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STRATxAI

June 2024 · 5 min read

How to use sorts in Xplore Stocks

Beginner
Intermediate

Our last post on using factors as filters described the factors we expose to users and described some things to be careful of when applying the filters. The method of sorting is a more intuitive concept and is overall, less impactful to a strategy than the filters chosen.

Why is a sorting needed

A sort is only applied after the filtering has occurred. This is the way it has to happen for good reason

  • Filtering based on factors shrinks the universe of stocks down to only those stocks that pass each and every filter. This means that on a given day your investment strategy will have a list of the stocks that have passed all the filter criteria
  • The sorting is then employed to order these stocks so you get for example the top 15 stocks
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