The Strategies Tab inside the Top List Config Window provides access to many pre-configured strategies as well as your own recent strategies. Right-click into the Top List Window, select Configure, then open the Strategies Tab.
The field on the left-hand side will list all the preconfigured strategies relating to Gainers, Losers, Ranges, Volume, Gaps, Movers, and others. Click on the Plus Sign to open a strategies folder.
Once you have selected a strategy, the right-hand panel will show a brief description as well as the filters in use. A Top List Window only contains filters, whereas an Alert Window can be a combination of alerts and filters.
To load the chosen strategy, click on the Load Settings button below or double-click on the strategy title in the field on the left-hand side.
A click on any Filter icon will open up the Window Specific Filters Tab, where you can modify each filter by changing its minimum and maximum values.
A right-click on any of the icons, will open a popup menu. The Help option will bring you to our main Alerts & Filter Page, which provides detailed information about each filter as well as its settings.
The Modify option will lead you to the Window Specific Filters Tab, where you can adjust the settings.
The Show as Column option will lead you to the Columns Tab, where you can choose which data columns you would like to visually display in your Top List Window.
The Show Me option is a great tool when you are uncertain about the exact filter settings, or would like to see the effects filter changes will have on the number of stocks available to scan.
The Sort By option will lead you to the Sort Tab, where you can define the so-called Server Sort. The displayed data will be ranked according to the filter chosen in the Sort Tab.
The Flip option at the bottom right-hand side enables you to switch the Top List settings from bullish to bearish and vice versa. When selected, it will open the Summary Tab, which gives you a breakdown of the flipped strategy and allows you to change its name.
Select Start from Scratch to create an entirely new Top List Window. Activate this option by double-clicking or pressing the Load Settings Button below. Thereafter, you can choose any of the available filters in the Search Tab to create your own scan. You can define the filter values in the Windows Specific Filters Tab, choose the exchanges to be scanned in the Exchanges Tab, include or exclude specific stocks in the Symbol Lists Tab, choose which columns to visually display in your scan from the Columns Tab and which filter to sort by in the Sort Tab.
The Strategies Tab also lets you load your My Liked Symbols Top List. This Symbol List contains all the stocks that show a red heart icon on the chart. Simply double-click its title or highlight it, then press Load Settings. In the Symbol Lists Tab you can see that your Top List now points exclusively at your My Liked Symbol List.
The Strategies Tab also gives you access to your most recently used Top Lists. You will find them in the Recent Settings Folder.
Once you have selected and/or configured your strategy, hit the OK button. Now, the data populated will reflect the strategy that you have just configured and loaded.
Another way to access and select the strategies listed in the Strategies Tab of the Top List Config Window is to add them directly to your Top List Window. To do so, right-click into your Top List, select Properties, and then Show Strategy Menu. All the available strategies will now be listed in a dropdown right inside your Top List Window. The currently chosen strategy will be displayed at the top.