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This shows you the differences between two versions of the page.

--- scans:advanced_scan_workbench [2019/07/01 21:26]
127.0.0.1 external edit
+++ scans:advanced_scan_workbench [2022/06/16 00:26] (current)
betseyp [Scheduling Your Scan]
@@ Line 3: / Line 3: @@
 Scans are an invaluable resource for technical analysis, allowing you to envision a desirable chart and discover it in the real world. The Advanced Scan Workbench helps you achieve this goal, giving you the tools you need to build, test and run complex scans and save them for later use.
-Available only to our Extra and Pro subscribers, the Advanced Scan Workbench is for users who desire complete control over the Scan Engine. This allows for virtually any form of criteria, rather than simply the most common forms that are provided in the Standard Scan Workbench. The Advanced Scan Workbench can do all the things that the Standard Scan Workbench can do, with several important additions, such as:
+Available only to our members, the Advanced Scan Workbench is for users who desire complete control over the Scan Engine. This allows for virtually any form of criteria, rather than simply the most common forms that are provided in the Standard Scan Workbench. The Advanced Scan Workbench can do all the things that the Standard Scan Workbench can do, with several important additions, such as:
   * Creating conditions with multiple indicators on each side of the Comparison Operator.
@@ Line 90: / Line 90: @@
   * **[[:scans:library:predefined_scans|Predefined Scans]]** - Clauses for several popular bullish and bearish technical indicators that are found on our Predefined Scans page, from MACD crossovers to 52-week highs/lows.
   * **[[:scans:reference:groups#indexes_and_etfs|Indexes and ETFs]]** - Clauses to filter stocks by membership in various indexes (e.g. limiting to stocks that are in the S&P 500), as well as ETF clauses that allow you to limit your results to non-inverse or leveraged ETFs.
-  * **[[:scans:reference:groups#chartlists|ChartLists]]** - Clauses to limit your scan results to stocks that are in a particular ChartList. In the scan clause, the ChartList will be identified by number, but there will be a comment to the right of the clause that shows the ChartList's name.
+  * **[[:scans:reference:groups#chartlists|ChartLists]]** - Clauses to limit your scan results to stocks that are in a particular SharpCharts or StockChartsACP ChartList. In the scan clause, the ChartList will be identified by number, but there will be a comment to the right of the clause that shows the ChartList's name.
   * **[[:scans:reference:groups#sectors_and_industries|Sectors and Industries]]** - Clauses that limit your scan results to stocks that are (or are not) in a particular sector or industry. We currently offer scanning for US and Canada sectors and industries only. Be sure to select "US" or "CA" before choosing a sector or industry from the dropdown menu.
 ===== Managing Your Scans =====
-Once you've built your scan, saving the scan criteria allows you to reuse your custom scan any time you want without having to reenter all the filters. Extra users can save up to 200 custom scans on their account, while Pro members can save up to 300. The number of scans you have available will be displayed at the top of the Advanced Scan Workbench.
+Once you've built your scan, saving the scan criteria allows you to reuse your custom scan any time you want without having to reenter all the filters. Only StockCharts members can save custom scans. Basic members can save just 1 custom scan, while Extra members can save up to 200 custom scans on their account and Pro members can save up to 500. The number of scans you have available will be displayed at the top of the Advanced Scan Workbench.
 {{:scans:advscanmanage.png}}
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 Be sure to check out the [[:scans:working_with_scan_results|Working with Scan Results]] article in the Support Center for more information on getting the most out of your scan results.
+===== Scheduling Your Scan =====
+In addition to running your scan manually, you can schedule your scan to run at a certain time each day. The scan results can be saved to a new or existing SharpCharts or ACP ChartList, and you will receive an email with a link to the scan results for that day.
+To access Scheduled Scans from [[https://stockcharts.com/def/servlet/Favorites.CServlet|Your Dashboard]], click the "Scheduled Scans" link in the "Member Tools" section or click the "More" button in the "Your Scans" section of the page and choose "Scheduled Scans". You can also access Scheduled Scans from the Advanced Scan Workbench by clicking the Scheduled Scans tab at the top of the workbench.
+The page allows you to schedule new scans and view/manage your existing scans, all from the same page:
+{{:scans:schedscans.png}}
+Scheduling a scan from the New Scheduled Scans section of the page takes four simple steps:
+  - Choose the saved scan that you would like to schedule from the dropdown list.
+  - Choose when you would like the scheduled scan to run each day (at the open or close of supported markets, or choose a custom time).
+  - Choose the location for the scan results (save in a new ChartList, or overwrite or merge with an existing ChartList).
+  - Click the green Save Scheduled Scan button.
+Once your scheduled scan is saved, it will run automatically at the specified time and place the scan results in the SharpCharts or ACP ChartList you specified. You will receive an email with a link to the ChartList so you can view the scan results.
+The Your Scheduled Scans section of the page will show all of the scans you have scheduled in a table with the following columns:
+  * **Scan Name** - shows the name of the scan you have scheduled. To edit the scan, click on its name to go to that scan in the Advanced Scan Workbench.
+  * **Run Time** - shows the time that the scan is scheduled to run each day (in UTC time).
+  * **Action** - specifies whether the results will be put in a new ChartList, or replace or merge with an existing ChartList.
+  * **List** - shows the name of the ChartList with a link to view the list in Summary View (or in StockChartsACP for ACP ChartLists).
+  * **Last Run** - shows the date and time that the scan was last run (in UTC time).
+  * **Results** - indicates whether or not the last run was successful. May also give more details about whether any results were returned and whether or not the results were truncated due to ChartList size limits.
+  * **Actions** - click the icons to play/pause the scheduled scan, delete the scheduled scan, or edit the scheduled scan, respectively.
+**Note:** Extra members can schedule up to 10 scans, and Pro members can schedule up to 25 scans on their account. Basic members are not able to schedule scans.
 ===== Conclusions =====