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Filter List panel

With the Filter List tool, you’re able to mix and match different checkboxes or sliding filters to help narrow down results from our extensive crowd-sourced Strategy database.

Pre-Saved Filters

The Filter List tool allows you to load pre-saved filter combinations, in case you’ve found a winning filter combination and would like to use it later on for a future search.

  • Popular Filters: These are Filter sets created by our community, like “A Rated Starting Today”, “Best under $100”, “Conservative”. You can use these as starting points to start refining your search.
  • My Filters: These are Filter sets you’ve created and saved with your own specifications.
  • Save Filter set

    By saving the currently selected filter criteria under a given name, you’re able to save time and use different filter combinations to suit different market conditions, risk profiles, indicators and more.


    Scan tab dropdown menus

    Strategy Selection Menu

    The first drop-down menu under the Scan Tab allows you to select if you’d like to Scan within your followed strategies (”My Strategies”), recent strategies you already follow, or all strategies within our database.

    Stock Selection Menu

    The second drop-down menu under the Scan Tab allows you to refine the view by selecting from options like All Stocks, Current Watchlist, or Current Stock.

    Strategy Tags Menu

    While searching within your strategies, it allows you to narrow down the search by including or excluding specific Strategy Tags you’ve previously created.

    Lookback Period Menu

    It helps narrow down the results to a particular lookback period in history.


    View Stats panel

    To learn more about our View Stats panel, review our View Stats panel User Reference guide.


    Strategies area

    The table view provides a convenient way to sort your followed strategies based on columns such as Rating, Return, and Annual Return.

    At the left side of each Strategy, you’ll see a bell icon that would allow you to enable Alerts for them. Also, by hovering over each Strategy, you’ll see a wrench icon showing up. By clicking on it, you’ll be redirected to the Smart Studies tab to review the Entry and Exit Signals triggering this Strategy.

    Stats Columns

    By clicking on any column title, you can sort that column in ascending or descending order.

    Customization Three-Dot Menu (Multi Select, Columns)

    By clicking on the three-dot menu, you’ll be able to enable the Multi-Select checkboxes next to the strategies currently showing. This is useful if you’re looking to enable or disable email alerts for many strategies at once.

    It also allows you to add or remove columns from the Strategy area, just so you can organize and sort your strategies according to the criteria that are best suited for your personal trading style.

    By hovering over the strategies shown under the Scan Tab, you’ll see a wrench icon to the left of each strategy. By clicking on it, it’ll redirect you to our Smart Studies Tab so you can dive into the indicators, interactions and conditions used to build that strategy.


    Strategy Visibility Settings

    Show Scan Strategy Trades

    The "Show Scan Strategy Trades" option is a toggle feature that integrates the selected strategy from the Scan tab with the Charting Area, displaying trade shading for the chosen strategy. This interactive feature allows you to visualize your strategies directly on the charts, providing a more comprehensive view of your trading scenario. If the option is not toggled, you can still see the strategy's stats on the 'View Stats' panel by clicking on the strategy, but it will only update the statistics displayed and will not affect the Charting Area.

    Show strategies in grid mode

    It allows you to switch how the Strategy Search results are presented, either on a grid of Strategy Cards or a list of Strategy rows with sortable columns.

    Filter List panel

    With the Filter List tool, you’re able to mix and match different checkboxes or sliding filters to help narrow down results from our extensive crowd-sourced Strategy database.

    Pre-Saved Filters

    The Filter List tool allows you to load pre-saved filter combinations, in case you’ve found a winning filter combination and would like to use it later on for a future search.

  • Popular Filters: These are Filter sets created by our community, like “A Rated Starting Today”, “Best under $100”, “Conservative”. You can use these as starting points to start refining your search.
  • My Filters: These are Filter sets you’ve created and saved with your own specifications.
  • Save Filter set

    By saving the currently selected filter criteria under a given name, you’re able to save time and use different filter combinations to suit different market conditions, risk profiles, indicators and more.


    Scan tab dropdown menus

    Strategy Selection Menu

    The first drop-down menu under the Scan Tab allows you to select if you’d like to Scan within your followed strategies (”My Strategies”), recent strategies you already follow, or all strategies within our database.

    Stock Selection Menu

    The second drop-down menu under the Scan Tab allows you to refine the view by selecting from options like All Stocks, Current Watchlist, or Current Stock.

    Strategy Tags Menu

    While searching within your strategies, it allows you to narrow down the search by including or excluding specific Strategy Tags you’ve previously created.

    Lookback Period Menu

    It helps narrow down the results to a particular lookback period in history.


    View Stats panel

    To learn more about our View Stats panel, review our View Stats panel User Reference guide.


    Strategies area

    The table view provides a convenient way to sort your followed strategies based on columns such as Rating, Return, and Annual Return.

    At the left side of each Strategy, you’ll see a bell icon that would allow you to enable Alerts for them. Also, by hovering over each Strategy, you’ll see a wrench icon showing up. By clicking on it, you’ll be redirected to the Smart Studies tab to review the Entry and Exit Signals triggering this Strategy.

    Stats Columns

    By clicking on any column title, you can sort that column in ascending or descending order.

    Customization Three-Dot Menu (Multi Select, Columns)

    By clicking on the three-dot menu, you’ll be able to enable the Multi-Select checkboxes next to the strategies currently showing. This is useful if you’re looking to enable or disable email alerts for many strategies at once.

    It also allows you to add or remove columns from the Strategy area, just so you can organize and sort your strategies according to the criteria that are best suited for your personal trading style.

    By hovering over the strategies shown under the Scan Tab, you’ll see a wrench icon to the left of each strategy. By clicking on it, it’ll redirect you to our Smart Studies Tab so you can dive into the indicators, interactions and conditions used to build that strategy.


    Strategy Visibility Settings

    Show Scan Strategy Trades

    The "Show Scan Strategy Trades" option is a toggle feature that integrates the selected strategy from the Scan tab with the Charting Area, displaying trade shading for the chosen strategy. This interactive feature allows you to visualize your strategies directly on the charts, providing a more comprehensive view of your trading scenario. If the option is not toggled, you can still see the strategy's stats on the 'View Stats' panel by clicking on the strategy, but it will only update the statistics displayed and will not affect the Charting Area.

    Show strategies in grid mode

    It allows you to switch how the Strategy Search results are presented, either on a grid of Strategy Cards or a list of Strategy rows with sortable columns.