Introduction to the Stock Screener
The Stock Screener is a diverse tool for discovery. Screeners are typically deployed in the preliminary phase of research; they provide creative methods for finding individual companies meeting the criteria of the investment thesis. There are categories of statistics to use as metrics to sort the criteria defined in the preset file. The preset files are
.ini files stored locally in the application folder:
~\Applications\OpenBB\openbb_terminal\stocks\screener\presets\ and they can be modified in any text editor. Create custom presets and share them with the world!
Get to the Stock Screener from the
Stocks menu by typing
scr and then pressing
How to use the Stock Screener
The default preset is
top_gainers. Use the commands
set to select a new one. The file in the presets folder,
template.ini, is a blank slate for creating something fresh. Modify individual parameters within the different presets to get more precision from a starting point. To get started, simply choose one of the categories to scour, like
The columns can be sorted with the optional argument
-s, and autocomplete will present a list of choices.
To see a description of each preset, use
view, and autocomplete will allow the user to scroll presets with the arrow keys to
set the choice.
Unexpected results can be obtained through combining presets with the category of screen.
modified_dremin preset and the
financial category, then sorting for return-on-investment.
Setting the preset to
short_squeeze_scan and scanning with the
set triangle_ascending, show
exe stock_screener_demo.openbb from the main menu to play a demonstration of the Stock Screener in the Terminal.
Back to the Introduction Guide to the Stocks Menu