Find your strategies and screeners with search
Search finds any strategy, Live strategy or screener you own by its name, and opens any main page: press ⌘K on a Mac or Ctrl+K elsewhere and type.
Steps
- Open search with ⌘K (Mac) or Ctrl+K (Windows, Linux), or select the Search… field in the bar along the top of the page — in a narrow window it shrinks to its magnifier icon. All of them open the same search, on every page of the app once you are signed in; the shortcut alone does nothing while the dialog asking which strategies stay Live is open, because that one must be answered first.
- Type part of the name. The start of any word in it is enough, and capitals do not matter. "Searching…" shows briefly, then your own items appear above the pages.
- Read the results, grouped as Strategies, Live, Screeners and Pages. The first three list at most eight matches each; Pages lists every page whose name matches.
- Select a result, or move to it with the arrow keys and press Enter. Search closes and opens what you picked:
| Group | What it holds | Selecting a result opens |
|---|---|---|
| Strategies | your strategies that are not followed live | the strategy's Settings |
| Live | your strategies that are marked Live | the strategy's Positions |
| Screeners | your saved screeners | the screener |
| Pages | the app's main pages | that page |
Esc, or a click outside search, closes it without choosing anything and clears what you typed. Pressing ⌘K or Ctrl+K again also closes it but keeps what you typed, so the next ⌘K or Ctrl+K reopens the same search. When nothing matches, search reads "No results found."
Done. The item or page you picked is open.
How do I find my strategy?
Press ⌘K or Ctrl+K and type the first letters of any word in its name. A strategy you follow live is listed under Live, not under Strategies, because the two groups never overlap: every strategy you own appears in exactly one of them. Selecting it under Live opens its Positions; selecting it under Strategies opens its Settings.
If you would rather browse than type, the Strategies · Single and Strategies · Combined pages list every strategy you own, and the Folder filter there narrows the list to the folders you tick — one or several. Your Live strategies are also listed together on the Live page — see live book.
Which pages does search list?
With nothing typed, search lists only Pages — the fixed destinations of the app, in the order the sidebar shows them: Home, Screeners, Live, Strategies · Single, Strategies · Combined, then one entry per Settings page (Settings · Overview, Settings · Profile, Settings · Access and security, Settings · Notifications, Settings · Simulation defaults, Settings · Plan and usage, Settings · Payments and invoices, Settings · Privacy and data). Typing narrows that list to the pages whose name contains what you typed, so typing "settings" leaves every Settings page.
What does search not cover?
Search reads the names of the strategies and screeners you own, and nothing else:
- Public strategies and screeners never appear. Search only reads your Mine library; see Mine and Public. To find a Public item, browse the Public tab of the library.
- Instruments are not searched here. Finding a stock, ETP or crypto to hold is done in a strategy's asset selection, which has its own instrument search.
- Settings, filters and results inside an item are not searched — only the item's name is.
- There is no list of recent searches and no action shortcuts: search finds items and pages, and opens them.
Why is my strategy not in the results?
My strategy is not in the results
Check three things in order. If the strategy is followed live, look under Live rather than Strategies. If more than eight of your strategies, Live strategies or screeners match what you typed, only eight are shown in that group — type more of the name. If it is a Public strategy you have not copied, search cannot find it; use Copy to Mine first, and the copy becomes yours and searchable.
Search says "No results found." for a name I know exists
First check the name is yours and not a Public item's, which search never shows. If it is yours, the lookup itself may have failed: search shows the same "No results found." whether nothing matched or the lookup could not complete, so the two cannot be told apart on screen. Close search with Esc and search again.
UPDATED 2026-10-07REVIEWED 2026-10-07