Managing Stock Screener Results

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View Options

See your screening results from multiple angles through three distinct viewing modes:

1. Table View (see Managing Results Display)

   • Detailed data presentation
   • Customizable columns
   • Individual column filtering.

2. List View

   • Compact display
   • Quick scanning
   • Essential metrics.

3. Heatmap View

The heatmap view offers flexible grouping to visualize your screening results through different analytical lenses:

• Market Structure

• Business Categories

• Performance Metrics

• 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.

• Color Coding:

  • Green shades: Positive performance
  • Red shades: Negative performance
  • Intensity indicates magnitude of change.

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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.

All these columns can be modified into unique column sets to match analysis needs.

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Creating Custom Column Sets

Create an ideal view in three ways:

1. 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.

2. Quick Modifications

   • Click “Add column” icon on the right
   • Add or remove columns with one click
   • Make instant adjustments to your view.

3. 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.

Saving Your Sets

• 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.

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Managing Result Sorting

Create powerful sorting combinations to identify the most relevant companies:

1. Primary Sorting

   • Click “Sort by” icon
   • Select your main sorting parameter
   • Applies to entire result set.

2. Secondary Sorting

   • Click any column header
   • Perfect for nested organization
   • Example: Alphabetical order + daily price change.

Pro Tip: Combine multiple sorts for complex analysis. For instance, sort alphabetically while maintaining price change order from highest to lowest.

Important: Save your sort preferences if you want to maintain this organization for future sessions.

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Seamless Widget Integration

Click any stock in your results to instantly update linked charts, financials, and other widgets – creating a fluid workflow from screening to detailed analysis. Learn more about widget linking