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How Do I Create a Scan That Only Looks at Stocks in my ChartList?

As an Extra subscriber we offer the ability for you to scan the stocks listed in your ChartLists. Please follow these steps, depending on which scan workbench you use, to learn how to select your ChartLists for your scan.

Standard Scan Workbench

To select your ChartList, go to the “Global Filters” section (#1) and click on the “group” drop-down (#2).

Scroll the list until you see the section titled “Favorite Lists” and select the ChartList you want to insert into your scan (green arrow). Continue to fill out the remaining criteria for your scan and click “Update Criteria” (#1) and then “Run Scan” (#2) when you are ready.

Advanced Scan Workbench

To select your ChartList, click the ChartLists dropdown menu (#1) and select your list. Click the “Add” button (#2) to insert the ChartList into your scan criteria.

Side Note: By using the Advanced Scan Workbench, you can select multiple ChartLists to be inserted into your scan. Simply continue to choose and add lists from the ChartLists drop-down menu until all the lists you want included in your scan appear in your criteria. You'll also need to change the “and's” into “or's” and surround all of the ChartList clauses with an additional set of square brackets. When complete, your scan should look similar to this (but with different list numbers):

[type is stock] and [sma(20,volume) > 40000] 
and [[favorites list is 12] or [favorites list is 3] or [favorites list is 10] ]

Once you have completed entering in all your scan criteria, click “Check Syntax” (#3) to make sure the scan is written correctly, and then click “Run Scan” (#4).