Managing a Screener

Introduction

This section describes using the Screener Management window, which allows you to do everything you need to do for screening in one place. For example, you can organize, update, run, chart, export screeners from here.

Launching the Screener Management Window

Clicking on Screeners in the grey menu bar launches the Screener Management window.

launching screener manager

The Screener Management window has three sections. The upper left contains the current list of screeners. The lower left contains a structured list of quick links for various screener functions, including running screeners, managing screeners, and getting help.

The main window in the right is loaded with the details of the selected screener from the screener list. Here you can update the screener, run the screener and perform various other functions such as charting the screener or running the screener against a selected portfolio or watchlist to see which tickers pass and fail and why.

screener manager display

Copying a Screener

Right-clicking a selected screener in the Screeners panel and selecting ‘Copy Screener’ from the drop-down menu or clicking ‘Copy this Screener’ in the Screener Links panel initiates a copy.

Screener manager copy

Deleting a Screener

Right-clicking a selected screener in the Screeners panel and selecting ‘Delete Screener’ from the drop-down menu or clicking ‘Delete this Screener’ in the Screener Links panel initiates a delete. This action is permanent.

Screener manager delete

Exporting a Screener

Right-clicking a selected screener in the Screeners panel and selecting ‘Export Screener’ from the drop-down menu or clicking ‘Export in Stock Rover Format’ in the Screener Links panel initiates an export.

Screener manager export

The export downloads the screener to a txt file, which is importable into Stock Rover. The export file also displays a readable version of the screener criteria, as shown below.

Screener Criteria

Charting a Screener

Clicking on Chart in the Screener panel of the Screener Management window switches to the chart layout.

Screeners

Stock Rover charts the screener as if it were a portfolio with an equal dollar weighting for each holding. Additionally, via internal rebalancing, the equal weighting is maintained each day of the period that the screener is charted. Below we see a screener’s performance charted against the S&P 500 benchmark over a 1-year period.

To learn more about charting please see the Charting Overview.

Screeners

After charting, to get back to the Screener Management window, you can use the Browser back button or click on ‘Screeners’ in the grey menu on the left.

Organizing Screeners in Folders

Organizing your screeners into different folders allows you to group your screeners into different categories of your choosing. You can create as many folders as you like. For example Growth, Value and Momentum, or Ranked and Unranked. To enable screener folders, go to your user name in the top right corner, and in the drop-down menu select the ‘Preferences’ item.

screeners

In the window, check the box to enable screener folders.

screeners

All your screeners show in a ‘Default’ folder. Right-clicking this folder exposes a number of configuration options including rename.

screeners

Right-clicking on ‘Screeners’ and selecting ‘Create Folder’ from the drop-down menu creates a new folder.

screeners

Dragging and dropping the screeners into the different folders is supported, in addition dragging and dropping the folders themselves enables you to rearrange folder order.

screeners

Clicking on ‘Screeners’ in the Navigation panel displays a summary of each of the screener folder groupings in the Table, as shown below.

Screeners


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Updating a Screener Screening a Table