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Build a screener ​

Goal. Find a set of symbols that match specific criteria (e.g., "European mid-cap industrials"), persist the filter, and bulk-load them into your watchlist for follow-up monitoring.

Setup ​

  • Atlas account (any tier — advanced search is generally available).
  • Advanced search panel accessible from the sidebar.

Steps ​

  1. Open advanced search. Sidebar → Advanced search. The filter panel is collapsible — expand it.
  2. Set the asset class. Equity for stocks, ETF for funds, etc. Match counts update live.
  3. Set the region. Pick one or several country/exchange codes. "Germany" filters to XETRA-listed names.
  4. Set the sector. Pick from the standard sector taxonomy. Multiple sectors compose with OR.
  5. Inspect results. Each row shows symbol, name, last price, change %, and a sector chip. Sort by any column.
  6. Save the screen. Click Save screen, name it, optionally add a description. The filter set persists per user.
  7. Bulk-add to watchlist. Use the checkbox column to select rows (or "select all"), then click Add to watchlist. The selection lands in your active Watchlist.
  8. Set up follow-up alerts. Open Watchlist, select the symbols, and bulk-create a price-threshold or news-keyword alert (see How do I — Set up price alerts).

What you should see ​

  • A saved screen accessible from the command bar by typing its name.
  • The selected symbols in your watchlist with their current quotes.
  • (Optional) bulk alerts in the alerts panel.

Variations ​

  • "Find similar" workflow — instead of starting from filters, focus a benchmark security and use Security dashboard — Snapshots → ETF Exposure or Percentile rank to surface peers.
  • Cross-region screen — pick multiple regions; results compose with OR.
  • News-driven screen — start from a News screen tagged to a sector instead of starting from advanced search; both feed into watchlists similarly.

Tips ​

  • Result sets above ~500 rows scroll heavily — tighten the filter or save and re-open in a fresh session.
  • Sector tags depend on EODHD coverage; emerging-market tickers may show "Unclassified" and need manual review.
  • Saved screens are private to your account — sharing happens via permalink with read-only semantics.

Released under the project license. Public sources only — no proprietary or restricted data.

Atlas