The Screener queries the market for stock, option, covered call, put selling, mutual fund, or ETF opportunities based on your preset criteria.

There are several predefined filters to assist your search. Screen for possible opportunities using criteria based on price, volatility or other indicators like volume, P/E ratio, Dividend as %, and more. The Screener can assist you in identifying overbought/oversold options, find possible covered call strategies, find opportunities for naked puts or find the mutual fund that may meet your investment goals.

Screen Setup

• To start screening, login to your account. Click on the Toolbox tab and then the Screener subfolder. Select the type of screener you would like to create by clicking one of these tabs: Stock, Option, Covered Call, Put Sell, Mutual Fund, or ETF.
• Check off the boxes next to the criteria that you want to include in your screener. Then further define the parameters for the criteria by using the drop down menus or input boxes.

• Lastly, you can select which fields you would like to see in your results screen by using the checkboxes in the Field Layout section.

• When you've entered all the parameters, click Screen.
• If you like the screen that you've created, you can save it by clicking Save As and entering a name in the text box and clicking Save.

• If you would like to change your parameters, click Edit to return to the screen editor.

Retrieving a Saved Screen

• From the Screener start page, select your saved screen from the dropdown menu titled Saved Screens.



• The page will reload with the criteria for your selected screen. You can modify the screen and view it by clicking Screen at the bottom of the page, or go straight to the results by clicking Screen without making any changes.

Deleting a Saved Screen

• From the Screener start page, select your saved screen from the dropdown menu titled Saved Screens.
• Click the Delete button next to the dropdown to remove your saved screen from the list.

If you have questions at any time, email us and we'll be happy to research your request.

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