Screening a Table

Introduction

This section describes how to use screeners to interact with the Table.

You can use a screener to filter or score what is currently loaded into the Table. Filtering enables you to reduce the number of tickers displayed in the Table to only those that meet the screener’s filter criteria. Scoring a Table against a screener means you can see how well each of the tickers in the table score against a screener’s criteria.

Filtering the Table with a Screener

If you right-click on a screener in the Navigation pane and select ‘Filter Table’, the screener’s filtering criteria will be applied to the contents of the table.

The ‘Filter Table’ menu item is dynamic. The name will change to reflect what was most recently loaded into the Table. This enables you to apply filters to anything the table can hold, including individual portfolios, watchlists, sectors, industries, indices, an ad hoc ticker list, or even the results of another screener.

For more on how filters work, see the Filter Section of the help documentation.

Below is the result of first loading the watchlist ‘My Watchlist‘ in the table and then right-clicking on the Top Stocks screener in the Navigation pane and selecting ‘Filter Table’. The screener 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.

Screening the Table

Scoring the Table with a Screener

Right-clicking on a screener in the Navigation pane and selecting ‘Score Table’ scores the most recently loaded table using the selected screener’s criteria.

The ‘Score Table’ menu item is dynamic. The name will change to reflect what is most recently loaded into the Table. This enables you to score anything the table can hold, including individual portfolios, watchlists, sectors, industries, indices, an ad hoc ticker list, or even the results of another screener.

Below is the result of first loading the watchlist ‘Top 20 S&P 500 Dividend Growers‘ in the table and then right-clicking on the Dividend Growth screener in the Navigation pane and selecting ‘Score Table’. Each of the tickers in the Table is scored against the screener criteria for Dividend Growth.

In the example below, Fifth Third Bancorp achieved a score of 100% (7/7), which means the ticker met all seven of the screener’s criteria.

Score the Table


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Historical Data Table Action Menu