Saving a Custom Search

Saving a Custom Search:

  1. Click on the drop down arrow next to the Save Icon on the Search Directory Toolbar.  Select "Save As" if you would like to save the changes as a new search, or are saving a search for the first time, then continue with steps 2-4.  If you have made changes to an existing custom search, and would like to overwrite the existing search, simply click the Save Icon and select "Save" to complete the process.

  2. Type in a name for the new search, then left-click on the Group in which you would like to store the search.

  3. Select whether the search should be used for Long, Short, or Neutral trades then description of the search in "Comments" section.

  4. Click "OK".

 

Note: If you change the criteria of a search and try to select another search before saving the current one, then you will be asked if you would like to save it. If selecting Yes, follow the steps 1-4 as stated above.