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Stock Screener - Schedule Screen

Regular stock screens can be scheduled on a daily, weekly, monthly or quarterly basis. Active traders will find daily emails particularly useful, but weekly emails are recommended for longer-term traders.

Scheduled Screens and Watchlists Scheduled screens will ignore any watchlist settings.
Scheduled screens run on the server, so watchlists (saved on your computer) are not available.

Maximum Filters Scheduled screens can have a maximum of five custom filters.

To schedule a saved screen:

  1. Open the stock screener
  2. Open the Saved tab to view your saved stock screens
Stock Screener Schedule Screen
  1. Click the Sched link next to a saved screen
  2. Select how often the screen must run: Never, Daily, Weekly, Monthly or Quarterly
  3. If daily screens are chosen, select which day/s of the week it is to be emailed
Stock Screener Schedule Screen Setup

The emailed link will open the screen results in your browser, identifying new additions and stocks carried over from the last screen. The results can also be downloaded to a spreadsheet.

Edit Schedule Frequency

To revise the screens frequency go to the Scheduled tab in the Stock Screener, and select the Sched link next to a Scheduled Screen.

Delete Scheduled Screen

To delete a scheduled screen go to the Scheduled tab in the Stock Screener, and select the Del link next to a Scheduled Screen. Alternatively Edit the schedule to Never.

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