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Screen Editor

Within Stock Investor, you create new stock screens or edit existing screens using the Screen Editor.


Opening the Screen Editor

To open the Screen Editor, select Tools from the main menu and then select Screen Editor (Tools – Screen Editor). You can also select the Screen Editor icon from the toolbar or use the Alt and S keys (Alt + S).

Following any of these methods will open the Screen Editor:


Opening an Existing Screen in the Screen Editor

Clicking on the pulldown menu at the top of the Screen Editor window, next to Name:, will show you the preinstalled screens (those screens marked with a “*”) as well as those that you have created yourself and saved:


Selecting a screen from this menu will load the criteria into the Screen Editor:


From here, you can modify the criteria or apply it to run the selected screen and load the passing companies into the Stock Notebook.

Applying a Screen Within the Stock Notebook

If a screen has already been applied to the active set of companies in Stock Investor, its name will appear in the dialog box and its criteria will be visible in the Screen Editor.