How’s the new GICS sector/industry classification system different from Thomson Reuter’s?

After switching data provider to S&P Global Market Intelligence from Thomson Reuters on January 3, 2018, the sector and industry classification system on Jitta.com now follows the Global Industry Classification Standard (GICS), which is a standard used by thousands of market participants around the world and is reviewed annually to reflect the changing global economy.

As a result, your saved Jitta Playlists may now display a different sector or industry, and screening stocks may require a different sector or industry criteria as shown below or download the official brochure:

Sector
THOMSON REUTERS GICS
Basic Materials Materials
Capital Goods Industrials
*Conglomerates classified into other sectors
Consumer Cyclical Consumer Discretionary
Consumer/Non-Cyclical Consumer Staples
Energy Energy
Financial Financials
Healthcare Healthcare
Services
Real Estate
Telecomunication Service
Consumer Discretionary
Technology Information Technology
Transportation Industrials
Utilities Utilities

 

Industry
THOMSON REUTERS GICS
Airline Airlines
Tires
Auto Components
Auto & Truck Parts
Auto & Truck Manufacturers Automobiles
Money Center Banks
Banks
Regional Banks
Beverages (Nonalcoholic) Beverages
Biotechnology & Drugs Biotechnology
Constr. – Supplies & Fixtures
Building Products
Construction – Raw Materials
Misc. Capital Goods
Investment Services Capital Markets
Chemicals – Plastics & Rubber
Chemicals
Misc. Fabricated Products
Fabricated Plastic & Rubber
Chemical Manufacturing
Printing Services
Commercial Services and Supplies
Printing & Publishing
Computer Networks
Communications Equipment
Communications Equipment
Construction Services Construction and Engineering
Consumer Financial Services
Consumer Finance
Rental & Leasing
Containers & Packaging Containers and Packaging
Schools
Diversified Consumer Services
Personal Services
Waste Management Services
Misc. Financial Services Diversified Financial Services
Electric Utilities Electric Utilities
Electronic Instr. & Controls Electronic Equipment, Instruments and Components
Oil Well Services & Equipment Energy Equipment and Services
Retail (Grocery) Food and Staples Retailing
Fish/Livestock
Food Products
Food Processing
Crops
Natural Gas Utilities Gas Utilities
Medical Equipment & Supplies Health Care Equipment and Supplies
Healthcare Facilities Health Care Providers and Services
Recreational Activities
Hotels, Restaurants and Leisure
Hotels & Motels
Restaurants
Furniture & Fixtures
Household Durables
Office Supplies
Personal & Household Prods.
Insurance (Prop. & Casualty)
Insurance
Insurance (Miscellaneous)
Insurance (Life)
Retail (Catalog & Mail Order)
Internet and Direct Marketing Retail
Retail (Technology)
Computer Services IT Services
Recreational Products Leisure Products
Water Transportation Marine
Advertising
Media
Broadcasting & Cable TV
Motion Pictures
Gold & Silver
Metals and Mining
Iron & Steel
Metal Mining
Retail (Department & Discount) Multiline Retail
Oil & Gas – Integrated
Oil, Gas and Consumable Fuels
Oil & Gas Operations
Coal
Forestry & Wood Products Paper and Forest Products
Major Drugs Pharmaceuticals
Business Services Professional Services
Real Estate Operations Real Estate Management and Development
Trucking Road and Rail
Semiconductors Semiconductors and Semiconductor Equipment
Software & Programming Software
Retail (Home Improvement)
Specialty Retail
Retail (Specialty)
Office Equipment
Technology Hardware, Storage and Peripherals
Computer Hardware
Computer Peripherals
Appliance & Tool
Textiles, Apparel and Luxury Goods
Jewelry & Silverware
Footwear
Apparel/Accessories
Textiles – Non Apparel
Retail (Apparel)
Misc. Transportation Transportation Infrastructure
Water Utilities Water Utilities
Communications Services Wireless Telecommunication Services
*Conglomerates classified into other industries
  • Conglomerate companies which are diversified across three or more sectors or none of them contributes the majority of income are classified as Industrial Conglomerates sub-industry (Industrials Sector) or Multi-Sector Holdings sub-industry (Financials Sector).
Advertisements

Ring in the New Year with Access to the Most Comprehensive Financial Data on Jitta

Happy new year!

For us, a new year means the start of new challenges that will nudge us further toward our mission of helping you generate better investment returns.

We’ve developed a suite of technology that would fulfill that mission, allowing everyone access to highest-quality investment-related data.

Because, we believe, when you have the clearest, most comprehensive information in your hand, you can make the best decisions, achieve optimal returns and, eventually, reach your ultimate investment goals.

Best investment information = Best investment decisions

So this new year, we want to present these special gifts to you and fellow investors:

🎁  Highest-quality financial data

Because financial statements lay the groundwork for precise business analysis, we’ve decided to switch our data provider from Thomson Reuters to S&P Global Market Intelligence. S&P’s reliably detailed financials will bring next-level excellency to Jitta Score and Jitta Line.  

🎁  Jitta FactSheet for all

We do what no one dares! Jitta provides 10 years of financial statements in an easy-to-understand, customizable format called Jitta FactSheet. And it’s now FREE to all Jitta.com members.

Both Jitta FactSheet and new financial data from S&P Global are available from January 3, 2018 ’til forever.

Highest-quality financial data

Accurate business analysis relies on the transparency and thoroughness of the financial statements.

Jitta has always been on the lookout for the best source of financial data because we want the quality of our fundamental business analysis to be nothing but top-notch.

And finally, we’ve found the one…

So we’re switching our data provider from Thomson Reuters to S&P Global Market Intelligence.

Why the switch?

Jitta Intel, the various fundamental business indicators Jitta pre-analyzed for you, including Jitta Score, Jitta Line, Jitta Signs, Jitta Factors and Loss Chance, as well as our proprietary Jitta Ranking, are all calculated from at least 10 years of financial data.

Which means, the raw data we’re working with has to be as precise as possible. That way, you will be able to get a clear picture of a business and make decisions with more confidence.

What’s improved?

Higher-quality financial data leads to more-precise Jitta Intel indicators.

Sometimes, businesses may record various types of incomes under the same category. At face value, it may seem like these businesses generate a lot of revenue in a particular year. But it’s hard to tell whether or not those incomes are a result of a day-to-day business operation or an unusual income. For example, part of BIDU’s revenue comes from its asset sales, which are considered an unusual income.

But S&P Global doesn’t lump these numbers together. Instead, it separates each type of income so it’s easy to recognize whether an income is usual or unusual. In effect, it makes it simpler for Jitta to exclude unusual income from our Jitta Score and Jitta Line calculations for increased precision.

In addition, S&P Global makes it so much more effective and transparent for our team to double-check the data. It shows the origin of each of the financial number in detail and link that number to the source.

So you can be extra confident that the financial data that form the basis of our Jitta Intel calculations are extremely exact, and can form an integral part of your decision making.

A sample of S&P Global’s detailed and transparent data.  

In addition, S&P Global uses the Global Industry Classification Standard (GICS) to classify the sector and industry of each company. This classification system is used by thousands of market participants around the world and is reviewed annually to reflect the changing global economy. As a result, when you screen stocks by sector or industry using Jitta Playlist, you’ll get even better results.

Learn more about the classification differences in our FAQ or download the official brochure.

Why S&P Global Market Intelligence?

S&P Global Market Intelligence is part of Standard & Poor’s or S&P, known around the world as the creator of the S&P 500 index. Unsurprisingly, S&P Global Market Intelligence has data of more than 60,000 listed companies and 2 million private companies.

Each year, the company examines, interprets and analyzes more than 135 billion data points.

The superior quality of data earns S&P Global Market Intelligence trust from more than 4,200 global financial professional clients, including many of the world’s most successful investment banks, asset management firms, private equity firms, and corporations, including renown sites like Yahoo Finance and Google Finance.

Free Jitta FactSheet for Everyone

Previously, Jitta FactSheet was an exclusive feature only available to Jitta’s paid subscribers. It quickly became one of Jitta’s core features as well as an investors’ favorite, as more and more started using it in complementary to Jitta Intel indicators for more confident decision-making.      

Jitta FactSheet displays up to 10 years’ worth of financial data in a standardized format. So no matter what type of unfamiliar business, industry or country a company belongs, you can read its financial as comfortably as you do the familiar ones’. Plus, you can customize Jitta FactSheet by adding specific ratios and rearranging their orders.

Most importantly, Jitta FactSheet automatically updates company financials when they’re released, so you don’t have to.

And because we want to stay true to our goal of helping everyone access the highest-quality financial data possible, we’ve decided to make it free for all.

🎁 Jitta FactSheet is available for FREE from January 3, 2018.🎁

You can look at the financial statements of every single company in every country Jitta serves, including Thailand, the United States, Vietnam, Singapore, United Kingdom, Japan and Hong Kong.

That’s ten years and ten quarters of data of more than 13,000 companies—at no cost.

Usually, such comprehensive financial data comes with a hefty price tag. Those who don’t want to pay need superhuman perseverance to scour the Internet for financial statements, copy and paste each number on to a spreadsheet and calculates each financial ratio every single quarter.

We know how tedious that is…and we want to make life easier for everyone!

Try Jitta FactSheet here, or learn how to make the most of this feature with our step-by-step tutorial.

Hope you like these gifts we’ve prepared specially for you.

We think 2018 will mark another year of progress for us, a year during which we make achieving higher investment returns even simpler for all.

Try the new Jitta.com for faster, more personalized and more precise investing

The new Jitta.com boasts a sleeker look, faster load time, and more sophisticated algorithm that will help you make even better investment decisions.

newjitta

Changes call for innovation, and innovation leads to progress.”
– Li Keqiang, premier of the People’s Republic of China,
at the World Economic Forum 2013 


 

This week, we proudly unveiled the new Jitta.com, a comprehensive investment-analysis platform for value investors around the world. The new site boasts a sleeker look, faster load time, and more sophisticated algorithm that will help you make even better investment decisions.

These changes represent our willingness to evolve. As a technology company, we are determined to grow with you, our user, and adapt to suit your ever-changing needs. There have been several updates to the site over the past few years since we launched, yes. But this isn’t another one of them.

This is a whole new facelift.

Because when we launched in 2013, we only envisioned Jitta as being one of the world’s most trusted stock-analysis provider. Today, Jitta is much more than that.

Jitta is a holistic value investment platform where you discover interesting businesses, create investment strategies, assess stocks and evaluate past investing approaches. Your entire investing operation is here. You trust us to help you succeed.

So we gave Jitta a little boost it needed. Sure, the look is different. But beneath the cosmetics is a brand-new system that our teams have spent the past year meticulously re-crafting from the ground up. All the cogs and gears are now turning as one, forming a stronger foundation on which our products are built.

That means you get a smoother, faster, more reliable experience on all of our features.

What’s new?

Faster functionality

Today, Jitta.com has emerged so much lighter. Our design is minimalist. Our system is equipped with the industry’s most advanced technology. You can find the right stocks faster than you can google what to eat for dinner.

Search Bar

It’s not just the speed that matter. Sure, you don’t have to wait long for the system to process your search term. But how you can search matters, too.

What if you don’t want to find a specific stock, but a whole industry of stocks? How about stocks that possess a certain kind of quality you like? You don’t get those results just typing down a stock symbol. So we expanded the capability of our Search Bar to include search terms like “financial” and “dividend”.

Click here to learn how to use our new Search Bar.

Search for stocks in a particular sector or industry.

Search for stocks in with particular traits, like dividend, growth, cash cow, etc.

Screener

Explore by Country and Jitta Playlist both now feature our signature Screener on the left side of the screen. Not only does it screen stocks faster, but is also free for all. Previously, non-Jitta Pro subscribers couldn’t add ratios and values derived from financial statements. We’ve reversed that by opening Screener up to everyone. You can filter stocks with any criteria from countries and industries to Jitta indicators, ratios and trends.

Click here to learn how to use our new Explore by Country and Jitta Playlist.

Personalized user experience

We’ve always focused on building a clean, user-friendly platform that makes stock data easily accessible to everyone. But we realized looks weren’t everything. As an aspiring go-to destination for investors, Jitta was a bit lacking. You come to Jitta in hopes that you won’t have to hop around the Internet, collecting pieces of information needed to make that grand final decision. And we didn’t have everything.

We wanted to! But, first, we needed to find a way to tread that fine line between giving you all necessary information and overwhelming you. The result is our new Stock Summary page.

Stock Summary

To make Jitta.com the perfect answer to your unique needs, we transformed static boxes into widgets that can be added, removed and moved around. Each widget gives you a glimpse into the inner workings of a certain business, like a piece of a jigsaw puzzle.

By default, you’ll see the essential stuff, like Jitta Line, Jitta Score, Jitta Signs, Jitta Factors and Jitta Ranking on the page. If you want more in-depth information, like market statistics and analyst estimates, you have the option to add them to the page by clicking “Customize”.

Click here to learn how to add widgets to your Stock Summary page.

 

Jitta FactSheet

If you have an active Jitta Pro subscription or have invested with Jitta Wealth, you’re eligible for our premium feature Jitta FactSheet. Jitta FactSheet eliminates the need to scour the Internet for past financial statements. You get ten years of annual financial data laid out in a simple, intuitive format.

To access Jitta FactSheet, simply click “Customize” and “Add Page”.

Increased precision

More than anything, we want Jitta.com to be your most trusted ally. You can rely on us for quality stock analysis, portfolio analysis, and raw financial data. Our development team constantly review and update the raw data supplied by Thomson Reuters to make sure everything published on Jitta.com is the as close to flawless as possible.

Jitta Score

You might notice some changes in Jitta Score, a result of data updates and processing improvements we made for the new Jitta.com. Such tweaks make sure you get even more sophisticated, thorough analysis of a business.

Most stocks aren’t affected, however. Only a handful—around 10% of stocks on Jitta.com—exhibit a changed Jitta Score. Mainly, these stocks are recently IPO companies, companies whose revenues have been inconsistent for the last five years, and companies whose dividend payout have been inconsistent for the last five years.

Jitta Portfolio (Beta)

As we grew, expanding into different markets in different corners of the world, so did investors’ interest in exploring unknown territories. Investing in a foreign market was becoming popular by the day, but our portfolio feature was missing the boat, unable to accommodate growing demands for multi-portfolio tracking.

So our portfolio feature reincarnated as Jitta Portfolio (Beta), complete with an ability to record and analyze many portfolios at once, and support transactions with different currencies.

This gives you a more precise analysis of your investment. With such accuracy, you can assess past wins and losses to improve your strategies with more confidence.

Click here to learn how to use Jitta Portfolio (Beta).

What’s changed?

While we were able to launch many exciting new functions, Jitta’s transformation is in no way completed. Some functions are still in development and not yet ready to be released. Some no longer reinforce our mission to make investing accessible to everyone and have been disabled. Among them are the following.

Jitta Pro

Jitta Pro subscription service is no longer available and has been disabled since August 1, 2017. Every feature, except Jitta FactSheet, is accessible to all Jitta.com users for free. Read more about Jitta Pro.

Backtest

Backtest is an essential part of Jitta Playlist, which we have no intention to remove. However, the function requires some final touch-ups before it can be unveiled to the public. For this reason, we decided to launch Jitta Playlist first, without the Backtest window, so we don’t interrupt your investment process. But we can assure that Backtest is returning to Jitta.com very soon.

FactSheet Compare

If you’re using Jitta FactSheet, you might notice that the Compare button is missing. This function lets you compare financials of three companies on a single page and has helped many investors make decisions on which companies to buy. At the moment, it’s still in development, but just like Backtest, it will return soon.

Follow

You used to be able to see all followed stocks on one page and order them by Jitta Ranking, to determine which followed stocks are the best investment opportunity. Though this function is also not yet available on the new Jitta.com, we’re working to bring it back as soon as possible. You can still click “Follow” stocks and receive their weekly updates in the mail. The Follow widget shows all the stocks you’re following.

Tag

Tag helps you organize stocks into categories of your own. When it’s fully ready, it’ll be complete with a function that lets you click on a certain tag and see all the stocks tagged with that category on one page. You can also rank tagged stocks by Jitta Ranking, Jitta Score or Jitta Line. This is still under development and will come back soon.

What now?

We understand that changes are sometimes hard. And we’re grateful to have you, a supportive member of our community, riding along with us, guiding us in the right direction. We’re listening to your concerns, questions and suggestions. Our development team is working hard to ironing out any glitches on the new Jitta.com.

Even if our innovations are not yet a hundred percent perfect, we believe that we’re making significant progress toward investment freedom. And one day we will be celebrating with every investor, experienced or beginner, as he or she find long-lasting success in the stock market.


For help using our platform, please consult our tutorials and FAQ. If you experience issues on Jitta.com, feel free to email us at wonderful@jitta.com.

FAQ: New Jitta Portfolio (Beta)

What’s new on Jitta Portfolio (Beta)?

We’ve created Jitta Portfolio (Beta) to make tracking investment returns and improving your investment strategy easier. Especially, if you’re already invested in multiple countries, Jitta Portfolio (Beta) allows you to record and keep track of those investments all on one single platform. Below are the differences between the old Jitta Portfolio and Jitta Portfolio (Beta).

1. You can organize your investment into multiple portfolios. Our system will calculate the returns of each portfolio as well as your investment as a whole.

2. You can record transactions in different currencies and set a default currency for each portfolio. For example, you can create a portfolio tracking dividend stocks in various countries, but choose US dollar as the portfolio’s default currency. So when you record transactions, you fill in each stock’s local currency. But when you look at the overall market value of this portfolio, the number is shown in US dollar.

Notice above that stock prices are recorded in their respective currencies. The system then converts those various currencies into US dollar, using today’s exchange rates, and calculate the cost basis and market value.

3. Better, more accurate results. We’ve improved our portfolio system, such as the use of decimals, how we calculate returns, and how we compare your returns with those generated by the market index.

So after you’ve been switched to Jitta Portfolio (Beta), you might notice a slight change in your portfolio returns. The numbers are now even more accurate, thanks to our improved algorithm!

You might also see Warning!: Allocation is incorrect due to unbalance cash” at the top of the page from time to time. This is just a gentle notice that you haven’t deposited enough cash to complete all the transactions you’ve added to the portfolio. It’s the same idea as you having to put money in a trading account before you can buy stocks. You simply click “Correct now”, and the system will automatically add a deposit to your portfolio. This won’t affect your returns, only completing the process.


How can I add a new portfolio?

After logging on to Jitta Portfolio (Beta), click Add Portfolio, enter a name for your new portfolio and select a default currency. Then click Create Portfolio.

 


How to add a transaction?

You can record your buy/sell transactions, cash deposits, dividends and more, by clicking on a portfolio you’d like to make changes to and click Add Transaction.

Then fill in the following information.

  • Date of transaction
  • Type of transaction, such as buy, sell, deposit, withdraw and dividend
  • Stock Symbol has to follow this format MARKET:SYMBOL (e.g. NASDAQ:AAPL). Here are the abbreviations for other markets
    • United States: NASDAQ, NYSE
    • Thailand: BKK
    • Singapore: SGX
    • Japan: TKO
    • Vietnam: VNM
    • Hong Kong: HKG
    • United Kingdom: LON
  • Shares refer to the number of stocks you bought/sold (no comma needed)
  • Price per share or amount of money deposited/received as dividend (no comma needed)
  • Commission
  • Note


Why are the prices on Jitta Portfolio (Beta) different from the data on Streaming?

We use yesterday’s closing prices, not real-time, to calculate the gains of your portfolios, thus, the differences.


What is “Warning!: Allocation is incorrect due to unbalance cash”?

Every day, our system checks the balance in each portfolio account. Your cash deposit must be equal to or greater than the sum of your investment like you’d have to deposit enough money in your trading account before you can invest. If not, this notification will appear. You can either add a deposit transaction or simply click “Correct now” to let the system auto-add a deposit of the missing amount to your account.


Where do I find Gainers and Losers in the portfolio?

On the first page of Jitta Portfolio (Beta), you’ll see an overview of your investment portfolios. Simply click on the portfolio you would like to view.

Then click on the Statistics tab on the top right corner and you’ll see Gainers and Losers on the bottom of the page.


Where can I view my asset allocation?

On the first page of Jitta Portfolio (Beta), you’ll see an overview of your investment portfolios. Simply click on the portfolio you would like to view.

Scroll down you’ll see your asset allocation depicted in a donut chart.

What is Jitta Factors?

Jitta Factor is a compilation figure that analyzes the five key elements of a business:

1. Growth Opportunity indicates business growth -what stage is the business in and how much more can the company grow. A high score indicates that the business is still in its growth phase.

2. Recent Business Performance indicates business performance in the last four quarters. A high score in this category suggests that the business is growing strongly.

3. Financial Strength indicates how strong a company is financially -the higher this figure is, the stronger a company is financially.

4. Return to Shareholders indicates how well a company is able to return wealth back to its shareholders. The more return, the better (it this value is too small, it means that management doesn’t care enough about the shareholders’ benefits).

5. Competitive Advantage indicates a company’s ability to compete -the higher the value, the better.

Tutorial: Stock Summary

Get a quick overview of any stocks with this widget. You can look back over the past ten years and see trends in Jitta Score, Jitta Line and stock price. Also on display are a Loss Chance and a percentage indicating how expensive or cheap the stock is compared to Jitta Line.

Screenshot 2017-08-02 at 3.20.05 PM.png

1. Click on interested stock to see the summary of stock that include or its financial data.

2. STOCK SUMMARY include as follows:

  1. Jitta Score is a rating from 0 to 10 of company’s business performance which 10 is a company with very good business performance.
  2. Below/Above Jitta Line will tell you that the stock is trading above or below its intrinsic value.
  3. Current price and Loss Chance (it should be below than 40%)
  4. This graph compare between market price of stock and Jitta Line within past 10 years.
  5. You can click on ‘Follow’ button to update an information of that stock.

Now, take a look at our simple chart containing visual representations of Jitta Line (dash line), the stock price (blue line) and the volume. After pressing on the graph, Jitta Score will change every month with its business performance.

3. JITTA RANKING: This widget shows you where your favorite stock is on Jitta Ranking—a system that arranges every stock in a particular country in order of its investment potential. The ranking is determined largely by Jitta Score, Jitta Line and recent business performance. You can view the ranking by sector, industry and country.

4. HISTORICAL JITTA SCORE: Find out how well and consistent a company’s business performance has been throughout the past ten years based on Jitta Score. High scores are undoubtedly better, but don’t forget to look for consistency as well.

5. RELATED STOCKS: Find out which other companies are competing with the business you’re interested in. This widget shows you stocks with a similar business to the one you’re looking at, as well as stocks within the same sector and industry for you to explore. Who knows, they could make a better investment!

6. JITTA FACTORS: Here are the five important business attributes that make a company wonderful, graded and color-coded for you. Scores range from 0 to 100; the higher the score, the better. Only the numbers from the financial statements that are relevant to each Jitta Factor are used in the calculation.

7. JITTA SIGNS: Key business strengths and weaknesses, extracted from the financial statements and presented to you in an easy-to-understand format. Wonderful companies exhibit consistent strengths (green) and minimal weaknesses (red). When the numbers are nothing particularly negative or positive, Jitta Signs won’t be visible.

8. To look more deep detail of Jitta Signs, clicking on that sign would show a calculated number which relate to the sign.

9. JITTA ALERT: Be notified when it’s time to buy. You set your preferred market price here, and the system will send you a notification when the price of a followed stock hits the spot. This will help you focus on selecting great businesses and taking action when the time is right.

10. To set ‘JITTA ALERT’, clicking on ‘ENABLE’ and choosing the range of price (Below/Above Jitta Line by x%) will notify through email.

11. KEY STATS: Always invest in the cream of the crop. Our Key Stats helps you compare stocks within the same sector and industry. See if your favorite stock is doing better than the sector or industry average, and find out how overpriced or undervalued it currently is compared to its competitors. 

12. COMPANY DESCRIPTION: All the important numbers to look out for in one place. We’ve pulled these statistics from the financial statements so you get an overview of the company’s fundamentals and its current standing in the stock market right away.

13. MY NOTE: Make notes of all important facts about a company here, and you can access all the information you’ve been researching in one place. Over time, you will have better understanding of the stocks you are investing in, and whatever decisions you need to make will come much easier.

Screenshot 2017-08-02 at 6.24.40 PM.png

14. To adjust the template, click on ‘CUSTOMIZE’ on the top right corner.

Screenshot 2017-08-07 at 2.37.08 PM.png

15. Now, you will find ‘OTHER WIDGETS’ at the bottom of the page.

Screenshot 2017-08-07 at 2.39.33 PM.png

16. You would find many more widgets to use as follows:

  •  Followed Stocks: The one tool to keep track of stocks and manage your portfolio. Here are the top five stocks you’re following ranked by Jitta Ranking, our algorithm that arranges stocks in order of their investment potential. When you know which stocks are worth investing in the most, you can adjust your portfolio accordingly.
  • Tag: Organize stocks based on your own categories to save time and simplify your investing processes. The more time you can save with these little things, the more comprehensively you can analyze each stock.
  • Volume Changes: If you want to know how much of a given stock has been traded on the stock market and how it has changed from day to day, this is the widget you need. The data is updated daily at the end of every trading day.
  • Analyst Estimates: When past performance isn’t enough for you to decide which company to invest in, this widget tells you what lies in store for a particular company, based on a professional analysis by Thomson Reuters. The information is updated daily.
  • Company Snapshot: All the important numbers to look out for in one place. We’ve pulled these statistics from the financial statements so you get an overview of the company’s fundamentals and its current standing in the stock market right away.
  • ManagementKnow who’s running the business you’re investing in. This widget shows you who are on the management team and are the driving force behind your favorite company.
  • Market Statistics: In order to gain a clear picture of how well a certain business is performing on the stock market, you need to look to broad indices as benchmarks. This widget allows you to do the comparison in one glance by showing the changes in the index value and the stock price side by side.
  • Valuation Measures: How much should you pay for that stock? There are a multitude of valuation measures that can point you to the most definite answer. We pulled those various indicators from the financial statements and string them together into one useful widget. Because, why not consider them all?
  • Support Center: Have questions about Jitta’s methodology or usage of the website? Consult our FAQs here. Type in what you want to learn more about and the widget will come up with relevant topics you could explore, from the meaning of Loss Chance to how to invest small amounts and still reach your goals.
  • Revenue: Annual and quarterly look at a company’s revenues generated in the last five years (or five quarters).
  • Net Profit: Annual and quarterly look at a company’s net profits generated in the last five years (or five quarters).
  • Net Profit Margin: Annual and quarterly look at a company’s net profit margins generated in the last five years (or five quarters).

17. You can look at ‘more details’ of each widget and click on ‘ add to page’ to add into Stock summary page.

18. Click on ‘Save layout’ on the top right corner to update your own summary page.

Screenshot 2017-08-02 at 6.17.10 PM.png

19. If you want to delete a widget, click X on the top right of the box.

20. If you want to move/adjust a widget, just move the box to wherever you want then click ‘Save Layout’.

Screenshot 2017-08-07 at 2.44.20 PM.png

21. Furthermore, click ‘Customize’ then ‘Add page’ if you want to add more tab.

Screenshot 2017-08-02 at 6.17.47 PM.png

22. There are 4 types of page for you to choose as follows:

  • FINANCIAL: Simply add this page to access quarterly and annual financial reports—the income statement, balance sheet and cash flow statement, all available for your perusal on a single page.
  • HISTORICAL DATA: Make sure you’re on the right side of the trade with this page. Changes in stock prices and trading volumes within the past 120 days are displayed to help you spot a signal of upward or downward momentum before anyone else!
  • COMPANY PROFILE: Here’s a quick way to learn more about each company. The Profile page contains a company description, a list of its management team members, a brief overview of its business and performance, and its estimated value.
  • BLANK PAGE: For the indie investor with a system of your own, this is an empty canvas on which you can arrange widgets in any orders that satisfy your thirst for information.

23. Add page that you want.

Screenshot 2017-08-07 at 2.48.09 PM.png

24. Click on ‘Save Layout’, then that page will appear on the right side of summary page.

25. If you want to delete the tab, click on bin icon to remove the page then ‘Save Layout’ again.

Screenshot 2017-08-07 at 2.49.59 PM.png

Tutorial: Jitta Playlist

Get a head start on your investment journey with our stock screener through one intelligent tool: Jitta Playlist. You can use Jitta Playlist to look for stocks with the exact qualities you desire as well as to manage your portfolio. It’s versatile and easy to use. Just follow our tutorial below.

1 new.png 1. In the PLAYLISTS section on the HOME page, you will find two sub-categories: ALL and FEATURED PLAYLISTS. (The third category, MY PLAYLISTS, will appear after you’ve created your first Playlist.)

  • FEATURED PLAYLISTS are sets of screening criteria Jitta has prepared for everyone based on popular investment strategies, including:
  • Dividend = Stocks likely to give you more dividends as time passes.
  • Cash cow = Stocks with consistently increasing cash flows from operating activities.
  • Share buy-back = Stocks that buy back common shares, leaving you with a larger share of the profits.
  • Cigar butt = Decent stocks that are highly undervalued.
  • Turnaround = Mediocre stocks with positive signs of improvements within the past three quarters.
  • Growth = Undervalued stocks whose net profits have been surging for the past three years.

2. When you click on a selected Featured Playlist, you’ll see 1) SCREENER for more criteria to screen your stocks 2) SORT BY for reordering stocks by a different criterion 3) List of stocks in selected country’s stock exchanges.

3.  Jitta’s advanced SCREENER on the left corner allows you to filter stocks with:

  • Numbers and ratios from the financial statements
  • Jitta indicators, such as Jitta Score, Jitta Line, Jitta Factors and Jitta Sign.
  • Financial trends, such as a five-year consecutive increase in dividend payout ratio

4. For tablet user, you would click on ‘Filter options’ to use screener.

5. By adding more countries, you would select ‘COUNTRY’ on Screener. After that, you will find list of all countries that Jitta provide with the number of total stocks on the right. Then, selected countries would be showed on the list of stocks. To cancel the selection, you would press the ‘RESET’ button to go back to initial.

Screenshot 2017-08-02 at 2.58.02 PM.png

6. To narrow searching criterion, you can click on ‘ SECTOR’ button to choose a general segments which companies are categorized in the economy e.g. Consumer/Non-Cyclical, Financial, Technology, Service, etc.

Screenshot 2017-08-02 at 2.58.30 PM.png

7. To be more specific grouping of companies with highly similar business activities, Clicking on ‘INDUSTRY’ will break down sectors into more defined groupings.

8. At the beginning, stocks will sort by Jitta Ranking. If you would like to change the order, clicking on ‘SORT BY’ on the top right corner will rearrange stocks by your criterion.

  • Jitta Ranking is a ranking of “wonderful companies at a fair price” based on Jitta Score and Jitta Line to show which stocks are the best investment opportunities right now.
  • Jitta Score looks at the past 10 years of business performance.
  • Above Jitta Line means that the stock is trading above its intrinsic value.
  • Below Jitta Line means that the stock is trading below its intrinsic value.
  • Recent Update arrange stocks by the latest update of financial reports to look at the impact on Jitta Score and Jitta Line

As a result, stocks will arrange from left to right and top to bottom.

9. If you would like to increase more criteria in Featured Playlist, clicking on ‘Save to my playlist’ will copy the feature of that playlist to your own.

10. Your playlist would rename to be ‘My Playlist’ automatically. You can edit to add more criteria such as Jitta Intel ( Jitta Score, Jitta Line, Jitta Factors, Jitta Signs, Jitta Ranking and minimum historical Jitta Score), numbers and ratios from the financial statements, etc.

11. Clicking on ‘Edit filters’ can add more criteria.

12. After clicking on ‘Edit filters’,  you can search a specific criterion such as cash conversion cycle, operating margin, net profit margin, dividend, etc.

 

Screenshot 2017-08-02 at 3.02.32 PM.png

13. Clicking on ‘Update’ will add the criteria that you choose into screener.

14. All stocks which match with the criteria will appear on the right hand side.

Screenshot 2017-08-02 at 3.14.56 PM.png

15. After rearranging the criteria, pressing on ‘Save playlist’ will record the function to be able to use next time. However, list of stocks will change due to their business performance and their market price.

25.png

16. Your saved playlist will appear in HOME page. If you want to rename your playlist, clicking on your playlist that is in ‘MY PLAYLISTS’.

Screenshot 2017-08-02 at 3.17.30 PM.png

17.  Pressing on (•••) which is above ‘SORT BY:’, then you can rename or delete your playlist.

27.png

18. That’s all! Top 30 stocks which pass criteria will be ordered from left to right and top to bottom.You can allocate your money to 30 sections to buy 30 stocks and hold until 12 months. After that, you will check your playlist that which stocks are still matched your criteria. You would sell stocks which are unmatched your criteria and buy new stocks which is matched your criteria instead. After investing the same strategy every year, your money will grow consistently.