Investfly Guides

Stock Screener

The Stock Screener is a powerful tool that helps you discover trading opportunities based on custom criteria for your algorithmic trading strategies.

Our automated trading platform's Stock Screener allows you to filter the universe of available stocks based on specific technical, fundamental, and custom criteria. This helps you identify potential candidates for your algorithmic trading strategies that match your investment thesis.

Accessing the Stock Screener

To access the Stock Screener:

1. Log in to your Investfly account
2. Click on Markets in the main navigation menu
3. Select Stock Screener from the dropdown menu

Using the Stock Screener

Filter Categories

The Stock Screener provides various categories of filters to help you narrow down your search:

Setting Up Screening Criteria

To set up your screening criteria:

1. Navigate to the Stock Screener interface
2. Select the filter category you want to use (Price & Volume, Technical Indicators, etc.)
3. Choose specific filters and set their parameters
   • For example, set "Price" filter to "Between $10 and $50"
   • Or set "RSI(14)" filter to "Less than 30" to find potentially oversold stocks
4. Add additional filters as needed by clicking the Add Filter button
5. Click Apply Filters to run your screen

Advanced Filtering with Custom Expressions

For more sophisticated screening, you can use custom expressions:

1. Click Add Custom Filter button
2. Use the Expression Builder to create complex conditions
   • For example: Close > EMA(20) AND Volume > 1.5 * AVG_VOLUME(30)
3. Click Save Expression to add it to your filters

See our Expression Builder guide for more details on creating custom expressions.

Viewing and Managing Results

Results Table

After applying your filters, the matching stocks will be displayed in a table with the following features:

• Customizable Columns: Choose which data points to display by clicking the column selector icon
• Sorting: Click on any column header to sort results by that criteria
• Real-time Updates: Data updates automatically at regular intervals (premium feature)

Actions on Results

From the results table, you can perform several actions:

• View Stock Details: Click on a stock symbol to open its detailed view
• Add to Watchlist: Select stocks and add them to an existing or new watchlist
• Execute Trades: Premium users can submit orders directly from the screener
• Export Results: Download the current screener results as CSV or Excel file

Saving and Loading Screeners

Saving Your Screener

To save your current screening criteria for future use:

1. Set up your desired filters
2. Click the Save button in the screener toolbar
3. Enter a name for your screener
4. Optionally, add a description to remember the screener's purpose
5. Click Save Screener

Loading Saved Screeners

To load a previously saved screener:

1. Click the Load button in the screener toolbar
2. Select from your list of saved screeners
3. Click Load to apply the saved filters

Preset Screeners

Investfly provides several preset screeners for common strategies:

• Momentum Stocks: Identifies stocks with strong upward price movement
• Value Opportunities: Finds potentially undervalued stocks based on fundamentals
• Trend Followers: Shows stocks in established trends with good volume
• Oversold Bounces: Locates stocks that may be ready for a reversal after being oversold
• Earnings Surprises: Highlights stocks that recently beat earnings expectations

To use a preset screener, select it from the Presets dropdown in the screener toolbar.