Your First Scan

What You'll Do

In a few minutes, you will:

• Open Scanner.
• Choose what symbols to scan.
• Add a condition without writing a formula.
• Review results.
• Save the idea as a screen if you want to monitor it later.

Quick Start

1. Press Cmd+K on Mac or Ctrl+K on Windows.
2. Choose Scanner.
3. Pick a universe such as Market or S&P 500.
4. Click Add Condition.
5. Choose a signal, operator, and value.

Example condition:

CopyRSI 14 is below 30

Scanner runs automatically as you change the setup.

Conditions, Not Code First

You do not need to know the formula language to start.

Use the condition builder for common ideas:

• Price above a moving average.
• RSI below or above a level.
• Relative volume above normal.
• Market cap above a threshold.
• Price near highs or below a moving average.

Advanced formulas are still available when you need precision, but they are not required for the normal scanner workflow.

Add Useful Columns

Scanner results are more useful when the table shows the context you care about.

Use columns for values such as:

• Price
• % Change
• Volume
• Market Cap
• RSI
• Relative Volume
• Distance from moving averages

If a result looks interesting, click the row and review it in a linked Chart pane.

Best First Layout

Use two panes:

Copy+-------------------------+-------------------------+
| Scanner                 | Chart                   |
| Conditions + results    | Follows clicked symbol  |
+-------------------------+-------------------------+

This is the fastest way to review candidates. Scanner finds names; Chart validates price action.

Save as a Screen

When you like a scanner setup, save it as a screen.

Use saved screens for repeatable work:

• Breakout candidates
• Pullback candidates
• High relative volume
• Sector leaders
• Watchlist-specific setups

Scanner is for building and testing. A saved screen is for monitoring.

Common Questions

Why don't I see results?

Your condition may be too restrictive. Remove one condition or loosen the value.

Do I need formulas?

No. Start with Add Condition. Use formulas only when the builder cannot express what you need.

What's the difference between Scanner and a saved screen?

Scanner is the workbench. A saved screen is a reusable scanner setup that can run in a pane.

What's Next?

• Workspace Interface - Learn panes, linking, and symbol search.
• Formula Basics - Learn advanced formulas when you are ready.
• Data & Markets - Understand available fields and coverage.