Workflow
Find setups with the Screener, not endless scrolling
Scrolling 40 charts every morning to find something to trade is a waste of the first hour. The Screener does the filtering: you write the conditions once, it hands back the five names that already match. Open Products > Screeners > Stock Screener (there is a separate Crypto Screener), or hit the funnel icon on the toolbar.
Build the filter, not a wish list
Every filter you add is an AND. Stack them so the list gets small fast:
- Price above 5 to drop illiquid junk;
- Relative Volume > 2 — trading at twice its own average, i.e. something is happening today;
- Change % to catch the movers, positive or negative;
- Market cap above 2B if you only trade names with real depth.
Then the indicator conditions, which is where it earns its keep. Add RSI(14) below 30 for washed-out names, or price above the 200 SMA so you only look at longs in an uptrend. Combine them: RSI below 35 and price above the 200 MA finds pullbacks inside a trend rather than falling knives.
Save it, reuse it every morning
Once the columns and filters are set, click the preset dropdown (top left of the Screener) and Save filters as. Name it something like "Trend pullback". Tomorrow it loads in one click. Select the matches, right-click, Add to watchlist — now they are lined up to review by chart. See building a watchlist for organizing what comes out. If moving-average conditions are new, read moving averages first.