Creating Stock Screener Queries

To create a new query, click User Queries > New Query.

To edit an existing query, clicking on User Queries > Edit Query.

• Going to User Queries > Edit Query, when you are currently viewing a Built-In query, you can see how the query is constructed. This is an excellent method of learning to use the Stock Screener.
• When editing a Built-In query, you must rename it in the Query Name field.

Primary Filter

In the Primary Filter, you will query the broadest or most fundamental parameter in your list of criteria, such as 'Current Price between 10 and 20', 'Volume greater than 1,000,000', etc. The pool of data this creates will be narrowed when or if you add Secondary Filters.

1. Choose the variable to query from the pull-down menu next to From the (Criteria) List
2. Choose to query the:  
• Top: Gives you the top N stocks (N is the number you enter in the Values field) sorted by the query variable that meets the query and filter requirements. For example, if you query Volume for the top 20 stocks, your base query will consist of the 20 highest volume stocks.  
• Bottom: Gives you the bottom N stocks (N is the number you enter in the Bottom field) sorted by the query variable that meet the query and filter requirements. For example, if you query Change from Open for the bottom 20 stocks, your base query will consist of the 20 stocks with the lowest number when subtracting Current Price from Open price (usually negative numbers).
• Values: To use this option, you must also select a "relation" from the pull-down menu on the right (i.e. greater than, between, etc.) and enter a number in the neighboring value field. Two value fields will be used when Between is the selected relationship.
3. Click on OK to run the query using the Primary Filter only and view the results in the List window.

Refresh Period

Will recalculate and display your query as often as every 15 seconds or Never, if you want the query output to remain constant. Keep in mind that the more frequently your computer asks for a refresh, the more bandwidth your software will use.

Secondary Filters

Secondary Filters enable you to further refine the query output. In the left column is the list of Available Filters. These will be used in conjunction with the fields at the bottom of the window to create the Selected Filters in the right column. For instance, if you created a filter based on Volume, the Selected Filter will be called Volume and will include the filtering settings applied to it by you in the fields at the bottom of the window.

1. Click on the desired Available Filter.
2. Click the >> to add the filter to the Selected Filters list on the right.
3. Under Select stocks whose:, choose whether to filter by just the variable, the difference between the variable and another variable, or the percent difference between the variable and another variable.
• EXAMPLE #1
  
  To set a filter that will only list stocks with a greater than 15% change from open, choose Change from Open (%) in the Available Filters list and click the >> button to move it to Selected Filters. The rest of the query should read:
  
  Select stocks whose: Change from Open (%) is: greater than 15.
• EXAMPLE #2
  
  To set a filter that will only list stocks with a current Volume greater than their one month average volume, choose Volume in the Available Filters list and click the >> button to move it to Selected Filters. The rest of the query should read:
  
  Select stocks whose: Volume is: greater than 1 Month Avg. Volume.
• EXAMPLE #3
  
  To set a filter that will only list stocks that are 0.165 or less off their 52-week high, choose Current Price in the Available Filters list and click the >> button to move it to Selected Filters. The rest of the query should read:
  
  Select stocks whose: difference between Current Price and 52 Week High is: less than or equal to 0.165.
• EXAMPLE #4
  
  To set a filter that will only list stocks within 2% above their 60 Day Simple Moving Average (SMA), choose Current Price in the Available Filters list and click the >> button to move it to Selected Filters. The rest of the query should read:
  
  Select stocks whose: % difference between Current Price and 60 Day SMA is: greater than or equal to 2.

4. To edit a Selected Filter, click on the filter you wish to change from the Selected Filters list.
5. Repeat steps 1-3 to add as many as 10 filters per individual query.
6. When you are finished building your query, click OK.
7. You may also view the description of the selected query by clicking on Description.