Quick overview of the Screener’s functionality - things you need to know before getting started
To start working in the Stock screener, go to the screener from the main menu:
There are several blocks available in the screener:
1 - Name of the screener. When clicked on, it opens the screener menu.
2 - The top filter panel located above the table.
3 - Table and elements of working with it: a set of columns, adding columns and a sorting menu.
4 - Gear button, which contains screener settings.
Block 1 - Screener Menu
The screener templates menu contains the following features:
- Revert to the default template, no active filters;
- Export screener data;
- Save and work with your own templates;
- Load popular templates.
A menu with features opens when you click on the template's name. The Popular screens section contains popular templates with filters:
Block 2 - Filter panel
The filter panel is located above the table:
There are several features available on the panel:
- Create and add filters to the panel:
- Remove a filter from the Quick Access Toolbar:
- When you click on a filter, a selection of the most popular default filter values is available for quick symbol analysis:
- To create a custom filter, select the Manual setup action:
- In the top panel, you can scan symbols by market. More detailed information can be read here .
Block 3 - Table
Below the filter panel, there is a block with a table.
Available in the block:
- Selecting a set of columns;
- Adding a new column to the table;
- Selection of active sorting through a special menu or by clicking on a specific column;
- Editing column parameters;
- Removing a column from a table;
- Moving a column position in a table.
You can read more information here.
-When you click on the column header, column options, sort selection and moving the column position in the table are available:
Block 4 - Screener settings
There are several features in the screener settings:
Automatic table update every minute:
Expanded list of features for converting financial indicators into different currencies:
Please note that Conversion is only available on ETF and Stock Screeners.