opening window.

As mentioned, when you first open the program the companies in the Stock Notebook are ranked in alphabetical order. At the bottom left of the screen window you can see how many companies are in the Stock Notebook as well as how they are ranked.

In order to create a custom Notebook, all you need to do is load your preferred stock screen and/or portfolio along with the desired data view and ranking scheme and then save the Notebook for future use. For our illustration, we do the following:

  • Apply the predefined *Neff, John screen;
  • Apply the Multiples view; and
  • Rank the Stock Notebook in ascending order by the PEG ratio based on estimated long-term earnings growth (the data field PE to EPS Est growth 5 years).

The screen is applied by simply selecting *Neff, John from the Screen drop-down menu, and the view is applied by selecting *Multiples from the View pull-down menu. Companies can be ranked by clicking on the Tools menu and selecting Rank. For our example, scroll down to Multiples and click on the plus sign to expand the menu; highlight the PE to EPS Est growth 5 years data field from the list, select Ascending or Descending and click Ok.

Saving a Notebook

Once you have applied the desired elements to your custom Notebook, you can save it by clicking on the File menu and then selecting Save Notebook.

This will open the Save Notebook window, where you can name the Notebook and, if you want, enter a description of it. Once you are finished, click Ok.

To open a saved Notebook, again, click on the File menu and then select Open Notebook. The keyboard shortcut for opening a Notebook is to press the Control and O keys simultaneously. This will bring up the Open Notebook window, where you can select the Notebook you wish to load. Once you select the Notebook, click Ok.

When we open our Neff Template Notebook, the *Neff, John screen is run automatically and the passing companies are loaded in the Stock Notebook along with the data fields in the Multiples view. Furthermore, the results of the screen are ranked in ascending order by PEG ratio based on estimated long-term earnings growth.

Additional Data Tabs

While the View tab allows you to view selected data on a number of companies, the Stock Notebook has additional tabs containing data specific to a single company. On the View tab, you will see one company line highlighted in yellow. This is the “active” company in the Notebook. When you click on the other tabs of the Notebook, it will be this company’s data you are viewing on these tabs.

Besides the View tab, the Stock Notebook has these other data tabs:

  • Overview
  • Multiples
  • Growth
  • Ratios
  • Valuations
  • Estimates
  • Fin - Qtr
  • Fin - Ann’l
  • Custom
  • Charts

To learn more about the data available on these other tabs, you can go to the Stock Investor Help System or visit the Stock Investor wiki and go to the Stock Notebook area of the wiki.