Getting Started
Five steps from your first scan to saved research in TradeClever.
Your first research session
5 steps, in order. Each link opens a working screen, and nothing is saved until you choose to save it.
Choose a starting point
Open the Scan Library and pick a template: its conditions are written out in words. Or start from Research in the menu: Screener picks conditions from lists and ranges, CleverScan writes them as rules.
Run the scan and read the results
Choose Open in CleverScan on a scan in the Scan Library to put it in the editor, or write your own expression, then choose Run Scan. The results table lists the matching stocks; sort a column to reorder them. The header shows when the prices were observed, and a scan for an earlier date names the session it uses.
Take a closer look at one stock
Select a company in the results to open its Symbol Analysis panel, with price, company details and a daily chart. See Symbol Analysis opens the full page, which you can also reach by searching for any covered ticker or company name.
Keep what you want to revisit Optional
Star a stock in the results, or choose Watch in Symbol Analysis, to add it to your Watchlist, and write a private note there. Save the scan with Save expression, or choose Save to My Scans on a template in the Scan Library to keep your own copy. Nothing is saved until you choose to.
Come back to your research
Your saved scans are listed under My Scans in the Scan Library; Open one in CleverScan and choose Run Scan to run it with the latest data. To be told inside TradeClever when a saved scan finds a new match, create an alert for it.