New Rover Feature - Compare Screener Runs

We have added a cool new feature to Stock Rover called the Screener Snapshot Facility. Screener snapshots makes it easy for you to see how the tickers passing a screener are changing over time.

With the snapshot facility you can compare a screener’s results against one or more past runs of the same screener. You can also compare a screener’s results to another screener’s results and see where the commonalities and differences lie.

The snapshot facility shows which tickers appear in all runs, and which tickers only appear in some of the runs, breaking it down by which tickers appear in which runs.

A special capability emerges when comparing two runs of the same screener on different dates. New tickers that meet a screener’s filtering that didn’t in the past are grouped and are highlighted in green. Tickers that met the criteria in the previous run, but no longer meet the criteria are grouped and highlighted in red. Tickers that passed both are grouped together, but not highlighted.

All of the new capabilities are described below.

Please note:  the Screener Snapshot Facility is available to Premium and Premium Plus subscribers.

Taking a Snapshot of a Screener

The first step in using the Screener Snapshot Facility is taking a snapshot of a screener run. Doing this will capture a moment-in-time list of all the tickers that currently meet a screener’s filtering criteria.

The snapshot is saved as a watchlist in a specially named format using the screener name and the date the snapshot was taken. It is automatically stored in the Screener Results watchlist folder.

To take a snapshot of a screener, you begin by right-clicking on a selected screener in the Navigation panel and selecting ‘Snapshot Screener Results’ from the drop-down menu or clicking ‘Snapshot Screener Results’ under Screener Actions.

A message will confirm you are creating a screener run using the naming convention
screener name yyyy-mm-dd and that it will be placed in the Screener Results folder under Watchlists.

Below we see a newly created screener run with the results of the Capital Efficiency screener as of May 9th, 2024 showing in the Table. Note there are also screener results as of May 13th 2023, and as of May 11th, 2022.

Using the Group By Watchlist Feature

Next, we make sure we are in Table Layout and we group the screener runs so that we can see the change in screener results.

1. Using the checkbox feature we select the desired screener runs
2. We then right-click on any column in the Table and select Group By ➡ Watchlist

When two screener runs are selected:

1. Tickers that drop from a screener run will be grouped in red
2. Tickers that are persistent are grouped with no color
3. Tickers that are new to a screener run will be grouped in green

When more than two screener runs are selected, the tickers are grouped by concurrent screener run. A tooltip shows the screener runs associated with the ticker.

Summary

The ability to compare a screener’s results against one or more past runs of the same screener is a powerful addition to Stock Rover.

Using this feature, you can quickly see which tickers are new to a screener, which ones are persistent, and which tickers dropped from a screener.

You can likewise analyze multiple screener runs and determine which tickers are continually meeting a screener’s criteria.