When you've created your systems you can choose to scan them over your entire database or specify a list of symbols. These symbols could be a personal watchlist or the shares that make up the Top 100 or a particular sector.

To add filtering to a scan, do the following:
1. Open ScanVest.
2. Go to Edit>Scan.
3. Select the scan that you want to filter from the drop-down box.
4. Click on the Filter tab.
5. Select the filtering you want to apply to this scan from this list:
   » Entering one or two shares into the Symbol filter
   » Creating a list of shares to filter (i.e. Watchlist)
   » Scanning symbols from a sector (i.e. Energy)
   » Scanning the Top 100 symbols

Entering one or two shares into the Symbol filter

If you are only interested in one or two shares then you need to enter these into the Symbol stage of the filter.

1. Double-click on the word Symbol: to display the Symbol Filter Editor then click the Add button.

   

2. Type the code (e.g. BHP) in the edit box to the right of is equal to then close the dialog box.
3. The Symbol Filter editor should read is equal to BHP.

   

4. To add ANZ click the Add button again then enter ANZ in the same edit box then close the Configure Symbol box. The Symbol Filter editor should now read is equal to BHP or is equal to ANZ.

   

5. Keep repeating this step until you have entered all your codes, then exit the Symbol Filter Editor. The Symbol filter should now be displaying your entries.

   

Creating a list of shares to filter (i.e. Watchlist)

If you want to use a list of stocks you need to create the list using a text editor.

Name the list whatever you like, (e.g. MyList.txt) and save it into ScanVest's Main folder (Default directory: c:\Program Files\Infosoft\ScanVest2\Main).

1. Double-click on the word Symbol: to display the Symbol Filter Editor then click the Add button.
2. Choose in file from the drop-down box. Then enter the name of the text file into the edit box to the right.

   
   NOTE: if the file was not saved into ScanVest's "Main" folder then you will need to include the full path and name.

3. Exit the Configure Symbol window and the Symbol Filter Editor. The Symbol filter should now be displaying your text file.

   

Scanning symbols from a sector (i.e. Energy)

If you want to scan a particular sector or sectors you need to edit the Sector(GICS) part of the filter.

1. Double-click on the word Sector(GICS): to display the Sector Filter Editor then click the Add button.

   

2. Select the sector that you require from the second drop-down box then exit the Configure Sector window.
3. If you want to scan more sectors click on the Add button and select the next sector from the drop-down box. Follow this step for any others you require then exit the Sector Filter Editor.
4. The Sector filter should now be displaying your sector selection.

   

Scanning the Top 100 symbols

If you want to scan the Top 100 or other top selections you need to edit the Ranked filter.

1. Double click on the word Ranked: to display the Ranked Filter Editor then click the Add button.

   

2. Choose is less than from the drop-down box then type 101 in the edit box to the right.
   Note: if you wanted the top 150 you would enter 151 into this box.
3. Exit the Configure Ranked window and the Ranked Filter Editor window. The Ranked filter should now be set to <101

   

You could now use the Market filter to limit the scan to a particular market (e.g. Equities) or the Source filter to scan data from a particular exchange (e.g. Australian Stock Exchange).
Generally you would use a combination of all stages for example to scan the top 500 equities in the ASX you would set the following:
Source: =ASX
Market: =EQ
Ranked: <0501

If you would like to learn how to create systems please click on one of the following links:
» Creating a MACD System
» Creating a Moving Average Crossover System
» Creating an Open Close Price System
» Creating a Parabolic SAR System