Create or Import a Screener

Create a New Screener

There are a few ways to create a new screener. The first way is to select ‘Create Screener’ in the Start menu, either by saving it to the Start menu or searching for it.

create new screener through task wizard

This will bring up the screener manager (shown below). Here in Step 1 you can rename and add notes to the screener, or choose to make it ranked screener, in Step 2 you can select a metric, either by navigating through the folders or by using the Quick Select box, and add criteria for screening on the right, and it will automatically be added to the screener’s criteria in Step 3, where you can review the screener before clicking ‘Create’ in Step 4.

the screener manager

Note that you can see how many stocks pass the screener as you adjust the screener’s values. This is a time-saver over many other screening tools that require you to select all of your criteria and values prior to seeing how many stocks pass the screener.

You can also get to this manager by right-clicking on ‘My Screeners’ in the Navigation panel and selecting ‘Create Screener.’

Screener's drop-down menu

Another way to create a screener is to save Table filters as a screener. If you have any filters in place in the Table, you can click the ‘Actions’ button in the Table’s toolbar, mouseover ‘Save’ and select ‘Save Filter As Screener‘ from the drop-down menu. To learn more about Table filters, see the Table filters help pages section.

saving Table filters

Import a Screener

In Stock Rover, it is possible to import a Screener that was previously exported from Stock Rover. The file will be in .txt format. You can also import screeners from the Investors’ Library. To import a screener that is stored on your computer, click ‘Import Screener’ in the Start menu, or search for it in the Start menu by using the search box at the bottom.

right-click screener in navigation panel

This will bring up a window where you can navigate to the file that you want to import. Once you have found the file,the screener’s contents will load in the manager. After ensuring that Stock Rover read the screener correctly, click ‘Import’ and it will be added under ‘My Screeners’ in the Navigation panel.

importing a screener

You can also get to this window by right-clicking ‘My Screeners’ in the Navigation panel and selecting ‘Import Screener.’

importing a screener