YCharts Unveils Stock Screener

YCharts’ screening, applied to Warren Buffet’s portfolio

Chicago-based fundamental data analysis provider YCharts added a screening tool to its web-based platform earlier this month, to enable users to more easily find stocks matching criteria based on any of its fundamental metrics.

The ability to conduct advanced searches across all of YCharts’ data has been the most-requested feature by clients—mostly value-based investors and investment advisors—says YCharts chief executive Shawn Carpenter. The screener enables users to filter stocks based on 70

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Refinitiv’s PermIDs: Converting needs into opportunity

Refinitiv’s PermID framework was conceived as a proprietary tool to address an internal challenge around identifying objects in the firm’s information model. Once it had proved its worth, it was rolled out to the firm’s clients to significant success.

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