The Funds Screener allows you to search for Mutual Funds using custom filters that you apply. NOTE: The Funds screener is only available for the U.S. and Canadian Markets.
Main features of the Screener include:
- Ability to add various filters, based on over 150 different data points, with hundreds of different combinations.
- Save a Screener: When you've defined filters that you want to use again, save the screener. A free My Barchart account allows you to save one custom screener. A Barchart Plus membership lets you save up to 10 custom screeners, while a Barchart Premier Membership allows unlimited custom screeners. Barchart Plus and Premier also allows you to save a screener with your preferred view and sort, so the next time you access it, it's formatted exactly as you want.
- Load a Saved Screener: Select a previously saved set of Screener filters to view today's results.
- Load a Barchart Screener: Select a sample screener provided by Barchart. You can modify the filters and save your new screener to your account.
- Save the Results to a Watchlist: You may save up to 1000 symbols from your Screener results to a new Watchlist, or append the results to an existing Watchlist.
- View the Results using any Custom View: Once on the results page, you may change your view to the "Filter" view (showing you the fields you've screened for), or any of your saved Custom Views.
- View the Results using Flipcharts: Page through charts of the symbols on the results page.
- Download the Results: Download up to 1000 results to a .csv file. The Download will also pull all of the data fields present on the View you use. A free site membership allows you to download 1 file daily; Barchart Plus Members can download up to 10 files, and Barchart Premier Members may download up to 1000 .csv files per day.
Note: Due to licensing restrictions, Canadian fundamental data cannot be downloaded from Barchart.com. You will see "N/L" in a downloaded column when this is the case. - Automatic Screener Emails: This option is available only for Barchart Premier Members. When you save a screener, you can opt to receive the top 10, 25, or 50 results via email along with an optional .csv file of the top 1000 results. Emails can be sent Overnight (3:00am CT), Market Open (9:00am CT), Mid-Day (12:00pm CT), and End-of-Day (4:45pm CT), and Monday through Friday.
Note: When selecting the Filter View for your Screener email, a filter must identify a specific search value in order for it to be included in the email.
SET FILTERS TAB
The "Filter Display" check boxes allows you to select basic fields to also appear on the Results tab when using the "Filter" View.
- To view the results of your screener, click the RESULTS tab at the top of the page or the SEE RESULTS button.
- To clear out all of the filters, click the RESET button.
Searching For Filters
The Screener lets you either find filters using the different filter categories, or you may search for a filter by entering a keyword in the search box. Filters with the keyword in their description are displayed, allowing you to choose the one you want. Once you choose a filter, you must still "Add" the filter to the screener.
Reordering Filters
Once filters are added, you may drag and drop them in the SET FILTERS tab to reorder the way they appear on the RESULTS tab (when using the Filters View). Each filter you add has the "Order" icon which is used to reposition it.
Deleting Filters
To remove a filter from your screener, click the checkbox to the left of the filter name, then click the red "Delete" button at the top of the column. You may also select all filters for deletion by clicking the checkbox at the top of the column, which selects ALL filters for deletion. You will be asked to confirm your decision to delete.
Filters
Each filter presents different options on which to screen. Many give you the option to enter a greater than or less than "value", or to enter a range of "values":
- Last Price => greater than [value] => 10.00
- High Price => between [values] => 30.00 and 40.00
Other filters allow you to identify additional criteria and compare the data to another 'field":
- Price Change => 1-Month => greater than [field] => 6-Month Price Change
- 50-Day Moving Average => less than [field] => Last Price
The New High Date and New Low Date filters allow you to enter a specific date range, or you can perform a screen relative to the current date.
- New 5-Day High Date made within the last session
- New 52-Week Low Date made within the last 2-weeks
Still other filters ask you to identify a specific value defined in our database:
- Opinion => Trend Seeker® => Buy
RESULTS TAB
The total number of results from the filters you've added are shown at the top left of the screener. Your free My Barchart account allows you to view only the first 20 results of any screener, while a Barchart Plus or Barchart Premier membership allows you to view all the results.
NOTE: Equities that have not traded in the last 7 days are automatically filtered out of the screener. You may:
- Change the View
- Go back to the Filters tab to add new criteria
- Save the Screener (this saves the filters; not the results)
- Save as a Watchlist (this saves the results, not the filters)
- View Flipcharts
- Download the results
I am an expert and enthusiast assistant. I have access to a wide range of information and can provide insights and assistance on various topics. I can help you with questions and provide information related to the concepts used in the article you provided.
The article you shared discusses the features and functionality of the Funds Screener, which allows users to search for Mutual Funds using custom filters. Here are the key points mentioned in the article:
Main Features of the Funds Screener:
- Ability to add various filters based on over 150 different data points, with hundreds of different combinations.
- Ability to save a Screener with defined filters for future use.
- Free My Barchart account allows saving one custom screener.
- Barchart Plus membership allows saving up to 10 custom screeners.
- Barchart Premier Membership allows unlimited custom screeners.
- Barchart Plus and Premier memberships also allow saving a screener with preferred view and sort options.
- Ability to load a previously saved set of Screener filters to view today's results.
- Ability to load a sample screener provided by Barchart and modify the filters.
- Ability to save the results of the Screener to a Watchlist.
- Ability to view the results using any Custom View or Flipcharts.
- Ability to download up to 1000 results to a .csv file.
- Automatic Screener Emails option available for Barchart Premier Members, allowing the receipt of top results via email.
Set Filters Tab:
- The "Filter Display" check boxes allow selecting basic fields to appear on the Results tab when using the "Filter" View.
- The Filters tab allows finding filters using different filter categories or searching for a filter by entering a keyword.
- Filters can be reordered by dragging and dropping them in the SET FILTERS tab.
- Filters can be deleted by selecting the checkbox to the left of the filter name and clicking the red "Delete" button.
Results Tab:
- The total number of results from the applied filters is shown at the top left of the screener.
- Free My Barchart account allows viewing only the first 20 results, while Barchart Plus or Barchart Premier membership allows viewing all results.
- Equities that have not traded in the last 7 days are automatically filtered out of the screener.
- Various options are available on the Results tab, such as changing the view, going back to the Filters tab to add new criteria, saving the Screener, saving as a Watchlist, viewing Flipcharts, and downloading the results.
Please note that the information provided above is based on the content you shared. If you have any specific questions or need further clarification, feel free to ask!
