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 Gold Customer
Joined: 12/7/2007
Posts: 88
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I saw a prior entry where someone asked how to exclude closed end funds and the answer given was to chose a universe of "All Common Stocks" so as to exclude ETFs. This does not exclude closed end funds however. How does one exclude closed end funds from searches?
Mike
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Worden Trainer
Joined: 10/7/2004
Posts: 65,138
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Whenever the following says to right-click on the WatchList, it means the WatchList itself (the symbols in the WatchList), not the name of the WatchList.
- Right-click on the WatchList and select Clear All Flags in System.
- Bring up the Closed End Fund - Debt WatchList.
- Right-click on the WatchList and select Flag | All Symbols in List.
- Bring up the Closed End Fund - Equity WatchList.
- Right-click on the WatchList and select Flag | All Symbols in List.
- Bring up the Closed End Fund - Debt WatchList.
- Right-click on the WatchList and select Flag | All Symbols in List.
- Bring up the US Common Stocks WatchList.
- Right-click on the WatchList and select Copy All Symbols | To Other List...
- Select (New Personal WatchList) from the Copy symbols to: drop-down menu.
- Give the WatchList a name and select OK.
- Bring up the Personal WatchList you just created.
- Right-click on the WatchList and select Remove Flagged Symbols from List.
The resulting Personal WatchList should have the Closed End Funds removed.
-Bruce
Personal Criteria Formulas
TC2000 Support Articles
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Gold Customer
Joined: 12/7/2007
Posts: 88
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So I can't build a scan or watchlist that automatically removes or excludes ETFs and Closed End Funds?
Is that right?
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Worden Trainer
Joined: 10/7/2004
Posts: 65,138
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I cannot think a completely automated method of doing so in either TeleChart 2007 or TC2000 version 12.
-Bruce
Personal Criteria Formulas
TC2000 Support Articles
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