Scoring Models: Overview

Use Scoring Models to quickly score and rank the securities in your screener or table, analyze and better understand any risks, compare value, growth, yield, and more and increase your confidence when recommending or selecting investments. 

How to Create a Scoring Model

1. Open either a Screener or Comp Table
2. Click 'Create New Scoring Model'
3. Give the scoring model a name
4. Choose the Type of scoring model
   1. Rank: The results of your screen will be ranked by your custom weighted score then applied a value corresponding with their rank in the group. "1" is the top ranked.
   2. Percentile: The results of your screen are again scored by your custom weighted model then applied a value between 0 and 100 depending on their percentile rank. 100 is the highest ranking security. 
   3. Score: The weighted model is applied to your security list and then the group is distributed among a normal distribution curve. A score closest to one is the furthest right on the curve while a value of zero would be the furthest left. 
5. Add the components of your scoring model and assign a weight as well as what to value to use for 'Null values'
   1. Null values are used when a security does not have data for a specific metric. You can choose to assign null values as the minimum, median, or max value in your screener or set it to zero. 
6. Select Save and then Add Score Column