Screener Configuration
Learn how to configure your screener's basic settings in the screener form.
Basic Settings
Screener Name
Give your screener a descriptive name:
✅ Good: "RSI Oversold + Volume Spike"
✅ Good: "Breakout Above 50 SMA"
❌ Bad: "Screener 1"
Description (Optional)
Add a brief summary of what this screener looks for. This helps you remember the purpose when managing multiple screeners.
Universe Selection
Index or Basket
Choose which stocks to scan:
| Option | Description |
|---|---|
| S&P 500 | Large-cap US stocks (~500 stocks) |
| NASDAQ 100 | Top 100 NASDAQ-listed stocks |
| Dow Jones | Dow Jones Industrial Average (30 stocks) |
| All | All available stocks |
| Sector | Filter by market sector (see below) |
| Custom (Basket) | Use your own custom basket |
Sector Selection:
When you choose "Sector" as the universe, a second dropdown appears where you select one of 11 sectors:
| Sector |
|---|
| Technology |
| Healthcare |
| Financial |
| Energy |
| Industrials |
| Consumer Cyclical |
| Consumer Defensive |
| Basic Materials |
| Communication Services |
| Utilities |
| Real Estate |
Stocks are resolved dynamically based on SIC industry codes — the sector list stays current as companies are reclassified.
Custom Baskets:
- Select "Custom (Basket)" to use your own ticker list
- Choose from baskets you've created in the Baskets page
- If no baskets exist, create one first
Time Frame
Choose the chart timeframe for indicator calculations:
| Timeframe | Best For |
|---|---|
| daily | Position trading, swing trading |
| 5 mins | Scalping, high-frequency signals |
| 10 mins | Intraday trading |
| 15 mins | Intraday swing trades |
| 30 mins | Short-term positions |
| 1 hour | Intraday to multi-day trades |
Rank & Filter Results
You can rank screener results by any indicator and optionally limit to the top N stocks:
| Setting | Description |
|---|---|
| Rank by | An indicator operand to sort results by (e.g., ASSET_STOCK_TECH_RSI_C_14) |
| Sort direction | Highest first (descending) or Lowest first (ascending) |
| Top N | Only return the top N results after ranking (leave blank for all) |
Example: Screen the S&P 500 for RSI oversold stocks, ranked by RSI ascending (most oversold first), top 10 only.
This is useful for rotation-style screeners where you want the "best" N stocks by a specific metric.
Pre-Market & Post-Market Data
You can include extended-hours data in your screener:
- Include pre-market — use price/volume data from 4:00 AM – 9:30 AM ET
- Include post-market — use price/volume data from 4:00 PM – 8:00 PM ET
This is useful for catching gap-ups, early momentum, or after-hours reactions to earnings.
Query Definition
Visual Condition Builder
Build conditions without writing DSL by hand. The visual builder lets you:
- Select an indicator from a dropdown (RSI, SMA, MACD, etc.)
- Choose an operator (
>,<,==, etc.) - Set a value or select another indicator to compare against
- Combine conditions with AND/OR
The visual builder generates the DSL query automatically. You can switch between visual and manual mode at any time.
AI Query Assistant
Describe what you want to find in plain English:
Example:
"Find stocks whose rate of change in past 125 days is more than 30"
Click Generate Query to convert your description into a screener query.
Manual Query
You can also write or edit the query directly in the Query field. The query uses a domain-specific language (DSL) with technical indicators and conditions.
Example:
ASSET_STOCK_TECH_ROC_C_125 > 30
See DSL Reference for available indicators and syntax.
Alert Scheduler
Configure automatic alerts when stocks match your criteria:
Schedule Options
Interval-Based:
- Every 5 minutes
- Every 15 minutes
- Every 30 minutes
Daily Scheduled:
- Run at specific time (e.g., 9:45 AM)
- Time in 24-hour format (HH:MM)
- All times in UTC
End-of-Day (EOD):
- Runs at 6:00 PM EST (11:00 PM UTC)
- Captures full day's price action
- Best for swing trading
Email Notifications
When schedule is enabled, provide 1-5 email addresses to receive alerts.
Enable/Disable Schedule
- New Screeners: Configure schedule before saving
- Existing Screeners: Toggle schedule on/off with the switch
Execute Now
Check "Run screener immediately after saving" to execute the screener right away and see initial results.
Example Configurations
Intraday Scanner
Name: "Intraday Momentum Breakout"
Index: NASDAQ 100
Time Frame: 15 mins
Schedule: Every 15 minutes
Daily Swing Scanner
Name: "Daily Swing Entry Signals"
Index: S&P 500
Time Frame: daily
Schedule: EOD (6 PM EST)
Custom Watchlist
Name: "My Watchlist Alerts"
Index: Custom (Basket) → "High Conviction"
Time Frame: 1 hour
Schedule: Every 1 hour
Next Steps
- DSL Reference — Available indicators
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