To create a filter you must first start ScanExpert (i.e., select a script and a symbol portfolio and then click on the Start button). Once ScanExpert is running, click on the Filter button on the toolbar.
Click on the Filter button
Once you click on the Filter button you will see the Filter Specifications dialog.
Filter Specification dialog
Near the top of the Filter Specifications dialog you will see a grid of numbered columns. Each column has a title with an associated checkbox and a filter edit field where you type in the actual filter conditions. The columns you see in the Filter Specifications dialog will match the columns that are currently running in the ScanExpert grid.
Filter edit fields
If the number of columns exceeds the width of the grid, use the scrollbar at the bottom of the filter grid to scroll left or right.
You create a filter by entering one or more conditions in the filter edit field below one or more columns. You select the columns that will ultimately be displayed in your filter by using the checkbox that you see displayed to the left of each column title. All columns with a checkmark will be displayed in the filter and those without a checkmark will not be displayed.
Note: Columns without a checkmark (i.e., those columns that will not be displayed in the filter) can still be used for purposes of creating filter conditions.
You can type in a descriptive name in the Filter Name field. If you choose not to type in a name then the filter condition itself will be used as the name. If you do type in a filter name, the entire filter definition will be saved for quick retrieval in future ScanExpert sessions. If you would like to save the current filter definition for quick retrieval in future sessions then you should type in a short descriptive name.
Add a filter name (optional)
Note: Whenever you assign a Filter Name, the entire filter will be saved. Saved filters can be retrieved at any time by using the <Select Saved Filters> drop-down box that is displayed at the very top of the Filter Specifications dialog. If you want to save a particular filter so that it can be retrieved at a later time, you MUST assign a filter name to the filter.
In the lower half of the Filter Specifications dialog you will see a list of the most common filter operators and usage examples.
Once you have entered your filter conditions, click on the Create Filter button and the filter will be created and displayed.
Note: If you create a filter and then decide that you want to make some changes to the filter conditions, just close the filter and then click on the Filter button on the Grid toolbar again. The last set of filter conditions you used will be displayed in the filter edit fields so you will not have to re-enter all of the conditions. If you assigned a name to that filter then just select the filter from the <Select Saved Filters> dropdown list, make your changes, and click on the Create Filter button.
If you have already created some filters and have assigned them a Filter Name, those filters will be available for quick retrieval.
To retrieve a previously-defined filter, just click on the down arrow in the <Select Saved Filter> list box and select the filter you wish to use from the drop-down list. Once you have selected the filter, the filter specifications will be displayed, and you can make changes to the specifications if desired. When done click on the Create Filter button. The filter will be displayed at the same screen position and with the same configuration settings that were in place the last time it was loaded.
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