A saved scan keeps the rules. A watchlist keeps the names you choose.
Check the expression before saving
Run the scan and inspect a few results. Confirm that the conditions match your intended question and that the selected date is appropriate. Saving an expression is most useful once you understand how it includes and excludes symbols.
Use a descriptive name
Choose Save expression and give the query a name that explains the rules or research purpose. Avoid names that imply guaranteed outcomes. A name such as “Large companies above SMA 50” is easier to interpret later than a vague label about winning stocks.
Restore and review
Open the Scan Library in the CleverScan Editor, choose My Scans and Select a saved expression to put it back in the editor. Check the active date before you choose Run Scan. Results can change when prices or company metadata change. Keep the selection logic consistent if you want to compare observations from different sessions.
Separate discovery from follow-up
A scan finds symbols that currently fit its rules. A watchlist holds specific names you choose to revisit. Use both when helpful: rerun the scan for discovery and review the watchlist for ongoing company research, even when a name no longer matches the original screen.
Restore through the editor’s My Scans section
Open the CleverScan Editor and its Library, then select My Scans. Select a saved expression to place it in the editor; review the active session and choose Run Scan. The Library is part of the editor. Selecting an expression and running it are separate actions, so inspect a restored rule before replacing the visible results.
Keep the saved rule separate from a dated result
A saved expression can produce a different list in another session. Preserve a research record of the session, population and sort when comparing runs. Templates provide starting rules, My Scans stores your expressions and a watchlist stores selected symbols.
Read our data and methodology notes for calculation context. This guide explains research tools and observations. It does not recommend a trade or investment.