Saving and sharing screeners

Why save screeners

The point of screening isn't to build one query and stop — it's to build a library of queries you re-run periodically. Three patterns most users develop:

• Discovery screens run weekly — looking for new entrants to your candidate pool
• Monitoring screens run daily during market hours — flagging when a watched stock develops momentum
• Event screens run ad-hoc around earnings, budgets, or sector news

Saving makes this repeatable. Hitting Save once turns 30 seconds of filter-clicking into one click forever.

How to save

In the screener header, hit the Save button. A dialog asks for a name and optional description. Required fields:

• Name — what you'll see in your library. Keep it descriptive (Quality compounders, Nifty 500 beats Screen 1).
• Description (optional) — context for future-you about why this screen exists.

The saved screener captures everything in the panel state: universe, all filters, all signals, mode (Snapshot or Live), strength threshold, sort order. Re-running it restores exactly the panel you saved.

Editing and re-running

Saved screeners appear under My screeners in the screener landing area. Click any saved screen to load it. Modify the filters or signals, then either:

• Save — overwrite the existing screen with the new state
• Save as — clone it under a new name (useful when you want a variant without losing the original)
• Delete — remove from your library

Sharing via URL

Every screener has a sharable URL that encodes the full panel state. Copy from the address bar (or the Share button) and paste anywhere. The recipient lands on the same screen without needing an account.

This is the lightweight way to share — no publication, no community visibility, just send a link to a friend.

Publishing to the community

The heavier path: publish your screen to the Community Screeners page where anyone on the platform can see and fork it. Hit Publish on a saved screen and add:

• A public name
• A description (this one matters — it sells the screen to other users)
• Tags (optional but helpful for discovery)

Published screens are read-only for other users. They can fork into their own library to edit. Your authorship is credited on the public page.