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Adding Results to My Portfolio

You can add results from any stock screen to your portfolio by following these steps.

To add results to your portfolio:

  1. Define the screen by selecting your criteria.
  2. Click "Run Screen" to view the results.
  3. Click "Add Results to Portfolio" in the toolbar at the top of the screener window.
  4. Select which stocks you want to add to your portfolio by checking the boxes next to those stocks, or by clicking the "Select All" button.
  5. Select which portfolio you want these stocks added to by clicking the radio button next to "New Portfolio" or next to "Existing Portfolio."
  6. If you choose to add to an existing portfolio, choose the portfolio from the pull-down menu.
  7. Click "Save."

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