Lag, period, and multiplier

Also seen as: Advanced filter settings

How does Fincanva handle it?

• The unit is fixed by the filter — you enter the number, the filter decides whether it counts in Months Ago, Reports Ago, Quarters, Days, Bars, or Std Devs — so the same control means "four reports ago" on a fundamental filter and "twenty days" on a technical one.
• Lag is optional; leaving it at zero compares the metric at its latest reading.
• Period sets a window length (in Months or Years) for metrics that summarise a span rather than a single point.
• Multiplier scales the reading by the number you enter, and the panel's reset control, Reset to defaults, puts all three back to the filter's own values.
• Once applied, any non-default settings also show on the filter's chip — the inputs in parentheses, the lag in square brackets; see filter condition anatomy.

What do the lag and period units mean?

You set the number; the filter decides which unit it counts in.

Unit	Used on	Means
Months Ago	fundamental / price-history filters	shift the reading back by that many calendar months
Reports Ago	fundamental filters	shift back by that many financial reports (filings)
Quarters	fundamental filters	count in three-month reporting quarters
Days	technical / price filters	count in trading days
Bars	technical filters	count in price bars (data points on the chart)
Std Devs	technical filters	scale in standard deviations of the metric

The Period input is separate and sets the length of a windowed metric, in Months or Years.

What does it look like in practice?

A revenue filter in vs Lagged Self mode uses Reports Ago as its lag unit. Set the lag to 4 and the filter reads each company's revenue from four financial reports back — for a company reporting quarterly, roughly a year earlier — and compares it to the latest revenue. "Reports Ago" counts filings, not calendar time, so a company that files quarterly and one that files half-yearly are shifted by different spans for the same lag of 4.