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Documentation Index

Fetch the complete documentation index at: https://takeprofit.com/docs/llms.txt

Use this file to discover all available pages before exploring further.

TakeProfit Stock Screener is a powerful tool for stock selection and strategy development based on fundamental company metrics. It helps you identify investment and trading opportunities using over 80 different parameters and filters.

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Core Specifications

  • Coverage: US stock market (~5000 companies)
  • 100+ screening parameters including pre- and post-market price data in filters and column sets
  • Multiple time periods: TTM, Fiscal Year, CAGR3/5 years
  • Advanced visualization options (including list, table, heatmap)
  • Auto refresh of search results: 30 seconds, every minute, every 3 minutes, disable refresh
  • The ability to share your screener with users.

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Getting Started

  1. Add the screener widget to your workspace from Widget Hub or choose from pre-built templates
  2. Select your initial filters or choose built-in screeners
  3. Begin exploring results in your preferred visualization mode.

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Setting Up Your Screener

There are 4 ways to select stocks:
  • Use a Built-in screener template
  • Modify existing Built-in screeners
  • Duplicate and customize Built-in screeners
  • Create a blank screener, removing the default filters.

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Accessing Screeners

  1. Click the screener name in top-right corner (default: “Mega cap stocks”)
  2. Choose from:
    • Built-in screeners
    • My screens tab (your saved screeners)
    • “Create screener” button (start from scratch)
    • Favorites (Built-in or custom screeners can be added).

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Working with Filters

  1. Click “add filter” to include new parameters
  2. Configure filters using:
    • Manual range sliders
    • Preset operators (below, enter, above)
    • Time periods:
      • TTM (Trailing Twelve Months)
      • MRQ (Most Recent Quarter)
      • Fiscal Year
      • Year-over-Year growth
      • CAGR 3Y/5Y (Compound Annual Growth Rate)
  3. Click “Apply Changes” to update results.