Updating a Screener

This section explains how to access the Screener Manager and update a screener’s criteria.

Launching Screener Manager

Clicking on Screeners in the grey menu bar launches the Screener Manager. You can then select the screener that you would like to update in the Screeners panel.

Update screener

Screener Manager will load the screening criteria for the currently selected screener. The preview pane displays a sampling of the tickers that meet the screening criteria.

Update screener

Updating a Screener

To update the screener’s criteria, select the desired metric, and click on the edit icon. When you have finished updating the screener, click ‘Save’.

Update screener

Note that as you edit the criteria you will dynamically see how many stocks pass the screener. You can also toggle different filters on or off and see how the results change. The screenshot below highlights toggling off one of the criteria and viewing the results change in the preview pane.

Update screener


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Equation Screeners Managing a Screener