Importing a Screener

Introduction

This section describes how to use the Screener Management window to import a screener.

The first option enables you to a import a screener that was previously exported from Stock Rover. If you have many screeners or many iterations of a screener, you can save the screeners offline for later import and use.

The second option is importing screeners from the Investors’ Library. The Investors’ Library is a repository for investment research resources, including an extensive collection of screeners that cover many different investment strategies.

Importing a Screener From a File

To import a screener that was previously exported from Stock Rover, launch the Screener Management window by selecting Screeners in the grey navigation menu. Once in Screener Management, right-clicking on Screeners and selecting ‘Import Screener’ opens the Import Screener window.

Import a Screener

While in the Import Screener window, click on ‘Browse’ to search for the screener file to import. Once a screener file is selected, the screener’s name, description, and screening criteria are displayed.

Import a Screener

Clicking ‘Import’ loads and runs the screener in the Screener Management window.

If you change the imported screener’s criteria and later want to revert to the original, reimporting the screener overwrites your changes with the original screener criteria.

Import a Screener

Importing a Screener From the Investor’s Libary

Launch the Screener Management window by selecting Screeners in the grey navigation menu. Selecting ‘Import Library Screeners’ brings you directly to the Screeners section of the Investor’s Library.

Import a Screener

The Screeners panel populates with the list of the available screeners in the Library. To sort the screeners by name, creator, or creation date simply click on the column headers. Screeners that are greyed have already been imported.

When a screener is selected from the Investor’s Library, the screener’s description and criteria appear in the lower panel. Please note the importing of multiple screeners simultaneously is supported.

Import a Screener

Clicking ‘Import’ loads the screener(s) into the Screener Management window. If you change an imported screener’s criteria and later want to revert to the original reimporting the screener overwrites your changes.

Import a Screener


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