Scan Results Tutorial 1

Scan Results Tutorial 1

This tutorial will walk you step-by-step through viewing your scan results after running a scan using the Advanced Scan Workbench. Our scanning tutorials assume just a basic knowledge of common technical indicators and chart patterns. This tutorial may build on skills learned in prior scanning tutorials. Links to these prior tutorials are provided where appropriate.

By the end of this tutorial, you will be able to sort and filter your scan results, hide columns, and launch charts for each of the scan results. Once you've mastered these skills, be sure to check out our other scanning tutorials to learn about and practice other aspects of scanning.

Tip: We recommend printing out this page so you can refer to it as you follow along on your computer.

Running a Scan

Step 1:

Run the following scan in the Advanced Scan Workbench:

[type = stock]
and [RSI(14) > 80]
and [country is US]

If you are not familiar with the process for running a scan in the Advanced Scan Workbench, we recommend accessing our tutorial on this topic, which will help you build and run the scan listed above.

Step 2:

A new browser window (or a new tab in your current browser window) should appear with a results page that looks like the one below.

Sorting Scan Results

Step 3:

Click on the up/down arrows icon in the column header for the Close column. This will sort your scan results in ascending order by each stock's closing value.

Sorting different columns in ascending or descending order can be a great way to see the range of values available in your scan results. In this case, we see that there are some very low-priced stocks in the results. As a bonus exercise, try editing your scan to limit to stocks with a closing price greater than $15.

Hint: you can insert a sample clause for closing values from the “Price, Volume & SCTRs” menu in the Scan Components Area. The clause that you add to your scan should look something like this:

and [Close > 15]

After updating the clause and rerunning the scan, if you sort the results by the Close column, you can see that the lowest value available in the results is now above $15. You can click the sorting icon a second time to change the sort from ascending to descending, and see the highest closing values in your scan results.

Step 4:

Sometimes you will want to sort on multiple columns: for example, you may want to sort the results based on Sector, and within each Sector, sort the results based on Industry. To accomplish this, click on the Sector column sorting icon. Then, hold down the Shift key on your keyboard and click the Industry Column.

Note: symbols that do not have a sector or industry appear at the top, so you may need to scroll down or even move to a later page of results to see the sorted sector and industry values.

Filtering Scan Results

Step 5:

Type “industrial” (without quotes) in the “Search Table” box above the table. Notice that only scan results that have the word “industrial” somewhere in their name, sector, industry, etc. are now visible in the scan results table. This can be really handy when you want to quickly check if a certain symbol, industry, etc. are present in the scan results, without going back and adding more clauses to your scan.

Step 6:

To remove this filter, simply delete the words you typed in the “Search Table” box. The filter will be removed and all the scan results will be visible again.

Hiding Columns

Step 7:

To hide one of the columns in the scan results table, click on the Columns button above the table. A list of all the columns will appear. Click on Sector and then Industry, to hide those columns. Columns that are hidden will appear on this list with a gray background.

Step 8:

Click somewhere outside of the list of columns to make the list go away. Notice that the Sector and Industry columns are no longer visible on your scan results table. This can be handy when you are using a device with a smaller screen, such as a phone or tablet.

Step 9:

To show hidden columns, simply repeat the process. Click on the Columns button, and click on the hidden columns you want to show. Columns that are not hidden will appear on this list with a blue background.

Launching Charts

Step 10:

You will notice a series of icons to the left of each symbol in the scan results table. Click on the far left icon for one of the symbols.

Step 11:

Clicking that icon launches a SharpChart in a new window. This SharpChart will use your default ChartStyle.

Step 12:

Go back to the Scan Results window and click the second icon (the one that looks like three slider bars). Clicking this icon will launch a SharpChart that includes indicators used in your chart. This can be very handy when you want to quickly verify the results of the scan. In the example below, we can easily see that the RSI(14) value is above 80, as required by our scan criteria.

Note: the other icons to the left of the symbol name launch GalleryView, P&F, and Seasonality charts for the symbol.

Learn More

Now that you've mastered the basics of working with the Scan Results table, check out our second Scan Results Tutorial and learn more about how to save and verify your scan results.

For more in-depth information on working with scan results, please check out our Working with Scan Results article in the Support Center.