NEW TO PRO

Save Screens + New Attributes

You asked and we answered: Pro subscribers can now save screens and use two new attributes with the Pro Stock Screener.

We're excited to share that you'll now be able to save your custom screens, streamlining your stock analysis and allowing you to pick up right where you left off. We've also added two new attributes to further refine your screening: Relative Strength Index and Unusual Volume. Try out these new product features now to make your investment journey even more efficient.

NEW ATTRIBUTES

Unusual Volume can be found under "FUNDAMENTAL" tab while Relative Strength Index is under "TECHNICAL". Both attributes are marked with an orange pill indicating it's a new addition.

DESKTOP

CREATE YOUR SCREEN

On the Pro Stock Screener page, you'll notice two separate tabs on the left-hand side: "CREATE" and "SAVED". Stay on the "CREATE" tab and select attributes to screen for stocks as you normally would.

SAVE YOUR SCREEN

Once you are finished choosing your attributes and ready to save your screen, there are two places to do this, as seen in the red boxes below. You can click on either.

Upon clicking, you will be prompted to create a name for your custom screen. Please click "SAVE SCREEN" after doing so. You will then be greeted with a confirmation message letting you know you have successfully saved your screen.

VIEW YOUR SAVED SCREENS

Simply click the "SAVED" tab to see a list of all of your saved screens.

EDIT YOUR SAVED SCREENS

There are 3 dots accompanying your saved screens, circled below. Clicking on them will give you a pop-up of editing options for your screens, boxed in red. You have the option to:

1. Edit your screen - add, deselect, and modify attributes

2. Rename your screen - change the name

3. Duplicate your screen - create a copy of the chosen screen

4. Delete your screen - remove the custom screen from your list

MOBILE

CREATE YOUR SCREEN

Unlike the desktop view, there are no separate "CREATE" and "SAVED" tabs. On mobile web, please click "CREATE NEW SCREEN" and select attributes to screen for stocks as you normally would.

SAVE YOUR SCREEN

Once you are finished selecting your attributes and ready to save your screen, please click "SAVE SCREEN" at the bottom of the page. Name your screen and you will be greeted with a confirmation message letting you know you have successfully saved it.

VIEW YOUR SAVED SCREENS

Your saved screens are on the same page where you created them.

EDIT YOUR SAVED SCREENS

Like desktop, you will see 3 dots accompanying your saved screens - clicking on them will give you a pop up of the editing options.

THE BENEFITS

SAVE TIME

Quickly access the same set of criteria without starting from scratch.

DUPLICABILITY

Easily reproduce specific search criteria by duplicating a saved screen using the edit function.

CUSTOMIZATION

Experiment with different criteria combinations to identify the most effective attributes for your investing goals.

CONSISTENCY

Ensure you're always applying the same criteria, preventing deviations from your investment strategy.

Stay tuned for more Pro product updates. Start exploring here!

We appreciate any feedback or questions you may have about these new Pro features. You can reach out to us here.

Thank you for being a dedicated CNBC Pro Subscriber!

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