Inside Premium: New Screener and Trading Features

Key Concepts

• Stock Screener: A tool to filter stocks based on various financial metrics and criteria.
• Quant Rating: A proprietary rating system used by Seeking Alpha to assess stock performance.
• Days at Quant Rating: A new metric indicating how long a stock has maintained its current Quant Rating.
• Number of Seeking Alpha Analysts Covering: A new metric showing the number of analysts writing about a specific security.
• Insider Selling and Buying Table: A new table on symbol pages displaying recent stock transactions by company executives.
• Portfolio Management: Features for organizing and tracking investments.
• Alerts: Notifications for significant changes in stock performance, news, or ratings.
• Analysis Alerts: Notifications for in-depth coverage from verified analysts.
• Quant Rating Alerts: Notifications when a stock's Quant Rating changes.
• News Alerts: Real-time notifications for breaking news related to portfolio holdings.
• Portfolio Digest: A daily summary of analysis, news, and ratings for a portfolio.
• Custom Portfolio Views: Ability to personalize the data displayed in portfolio tracking.
• Advanced Charts: A tool for technical analysis with various indicators and drawing functionalities.
• Video Hub: A repository of webinar replays and "how-to" videos.
• ETF Screener: A tool similar to the Stock Screener but specifically for Exchange Traded Funds.

New Features and Functionality Walkthrough

This webinar provides a detailed walkthrough of new features and enhancements within the Seeking Alpha Premium subscription, focusing on improving the Stock Screener, introducing insider transaction data, and streamlining alert management.

Stock Screener Enhancements

The Stock Screener tool has been updated with new filter metrics and an improved user interface for creating and managing screens.

• Core Screener Functionality:
  • Users can select desired columns (metrics) to view.
  • Filters can be applied to these metrics to narrow down results.
  • Screens can be named and described for easy recall.
  • Metrics are view-only until a filter is applied.
• New Filter Metrics:
  • Days at Quant Rating: This metric shows how long a particular stock has held its current Quant Rating (e.g., Strong Buy, Hold). This helps identify the stability of a stock's rating.
    • Example: Filtering for stocks with a "Strong Buy" Quant Rating for "greater than 75 days" can indicate a stable, positive rating.
  • Number of Seeking Alpha Analysts Covering: This metric displays how many recent Seeking Alpha analysts are publishing analysis articles on a specific security.
    • Functionality: Clicking on this metric in the results can directly link to recent analysis articles for that stock on its symbol page.
• Improved Screen Management:
  • Saved screens appear in the left navigation bar for quick access.
  • The process for applying filters and viewing results has been streamlined.

Insider Selling and Buying Table

A new table has been added to each symbol page to display recent stock transactions by company executives.

• Location: Found on the "Summary" tab of a symbol page, approximately halfway down.
• Data Displayed:
  • Recent stock transactions from executive-level insiders.
  • Transaction type (sale or buy).
  • Date of the transaction.
  • Total value of the transaction.
• Application: This feature is valuable for gauging executive sentiment and leadership's confidence in the company's direction. Buys, in particular, are highlighted as an interesting indicator.
• Future Enhancements: The platform plans to add further enhancements to this functionality.

Alert Management Improvements

Seeking Alpha has introduced more user-friendly ways to manage alerts within portfolios.

• "Manage Alerts" Button: Located on the right side of the portfolio view, this button provides access to simplified alert settings.
• Four Simple Alert Options:
  1. Analysis Alerts: Receive in-depth coverage from verified analysts via email or phone notifications when they publish articles on your portfolio tickers.
  2. Quant Rating Alerts: Get notified whenever the Quant Rating of any stock in your portfolio changes (up or down). This can be set for all tickers at once.
  3. News Alerts: Receive real-time notifications for breaking news, such as earnings announcements or other significant events flagged by the news team for your portfolio stocks.
  4. Portfolio Digest: A daily summary email containing analysis, news, and ratings for your entire portfolio. This is ideal for users who prefer fewer, consolidated updates.
• Bulk Quant Rating Alerts:
  • When creating a new portfolio, users can opt-in to receive Quant Rating alerts for all tickers added.
  • This can be toggled on during the "add lots" flow, even without entering specific share details, simplifying the setup process.
• Custom Portfolio Views Integration:
  • The new metrics "Days at Quant Rating" and "Number of Analysts Covering" are now available as columns in custom portfolio views.
  • Users can add, reorder, and sort by these metrics within their portfolio displays.
  • Example: Sorting a portfolio by "Consecutive Days at Quant Rating" can highlight stocks that have maintained a strong rating for an extended period.
  • Clicking on the "SA Analyst Rating" link in the custom view can directly lead to the analysis page for that ticker.

Portfolio Creation and Data Import

Seeking Alpha offers multiple methods for creating and populating portfolios.

• Manual Creation: Adding tickers and lot details manually.
• Link Broker: Securely linking brokerage accounts (e.g., Charles Schwab) via Plaid for automatic portfolio synchronization.
• Upload CSV: Importing portfolio data from a CSV file, with a limit of 500 symbols/rows.

Video Hub and Educational Resources

The platform provides access to a comprehensive Video Hub for learning and support.

• Video Hub: Contains webinar replays, "how-to" videos, and information on various Seeking Alpha features and content.
• Trending Videos Card: Can be added to the homepage for easy access to popular videos.
• Events Tab: Located within the Video Hub, this section lists upcoming webinars and allows for sign-ups.
• Premium How-To Videos: Short videos explaining specific functionalities, such as creating portfolio notes or setting reminders.
• Weekly Investment News Quiz: A Friday email quiz to test users' knowledge of recent investment news.

Advanced Charts Functionality

The advanced charting tool on symbol pages has been enhanced for technical analysis.

• Indicators: Users can add popular technical indicators like moving averages and MACD.
• Chart Types: Options include line graphs, bar charts, and others.
• Time Intervals: Customizable timeframes for analysis.
• Editing Indicators: Right-clicking on indicator lines allows for specific edits (e.g., adjusting RSI overbought/oversold levels).
• Drawing Tools: A pencil icon enables users to add lines and draw on charts.
• Saved Views: Users can save specific chart configurations (indicators, chart type) for quick application to new symbols.

ETF Screener

A dedicated screener for Exchange Traded Funds (ETFs) is available.

• Access: Found under "Find & Compare" in the left navigation.
• Functionality: Similar to the Stock Screener, allowing users to create custom ETF screens based on specific inputs relevant to ETFs, such as fund types, asset classes, and subclasses.
• Pre-built Screens: Includes pre-created ETF screeners.

Disclosure and Disclaimer

• Past performance is no guarantee of future results.
• Views expressed in the webinar are those of the presenters and do not necessarily reflect Seeking Alpha's overall stance.
• Content and tools are for informational purposes only and do not constitute personalized investment advice.
• Seeking Alpha is not a licensed securities dealer, broker, US investment adviser, or investment bank.

Conclusion and Key Takeaways

The webinar highlighted significant updates to Seeking Alpha Premium, focusing on empowering users with more sophisticated tools for stock selection, portfolio management, and staying informed. The new "Days at Quant Rating" and "Number of Analysts Covering" metrics in the Stock Screener offer deeper insights into stock stability and analyst sentiment. The introduction of the insider transactions table provides a direct view into executive trading activity. Furthermore, the streamlined alert management system, with its four distinct options and bulk setup capabilities, allows users to tailor notifications to their preferences, reducing noise and ensuring they receive relevant information. The integration of these new data points into custom portfolio views and the continued development of educational resources like the Video Hub underscore Seeking Alpha's commitment to enhancing the user experience and providing valuable investment intelligence.