PDF HTML FlashPaper

Screen Editor

Using the Screen Editor, you can run, edit, and create stock screens.

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:

Screen_Editor.gif

Opening an Existing Screen

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:

Screen_Editor_Pulldown_menu.gif

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

Neff_Screen_Pulldown_Selection.gif

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

Choosing a screen from the pull-down menu will automatically run the screen against the active set of companies and load the passing companies (results of the screen) in the Stock Notebook. You know a screen is loaded because the name of the screen appears in the Screen menu:

Stock_Notebook___Loaded_Screen.gif

You can also load Stock Investor screens through 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:

Screen_Editor.gif

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:

Screen_Editor_Pulldown_menu.gif

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

Neff_Screen_Pulldown_Selection.gif

Within the Screen Editor, there are two ways to “run” a screen. At the bottom right-hand side of the Screen Editor window are the How Many and Apply buttons. If you would like to know how many companies pass a screen, but do not wish the results to be loaded into the Stock Notebook, click on the How Many button:

Screen_Editor___How_Many.gif

Doing so with the *Neff, John screen tells us that 40 companies pass the screen. However, since the *Neff, John screen does not appear in the Screen menu at the top of the program window, we know that the results of the screen have not been loaded in to the Stock Notebook. Furthermore, we see that the number of passing companies indicated in the Screen Editor (40) does not match the number of companies loaded in the Stock Notebook (9,504). Therefore, if you closed the Screen Editor, the companies you would see in the Stock Notebook would not be the results of the screen on which you ran the How Many function.

In order to run a screen and have the results—-i.e., the passing companies—-loaded into the Stock Notebook for viewing and additional analysis, you must click the Apply button:

Screen_Editor___Apply.gif

Here we see that the *Neff, John screen is in the Screen pulldown menu and that the number of passing companies matches the number of companies currently loaded in the Stock Notebook.

Creating a New Screen