Learn how to use the Screener to search for stocks based on conditions you set.
Creating a screener from scratch
- Scroll down to the New Screener tab on your Screener page
- Click + Add More Conditions
- Set the condition by:
– Selecting the metric
– Selecting the inequality symbol
– Entering the value
– Checking the Mandatory box if this condition must be met
Tip: Clicking on Show Advanced Condition Types will reveal more complicated variations - Click Add Condition
- Optional: Add more conditions by repeating steps 2-4
- Optional: Select the exchange, target stocks, and the minimum number of conditions that a stock needs to meet
- Click Run
- View the stocks that fulfill the conditions in the Results tab
- Optional: To save, enter the Screener Name and click Save Screener
Using a publicly-shared screener
- Click on the screener name on the Shared Screeners page
- The screener and its conditions will be loaded automatically on your screener page
- Click Run
- View the stocks that fulfill the conditions in the Results tab
- Optional: You can + Add More Conditions or delete a condition by clicking on
- Optional: To save, edit the Screener Name if you like and click Save Screener
Loading a saved screener
- Click on the screener name in the Saved Screeners tab on your Screener page
- The screener and its conditions will be loaded automatically in the Current Screener tab
- Click Run
- View the stocks that fulfill the conditions in the Results tab
- Optional: You can + Add More Conditions or delete conditions by clicking on
Tip: Any conditions added or removed from a saved screener are automatically saved
Tip 2: Click Update Screener to save changes to the exchange, target stocks, and the minimum number of conditions to pass