Filter presets
Build your research methodology once, apply it instantly - your custom filters, saved, repeatable, and always working for you
Included in plan:
Elite
What are smart filter presets?
Smart filter presets let you save complex screener configurations and reload them instantly with a single click. Instead of rebuilding your favorite filter combinations every time you research, save them as named presets and access your entire research toolkit in seconds.
One-click research workflows
Save any screener filter combination as a named preset with optional description. Load complex filters instantly instead of manually reconfiguring dozens of settings every research session. Build your personal library of proven filter combinations and switch between different research approaches effortlessly.
Alert-enabled automation
Combined with our alert system, turn "Edge Over Investor" screener saved preset into an automated monitor and a research assistant. Get notified when screener results change based on your exact criteria - new matches appear or existing results shift. Your research methodology runs continuously, even when you're not watching.
Transform how you screen and monitor
Your personal research toolkit
Your unique methodology
Every investor develops preferences - certain metrics, specific gurus, particular price gaps. Presets capture these personalized approaches, letting you build a library of proven strategies tailored to your investment style. Your toolkit, your methodology, instantly accessible.
Different presets for different goals
Multiple research strategies
Track multiple investment strategies simultaneously. Save separate presets for value opportunities, insider accumulation patterns, momentum trades, or sector-specific screens. Each preset preserves a distinct research approach, letting you switch between methodologies instantly.
Proven strategies preserved
Repeatable methodology
Successful research requires consistent methodology. Document your presets with descriptions, and apply them reliably every time. No more questioning whether you're using the same criteria as last week - your process is captured and repeatable.
Why smart filter presets matter
Efficiency creates edge
Screeners can have 20+ filter settings across multiple categories. Building your preferred configuration manually takes minutes each session. With presets, that same configuration loads in one click - saving hours per month and ensuring consistency across research sessions.
Ready to automate your research workflow?