Stock Screener Widget

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)
• 80+ screening parameters
• Multiple time periods: TTM, Fiscal Year, CAGR3/5 years
• Advanced visualization options (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.