Appendix B - Custom Scanner High-Level Criteria

Criteria

Available Options

Description

Catalyst 

  •  Earnings 
  • Filings 
  • News

The purpose of this option is to specify the companies that have news, filings, or earnings on a given day or the last three days.

Select Markets

  • NASDAQ
  • NYSE
  • AMEX
  • OTCBB

The purpose of this option is to enable selecting only specific markets to get the data from.

 

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

The purpose of this option is to enable selecting only a given stock type to display data for.

 

Sectors

  • No Sector
  • Technology 
  • Communication Services
  • Real Estate 
  • Consumer Cyclical 
  • Basic Materials
  • Utilities 
  • Healthcare 
  • Industrials
  • Financial Services
  • Energy 
  • Consumer Defensive

The purpose of this option is to enable selecting only given stock sectors to display data for.

Watchlist

  • N/A

The purpose of this option is to filter the results by using the your saved watchlist. For example, if the user has created a watchlist with the IBM, GOOG and MSFT symbols, then the filter result will show the data only for those 3 symbols (and any additional filters applied).

 

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