User Tools

Site Tools


screen_stocks_with_the_screener_assistant

How to Screen Stocks Using the Screener Assistant

The stock screener allows you to filter stocks according to custom conditions. It is available in every watchlist and source folder.

Step 1: Select the Watchlist to Screen

In the sidebar, select the watchlist or source folder in which you want to screen stocks1).

Step 2: Open the Screener Assistant

At the bottom of the list-view, on the right side of Filter when:, click on the drop-down button.

A menu appears: click Assistant….

Step 3: Create the Screening Condition

A screening condition is made of one or more comparisons. To enable an additional comparison, single click on the corresponding AND: checkbox on its left.

Use the drop-down menus to select the left and right operands of each comparison, then choose the appropriate comparison operators.

Click OK to finish and create the screening condition.

Step 4: Launch the Stock Screening

Check the Filter when: check-box.

Any needed ticker data is automatically downloaded, then the screening is performed.

1) It should preferably contain at least a few dozens of stock tickers.
screen_stocks_with_the_screener_assistant.txt · Last modified: 2014/08/02 06:29 (external edit)