Custom Factor Builder

Create your own factors using a formula editor

Factor Definition

Formula

Enter your factor formula using the available fields and functions

Data Fields

Click to insert into formula

Price

close
open
high
low
volume

Fundamental

market_cap
revenue
net_income
book_value
total_assets
total_debt
fcf

Flow

foreign_own
inst_own

Functions

LAG(x, n)

Value n periods ago

SMA(x, n)

Simple moving average

EMA(x, n)

Exponential moving average

STD(x, n)

Standard deviation

MAX(x, n)

Maximum over n periods

MIN(x, n)

Minimum over n periods

RANK(x)

Cross-sectional rank

ZSCORE(x)

Z-score normalization

PCT_CHANGE(x, n)

Percent change

LOG(x)

Natural logarithm

ABS(x)

Absolute value

Examples

Price Momentum 6M

PCT_CHANGE(close, 126)

Earnings Yield

net_income / market_cap

Foreign Flow 1M

foreign_own - LAG(foreign_own, 21)

Volatility

STD(PCT_CHANGE(close, 1), 21) * SQRT(252)