Saving Screener Results

Each time you run a screener, it runs with the most recent market data and pricing data. Consequently screener results can change each time you run the screener. If you would like to “freeze” the results of a screener, the screener results should be saved in a Watchlist or Portfolio. To do this, click the ‘Actions’ pull down menu at the top of table, then select ‘Save Table as…’ to save the returned list of tickers as a Watchlist or a Portfolio.

Save Table

When ‘Save Table as…’ is clicked, a new window will appear where you can name the Watchlist or Portfolio. If you want to track the performance of the screener results going forward it would be a good idea to add the date the screener was run to the name of the watchlist as see in the example below. If you would like to make any changes to the results, click the ‘Customize’ button to edit the results.

Save Table


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