The Scanner

The scanner screens the market by combining filters. Each filter tests one property of a stock — a price level, a reported financial figure, a technical study — and a scan returns every stock that satisfies all of the filters you've added. Filters are grouped by type, and each type has its own controls and data source.

This page is the map. Each filter type below has its own detailed guide, and three shared reference tables — Fundamental Metrics, Study Inputs and the Study Reference — are documented separately because they're used across the whole app, not just the scanner.

Stock Filters

Stock filters screen on a stock's own market and profile data — price and OHLC, volume, shares and market cap, sector/industry, its 52-week range, and upcoming earnings dates. They're the fastest way to narrow the universe before layering on heavier criteria. Each filter is marked stable (production-ready) or experimental (available but subject to change).

• Stock Filters — the full filter list by category, plus the earnings-date and price-comparison options.

Fundamental Filters

Fundamental filters screen on financial data reported in SEC filings — income statement figures, balance-sheet items, cash-flow metrics, and calculated valuation ratios. Every fundamental filter supports both quarterly (10-Q) and annual (10-K) filings, can look back across recent filings, and can be compared against a fixed number or against another fundamental metric from a different filing period.

• Fundamental Filters — adding a filter, filing options (type / within / lag), and fundamental-to-fundamental comparisons.
• Fundamental Metrics Reference — all 283 available metrics, grouped by statement.

Technical Filters

Technical filters screen on calculated price and volume studies — from simple moving averages to complex momentum oscillators. Each study runs on a chosen input series, takes its own parameters, and its output can be compared against a threshold, against another study (e.g. SMA 50 > SMA 200), or wrapped in a modifier such as linear-regression slope or correlation.

• Technical Filters — adding a study, comparing studies, and modifiers.
• Study Inputs Reference — the data sources a study can run on.
• Study Reference — every available study, its category, and its notation.

Indicator Filters

Indicator filters screen on pre-computed strength and regime metrics — relative strength versus the market, sector and industry; the regime stack (trend efficiency, extension, divergence); and Group Strength, which reads the regime of the stock's own sector/thematic ETF. They read a single settled value per stock, so they express relative and top-down context in one clause. Paid-tier.

• Indicator Filters — the relative-strength scores, the regime indicators, Group Strength, and the Value / Self comparison modes.

Filter UI behaviours

Different filter types render different controls:

• Numeric filters — support >, <, =, ≠, range (between), and a log-scale distribution slider for picking values against the current universe.
• Price-comparison filters — filters such as 52 Week High / 52 Week Low can compare their value against the stock's current price, with an optional tolerance percentage.
• Boolean filters — render as a toggle switch (e.g. OTC).
• String / multi-select filters — render as a searchable multi-select populated from the database (e.g. Industry, Sector).