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How to create and edit Templates in the Quant Investing screener

A Template is a saved collection of ratios and indicators you want to see when you run a screen.

You can save as many Templates as you like and you can also link a Template to a saved screen (called a Filter) in the screener.

You can for example save a “Value” template with value ratios and indicators and a “Momentum” Template with momentum indicators.

 

How to create and save a Template

To create and save a Template first click on the Templates icon.

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You will see a few columns already selected for you. You can however change these to create exactly the Templates you want.

To add or remove columns click on the Add/remove columns icon.

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To add a ratios or indicators simply click on any of the headings and then tick the box next to the ratio you would like to select.

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The same way you can remove the tick marks next to all the indicators you don’t need.

To close the selection window click on the Confirm button at the bottom of your screen.

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Then to save your Template click on the Save As button, give your new Template a descriptive name, then click the OK button to save it.

Important – If you click the Save button the selected template will be overwritten.

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How to link a Template to your screen or filter

Templates are saved separately – which means you can save as many as you like.

You can however also link a Template to a Filter so that it is loaded automatically when you run a Filter or screen.

To do this you first have to load a Filter. Do this by first clicking on the Filter icon, then click the Load button.

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To link a Template to the Filter click the drop down arrow in the box below the heading Template to load with filter.

From the list that appears select the Template you would like to load.

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Remember to click on the Save button to save the template you have linked to the screen or filter.

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How to load a different Template with your filter or screen

Even though you have linked a Template to a Filter does not mean you cannot load any other templates after running a Filter. To do this:
  1. Click on the Templates icon
  2. Click on a template to select it
  3. Click the Load button to load the Template

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This means that with every Filter you can select any Template you have saved.

 

How to change a Template

You can easily change a Template by adding or removing columns or even change the sequence columns are displayed.

To change a template you first have to load it.

First click the Templates icon, next select the Template you would like to load by clicking on its name. Click the Load button to load the Template.

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To add or remove columns click on the Add/remove columns icon.

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To change the column sequence left mouse click on the column heading and drag the column to where you would like it.

A line will show you where the column will be moved to.

When you have finished all the changes remember to save the Template.

To save it under the same name click the Save button.

To save the Template under a different name click the Save As button.

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