Located under the Find Tab, the Advanced Screener is designed to allow the user to customize their own trade candidate searches.  Several hundred data points are available to select from, build your Screen, Save for future use and Edit as needed.

Screener is flexible – allowing you to create save as many Screen searches as you wish, edit as needed, even download results.  

The Screener feature differs from Scans, where candidates meet pre-defined criteria that can be further refined through filters, but cannot be changed or deleted.
Screens are user-defined, and 100% customized to the user’s specifications.  They can be edited, saved, and deleted.

Left Control Panel

New –  Create a new screener
Saved – Previously created and saved screens.  Saved screens can be edited for single use, saved as a new screen, or to overwrite the previously saved screen
System –  Templates available for use as starting points for new screeners.  While the System screens themselves cannot be modified, they can be used as a foundation for newly created screens that can be modified for personal use and saved.

Select your criteria

There are 3 Levels of Data.
Level 1 offers Basic Information to select from.  Level 2 expands upon what Level 1 offers.  Level 3 offers all available, in-depth selections.

After choosing your criteria, you’ll be able to set the parameters for each criteria selection on the next screen.

Click “Run Search”

Note: The order the criteria are selected, will be the order the selections are displayed on the next screen.  

The Results

The criteria selected in this example were Price ($50-200), Optionable, Score (Green or Yellow for each Icon), and 10-day Average Volume (5M-293M) resulting in 17 candidates.

From here, using the Icon Toolbar, candidates can be selected and:

  • Sent to Research for further analysis
  • Sent to an existing Watch List
  • Used to create a New list
  • Can be downloaded to a .csv file.

The Screen itself can be Saved (and named), or further modified – either by
adjusting the existing criteria or adding new data points – or a New Screen
can be created.
Additional data is accessible by clicking on “Company”, “Technical”, etc
above the list of candidates.

Icon Tool Bar – Hover Cursor over Icon to view function

Select one or more symbols
Send selections to Research
Create a New Watchlist with Selected Candidates
Send Candidate to an Existing Watchlist
Download to .csv file

System Screens are also available and new ones will be added.

The user can customize such screens and save to the platform just as any other

Candidates can be sent to Research, to a Watch List and/or
downloaded to a .csv file.

System Screens themselves cannot be modified and are designed to be
‘launching points’ for the user’s convenience if they wish to use them.

Note the colored bar graph of IV Range. It provides a ‘picture’ of where this
Stock/ETF is now for this datapoint.

Edit Screeners

Edit current, Saved or System Screeners by adjusting parameters of existing criteria using the slide bars, entering values in boxes, etc.

A Screener Update notice will appear prompting you to select “Run Search” after adjustments are completed.   Updated results will populate the left table.

From here, use the Icon Toolbar for further options: Select,  Add to Watchlist, Research or Download.

Toggle Criteria

The Toggle feature gives you additional flexibility in your Screener searches.

The ON position includes the selected criteria in calculating results.

The OFF position for that criteria will not affect the results when used to filter results. However, that data column will still be displayed with the other points selected.