There’s more than one way to sort the data in Hedgefolios. The first step is to search the database using EVALUATE and MANAGE and the second method is to sort the search results.

After each One-Click or Custom search, Hedgefolios provides you with the search results in a sortable list. When you do a search in EVALUATE, the results default to the “Fundamental View” and for MANAGE searches, the results default to the “Technical View.” Fundamental View provides the Hedgefolios definitions for Size, Style, Income, Sector and Industry. Technical View shows the current signal, the signal entry price, the most recently updated price, percentage gain or loss, and the date and weeks since the signal was given. Often times, it is very helpful to toggle between the two views by changing the box located above the upper left corner of the search results.

The other way to sort the search results is to click on the column headings. By clicking on the headers, you can sort the data in alphabetical or numeric order and by clicking on the header again, it will sort in ascending or descending order. While there are many reasons to resort the data, I usually do this once a week to evaluate whether there are similar sectors or industries in the most recent signal changes. I will walk you through this example:
- go to MANAGE
- in the Custom Signal Changes section, select Signal Changes Since 4 Weeks Ago - then search
- then toggle to Fundamental View
- then click on the word “Industry” in the column header

Now the search results are grouped by industry so you can scroll down and see if there is any evidence of sector rotation within Hedgefolios signal changes. You can modify this sorting by changing any criteria in the Custom search section. For example, you might want to limit the search results to Down Signals. As soon as you hit search, the results will change but your most recent resorting preferences will be retained as long as you stay in the same section of Hedgefolios.

Hedgefolios presents up to 100 symbols on each page of search results in groups of 20. If your search generates more than 100 symbols, multiple pages will be generated. You can get to the other pages by selecting the page number (active pages in black and underlined), “Prev” or “Next” at the top and bottom of the search results. Once again, your most recent preferences for page number will be retained regardless of whether you toggle between Fundamental View or Technical View.