Appendix B - Custom Scanner High-Level Criteria – StocksToTrade

The table outlines criteria for selecting financial data, including catalysts such as earnings, filings, and news to refine company selections. It allows users to choose specific markets like NASDAQ and NYSE, and various stock types such as regular securities, preferred issues, and ETFs. Users can also filter by sectors including technology and healthcare. Additionally, a watchlist feature enables filtering results based on saved stock symbols.

Criteria	Available Options	Description
Catalyst	Earnings Filings News	To narrow down the selection to companies with news, filings, or earnings on a specific day or within the past three days.
Select Markets	NASDAQ NYSE AMEX OTCBB	To allow the selection of specific markets from which to retrieve data.
Stock Types	Regular Securities Class A Shares Class B Shares Issuer Qualification Exception New Issue Delinquent (in regard ti SEC filings Foreign Issue First Convertible Bond Second Convertible Bond Third Convertible Bond Voting Non-Voting Fourth Preferred Issue Third Preferred Issue Second Preferred Issue First Preferred Issue Bankruptcy Rights Issue Shares of Beneficial Interest Securities with warrants or rights Units When issued or when distributed Warrants American Depository Receipt Miscellaneous Situation ETFs ETNs Indices Others	To facilitate the selection of a specific stock type for displaying data.
Sectors	No Sector Technology Communication Services Real Estate Consumer Cyclical Basic Materials Utilities Healthcare Industrials Financial Services Energy Consumer Defensive	To allow the selection of specific stock sectors for displaying data.
Watchlist	N/A	Filter the results by using your saved watchlist. For example, if the user has created a watchlist with the IBM, GOOG and MSFT symbols, the filter result will show only the data for those 3 symbols (and any additional filters applied).

Ultimate Resource Guide

Appendix B - Custom Scanner High-Level Criteria