Appearance
Advanced search
Advanced search is the screener-style entry point for finding new symbols. Implemented in frontend/src/components/AdvancedSearchPanel.jsx with backend lookup via backend/routes/search.py.
The plain header search box is for "I know the ticker, find me the company". Advanced search is for "I want every mid-cap European industrial that pays a dividend".
Filters
The collapsible filter panel exposes three primary axes:
| Filter | Values |
|---|---|
| Asset class | Equity, ETF, FX, Crypto, Commodity |
| Region | Country / exchange (US, EU, UK, JP, …) |
| Sector | Standard sector taxonomy (Technology, Financials, Energy, …) |
Filters compose with AND. Empty filters mean "all". Match counts update live as you tighten constraints.
Working with results
Each result row exposes:
- Symbol + name — click to focus the Market panel.
- Add to watchlist — single-click hand-off into Watchlist.
- Open security dashboard — drill into Security dashboard for full analysis.
- Bulk select — checkbox column for multi-add or multi-export.
Saving searches
Save the current filter set as a named screen — reopens to the same filters with refreshed results. Saved screens are per-user and persist server-side.
Limits
- Result sets are paginated. Practical maximum to scroll without saving as a screen is ~500 rows.
- Sector tags depend on EODHD coverage; some emerging-market tickers may show "Unclassified".
- Crypto filter currently surfaces top spot pairs only — full long-tail listings are roadmapped.
Tips
- For a screener-then-watchlist workflow, save the filter, bulk-select the subset you care about, and add to watchlist in one action — see How do I — Build a screener.
- For "find similar" workflows, focus a security and use the Security dashboard percentile rank or ETF exposure view rather than rebuilding filters by hand.
- Region filters use exchange codes — selecting "Germany" filters to XETRA-listed names, not all German companies.