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Screener

Save a screen and reuse it

Build a screen once, save it, and reload it any day with a single click.

Where: Screener -> Save scan / My Scans

If you run the same screen every morning, you should only build it once.

Save a scan

  1. Set up your filters and columns on the Screener
  2. Click Save beside the filter chips and give it a name. Saving from a preset starts with the preset's name, so "RS Leaders" with your own columns can stay "RS Leaders" or become whatever you call it.

Reuse it

Your saved scans live under Saved in the toolbar. Click one to reload its exact filters, sort and columns. Edit beside the chips changes the filters, and Save writes them back any time your criteria change.

Combine scans

Click Combine in the screener header and tick the scans or presets you want. The table shows every name that matches any of them, with a Scans column saying which. That is the way to screen for one setup or another: build each as its own scan, then combine. Up to eight at a time, and a run counts as one query.

Get told when a new name enters a scan

Load a saved scan or a preset and click Alerts in the header. Switch it on and you get an email the evening a new name enters that scan, checked after the close, with the same names the "new since" strip marks above the table. They show on Home and on your Watching page too. You can also tick the box when you save a new scan. Switch it off from the same button, or on your Watching page.

Build your own from scratch

Beyond the presets you can open the full filter editor and set your own thresholds across every section, from price and growth to insider, analyst, and institutional activity. See The screener filters, explained. A live match count updates as you go, so you know how tight your screen is before you run it.