Question 1

What are Screeners and how do I access them?

Accepted Answer

Screeners are tools that allow you to search for products based on filtered criteria or a factor blend called "MultiSort". To access the Screeners tool, click the Screeners icon from the left-side panel in Desktop platforms or the Toolbox on Mobile Platforms. Next choose between US Stocks, Asia Stocks, EUR Stocks, ETFs, or Options and select your desired exchange then select your screener type…

Question 2

How do I update my screener results?

Accepted Answer

To update your screener results you will need to click the "Refresh results" button to periodically refresh the populated products in both MultiSort and Standard Filters screeners…

Question 3

What types of screeners are available?

Accepted Answer

There are three main types of screeners:

MultiSort: Finds securities that best match your chosen factors with a ranked list of scored results.
Standard Filters: Scans relevant markets and returns top securities based on the region, product, sector, and factor criteria defined by you. We offer over 50 factors like Change %, Average Volume (Dollar Amount or Number of Contracts), Market Cap, Dividend Yield, Shares Held (by Institutions or Insiders), HV and IV Rank and Percentile, and many more…

Question 4

Where can I get additional help or training on screeners?

Accepted Answer

You can learn more about IBKR Desktop Market Screeners at IBKR Campus or visit the IBKR Desktop Website…

Question 5

What factors can I use with the Standard Filters Screener?

Accepted Answer

The Standard Filters Screener allows you to choose from over 50 factors including Change %, Average Volume (Dollar Amount or Number of Contracts), Market Cap, Dividend Yield, Shares Held (by Institutions or Insiders), HV and IV Rank and Percentile, and many more…

Question 6

Can I save and reuse my screener settings?

Accepted Answer

Yes, you can save a screener by clicking the "Save Screener" button after adding criteria, and then access previously saved screeners by clicking the "My Screeners" tab within the Screeners interface…

Question 7

How do I identify different types of Popular Screeners?

Accepted Answer

In the Popular Screeners section, predefined screeners are marked with icons:

Star icon: MultiSort screeners
Radar icon: Standard screeners…

Question 8

How does the MultiSort Screener work?

Accepted Answer

The MultiSort Screener quickly finds securities that best match the blend of your chosen factors. Simply select the factors that are most important to you, specify whether a higher or lower value should be prioritized for each, and set the importance level. MultiSort will return a ranked list of scored results. The higher the result, the more relevant the security is to your preferences…