GUIDE 62 / 67 · Member tools

Saved Screener Setups

Named, reusable equity screener configurations with load, update, duplicate and delete controls.

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What you can do here

Saved Screeners accepts a name and optional description. The save payload includes logic, conditions, groups, preset and column choices. Saved cards expose Load, Update, Duplicate and Delete. Do not assume every transient date or extra filter is preserved: inspect the builder and date after loading before running it. Update overwrites the saved definition and posts the fixed name Updated screener, so use Duplicate first if you want to keep the original name or description.

  • Save reviewed builder logic instead of rebuilding conditions each session.
  • Load a setup and rerun it on the intended date; saving is not a frozen result list or an alert.

A look inside Saved Screener Setups

Historical capture
Saved Screener Setups / terminal capture
The screener image shows the broader preset/builder context, not proof of a saved configuration or successful account write.

From numbers to understanding

  1. 01

    A saved configuration records a definition, not guaranteed identical future membership.

  2. 02

    ALL/ANY and condition-group nesting are part of the saved logic.

  3. 03

    Update overwrites the setup and renames it Updated screener; Duplicate creates a separate version and Delete removes a saved item.

  4. 04

    Saving a builder does not enable Notify me or a screener-signal subscription.

SAVE A RESEARCH DEFINITION

Illustrative walkthrough

Illustrative workflow: name a reviewed setup Daily breakout research, save it, then Load and rerun it on a chosen date. This does not assert an observed stock match, preserve a snapshot of results or subscribe the account to alerts.

A practice scenario using a real instrument or account workflow, not an observed result or a recommendation.
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Try it, one step at a time

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What this does not tell you

Saving, updating and deletion are account-changing actions requiring successful authentication and server responses.

Analysis, not advice. Past performance does not predict future results. Examples are illustrative; prices, scores and counts may have changed.

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Terminal snapshot

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