Creating Custom Screens

Create stock screeners to help you identify stocks that meet certain criteria, from price to volume to fundamentals and analyst ratings. StreetSmart Edge® provides several Predefined Screens, which you can customize to your needs, or you can create new custom screen.

Custom and predefined screens can both be found in the Screener Plus tool. Read more about managing screens in the Screener Plus tool.

Create a New Screen:

1. Open a new screen by clicking New Screen in the Actions or right-click menu of the Screener Plus tool, or by clicking the + next to the row of tabs at the top of the tool.
2. The tab of the new screen becomes editable so you can give it a name. You can rename a screen later by right-clicking on the tab and selecting Rename.
3. Each screener tab has a Criteria and Results sub-tab. Click the Criteria tab to choose the parameters for your screen.
4. Six types of data are available for use in your screen:
• Basic: Price and volume data
• Analyst Ratings: Schwab Equity Ratings, as well as aggregated ratings
• Company Performance: Revenue, earnings, and growth data
• Price Performance: Price changes and returns over varying periods of time
• Metrics: Dividends and P/E ratios
• Technicals: SMA, EMA, RSI, and other technical indicators
• For descriptions of all the screener criteria, see Screener Plus Column Descriptions.
5. Check a criterion to add it to the screen. When checked, several options will appear, depending on the type of data, to further customize the screen. Two links, Range and Buttons, display.
• Range: Choose Range for the most flexibility, as you can completely customize the filters used on the criteria, as well as add multiple filters where applicable.
• Buttons: A simpler approach, the Buttons view offers a pre-set choice of ranges from which to choose.
6. Specify either the Range (or multiple ranges by clicking Add Another Filter) or select one of the Buttons with pre-set ranges.
7. Add as many criteria as desired, then add any data columns you wish to see in the Results, but aren't part of the filtering by checking them in the Display column ONLY. For example, if you are doing a Volume-based filter, but want to see the Last Trade price in the results, just check next to Last Trade in the Display column.

TIP: You can also display entire groups of data, such as all Analyst Ratings, by checking Display next to the group name. If Display is checked next to the group name, it means all criteria in that group will display in the results. If the Display box is filled in, it means only certain criteria in that group will display. Expand the group by clicking the yellow arrow to see which criteria will display.

8. As you adjust the criteria for your screen, the Criteria Matches column will show how many stocks overall meet that individual criteria. The Screen Matches column will show how many matches meet ALL the criteria selected so far.
9. Additional settings you may wish to adjust on your screen:
• Update Rate: You can set your screen to update its data anywhere from Never to every hour to every 15 seconds.
• Display settings: At the bottom of the Criteria tab, select how you want the results to display.  You can view the top or bottom results, with as low as 10 results, and up to 50 results. Then choose which criteria you want the results sorted by, keeping in mind that the sort order does not have to be a column in the display.
10. When you are finished, click Save Screen in the bottom right corner. This will save it to the Schwab servers for later retrieval. If you want to save the screen to your computer, right-click on the screen and select Save [screen name] as File.

Edit a Custom Screen

To edit a screen you created, simply go to the screen's Criteria tab, make the necessary changes per the steps above, and save the screen.