View Options
See your screening results from multiple angles through three distinct viewing modes:-
Table View (see Managing Results Display)
- Detailed data presentation
- Customizable columns
- Individual column filtering.
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Lite View
- Compact display
- Quick scanning
- Essential metrics.
- Heatmap View
- Market Structure
- Business Categories
- Performance Metrics
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Navigation Features:
- Zoom in/out using mouse wheel
- Use +/- controls in bottom right
- View detailed tooltips on hover
- Adjust block sizes based on selected metric.
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Color Coding:
- Green shades: Positive performance
- Red shades: Negative performance
- Intensity indicates magnitude of change.
Default Table Structure
The default table view offers extensive customization options, allowing you to analyze screening results from multiple angles. Let’s explore how to tailor your view for optimal analysis. Your initial view includes essential metrics:- Price
- Price change 1 day %
- Volume 1 day
- Market cap
- P/E TTM
- Dividend Yield FY
- Performance 1 Year
- Sector.
Creating Custom Column Sets
Create an ideal view in three ways:- Start From Scratch
- Click the column preset dropdown
- Select “New Columnset” at the bottom
- Choose from 80+ available parameters in the window
- See changes reflect in real-time.
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Quick Modifications
- Click “Add column” icon on the right
- Add or remove columns with one click
- Make instant adjustments to your view.
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Edit Existing Sets
- Scroll down in “Add column” menu
- Click “Edit Column Set”
- Add or remove multiple columns at once
- Save changes for future use.
- Click “Save as” icon next to the column preset dropdown
- Icon appears whenever you modify columns
- Give your set a unique name
- Access it anytime from the preset menu.
Managing Result Sorting
Create powerful sorting combinations to identify the most relevant companies:-
Primary Sorting
- Click “Sort by” icon
- Select your main sorting parameter
- Applies to entire result set.
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Secondary Sorting
- Click any column header
- Perfect for nested organization
- Example: Alphabetical order + daily price change.
Multi-Select Shortcuts in Tables
Function | Shortcut |
---|---|
Begin Multi-Select Mode | Shift + Click on any instrument row |
Select/Deselect Multiple Items | Shift + Click on additional instruments |
Select All Visible Instruments | Ctrl/Cmd + A |
When using Select All in Screener, only currently loaded instruments will be selected. For large result sets, scroll to load more instruments before using Select All.