The Stocks Screener allows you to search for equities using custom filters that you apply. The screener results return a snapshot of the request. While the screener results themselves will not update unless the query is refreshed, the underlying equity price data (open, high, low, last, volume etc.) will continue to update once inserted into the spreadsheet.
Getting Started
Filters
After selecting Screener in the Barchart for Excel ribbon, the Screener dialogue will display with all of the available filters.
Each filter presents different options on which to screen. Many give you the option to enter a greater than or less than "value", or to enter a range of "values":
Last Price => greater than [value] => 10.00
Volume => between [values] => 1,000,000 and 3,000,000
Other filters allow you to identify additional criteria and compare the data to another 'field":
Price Change => 1-Month => greater than [field] => 6-Month Price Change
50-Day Moving Average => less than [field] => Last Price
The New High Date and New Low Date filters allow you to enter a specific date range, or you can perform a screen relative to the current date.
New 5-Day High Date made within the last session (today)
New 52-Week Low Date made within the last 2-weeks
Still other filters ask you to identify a specific value defined in our database:
Opinion => TrendSpotter => Buy
Index Group => S&P 500
Searching For Filters
The Screener lets you either find filters using the different filter categories, or you may search for a filter by entering a keyword in the search box.
Filters with the keyword in their description are displayed, allowing you to choose the one you want. Once you choose a filter, you must still "Add" the filter to the screener.
Markets
The Markets drop down menu allows you to select the overall market to screen on.
Depending on the Market selected, further filtering can be applied based on Exchanges. For the U.S. Market, equities covered include NYSE, NYSE Arca (AMEX), NASDAQ, and OTC-US ("Pink Sheets"). You may also choose to exclude Non-Common stocks using the check box provided in the "Exchanges" section on the Filter tab. Non Common Stocks are NYSE, Nasdaq, and NYSE Arca stocks classified as unit investment trusts, closed end funds, warrant stocks, preferred securities and any non-SIC classified stock. Non-U.S. markets include equities on the Toronto (TSX), Toronto Venture (TSX-V), London (LSE), or Australian (ASX) exchanges. In addition, the European market allows you to further filter by country/region.
Selected Columns and Views
Once all filters have been applied, you can now select the data columns to be applied to the results by clicking on the Edit Fields button. By default the Filter view is applied which will display the filters used as data columns after inserting the results.
By clicking on the Main View button, you can also apply Barchart default views (Main, Technical, Performance etc.) in addition to any Custom Views created on Barchart.com.
(Note: By default, any selected screener filters will be applied as data columns unless a custom view or additional columns are applied).
Save a Screener
After selecting the fields and/or view, you can opt to save this screen by entering a screener name in the 'Title' field in the Parameters.
Once named, the screen will be saved as a template that can be accessed through the Favorites after inserted into the sheet. By default, any named screens will be saved to your Favorites
Delete any individual screeners or all saved screeners using the Clear button located in Favorites.
(Note: any screens saved in Excel will not be available in the Saved Screeners in your Barchart.com account).
Load a Saved Screener
Saved Screeners from a My Barchart account can be accessed in Barchart for Excel through the Load a screener drop down menu.
Once a saved screener is selected, you can insert the screener as is or add additional filtering and save the newly updated screener as a template.
Barchart Screeners
Select a sample screener provided by Barchart. You can modify the filters and save your new screener to your account.
Results
The total number of results from the filters you've added are shown at the top left of the screener.
As you edit, add or remove filters the total number of results will update dynamically. When a screen yields a large quantity of results, you can select the page of results of to be inserrted in addition to the number of symbols included using the View and Items options.
To view additional pages of results, click on the screener anchor cell and use the arrows or enter in the page you wish to view. By default, the maximum amount of results inserted per page is 1000 items but you can use the drop down menu to select an lower default.
