How do I create a market screener in Client Portal?

To scan for instruments in the Client Portal Market Screener:

  1. If you are not already in the Market Screener, select the Research menu followed by Market Screener.
  2. In the Select Scanner section, define the scanner universe by specifying filters:
    • Choose the product type and region. For example US Stocks, Mutual Funds, or Europe Stocks. 
    • Select the exchange. For example Listed/NASDAQ, Non-US Mutual Funds, or United Kingdom (LSE)
    • Select the scan type. For example Top % gainers, Total Return Score - Overall descending order, Hot Contracts by Volume
    • Add desired price and volume-range filters
  3. Click Run Scanner to scan the markets for instruments that best meet filter criteria
  4. Click Save and enter a name to save the scan as a Watchlist. 

You can also try the Market Screener 2.0 which is also under the Research menu and allows you to select additional sort factors and filters for your screener. 

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