Screen stocks. Study the context. Keep the ideas you want to revisit.
Every extra filter should have a reason. A smaller result set is not automatically a better one.
Company filters define the group
Descriptive fields such as exchange, sector, and company size help set the scope of a screen. Use them when they are part of your research question. A sector filter changes the group you study; it does not tell you whether a stock has a particular price pattern.
Price and volume describe observations
Price and volume conditions narrow the list using available market data. Choose bounds that fit the question rather than adding thresholds by habit. Inspect the output fields to confirm what each condition means and which session supplies its value.
Technical indicator lookbacks
An indicator uses a defined window of observations. A long moving average needs more history than a short one.
Review how the rules combine
Combined filters can make a screen very narrow. Run a simpler version when you need to understand which condition removes a stock. Use CleverScan when you want explicit AND and OR groups, and keep those groups easy to read before you save them.
Choose thresholds in the field’s units
Price is a per-share amount, capitalization is a company value and volume is shares per session. A scale suffix such as 10B means ten billion, while volumeRatio of 2 means twice the named average. Write down the unit before entering a threshold. A ratio of 2 and a change of 2% represent different quantities.
close < 20 and volumeRatio >= 2Add one reason at a time
AND narrows a population to rows satisfying every condition. OR combines alternatives and needs parentheses when followed by shared conditions. Repeated overlapping momentum filters can reject many rows while adding little distinct information. Test one change at a time and keep the original question beside the expression.
Technical conditions describe price behavior. Fundamental conditions need a named report period and denominator. Do not treat a current financial ratio as a historical observation simply because a scan uses an earlier price date.
Read our data and methodology notes for calculation context. This guide explains research tools and observations. It does not recommend a trade or investment.