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Screening 2 min read

Create a stock scan with AI and CleverScan

Describe a stock idea, let AI draft the scan, and make the rules your own.

Let AI help you start. Review the rules, run the scan, and refine your idea.

Step 01

Describe an idea in plain English

Open CleverScan and type into Describe your scan. Try “Stocks above their 50-day average price with volume above their 20-day average.” Select Generate. AI writes a query for you to review in the editor. Change any rule that does not match what you had in mind.

Step 02

Read the rules, then explore the results

For that idea, a simple query is close > sma50 AND volume > avgVol20. The first rule compares price with its 50-day average. The second compares volume with its 20-day average. Select Run Scan, compare the matches, and open a chart to explore an idea further.

Step 03

Group alternatives with parentheses

AND requires both conditions to hold. OR allows an alternative. Parentheses keep alternatives together: (exchange = "NYSE" OR exchange = "NASDAQ") AND close > sma50. You can edit an AI-generated query or write your own. Keep the logic easy to follow.

Step 04

Add a supported indicator

The documented functions include SMA, EMA, RSI, ATR, and others. For example, close > SMA(50, close) compares the closing price with a 50-session simple moving average. The function needs sufficient available history. A missing observation cannot be treated as a valid match.

Step 05

Give the query a useful name

Save the expression after checking its output. Use a name that describes the conditions rather than a promised outcome. If you share the query, include its purpose and date in your own notes. The share link carries the expression and selected session, not your private account data.

Read the CleverScan syntax reference

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.

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