TradeStation Help

Insert Scan - Name

Inserting a scan walks you through the wizard process for creating and formatting scans. This allows you to save scan results that you generate from the criteria and conditions you entered and selected. Once you create a scan, the scan results are saved to your local drive. You have the ability to schedule scans based on a intra-day, daily weekly or monthly basis, set results and enable notifications based on your personal preference.  

he Insert Scan - Name dialog allows you to insert a new scan using the wizard, you will be able to enter general information, select a universe to scan, set a criteria or conditions for the scan to generate the results you want.

 Access using the menu bar Insert > Scan menu sequence or using the Scan Pane, click Insert. The Insert Scan - Name dialog is displayed.

• Name - Enter the desired name for the new scan folder in the Name box.
• Notes - Enter any comments about the new scan that you would like to include in the Notes box.
• Save this scan to a specific folder in the Scans pane - Contains a placeholder for saved scans that are placed in a particular folder. This organizes your scans and the folder is displayed in the Scan pane. For more information, see Insert Folder.

 Click Next to proceed to the Insert Scan - Symbol Universe or Cancel to exit without any changes.