You can access the Strategy Designer by clicking on the button highlighted in the image above from the Results page or by creating a new strategy. This will take you to either take you to the Properties (for a new strategy) or Universe page.

The designer is made up of 6 sections, and you can navigate into these simply by clicking on the headings in the left hand menu.

Each page also offers a series of buttons at the top and bottom of each section.

  • Save - Saves the strategy. You will be prompted to run a backtest.
  • Cancel - Cancels any changes to the strategy and returns you to your list of strategies.
  • Screener - Screens the database to produce a list of stocks that meet your Universe criteria, in the order designated by your Ranking system.
  • < -Navigates to the previous section.
  • > -Navigates to the nextsection.