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. Describe it in CleverScan and select Generate to let AI draft a scan. Read the rules and adjust them to fit your idea, or choose visual filters yourself.
Set your universe
Open the stock 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. An empty result can reflect strict rules or missing required data.
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.
Read our data and methodology notes for coverage and calculation context. This guide explains research tools and observations. It does not recommend a trade or investment.