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Creating, maintaining and ranking industry lists

markdmarkd mod
edited January 11 in Scanning
If part of your market method involves keeping track of stocks by industry, here is a scan that might help you do that more efficiently. If you have a long list of scans, including several that do the same thing but for different lists, it might make sense to combine them, as this one does. Fewer scans makes it easier to find the ones you need, so you don't waste time in your daily routine finding scans in your long list.

At the top are properties you can use to limit your results to the types of stocks you are interested in, for instance, by exchange, by market cap, by SCTR classification (but not all stocks have a SCTR), etc.

Then it lists all the 104 industries Stockcharts uses to classify stocks on US markets, grouped by sector (note: names and sectors may change over time - as far as I know this is current as of January 2020). The two letters after each industry come from the $DJUS index for that industry. For instance, $DJUSOL is the index for Integrated Oil & Gas.

Finally, below the sector industry lists are several "rank by" statements. You can choose any one at a time or none. You will probably want to add your own rank by indicators. (note: if want to make permanent changes to the scan, remember to hit "save" after you make the change - note: the scan engine will only save scans with totally correct syntax.)

To select the combination of properties, the industry (or whole sector) and the rank by statement you want, "uncomment" or "switch on" the lines you want by removing the double slashes in front of each line.

A couple of things to keep in mind. Some sectors and industries have more symbols than the 500 symbol limit for a Stockcharts list. So, if you want to keep everything, you can first download the list in .csv, open the downloaded list (in a spreadsheet like excel) and re-upload the symbols to separate lists using the "many" option in list edit view. Unfortunately, uploads add symbols only in alpha order, not in the order you scanned them, so you have to re-scan the uploaded lists for rank by. You could add those list names to this scan.

OK, here it is:

// 00 00 00 00 # 04 refresh industry membership lists

[[exchange is NYSE] or [exchange is NASDAQ]]

and [market cap > 100]
// and [sma(21, volume) > 50000]
// and [symbol not contains '/']
// and [SCTR.large >=0]
// and [SCTR.mid >= 0]
// and [SCTR.small >= 0]


// ENERGY

// and [ group is EnergySector ]
// and [group is IntegratedOilGas] // OL
// and [group is ExplorationProduction] // OS
// and [group is OilEquipmentServices] // OI
// and [group is Pipelines] // PL
// and [group is Coal] // CL
// and [group is RenewableEnergyEquipment] // DWCREE

// MATERIALS

// and [ group is MaterialsSector ]
// and [group is Steel] // ST
// and [group is Aluminum] // AL
// and [group is GeneralMining] // MG
// and [group is NonferrousMetals] // NF
// and [group is PlatinumPreciousMetals]
// and [group is GoldMining] // PM
// and [group is CommodityChemicals] // CC
// and [group is SpecialtyChemicals] // CX
// and [group is ContainersPackaging] // CP
// and [group is Paper] // PP

// INDUSTRIAL

// and [ group is IndustrialSector ]
// and [group is DiversifiedIndustrials] // ID
// and [group is IndustrialMachinery] // FE
// and [group is CommercialVehiclesTrucks] // HR
// and [group is BuildingMaterialsFixtures] // BD
// and [group is IndustrialSuppliers] // DS
// and [group is HeavyConstruction] // HV
// and [group is Aerospace] // AS
// and [group is Defense] // DN
// and [group is Airlines] // AR
// and [group is DeliveryServices] // AF
// and [group is TransportationServices] // TS
// and [group is MarineTransportation] // MT
// and [group is Railroad] // RR
// and [group is Trucking] // TK
// and [group is BusinessSupportServices] // IV
// and [group is WasteDisposalServices] // PC

// DISCRETIONARY

// and [ group is CyclicalsSector ]
// and [group is HomeConstruction] // HB
// and [group is HomeImprovementRetailers] // HI
// and [group is Furnishings] // FH
// and [group is DurableHouseholdProducts] // HD
// and [group is Automobiles] // AU
// and [group is AutoParts] // AT
// and [group is ClothingAccessories] // CF
// and [group is Footwear] // FT
// and [group is ApparelRetailers] // RA
// and [group is BroadlineRetailers] // RB
// and [group is SpecialtyRetailers] // RS
// and [group is Toys] // TY
// and [group is TravelTourism] // TT
// and [group is Hotels] // LG
// and [group is Gambling] // CA
// and [group is RestaurantsBars] // RU
// and [group is RecreationalProducts] // RP
// and [group is RecreationalServices] // RQ
// and [group is BusinessTrainingEmploymentAgencies] // BE
// and [group is SpecializedConsumerServices] // CS

// STAPLES

// and [ group is ConsumerStaplesSector ]
// and [group is FoodProducts] // FP
// and [group is FoodRetailersWholesalers] // FD
// and [group is SoftDrinks] // SD
// and [group is Brewers] // DB
// and [group is DistillersVintners] // VN
// and [group is Tobacco] // TB
// and [group is DrugRetailers] // RD
// and [group is PersonalProducts] // CM
// and [group is NondurableHouseholdProducts] // HN
// and [group is Tires] // TR

// FINANCIAL

// and [ group is FinancialSector ]
// and [market cap > 1000] // for XLF industries, esp Banks
// and [group is Banks] // BK
// and [group is AssetManagers] // AG
// and [group is InvestmentServices] // SB
// and [group is FullLineInsurance] // IF
// and [group is PropertyCasualtyInsurance] // IP
// and [group is Reinsurance] // IU
// and [group is LifeInsurance] // IL
// and [group is InsuranceBrokers] // IB
// and [group is MortgageFinance] // MF
// and [group is ConsumerFinance] // SF
// and [group is SpecialtyFinance] // SP
// and [group is IndustrialOfficeREITs] // IO
// and [group is RetailREITs] // RL
// and [group is HotelLodgingREITs] // HL
// and [group is ResidentialREITs] // RN
// and [group is MortgageREITs] // MR
// and [group is SpecialtyREITs] // SR
// and [group is DiversifiedREITs] // DT
// and [group is RealEstateHoldingDevelopment] // EH
// and [group is RealEstateServices] // ES
// and [group is FinancialAdministration] // FA

// TECHNOLOGY

and [ group is TechnologySector ]
// and [group is Semiconductors] // SC
// and [group is ComputerHardware] // CR
// and [group is Software] // SW
// and [group is ComputerServices] // DV
// and [group is ElectronicEquipment] // AI
// and [group is ElectricalComponentsEquipment] // EC
// and [group is TelecommunicationsEquipment] // CT

// COMMUNICATION SERVICES

//and [ group is CommunicationServicesSector ]
//and [group is Internet] //NS
//and [group is BroadcastingEntertainment] // BC
//and [group is Publishing] // PB
//and [group is MediaAgencies] // AV
//and [group is FixedLineTelecommunications] // FC
//and [group is MobileTelecommunications] // WC

// UTILITIES

// and [ group is UtilitiesSector ]
// and [group is ConventionalElectricity] // VE
// and [group is GasDistribution] // GU
// and [group is Multiutilities] // MU
// and [group is Water] // WU

// REAL ESTATE

//and [ group is RealEstateSector ]
// and [group is IndustrialOfficeREITs] // IO
// and [group is RetailREITs] // RL
// and [group is HotelLodgingREITs] // HL
// and [group is ResidentialREITs] // RN
// and [group is MortgageREITs] // MR
// and [group is SpecialtyREITs] // SR
// and [group is DiversifiedREITs] // DT
// and [group is RealEstateHoldingDevelopment] // EH
// and [group is RealEstateServices] // ES


rank by market cap

// rank by sctr
// rank by [PctDiff(volume, 1 day ago sma(21,volume))]
// rank by [PctChange(1,close)]
// rank by ROC(63)
// rank by ROC(21)
// rank by ROC(10)

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