Customize Scan - Symbol Universe

The Customize Scan - Symbol Universe dialog allows you to add or modify the symbols that you want for the selected scan.

Select the desired scan from the Scan Pane of the Scanner window.

 Access using the Data > Edit Scan menu sequence or click Customize from the Scan Pane of the Scanner window. Select the Symbol Universe tab.

Specify the universe of symbols to scan

Enter the symbols you want to include in the scan. You can enter all symbols simultaneously, select symbols by asset type, market or exchange, enter symbols manually, or enter a predefined custom symbol lists.

  • Select the desired symbol(s) to use for the scan using the drop-down list. Continue to add symbols until your desired symbol list is complete. The symbol row displays a check mark to indicate that it will be included in the scan.

Select symbols to exclude

  • Select any symbols to be excluded from the universe group selected using the drop-down list.

Set as Default - Check this setting to save any changes that you made as your default.

 Click OK to apply changes, click Run to run the scan, or Cancel to exit without changes.

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