Screener Plus and Sectors

The Screener Plus and Sectors tool can help you identify securities meeting certain criteria by setting up Custom Screens, as well as providing a variety of Predefined Screens. This tool integrates the following 3 tools that were previously separate within StreetSmart Pro:

Stock Screener
Sectors- See more on the Sectors screener tab, which has different columns and settings than other tabs.
Top 10

Get a demonstration and more information on the Screener Plus and Sectors tool.

Each screener has two sub-tabs showing the Criteria used to generate the screen (select View Description from the Actions or right-click menus to quickly read the screener description) and the Results of the screen.

TIP: You may display up to 12 Screener Plus and Sectors tools with up to 20 tabs in each. You can also save up to 20 tabs to the software (but save as many as you wish to a local hard drive using the Save as File feature).

Creating a New, Custom Screen: Start a new screen by clicking the + to the right of the screener tabs, or by selecting New Screen from the Actions or right-click menus. For step-by-step instructions on creating a new screen, see Creating Custom Screens.
Open a Predefined Screen: There are several different ways to open a predefined screen:

In the left-side panel, click the arrows to drill down through the pre-defined screener categories. Double-click the name of a screen to open it in a new tab.

Click the Actions button and select Open Predefined Screen, then select the screen you want to open.

Right-click any tab and select Open Predefined Screen.

Customize a Predefined Screen: You can edit predefined screens by going to the Criteria tab and making changes to the screen. Click Save Screen at the bottom to save your changes.
Close Screens: Hover your mouse over the tab label and click the X to close the tab. Or you can right-click on the tab and select Close [screen]. You can also close tabs from the Actions drop-down.
Rename a Screen: Right-click on the tab label and select Rename [screen] or double-click on the tab label. The label will change to a field you can edit. Type the new name for the tab and press Enter. You can also rename tabs from the Actions drop-down.
Save to Watch List: Save the results of screener to a watch list by clicking the Save to Watch List button at the bottom of the list. Open in the Watch List tool by right-clicking on a new Watch List tab and selecting Open Watch List.
Update Period: You can adjust how frequently most of the screens update by clicking on the Update drop-down and selecting a different period. Each one can have its own Update setting except Performance by Sector.

Customizing the Display

Rearrange Tabs: To change the order of the Screener tabs in your tool, click on a tab label and drag it to where you want the tab to be.
Streamline View: To conserve space, click the streamlined view icon, which collapses the tab row, and hides the Actions menu. While in streamlined view, access hidden tabs through the Tabs dropdown. To switch back to standard view, click the view icon again.
Sorting Rows: Sort rows by clicking the header of the column on which you want to sort. An arrow next to the column name indicates the sort direction (ascending or descending).
Customize Color Scheme: Choose from 162 different colors, accessible through the Action or right-click menu, under the Colors... setting.
Customize Font: Choose the font type, size, and bold or italic characteristics by going to the Action or right-click menu, and selecting Font...
Rearrange Columns: There are several ways to rearrange the columns displayed in the Screen Plus tabs:

You can click the column headers and drag them to another spot in the tab.
You can also right-click on a column header and choose a different column from the list of all available columns.

TIP: If the column you choose is not currently displayed in the tab, it will completely displace the column that was there. If it is already in the display, the two columns will swap places.

Screen Name	Pre-Defined Criteria
Top 10 Option Volume	Search Volume List for: Top 10 options whose... Current Price is greater than 0 Volume is greater than 0
Top 10 Option Gainers	Search Chg (Close) List for: Top 10 options whose... Current Price is greater than 0 Volume is greater than 0
Top 10 Option Decliners	Search Chg (Close) List for: Bottom 10 options whose... Current Price is greater than 0. Volume is greater than 0
Top 10 Volume by Underlying	Search Volume List for: Top 10 Underlying Securities whose... Volume is greater than 0
Top 10 Call Volume by Underlying	Search Volume List for: Top 10 Underlying Securities whose... Call Volume is greater than 0
Top 10 Put Volume by Underlying	Search Volume List for: Top 10 Underlying Securities whose... Put Volume is greater than 0
Top 10 Volume	Search Volume List for: Top 10 stocks whose... Current Price is greater than 5.00 Volume is greater than 250,000
Top 10 Gainers	Search Chg (Close) List for: Top 10 stocks whose... Current Price is greater than 5.00 Volume is greater than 250,000
Top 10 Decliners	Search Chg (Close) List for: Bottom 10 stocks whose... Current Price is greater than 5.00 Volume is greater than 250,000
Top 25 Gain AMEX	Search Chg (Close) List for: Top 25 stocks whose... Stock Exchange is AMEX Current Price is greater than 5.00 Volume is greater than 250,000
Top 25 Gain NYSE	Search Chg (Close) List for: Top 25 stocks whose... Stock Exchange is NGM/NGS Current Price is greater than 5.00 Volume is greater than 250,000
Top 25 Gain NASDAQ	Search Chg (Close) List for: Top 25 stocks whose... Stock Exchange is NASDAQ Current Price is greater than 5.00 Volume is greater than 250,000
Top 25 Gain % AMEX	Search % Chg (Close) List for: Top 25 stocks whose... Stock Exchange is AMEX Current Price is greater than 5.00 Volume is greater than 250,000
Top 25 Gain % NYSE	Search % Chg (Close) List for: Top 25 stocks whose... Stock Exchange is NGM/NGS Current Price is greater than 5.00 Volume is greater than 250,000
Top 25 Gain % NASDAQ	Search % Chg (Close) List for: Top 25 stocks whose... Stock Exchange is NASDAQ Current Price is greater than 5.00 Volume is greater than 250,000
Daily High Count	Search Daily High Count List for: Top 25 stocks whose... Current Price is greater than 5.00 Volume is greater than 250,000
Daily Low Count	Search Daily Low Count List for: Top 25 stocks whose... Current Price is greater than 5.00 Volume is greater than 250,000
Hitting Highs	Search Daily High Count List for: Top 25 stocks whose... Difference between High and Current Price is equal to or less than 0.13 Current Price is greater than 5.00 Volume is greater than 250,000
Yearly High, Near	Search 52 Wk high – Daily High List for: Bottom 25 stocks whose... Current Price is greater than 5.00 Volume is greater than 250,000
Performance by Sector	Shows performance data for each Sector, Industry, and Sub-Industry. Click the arrow to expand each row.
Change from Open	Search Chg (Open) List for: Top 25 stocks whose... Current Price is greater than 5.00 Volume is greater than 250,000
Increased Volume	Search % Volume Over 5 Day Avg Vol List for: Top 25 stocks whose... Average Vol - 5 Day is greater than 250,000 Current Price is greater than 5.00
Gap Up, Stay Up	Search Gap List for: Top 25 stocks whose... Current Price is greater than Open Gap is greater than 0.00 Current Price is greater than 5.00 Volume is greater than 250,000
Low P/E Gainers	Search Chg (Close) List for: Top 30 stocks whose... P/E Ratio is less than 15.00 Current Price is greater than 10.00 Volume is greater than 250,000
High P/E Top Losers	Search Chg (Close) List for: Bottom 20 stocks whose... P/E Ratio is greater than 50.00 Current Price is greater than 10.00 Volume is greater than 250,000
Small Cap Movers over $10	Search Current Price List for: Top 30 stocks whose... Current Price is greater than 10.00 Market Cap is less than 1000.00 Volume is greater than 250,000
Uptrend Breakout with Increasing Volume	Search % Volume Over 1 Month Avg Vol List for: Top 30 stocks whose... Current Price is greater than 10.00 Avg Vol - 6 Month is greater than 2500,000 High is greater than 20 Day High 15 Day SMA is greater than 50 Day SMA 10 Day RSI is greater than 30 Day RSI % Return on Equity is greater than 15.00 Avg Vol - 5 Day is greater than Avg Vol - 1 Month
Downtrend Breakout with Increasing Volume	Search % Volume Over 1 Month Avg Vol List for: Top 30 stocks whose... Current Price is greater than 20.00 Current Price is greater than 5 Day Low Avg Vol - 6 Month is greater than 250,000 15 Day SMA is greater than 50 Day SMA P/E Ratio is greater than 50.00 Avg Vol - 5 Day is greater than Avg Vol - 1 Month
Strong Stocks with 20% Retracement	Search Relative Strength List for Top 30 stocks whose... Current Price is greater than 10.00 Avg Vol - 6 Month is greater than 250,000 15 Day SMA is greater than 50 Day SMA 50 Day SMA is greater than 120 Day SMA 50 Day SMA is greater than 200 Day SMA Difference between 52 Wk High and Current Price (%) is less than 0.5 Current Price is greater than 50 Day SMA
15 Day SMA Crossing Above 50 Day SMA	Search Relative Strength List for Top 30 stocks whose... Current Price is greater than 25.00 Avg Vol - 6 Month is greater than 250,000 15 Day SMA is less than 50 Day SMA 50 Day SMA is greater than 120 Day SMA 50 Day SMA is greater than 200 Day SMA Difference between 15 Day SMA and 50 Day SMA (%) is less than 0.5 Current Price is greater than 50 Day SMA
15 Day SMA Crossing Below 50 Day SMA	Search Relative Strength List for Bottom 30 stocks whose... Current Price is greater than 10.00 Avg Vol - 6 Month is greater than 250,000 15 Day SMA is greater than 50 Day SMA 50 Day SMA is less than 120 Day SMA 50 Day SMA is less than 200 Day SMA Difference between 15 Day SMA and 50 Day SMA(%) is less than 0.5 Current Price is less than 50 Day SMA
Strong Fundamentals with Bottoming Price	Search Relative Strength List for: Top 30 stocks whose... Avg Vol - 6 Month is greater than 250,000 % Margin is greater than 17.00 % Return on Equity is greater than 15.00 % Return on Asset is greater than 10.00 % Dividend Payout Ratio is greater than 0.00 50 Day SMA is less than 200 day SMA Current Price is greater than 5.00
Climax Sell-off	Search % Volume Over 6 Month Avg List for: Top 30 stocks whose... Current Price is greater than 5.00 Low is less than 20 Day Low Avg Vol - 6 Month is greater than 250,000 15 Day SMA is less than 50 Day SMA Relative Strength is less than 20.00 % Held by Institutions is greater than 40.00
Uptrend and Currently Oversold	Search Relative Strength List for: Top 30 stocks whose... Current Price is greater than 20.00 Avg Vol - 6 Month is greater than 250,000 15 Day SMA is greater than 50 Day SMA 50 Day SMA is greater than 200 Day SMA %D is less than 35.00 %D Slow is less than 35.00
Downtrend and Currently Overbought	Search Relative Strength List for: Bottom 30 stocks whose... Current Price is greater than 20.00 Avg Vol - 6 Month is greater than 250,000 15 Day SMA is less than 50 Day SMA 50 Day SMA is less than 200 Day SMA %D is greater than 75.00 %D Slow is greater than 75.00
Oversold and Gaining Momentum	Search % Volume Over 6 Month Avg List for: Top 30 stocks whose... Current Price is greater than 10.00 Avg Vol - 6 Month is greater than 250,000 50 Day SMA is greater than 120 Day SMA 120 Day SMA is greater than 200 Day SMA 10 Day RSI is greater than 30 Day RSI 20 Day Momentum is greater than 40 Day Momentum Rate of Change is greater than 0.00 %D is less than 40.00 %D Slow is less than 40.00

Schwab does not recommend the use of technical analysis as a sole means of investment research.

Options carry a high level of risk and are not suitable for all investors. Certain requirements must be met to trade options through Schwab. Multiple leg options strategies will involve multiple commissions. Please read the options disclosure document titled "Characteristics and Risks of Standardized Options." Supporting documentation for any claims or statistical information is available upon request.