Introduction to the Insider Trading Menu
The Insider Trading Menu has two general purposes:
- A stock screener for SEC Form 4 filings.
- Researching individual companies for executive and director transactions.
Navaigate to the Insider Trading submenu from the
stocks menu by typing
ins and pressing
enter. The features in this menu function only for companies registered with the SEC, that also trade in public markets.
How to use the Insider Trading Menu
The menu is contains three groups of functions for:
- Setting, viewing presets for the filter, and screening.
- Using with individual stocks.
- Filtering all submitted SEC Form 4 records by defined metrics.
The last of these groups encompasses the majority of commands in the Insider Trading submenu. They are for scanning the entire market based on the description listed next to the command.
lcb - Latest cluster buys:
--export argument attached, data from this menu can be exported as CSV, JSON, or XLSX files.
lit - Latest insider trades from all filings:
tispm - Top insider sales from the last month:
view will list the available presets to use as a screener. The screener uses
.ini files which can be modified by the user to create custom presets. Find them in the local installation folder, under:
~/OpenBB/openbb_terminal/stocks/insider/presets/. The default preset is
whales, which targets trades over $500K in the last two weeks. Other included presets are for scanning individual industries as a group.
set command is used to select a preset. Autocomplete will assist the user and the arrow keys can be used to make a choice. Use the file
template.ini to build a custom preset. Changes made to an existing
.ini file will be effective the next time the
filter command is run.
filter will screen based on the selected preset.
With a ticker loaded the
lins commands are available.
Using the Retail-Trade preset:
Using the Guided-Missiles preset:
act shows recent trading activity plotted with the price:
The latest purchases from insiders of penny stock companies:
exe insider_demo.openbb, from the Main Menu, to play a demonstration of the features in the OpenBB Terminal.
Back to: Introduction to Stocks