Screening is a great alternative for quickly applying filters that highlight assets fitting various predefined criteria, which are updated in real-time.
As the name suggests, Screening is a scan among all the assets in a predetermined list, which can be sourced from the default list or one created by the user.
Among the tool's features, it allows you to identify which assets and stocks meet the values the user wishes to investigate. With this filter, calculations that would normally take a long time are completed in seconds, defining the data input, date range, and the list of assets involved in the analysis.
To open Screening, access the Strategies menu.
Click on the funnel icon to start creating filters for asset mapping, set the Interval, and define which asset list will be used.
By default, the platform already has a primary list, but it is possible to create other lists through the Asset Manager.
In the strategy creation panel, choose to create, save changes, rename filters, or delete them.
By clicking the icon, it is possibile to access the value options. Among these options, you can use information from Quote (Volume, Quantity, Open, Close, High, and Low), specific indicators, or even customizable values.
After the filter is created, cthe Interval set and the Asset List selected, click on Apply and the assets that currently fit under the conditions of the filter will be presented.
It is possible to create multiple Screening tabs and set a filter for each tab.
Found this article useful?
Please rate us below!