Screener
The Screener page - look up stocks, browse datasets and your own stock lists (with CSV import and export), browse option chains and find contracts with templates.
The Screener helps you find stocks and option contracts, then send them to a watchlist. It has three tabs: Stocks, Options and Templates.
A few words first:
- DTE (days to expiration): calendar days until an option expires.
- Delta: how much an option's price moves when the stock moves $1. A call with delta 0.30 gains about $0.30 when the stock rises $1. Calls have a delta from 0 to 1, puts from 0 to -1. Delta is also a rough guide to the odds of the option ending in the money: a 0.30 delta is about a 30% chance.
- Open interest (OI): how many contracts are open. More open interest usually means easier trading.
Stocks tab
Look up a ticker
Type a symbol in Look up a ticker (e.g. AAPL), pick US or CA, and click Look up. The
market matters for symbols listed in both countries: TD on US is the NYSE listing (in USD),
on CA the TSX listing (in CAD). The app remembers your last market.
The result appears in its own card; close it with its x.
Browse a list
The Browse a list... menu has two groups:
- My lists: stock lists you build yourself, with their size. New list… creates one.
- Datasets: ready-made lists kept up to date by the app: S&P 500 (refreshed weekly), Magnificent 7 and Market Indices (SPY, QQQ, DIA, IWM).
Picking a list shows it in a table, with a search bar and the same filters as the Watchlists page (Search tickers..., and under the sliders button Sector, Min Price, Max Price, Min Yield %, Max Yield %). The header shows how many stocks match, for example "42 of 503 stocks". While prices are being fetched you'll see "updating N prices…".
The stock table
| Column | Meaning |
|---|---|
| Checkbox | Select rows for the action bar |
| Symbol | Ticker and name |
| Price | Last price, in the stock's currency |
| Trend (30d) | Price over the last 30 days |
| Change / Change % | Today's move from yesterday's close |
| Volume | Shares traded today |
| Mkt Cap | Market capitalization |
| P/E | Price-to-earnings ratio |
| Yield | Dividend yield |
Some datasets add columns of their own. Click a header to sort.
The action bar
Select rows (in the lookup result, the list, or both) and a bar appears at the bottom:
- Add to watchlist: pick a watchlist (or create one) in the dialog.
- Add to list: add them to one of your stock lists, or New list….
- Remove: on one of your own lists, removes them from it.
- x clears the selection.
The message after adding says what happened, for example "Added 3 to Ideas (1 already there)".
Your own stock lists
A stock list is a simple list of stocks to browse later. It has no alerts; that's what watchlists are for. On one of your lists, the ⋯ menu offers:
- Rename
- Import CSV…: add stocks from a file (see below).
- Export CSV: download the list.
- Delete list: removes the list and its stocks from the list (not from anywhere else). Export it first to keep a copy.
Stock list CSV format
The export has three columns:
Symbol,Exchange,Name
AAPL,NMS,Apple Inc.
TD,TOR,Toronto-Dominion Bank
To import:
- The first row must be a header with a Symbol (or Ticker) column. Exchange is optional; other columns are ignored, so an exported file imports as is.
- Without an exchange, a symbol listed in both countries is taken as the US listing.
- Up to 1,000 rows per file.
- The app must already know the stock. A symbol it has never seen is listed as "not found"; look it up once with Look up and import again.
Options tab
Load a chain
- Type a Ticker (e.g. AAPL).
- Pick US or CA. A market marked soon has no option chains yet.
- Pick Calls, Both or Puts.
- Optionally pick a Template (see below), or leave No template.
- Click Load Chain.
The header shows the ticker, its price and currency, the market, and the number of expirations.
Expirations and the chain
A row of tabs lists the expiration dates. Pick one to see its chain: calls on the left, puts on the right, the Strike in the middle. In-the-money strikes are shaded. On a US chain, click the value next to the strike (on either side) to open that contract's report: its quote, Greeks and price history.
Default columns on each side: OI, Vol, Delta, Last, Ask, Bid. The columns button adds IV, Vega, Theta and Gamma, and can reset the set.
With a template
When a template is picked:
- The type (calls or puts) follows the template.
- Expirations outside the template's DTE range are dimmed, and each tab shows how many contracts match.
- The chain opens on the first expiration with matches and shows only the matching contracts, highlighted. A bar above the chain shows the template's rules (for example "30-45 DTE", "Δ -0.35 to -0.2") and the number of matches. Show full chain shows every strike again; Matches only goes back. The x removes the template.
Add contracts to a watchlist
Tick contracts in the chain, then click Add to Watchlist and pick a list. Each contract becomes a watchlist item with its live bid, ask, delta and days to expiration.
Templates tab
Option Screener Templates are saved sets of rules for finding contracts. They are used on the Options tab and by watchlist screener automation (Alerts and notifications).
A new workspace comes with three: Wheel - Cash Secured Put, Wheel - Covered Call and LEAPS - Deep ITM.
Each card shows the name, CALL or PUT, the category and the rules. The pencil edits it; the trash asks for Confirm, then deletes it.
New Template / Edit Template
| Field | Meaning |
|---|---|
| Name | For example "Weekly Puts" |
| Description | Optional |
| Option Type | Call or Put |
| Category | Wheel, LEAPS or Custom; a label for your own sorting |
| Min DTE / Max DTE | Expirations to consider; leave Max empty for no limit |
| Min Delta / Max Delta | The delta range |
| Min Volume | Contracts traded today, at least |
| Min Open Interest | Open contracts, at least |
Leave a field empty to not filter on it.
Puts have negative deltas. For puts, enter both deltas as negative numbers, the smaller one
as Min Delta. Example: puts between 0.20 and 0.35 delta = Min Delta -0.35, Max
Delta -0.20. Entering 0.20 to 0.35 for a put finds nothing.
Example template for cash-secured puts: Option Type Put, Min DTE 30, Max DTE 45, Min Delta
-0.35, Max Delta -0.20, Min Open Interest 100.