Add/Delete/Save Chart Profiles
Create multiple chart profiles for your analysis. Saved profiles will remember your settings: chart type, time frame including “Extend By 10,30,60 or 90 Days”, indicators, etc.
After you’ve set up your chart:
1. Click the ‘Save’ Icon
2. You’ll be prompted to Overwrite an existing profile or Save as a new profile**
3. Click ‘Save’ – (the box will disappear after a second or two)
That’s it!
You can remove unwanted profiles by clicking the [x] icon to delete, located next to the ‘Save’ icon.
**Note: Active Trader, Options, and Standard View are System views and cannot be altered or deleted. You will be prompted to save the new settings or overwrite a different view.
Heat Map & Spectrum Overview
For Example: Clicking on “Financial Services” industry portion on the map of the S&P 500, then “Credit Services” will yield another map of 8 companies: Visa, Mastercard, American Express, etc. Clicking on any of those boxes will display the Stock info at a glance. Notice the Navigation Icons such at The Score as well as those to add to a Watchlist or send to Research.
The “Spectrum” View maps the sectors within the Index, with the number of companies in (parenthesis) by the performance by the time-frame selected. You can drill-down by selecting the sector group, then industry and company.
Note: By selecting the “Go Big” Icon, 
, in the upper-right corner of the corner of the panel, expands the amount of information and navigational icons.
Scan - Smart search
The search box is found at the top of Find. It performs ‘smart searches’ by pulling all scans related to what is typed in. If you don’t know the name of the specific scan, but know it is related to Earning announcements, type “earning” and a list will populate showing scans that are about Earning. Typing “Bull” or “Bear” will bring up scans with “Bull or Bullish” or “Bear or Bearish” in their names, respectively.
Of course, you can also elect to search by clicking the arrow for a complete list of available scans in a drop-down search.
Don't Know the Symbol?
No Problem
You can search for symbols from several entry points including “Market” and “Watch”. Simply start typing all or part of the Company’s name and the system will proactively provide you with suggestions. You can use this feature anywhere including Insiders and Institutions.
For example, typing “Bank” in the Symbol box will bring up the stock symbols and names of companies with “bank” in their name.
Depending where you are in the Platform, clicking on the selected symbol while you are in:
The “Market” or “Watch” tab, it will be added to your currently open list of stocks.
The Dashboard of the “Research” Tab, it will automatically provide the top layer of information on the stock. As always, you are able to navigate to different areas or ‘drill down’.
Insider or Institutions of the “Research” Tab, the corresponding data will display, such as data by Quarter, the biggest buyers and sellers and more.
Save your Favorite Scans
Create your Customized Scan List
Star any scan to have it show in Feature > My Favorite Scans.
There are two ways to do this:
Simply click the star 
on the Tile View of the scans or on the header in the results view of any scan.
Favorites will be easily access from the Scan main page
The Other Lists
In addition to your Personal and Dynamic Watch lists, the platform also provides “Actives Watch lists” from which you can add results to a new or existing Watch list.
If you want to eliminate low price, low volume stocks, click on the appropriate header to sort, then you can either click/drag to highlight the ones you want to delete – or – click the Check icon from the navigational icons to select the ones to delete – or to send to Research or another Watch List. 
Inner Circle - Behind the Scenes
Insider and Institutional Activity.
Insiders’ and Institutions’ activities in a stock is a powerful tool.
Insiders: Our proprietary Insider Score looks at who the insiders are, how many there are, and how much stock is being bought or sold to derive a score algorithm.
Institutions: We monitor overall and individual institutions’ activities around a stock with historical comparison to evaluate the Institution Score. 
You have the ability to delve into as much information as you want by clicking on the ‘Detail’ box in “Insider Score” and “Institutions”. Find top buyers/sellers by week, month, 3 months, or one year. Search Institution Ownership by selected Quarter Report, newly added, reduced, current, top holders, etc. Dive deeper to gain insight into Institutions’ other holdings.
The information is easily accessible when you want it – just by the click of an icon, drop-down box, or arrow.
Past Scan Results
When viewing scan results, you can select a past date by clicking on the Calendar Icon, then the back arrow until you get to the month you want to search from. Click on the date you wish to view & the appropriate stocks will populate the screen.
The date you are searching will be displayed in the header
Note: Past Scans availability dates vary. When a new scan is added, the history is available from the day it was added to the platform going forward.
Multi-Select Stocks
Multi-select lets you choose a group of stocks. Once selected you can go to research, send to another list, create a new one, or delete from the list. This feature is also available in “Tile View”
You can also multi select using click/drag or control click in the List View.
Trade Transaction Types
Type of Transaction (from SEC Insider Form 4)
General Transaction Codes
P — Open market or private purchase of non-derivative or derivative security
S — Open market or private sale of non-derivative or derivative security
V — Transaction voluntarily reported earlier than required
Rule 16b-3 Transaction Codes
A — Grant, award or other acquisition pursuant to Rule 16b-3(d)
D — Disposition to the issuer of issuer equity securities pursuant to Rule 16b-3(e)
F — Payment of exercise price or tax liability by delivering or withholding securities incident to the receipt, exercise or vesting of a security issued in accordance with Rule 16b-3
I — Discretionary transaction in accordance with Rule 16b-3(f) resulting in acquisition or disposition of issuer securities
M — Exercise or conversion of derivative security exempted pursuant to Rule 16b-3
Derivative Securities Codes (Except for those exempt pursuant to Rule 16b-3)
C — Conversion of derivative security
E — Expiration of short derivative position
H — Expiration (or cancellation) of long derivative position with value received
O — Exercise of out-of-the-money derivative security
X — Exercise of in-the-money or at-the-money derivative security
Other Section 16(b) Exempt Transaction and Small Acquisition Codes (except for Rule 16b-3 codes above)
G — Bona fide gift
L — Small acquisition under Rule 16a-6
W — Acquisition or disposition by will or the laws of descent and distribution
Z — Deposit into or withdrawal from voting trust
Other Transaction Codes
J — Other acquisition or disposition (describe transaction)
K — Transaction in equity swap or instrument with similar characteristics
U — Disposition pursuant to a tender of shares in a change of control transaction