Getting Started Create your first screen

Setting up a strategy is easy as we recommend that you start with our Screening Wizard. The Wizard will ask you a series of questions, and will build a custom screen for you based on your responses. If you want to view and edit the criteria that the Wizard selects, click on the links to view or refine your criteria.

Or watch a video walkthrough

Experienced Users Build your own screen

To build your own screen start by selecting the pool of shares that you wish to screen. You can choose either a market index (e.g. FTSE 100 or TechMark) or a sector (e.g. Mobile Telecommunications), but not both. Next, enter values for each criteria that you want to use. You can enter values for as few or as many criteria that you choose. Finally, use the Results Display options to determine how you would like the results displayed, to select how many companies to display and to specify the sort order.