Custom views in Screener

If you’d rather take control of the data points and filters shown in your screen, you may prefer to create your own custom view. To do so, select the View drop-down menu, then select Create View under the My Views section. Alternatively, you can select the Create View (plus sign) icon next to the View drop-down menu.

After giving your new view a name, you’ll then be presented with a menu that lets you select and deselect data points, as well as arrange columns into the order of your choice. 

• The left panel displays data point groups. 
• The middle panel shows the data points within each group. 
• The right panel displays which data points will be shown in your view, and the order in which they’ll appear. You can drag and drop to arrange the columns according to your preference. 

You can adjust the criteria shown in your custom view, as well as the order in which that data appears, at any time by selecting Data & Columns.

Within your custom view, you can also revisit the Investment Type drop-down menu, and all of its related data points, to see how your custom view interacts with stocks, bonds, CEFs, and ETFs.