It's great that you're customizing your screeners to fit your investment criteria. On Fintel, saving your basic screener is a straightforward process designed to help you quickly access your preferred filters for future analysis.
Here's how you can typically save your custom screener:
- Apply Your Filters: First, ensure all your desired criteria (e.g., market cap, industry, P/E ratio, institutional ownership changes) are selected and applied within the basic screener interface.
- Locate the Save Option: Look for a "Save" or "Save Screener" button or icon, usually located near the top or bottom of the screener results or filter selection area. This is often accompanied by an option to "Load" or "Manage" saved screeners.
- Name Your Screener: Upon clicking "Save," you will likely be prompted to give your custom screener a unique and descriptive name. This helps you easily identify it later.
- Confirm Save: After naming, confirm the save action. Your screener will then be stored, allowing you to load it with all its applied filters whenever you return to the screener tool.
Using saved screeners can significantly streamline your research workflow, enabling you to consistently monitor stocks that meet your specific investment thesis. You can also leverage Fintel's pre-built screeners for inspiration or as a starting point for your own customizations.
