Feng Chia University Library

1.To screen using IPO dates as a criteria - below are the instructions:
These expressions screen for IPO dates later than a specified date in Classic View:

To find companies that have IPO'd since June 1, 1999:

Base Set = $C

Formula = @DAY(IPODTE)>=01JUN99

OR

To find companies in the S&P 1500 that have IPO'd between June 1, 1999 and June 1, 2004:

Base Set = $SP_Super

Formula = IPODTE

Min = 06/01/99

Max = 06/01/04

OR

To find companies that IPO'd between October 3, 1999 and today that are no longer active:

Base Set = $R

Formula = IPODTE>=@DATE(99,10,03)

All 3 examples can be used with any set. You can search for specific dates or ranges of dates with all of them as well.

To screen on IPO date of June 1, 1999 or later in the Research Assistant:

1.Customize a tab to add this item.

Note: For instructions on how to customize the Research Assistant under Contents Tab\Screening\Customizing the Research Assistant or in Research Insight under Help\Research Insight Help Topics\Contents Tab\Screening\Customizing the Research Assistant.

2.Enter this formula in the Expression box = @DAY(IPODTE)>=01JUN99
3.Place a checkmark in the Boolean box.
4.Select True for the default value.