Create a Screener

There are a few ways to create a new screener. The first way is to select ‘Create Screener’ after searching for it in the Search bar.

create new screener through task wizard

This will bring up the create screener window (shown below). Here you can rename and add notes to the screener, or choose to make it a ranked screener, add your criteria, and choose which Universe you want to run the screener against and select Equity Type. Note: Changing the Equity Type to ETF changes the available criteria to include dozens of Fund specific measures including Morningstar Rating and Expense Ratio.

the screener manager

Once you click ‘Add Criteria’ it will bring up a new window (shown below) where you can select a metric, either by navigating through the folders or by using the Quick Select box, and add criteria for screeening on the right, then click ‘Done’ so it gets added to the screener.

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.

the screener manager

You can also get to this manager by right-clicking on ‘Screeners’ in the Navigation panel and selecting ‘Create Screener’ or with Screeners selected in the Navigation panel and then go to the Actions menu on the top of the table, select ‘Screeners’ and then select ‘Create Screener’.

Screener's drop-down menuScreener'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 As’ 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


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