Custom Reports Guide
Custom Reports is the members-only report builder: instead of browsing the record on screen, you define a set of criteria, and the builder computes the matching signals with their statistics and produces a finished report you can download. This guide walks through the criteria sections, explains how the statistics are calculated, and covers the export options.
How a report is built
A report is three steps: set the criteria in the sections below, run the report, then export it. The results appear on screen with summary statistics and the matching signal list, and the same content exports to a PDF (a real file download, formatted for printing) or to CSV for work in a spreadsheet. Every report states its criteria on its face, so a saved report can be re-created or audited later.
Groups and flags
The first section selects which signals are in scope by group — Washout, Capitulation, Exhaustion, and Uncategorized — as multi-select pills, all on by default; the group descriptions match those in Using the Screener. Below them, the flags section handles the record's caution markers: downtrend-flagged signals, caution-flagged signals, and revenue-growth readings. A mode switch sets whether the checked flags are simply included in the results or whether the report should contain only signals carrying them. Delisted names can be included (shown badged) or excluded.
Status, category, and entry basis
Three segmented controls set the report's frame. Status chooses confirmed signals only, or confirmed plus never-confirmed. Category filters to Quality, Junk, or any. Entry basis is the consequential one: returns in the report are measured from the Early Signal date or from the Confirmation date, and the choice changes every figure the report produces — the same distinction discussed in How to Read a Track Record. Date ranges can be set separately for Early Signal dates and for confirmation dates, with quick chips for common windows.
Size, price, sector, and index
The size section filters by market cap bucket — Mega, Large, Mid, Small, measured when the signal fired — plus an optional explicit cap range. Price filters bound the Early Signal price. The Index pills restrict the report to members of the S&P 500, Dow, Nasdaq-100, or Russell 2000 (current membership, multi-select; a signal matches when any selected index contains its stock). A final section of technical tags — distance from a long-term average, divergence and volume-spike markers recorded at the Early Signal — sits behind a "More criteria" expander for narrower studies.
How the statistics are computed
Report statistics follow two standing rules, and both are printed in every report. First, statistics are confirmed-only: never-confirmed signals can be listed when the Status control allows them, but they never enter the averages or hit rates. Second, statistics are issuer-deduped: repeat signals from the same issuer within a short span count once, so one company's cluster of signals can't dominate a result. The summary reports the number of matching signals, how many confirmed, the share that finished positive since entry, median and mean returns since entry and at the standard horizons, and benchmark-relative performance. Small result sets are flagged as small samples — a criteria combination matching a handful of signals produces numbers that should be read as anecdotes, not rates.
Exporting
Download PDF produces the complete report as a formatted document: the criteria, the summary statistics, and the signal table (capped at the first 1,000 matches, with the count stated). Export CSV writes the matching signals as rows for your own analysis. Criteria combine across every section — a signal must satisfy all of them to appear — so the fastest way to learn the builder is to start from the defaults, change one section at a time, and watch the match count move.
Educational material only — not investment advice.