Screen stocks. Study the context. Keep the ideas you want to revisit.
Start with a small set of rules you can explain. Add detail only when it improves your research.
Choose the question first
Start with something you want to explore: a sector, a price trend, or a change in trading volume. Choose visual filters that express it, or open the CleverScan Editor and start from a featured scan or a template in its Scan Library. Read the rules and adjust them to fit your idea.
Set your universe
Open Research › Screener and choose the available market or company filters that fit your question. Check the selected date. The universe defines where the scanner looks; a result outside that universe will not appear, even if it meets every other condition.
Add one condition at a time
Use a price, volume, or technical filter and run the screen. Look at the matching rows before adding another condition. If the list becomes empty, remove or widen the last condition and inspect the change.
Review and save
Choose relevant result columns, sort the table, and open a few symbol charts. Check that the results match your intended question. Save the scan with a clear name when the rules are useful. Keep selected symbols in your watchlist if you want to follow them separately.
Rank the result after selecting it
Selection and ranking are separate operations. First require the conditions that define the question, then sort the complete matching population by a relevant field. For unusual activity, relative volume can be more useful than raw shares traded. For company size, use market capitalization rather than share price. Review several rows on either side of a threshold before shortening the list.
| Stock | Relative volume | Daily change | Meets ratio ≥ 2? |
|---|---|---|---|
| A | 2.0 | −1% | Yes |
| B | 3.0 | +1% | Yes |
| C | 1.9 | +4% | No |
Sorting the two matches by relative volume puts B before A. C remains excluded even though its daily change is larger. Ranking never adds a row that failed the selection rule.
Turn a screen into a review checklist
Record the population, session, exact expression and sort, then open each candidate’s daily chart. Inspect the price and volume behind the match and review company events. A match starts a research task; it does not complete it.
Read our data and methodology notes for calculation context. This guide explains research tools and observations. It does not recommend a trade or investment.