5 Simple Steps to Edit Saved Scans in Thinkorswim

5 Simple Steps to Edit Saved Scans in Thinkorswim

Within the realm of technical evaluation and buying and selling, Thinkorswim stands out as a formidable platform. Its sturdy function set empowers merchants with a wide selection of instruments to research markets, determine buying and selling alternatives, and handle threat. Amongst these instruments, the power to avoid wasting and edit scans is especially precious. Saved scans permit merchants to rapidly and effectively filter markets based mostly on particular standards, saving numerous hours of guide screening.

Modifying saved scans in Thinkorswim is a simple course of that gives merchants with the flexibleness to refine their standards and adapt to altering market circumstances. Whether or not you want to alter filter parameters, add or take away indicators, or modify the timeframe, Thinkorswim’s intuitive interface makes it simple to customise your scans to satisfy your particular buying and selling wants. This versatility ensures that your scans stay related and efficient, permitting you to remain forward of the market and capitalize on rising alternatives.

In subsequent paragraphs, we’ll delve deeper into the step-by-step strategy of modifying saved scans in Thinkorswim. We’ll present detailed directions, useful ideas, and real-world examples to information you thru the method seamlessly. By mastering this ability, you’ll unlock the total potential of Thinkorswim’s scan engine and empower your self with the instruments you want to make knowledgeable buying and selling choices and obtain optimum outcomes.

Accessing the Saved Scan Listing

Thinkorswim’s Saved Scan Listing provides a handy technique to manage and entry often used scans. To entry the Saved Scan Listing:

  1. Launch Thinkorswim and navigate to the Scan tab: Click on on the “Scans” tab situated within the toolbar on the high of the Thinkorswim platform.
  2. Find the Saved Scans panel: On the left facet of the Scan tab, you will note a panel titled “Saved Scans.” This panel lists all of the scans you’ve gotten saved in Thinkorswim.
  3. View your saved scans: The Saved Scans panel shows a listing of your saved scans together with their names, descriptions, and final run dates. You’ll be able to scroll by way of the listing to view all of your saved scans.
Column Description
Scan Title The identify of the saved scan.
Description A quick description of the scan’s function.
Final Run Date The date and time when the scan was final executed.

Choosing the Scan to Edit

To edit a saved scan in Thinkorswim, start by navigating to the “Scans” tab situated within the high menu bar.

A complete listing of all of your saved scans will likely be displayed on the left-hand facet of the window. To find the specified scan, make the most of the search bar on the high of the listing or manually scroll by way of the accessible choices.

As soon as you’ve got recognized the scan you want to edit, hover over its identify and choose the “Edit” choice from the context menu that seems. The chosen scan will then be opened within the Scan Editor window, the place you may make the required modifications.

Detailed Directions for Hovering Over the Scan’s Title

1. Place your cursor over the identify of the scan you wish to edit within the “Scans” listing.

2. Await a context menu to seem alongside the scan’s identify.

3. From the context menu, choose the “Edit” choice to open the scan within the Scan Editor window.

| Step | Description |
|—|—|
| 1 | Hover the cursor over the scan’s identify. |
| 2 | Await the context menu to seem. |
| 3 | Choose the “Edit” choice. |

Refining Scan Standards

After you have created a saved scan, you possibly can refine the scan standards to slim down the outcomes.

Modifying Scan Parameters

To edit the scan parameters, click on on the “Edit” button within the Scan Supervisor window. This may open the “Edit Scan” dialog field, the place you may make adjustments to the scan identify, description, and standards.

Including and Eradicating Scan Situations

So as to add a brand new scan situation, click on on the “Add” button within the “Situations” part. This may open the “Add Situation” dialog field, the place you possibly can choose the situation kind, discipline, operator, and worth.

To take away a scan situation, click on on the “Delete” button subsequent to the situation. It’s also possible to use the “Delete All” button to take away the entire scan circumstances.

Modifying Scan Situations

To edit a scan situation, click on on the “Edit” button subsequent to the situation. This may open the “Edit Situation” dialog field, the place you may make adjustments to the situation kind, discipline, operator, and worth.

Utilizing Scan Teams

Scan teams help you manage your saved scans into classes. To create a brand new scan group, click on on the “New Group” button within the Scan Supervisor window. This may open the “New Group” dialog field, the place you possibly can enter the group identify and outline.

So as to add a saved scan to a gaggle, click on on the “Add” button within the “Teams” part. This may open the “Add to Group” dialog field, the place you possibly can choose the group identify.

To take away a saved scan from a gaggle, click on on the “Delete” button within the “Teams” part. It’s also possible to use the “Delete All” button to take away the entire saved scans from the group.

Saving Edited Scan

After you have made adjustments to your saved scan, you want to put it aside. This may overwrite the unique saved scan.

To do that, click on on the “Save” button on the high of the Scan window. The Scan Choices window will seem.

Choice Description
Exchange Current Scan Overwrite the present saved scan with the edited model.
Save As a New Scan Create a brand new saved scan with the edited standards.

Choose the specified choice and click on on the “Save” button. For those who selected to avoid wasting the scan as a brand new scan, you have to to specify a reputation for it.

Further Notes:

  1. Saved scans will be edited and saved as typically as wanted.
  2. If you edit a saved scan, the adjustments should not utilized to the scan outcomes till you click on on the “Run” button.
  3. It’s also possible to delete saved scans from the Saved Scans listing by clicking on the “Delete” button.

Renaming the Scan

To rename a saved scan, right-click on it within the Saved Scans window and choose “Rename” from the menu. A dialog field will seem the place you possibly can enter a brand new identify for the scan. Click on “OK” to avoid wasting the adjustments.

Renaming a Scan in Element

  1. Open the Saved Scans window by clicking on the “Saved Scans” tab within the Thinkorswim platform.
  2. Proper-click on the scan you wish to rename.
  3. Choose “Rename” from the menu.
  4. A dialog field will seem the place you possibly can enter a brand new identify for the scan.
  5. Enter the brand new identify within the “New Title” discipline.
  6. Click on on the “OK” button to avoid wasting the adjustments.
  7. The scan will now be renamed to the brand new identify you specified.
  8. It’s also possible to use the keyboard shortcut “F2” to rename a scan.
Step Motion
1 Open the Saved Scans window.
2 Proper-click on the scan you wish to rename.
3 Choose “Rename” from the menu.
4 Enter the brand new identify within the “New Title” discipline.
5 Click on on the “OK” button to avoid wasting the adjustments.

Deleting the Scan

To delete a saved scan, comply with these steps:

1. Open the Scans Window

Click on the “Scans” tab within the Thinkorswim platform.

2. Choose the Scan

From the listing of saved scans, right-click on the scan you wish to delete.

3. Choose “Delete”

A context menu will seem. Choose “Delete” from the menu.

4. Affirmation Dialog

A affirmation dialog will seem. Click on “Sure” to verify the deletion.

5. Scan Deleted

The saved scan will likely be completely deleted from the Thinkorswim platform.

Further Notes

Deleted scans can’t be recovered. Be sure to have a backup of essential scans earlier than deleting them.

Further Ideas for Modifying Saved Scans

1. **Use the Search Bar:** The search bar in Thinkorswim permits you to rapidly discover and edit particular saved scans. Enter key phrases associated to the scan you wish to edit, comparable to its identify or standards.

2. **Duplicate Scans:** As an alternative of constructing minor adjustments to an present scan, take into account duplicating it first. This creates a duplicate of the scan that you may modify with out affecting the unique.

3. **Use the “Save As” Function:** When saving adjustments to a scan, use the “Save As” function to create a brand new scan with the up to date standards. This preserves the unique scan for future reference.

4. **Arrange Your Scans:** Use folders and subfolders to arrange your saved scans logically. This makes it simpler to seek out and entry particular scans later.

5. **Set Scan Alerts:** If you wish to be notified when a scan situation is met, arrange a scan alert. This sends you an e-mail or cellular notification when the standards are triggered.

6. **Share Scans with Others:** When you have a precious scan that you just wish to share, you possibly can export it as a file and ship it to others.

7. **Use A number of Scans Collectively:** You’ll be able to mix a number of scans to create extra complicated and highly effective buying and selling methods. Hyperlink scans collectively utilizing logical operators (AND, OR, NOT) to slim down your search outcomes.

8. **Check Your Scans:** Earlier than utilizing a scan in reside buying and selling, take a look at it totally with historic knowledge. This helps you determine any potential errors or weaknesses.

9. **Replace Scans Repeatedly:** Repeatedly evaluate your saved scans and replace the standards as wanted. This ensures that your scans stay related and efficient.

10. **Further Search Parameters:** When utilizing the search bar to seek out saved scans, you should utilize varied search parameters to slim down the outcomes. These parameters embrace Scan Title, Description, Standards, Created Date, Modified Date, and Tags.

Thinkorswim: Edit Saved Scans

Modifying saved scans in Thinkorswim is a simple course of that permits you to customise and refine your buying and selling standards. Here is a step-by-step information:

  1. Open the Scan Supervisor: Click on on the "Scan Supervisor" tab within the backside left nook of the platform.

  2. Choose the Saved Scan: Select the saved scan you wish to edit from the listing on the left.

  3. Edit Scan Parameters: Click on on the "Edit" button on the high of the window. This may open the "Scan Standards" window, the place you possibly can modify the scan parameters.

  4. Alter the Standards: You may make adjustments to the scan standards, comparable to including or eradicating indicators, adjusting the timeframe, or altering the scan circumstances.

  5. Save the Modifications: As soon as you’ve got made the specified adjustments, click on on the "Save" button on the backside of the window. Your edited scan will likely be saved with the up to date standards.

Individuals Additionally Ask About Thinkorswim Edit Saved Scans

Can I edit multiple saved scans at once?

No, you can’t edit a number of saved scans concurrently. It’s worthwhile to edit every scan individually.

How do I delete a saved scan?

To delete a saved scan, right-click on it within the Scan Supervisor listing and choose “Delete.”

Can I share my edited scans with others?

Sure, you possibly can share your edited scans with different Thinkorswim customers by exporting them as a file.