Scan Results Tutorial 2

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scans:tutorials:results_advanced [2019/07/01 21:26]
127.0.0.1 external edit
scans:tutorials:results_advanced [2024/03/21 15:07] (current)
betseyp
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 and [Close > 5] and [Close > 5]
 </​code>​ </​code>​
 +
  
 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. 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.
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 ===== Storing Scan Results in ChartList ===== ===== Storing Scan Results in ChartList =====
  
-=== Step 3: ===+=== Step 2: ===
 From the "​Available Actions"​ menu, choose "Store these results in a new ChartList"​. ​ From the "​Available Actions"​ menu, choose "Store these results in a new ChartList"​. ​
  
 {{:​scans:​tutorials:​resultsadv02.png}} {{:​scans:​tutorials:​resultsadv02.png}}
  
-=== Step 4: ===+=== Step 3: ===
 Choose a name for your ChartList and click "​OK."​ In this tutorial, we will name our ChartList "Scan Results."​ If you would like to choose a different name, you can do so.  Choose a name for your ChartList and click "​OK."​ In this tutorial, we will name our ChartList "Scan Results."​ If you would like to choose a different name, you can do so. 
  
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 ===== Viewing Scan Results in CandleGlance View ===== ===== Viewing Scan Results in CandleGlance View =====
  
-=== Step 5: ===+=== Step 4: ===
 Once your ChartList has been created, it will be displayed in Summary View. To change to CandleGlance View, choose "​CandleGlance"​ from the "View List As" menu above the table. Once your ChartList has been created, it will be displayed in Summary View. To change to CandleGlance View, choose "​CandleGlance"​ from the "View List As" menu above the table.
  
 {{:​scans:​tutorials:​resultsadv04.png}} {{:​scans:​tutorials:​resultsadv04.png}}
  
-=== Step 6: ===+=== Step 5: ===
 CandleGlance view displays a mini-chart for each of the symbols in your ChartList. Since we are scanning for RSI values, we want to add RSI as an indicator to the mini-charts. To add this indicator, choose "​RSI"​ from the "Add Indicator"​ menu. Then click the green "​Go"​ button. CandleGlance view displays a mini-chart for each of the symbols in your ChartList. Since we are scanning for RSI values, we want to add RSI as an indicator to the mini-charts. To add this indicator, choose "​RSI"​ from the "Add Indicator"​ menu. Then click the green "​Go"​ button.
  
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 ===== Removing Symbols from the ChartList ===== ===== Removing Symbols from the ChartList =====
  
-=== Step 7: ===+=== Step 6: ===
 Scan through the mini-charts to see if there are any that don't look appealing to you, despite meeting the RSI value requirement. Perhaps the stock doesn'​t have adequate liquidity, or perhaps the chart seems to be driven by extreme news. In any case, find one that you would not be interested in investing in. For this example, we have chosen **SPXN**, which has lower liquidity than we are comfortable with. Scan through the mini-charts to see if there are any that don't look appealing to you, despite meeting the RSI value requirement. Perhaps the stock doesn'​t have adequate liquidity, or perhaps the chart seems to be driven by extreme news. In any case, find one that you would not be interested in investing in. For this example, we have chosen **SPXN**, which has lower liquidity than we are comfortable with.
  
-=== Step 8: ===+=== Step 7: ===
 To remove this symbol from the ChartList, mouse over the mini-chart until a trash can appears in the upper right corner of the mini-chart. When you mouse over the trash can, it will change from gray to red. Click on the trash can to delete the symbol from the ChartList. To remove this symbol from the ChartList, mouse over the mini-chart until a trash can appears in the upper right corner of the mini-chart. When you mouse over the trash can, it will change from gray to red. Click on the trash can to delete the symbol from the ChartList.
  
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 **Note:** Once you save your scan results in a ChartList, they become a static list of symbols, completely separate from the results you would get if you ran the scan in the Advanced Scan Workbench again. Thus, symbols on your "Scan Results"​ ChartList will remain on the ChartList even if their RSI falls below 80 in the future. Similarly, if you delete a symbol from the ChartList, the symbol could still show up the next time you rerun the scan in the Advanced Scan Workbench. **Note:** Once you save your scan results in a ChartList, they become a static list of symbols, completely separate from the results you would get if you ran the scan in the Advanced Scan Workbench again. Thus, symbols on your "Scan Results"​ ChartList will remain on the ChartList even if their RSI falls below 80 in the future. Similarly, if you delete a symbol from the ChartList, the symbol could still show up the next time you rerun the scan in the Advanced Scan Workbench.
  
-=== Step 9: ===+=== Step 8: ===
 Continue scanning through the mini-charts,​ removing charts that you are not interested in. Once this process is complete, you will have a watchlist of stocks to research further. ​ Continue scanning through the mini-charts,​ removing charts that you are not interested in. Once this process is complete, you will have a watchlist of stocks to research further. ​