> ## Documentation Index
> Fetch the complete documentation index at: https://takeprofit.com/docs/llms.txt
> Use this file to discover all available pages before exploring further.

# Stock screener

> Screen about 5,000 US stocks on fundamentals and price data, view results as a table, a compact list, or a heatmap, and share your screeners with the community.

Stock screener

Find stocks by the numbers

Filter about 5,000 US companies by valuation, growth, dividends, and price action, including pre- and post-market moves. Start from a built-in screener or build your own, then click a result to load it into linked widgets.

[ Build a screener](https://takeprofit.com/docs/guide/platform/stock-screener/Stock-screener-overview#setting-up-your-screener)
[ Browse shared screeners](https://takeprofit.com/screens)

## Core specifications

| Feature | Details |
| - | - |
| **Coverage** | US stock market, about 5,000 companies |
| **Parameters** | 100+, including pre- and post-market price data in filters and column sets |
| **Time periods** | TTM, MRQ, fiscal year, year-over-year growth, CAGR 3Y and 5Y |
| **Views** | Table, Lite, and Heatmap |
| **Auto refresh** | Every 30 seconds, every minute, every 3 minutes, or off |
| **Sharing** | Publish custom screeners for other traders to copy |

## Pick a starting point

> **[A built-in screener](https://takeprofit.com/docs/guide/platform/stock-screener/Stock-screener-overview#accessing-screeners)**
>
> Click the screener name in the top-right corner, such as Mega cap stocks, and pick a ready-made screen.

> **[Your own screener](https://takeprofit.com/docs/guide/platform/stock-screener/Stock-screener-overview#working-with-filters)**
>
> Duplicate a built-in screen or start blank, then add filters with ranges, operators, and time periods.

> **[A community screener](https://takeprofit.com/docs/guide/platform/stock-screener/Stock-screener-sharing.md)**
>
> Copy a screener other traders published, or publish yours with a title, description, and cover.

## Getting Started

<ol>
  <li>
    Step 1 of 3
    Add the screener
    Add the Stock Screener widget to your workspace from the Widget Hub.

    <ul>
      <li>[Adding widgets](https://takeprofit.com/docs/guide/getting-started/Widget-Hub.md#adding-widgets-from-widget-hub-to-your-workspace)</li>
    </ul>
  </li>

  <li>
    Step 2 of 3
    Set the filters
    Pick a built-in screener or add your own filters, then click Apply Changes.

    <ul>
      <li>[Working with filters](https://takeprofit.com/docs/guide/platform/stock-screener/Stock-screener-overview#working-with-filters)</li>
    </ul>
  </li>

  <li>
    Step 3 of 3
    Explore the results
    Switch between the Table, Lite, and Heatmap views, and click a stock to update linked widgets.

    <ul>
      <li>[View options](https://takeprofit.com/docs/guide/platform/stock-screener/Managing-Stock-Screener-Results.md#view-options)</li>
    </ul>
  </li>
</ol>

<video autoPlay muted loop playsInline src="https://mintcdn.com/takeprofit-a5dc0462/3Y16oJeHdTbHNX4r/images/guide/platform/stock-screener/2.14.3_Screener.mp4?fit=max&auto=format&n=3Y16oJeHdTbHNX4r&q=85&s=161c453546bab1035ac4db43aefa67dd" />

## Setting Up Your Screener

<video autoPlay muted loop playsInline src="https://mintcdn.com/takeprofit-a5dc0462/3Y16oJeHdTbHNX4r/images/guide/platform/stock-screener/2.14.4_Setting_Up.mp4?fit=max&auto=format&n=3Y16oJeHdTbHNX4r&q=85&s=5ff178bd4aec0dd53ef78c93eefbfefd" />

There are 4 ways to select stocks:

* Use a Built-in screener template
* Modify existing Built-in screeners
* Duplicate and customize Built-in screeners
* Create a blank screener, removing the default filters.

## Accessing Screeners

<video autoPlay muted loop playsInline src="https://mintcdn.com/takeprofit-a5dc0462/3Y16oJeHdTbHNX4r/images/guide/platform/stock-screener/2.14.5_Accessing_Screeners.mp4?fit=max&auto=format&n=3Y16oJeHdTbHNX4r&q=85&s=864047074cb13a6d9ae68c2bc1c8ba98" />

1. Click the screener name in top-right corner (default: "Mega cap stocks")
2. Choose from:
   * Built-in screeners
   * My screens tab (your saved screeners)
   * "Create screener" button (start from scratch)
   * Favorites (Built-in or custom screeners can be added).

## Working with Filters

<video autoPlay muted loop playsInline src="https://mintcdn.com/takeprofit-a5dc0462/3Y16oJeHdTbHNX4r/images/guide/platform/stock-screener/2.14.6_Filters.mp4?fit=max&auto=format&n=3Y16oJeHdTbHNX4r&q=85&s=59db4f7f0a41e03850545bc8c1143841" />

1. Click "add filter" to include new parameters
2. Configure filters using:
   * Manual range sliders
   * Preset operators (below, enter, above)
   * Time periods:
     * TTM (Trailing Twelve Months)
     * MRQ (Most Recent Quarter)
     * Fiscal Year
     * Year-over-Year growth
     * CAGR 3Y/5Y (Compound Annual Growth Rate)
3. Click "Apply Changes" to update results.

## Read the results

| View | Best for |
| - | - |
| **Table** | Detailed data with custom column sets, sorting, and filters on each column |
| **Lite** | Quick scanning of the essential metrics |
| **Heatmap** | Performance grouped by market structure, business category, or metric |

Click any stock in the results to update linked charts, financials, and other widgets. The Heatmap view colors screener results; it is not the [Liquidity Heatmap](https://takeprofit.com/docs/guide/platform/chart-widget/chart-types/Liquidity-heatmap.md) overlay on charts. [Managing results →](https://takeprofit.com/docs/guide/platform/stock-screener/Managing-Stock-Screener-Results.md)

## Good to know

* **Only custom screeners can be published.** Built-in screeners can't be shared.
* **Saved and published screeners are separate.** A screener in My screens and its published copy are different entities.
* **Shift + Click selects several stocks** in the results, for example to add them to a watchlist together.
* **Select All picks only loaded rows.** Scroll to load more results before pressing **Ctrl/Cmd + A**.
* **Price-action screens also work in the AI chat.** Describe the screen in words there; fundamental screens stay in this widget. See [Screener in the AI chat](https://takeprofit.com/docs/guide/platform/ai-assistant/How-to-work-with-AI-tools.md#screener).


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