Title: Developing a Stock Screen

Authors: Rock Goedde, PhD

Affiliations: St. Olaf College

Primary author contact information: Rick Goedde, PhD, Associate Professor

Resources available with this module: iRAT/tRAT, application exercise, and facilitation notes

Abstract: Developing & Testing Your Own Stock Screen This module relates to security analysis in an undergraduate or graduate investments course. It gives students hands-on experience screening a stock database (Stock Investor Pro) and back-testing their screen in order to maximize the return-to-risk ratio. To prepare for the RAT, students work through a tutorial on how to use the database, in addition to doing a reading. The module ends with a gallery walk and class discussion.

Target audience: Undergraduate investment students