Attach a screener to a strategy
You attach a screener on a strategy's Asset selection card, so that a rule rather than a hand-picked list decides which instruments it may hold.
Steps
- Open the place the screener goes. On the Asset selection card's Screen view the strategy holds a single screener: select Browse library, or Change beside the one attached. On Compose — a Full setup strategy type — select Add screener under Qualify to bring instruments in, or under Reject to take them out. Which view your strategy offers: asset-selection modes.
- Find a screener. The Attach a screener sheet opens — "Pick a screener to attach to this strategy." Switch between My screeners and Templates, or search; selecting one previews its filters.
- Attach it. Select Attach screener. Or select Insert empty screener, give it a name, and build its filters on the strategy. On Compose the sheet stays open, so you can attach several in a row.
- Save the strategy to keep the attachment — see Save, run and copy a strategy.
Done. On Screen the screener's name shows with Saved screener under it, beside Change and Remove. On Compose each screener sits by name in its pool, under "Match any" and their count, and opens again for editing without being detached. A strategy on the Free plan holds no screener — see screener attach.
What do Qualify and Reject screeners do?
A Qualify screener brings in the instruments that match it; a Reject screener removes any instrument that matches it. Within a pool one match is enough: an instrument matching any one Qualify screener is a candidate, and one matching any one Reject screener is out, which is what the pool's "Match any" says. The filters inside one screener still all have to pass together. Only Compose has both pools; Screen can carry a single screener. How the two pools combine, with the set formula and a worked example: screener attach.
Does editing the saved screener update strategies that already use it?
No. Attaching copies the screener's filters into the strategy at that moment, so a later edit to the saved screener in your library does not reach strategies that already hold it. Each attachment is its own copy: edit its filters on the Asset selection card and the change affects this strategy only — the same copy-on-use rule as Duplicate and Copy to Mine.
One manual action goes the other way. From the strategy, Update source screener pushes its copy back onto the library screener it came from, overwriting that screener's filters and universe; nothing ever pushes from the library into strategies. An attachment with no library origin — one inserted empty, or one whose original was deleted — cannot do this and reads "No source screener tracked — use Save as new instead": use Save as new… to add it to your library.
What happens to my extra screeners if I leave Compose?
They are kept, not deleted. Leaving Compose for a view that cannot show them opens a Switch to Easy mode dialog that reads "Easy mode hides these Pro settings. They're kept and restored if you switch back to Pro:" and lists what applies to your strategy — Qualify screeners beyond the first, any Reject screeners, and a custom Max hold or Reinvest delay. They stop applying, and returning to Compose brings them back as you left them.
One item is the exception: with picked instruments and universe filters on the first Qualify screener, the dialog adds "Your screener's universe filters will be dropped — in Easy, your picked instruments are the universe." Those filters do not come back.
UPDATED 2026-10-07REVIEWED 2026-10-07