Gradement's first steps
The purpose of this guide is to help you in your first steps in the use of Gradement. Here you will find an overview of the main options available, as well as a brief explanation of the ratings offered and their use.
Once logged in with your user account you will find four options in your Gradement's homepage:
- Search by name
- Stock Screener
- Gradement selection
- Country ratings
The companies you will have access to in each of the above options will depend on your subscription type. A textual note at the bottom of this homepage will tell you if the number of companies you have access to is limited by your current subscription.
Search by name
Use this option if you want to directly access the ratings of a particular company or companies. Simply enter a part of the company name and select one from the dropdown list. Clicking on View ratings will allow you to access all the ratings of the selected companies.
You can tag the search with a name if you want to repeat the same search in the future. Using the Load a previous search option allows you to has access to all your previous searches. You can also bookmark a search as Favorite. Favorite searches are highlighted in the load menu of previous searches so they can be selected more quickly.
The table of companies
The list of companies selected in the search by name (or by stock screeners, as we will see below) will be displayed on the table of companies page.
This is a special display table that shows rating information both in tabular and graphically form using a horizontal bar chart that provides a visual reference to the value of the ratings.
Each column contains the values of a given rating for all the companies in the table. By default only the main ratings are shown: Gradement rating, price fairness rating, solvency rating and profitability rating. With the +Rating button you can add new ratings (there are a total of 25 ratings available per company). With -Rating you can eliminate some rating from the companies table.
You can switch between Table mode, with a display suitable for desktop computers, or Column mode with a data rendering mode most appropriate for mobile devices.
The reference bar
At any given time only one of the columns in the companies table or rating table can display the reference bars. These bars allow you to graphically visualize the value of the column ratings. It can be seen as a bar graph rearranged horizontally over the column.
Clicking on the name (in the top row) of a particular column and the Show reference bars option will change the refence bar of the current column to the selected one.
The first column reference bar (with a white background color) is a special bar that marks the reference line postion within the column. This is a line that runs vertically through the column. By default the initial value of the reference line is 7. Automatically the rows whose value exceeds that of the reference line will be marked with a darker color, this way we have a quick visual reference of which are the companies or ratings that surpass a certain value. Clicking on this first reference bar will access a context menu that will allow you to change the value of this reference line.
The ratings table
If you click on the name of any given company in the table of companies you will get the rating table associated with that company. By default this table shows:
- the 25 absolute ratings of the company
- the relative ratings by zone, size or industry
By using the +Rating button you can add more relative ratings to the ratings table. As with the table of companies, you have the -Rating available to remove ratings from the table. You also have here available the table and column display modes.
Using the Gradement's ratings
Here you have a brief initial guide for the use of absolute and relative Gradement ratings.
The stock screener
By stock screener we refer to a search engine mechanism for companies based on a series of custom parameters.
The Gradement's stock screener has been designed to be extremely easy to use, but without losing expressive ability regarding the search conditions that can be specified with it. This search conditions are created in the same way we write in natural language. Thus, the specified search condition could always be read as if it were an english phrase.
For example, this is could be a valid stock screener search condition:
You can combine screener conditions by using the conjunctions AND and OR whose meaning for the stock screener is the same as in the natural english language. For instance, the following conditions can be created with the +Y and +O buttons:
and the country or geographic zone the company belongs is Europe"
Or, using the OR conjunction:
or the country or geographic zone the company belongs is Europe"
Because of the Gradement's screener specification language having the same semantics as the natural language, you just need to read directly the screener to know the meaning of the specified screener's search.
As you type your search condition, you will have an indication of the number of companies found that meets the screener's condition.
As with the Name Search option, you can label the current screener, as well as mark it as a favorite, so you can use the specified screener in the future.
This option offers you a series of screeners predesigned by Gradement. This screeners represent, in our opinion, the best possible combination of values and ratings to find investable companies. The number of selections to which you will have access will depend on your type of subscription. A user with a full access subscription will have access to the four selections of companies: one with global companies, and three with companies from Europe, America or the Asia/Pacific zone respectively.
By editing the selection you can create your own screener by adapting the default parameters selected by Gradement to your own investment criteria.
The Country Ratings option shows you the weighted averages of the ratings of all the listed companies in each country. This information is useful to see, for example, the degree of overvaluation or underestimation of the prices of the stock exchanges of any given country.
In the Users menu you have options to view information about your current subscription, your current session and the invoices associated with your account issued to date.
From the users section you can, at any time:
- change the plan you are currently subscribed to
- modify your name, residence or payment medium
- cancel your Gradement's subscription
- close your current session
Change of language
At any time, from the Settings/Preferred language menu, you can change the current language by selecting one of the available in the menu.
Please note that all your saved name searches and stock screeners have been created using the current Gradement's display language. If you switch languages, you can create other searches and screeners, but you will not have access to the ones created with the previous language until you change the display to that language again.
Json (for users with computer skills)
Using the Setting/API/Enable JSON buttons menu option, JSON labeled buttons will be displayed on the main page and in the search by names and stock screener pages. These buttons will allow you to access ratings and business information in JSON format instead of the default HTML.