How to Create a Stock Screener

Screeners

A screener answers a point-in-time research question: which securities in this universe satisfy these conditions now?

Screeners do not keep false/true state and do not schedule notifications. When you need a condition to be monitored for a new match, use a Market Automation.

Create or run a screener

1. Open Screeners and choose a template or create a new screener.
2. Select an equity/ETF universe such as a standard list, sector, or custom symbols.
3. Build the criteria from supported price, quote, financial, standard-indicator, or custom-indicator inputs.
4. Run the screener and inspect the matching rows. Save it if you want to reuse the definition.

Understand the results

A result means the available data made the expression true during that run. It does not predict a price move and is not an investment recommendation. Inputs can update at different frequencies, so review both the condition and the data interval.

Saved results can refresh while the results view is open. Use filters to narrow the grid and add supported indicator columns to compare the current matches.

Work with matching securities

• Open a symbol's chart or detail view.
• Add selected symbols to a watch list.
• Add indicator columns to the results.
• Export the available grid data from the desktop workflow.
• Select rows and open the multi-security trade workflow.
• Use a screener definition as the starting universe for a strategy where the product offers that action.