Should I always save my search results as a personal list?

Modified on Mon, 10 Aug, 2020 at 4:33 PM

When using the Screener interface, it is not necessary to save your search results as a personal list to use them. As a general rule, it is advisable to do so if you plan to use the list later.

 

Navigating without saving the list

First, you need to build your list adding companies from the Screen Results panel in the center to the My List of Companies panel on the right.

Once all companies have been added, use the Navigate with my list to dropdown box to navigate to the desired view. The platform switches to the My Lists interface with your list temporarily saved as My Temporary List.

 

Navigating with a saved list

After adding companies to My List of Companies, enter your list name and click Save to save it.

When you need to use your list, switch to the My Lists interface, select your list clicking its name, and then select the desired view.

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