Screening a Table

Introduction

This section describes how to use the Screener Management window to interact with the Table.

You can direct the results of a screener run to the table via either of the two the ‘Run in Table’ options. Or you can filter or score the current contents of the table with a screener via the ‘Filter Table’ or ‘Score Table’ option.

Sending screener results to the table allows you to take advantage of a flexible spreadsheet-like paradigm for viewing tickers and their data.

Filtering from a table allows you to apply a screener’s criteria against a populated table of stocks and ETF’s, such as portfolio, watchlist, or sector.

screener a table introduction

Run in Table Using Screener Filters

Clicking on ‘Run in Table (Screener Filters)’ outputs the screener results to the table in a dynamically created view called ‘Screener Filters’ that automatically includes each screener filter as column in the table.

This is a powerful feature that lets you see and manipulate the results of a screener in the table with the screener criteria as columns.

Note that Freeform Equations are not able to be displayed in the table. To do this a corresponding custom metric would need to be created and added to a view of the table.

Run in Table Screener Filters

Run in Table Using Current View

Clicking on ‘Run in Table (Current View)’ outputs the screener results to the most recently loaded view in the table. The ‘Run in Table’ button is dynamic and will change to reflect the name of the most recently accessed view. Below is the result of clicking on ‘Run in Table (Financial Health)’.

Run in Table Last View

Filter Table

Clicking on ‘Filter Table’ filters the most recently loaded table using the screener criteria. The ‘Filter Table’ button is dynamic and will change to reflect what was most recently loaded into the table. This enables you to apply filters from a screener to any defined population of stocks and ETFs, such as a portfolio, watchlist, or sector. For more on how filters work, see the Filter Section of the help documentation.

Below is the result of clicking on ‘Filter Table (My Watchlist)’. The results of the screener filter appear in the table and the filters appear in the white bar below the views bar and above the table. The number of active filters is displayed at the top of the page in the blue bar.

Note that Freeform Equations are not applied as screener filter criteria.

Screen last table

Score Table

Clicking on ‘Score Table’ scores the most recently loaded table using the screener criteria. The ‘Score Table’ button is dynamic and will change to reflect what was most recently loaded into the Table. This enables you to score any table populated with a portfolio, watchlist, sector, industry or an ad hoc ticker list.

Below is the result of clicking on ‘Score Table (Agricutural Inputs)’ where each of the tickers in the Table is scored against the criteria of My Screener (1). A score of 100% 4/4 means the ticker met all criteria.

Screen last table


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Managing a Screener Scoring a Portfolio or...