Update a Screener

To update a screener, you can right-click on the screener in the Navigation panel and select ‘Update Screener’ from the drop-down menu or with the screener selected in the Navigation panel go to the Actions menu and select the screener and then select ‘Update Screener’.

Update screenerUpdate screener

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

Update screener

Note that you can see how many stocks pass the screener dynamically as you edit the criteria. You can also toggle different filters on or off to see how results change. The screenshot below highlights the icon and you view the results right underneath that window.

Update screener

Equation Screeners Delete a Screener