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| What subscription options are available? |
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You can check out available membership plans on our Sign Up page. Six-month, one-year, and two-year memberships are available, and these can be purchased either by credit card, check, or PayPal. Unfortunately, the monthly subscription is not supported.
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| How do I renew my membership? |
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You will be able to renew your membership on the My Account page or the Sign Up page. During the payment procedure, indicate the email address to which your account is linked to make it easier for the system to find it and reactivate it. If you have any problems with the membership renewal, feel free to contact us. We will be happy to help.
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| Can I have a free trial? |
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Actually, there is no need for a free trial since the site's free version allows you to use the main tools, but with some restrictions. For example, the Stock Screener only gives part of the results, and the Backtester tool works on historical data from the current year. Thus, the free version and the tutorial videos allow you to understand how everything works. However, if you still feel this is insufficient to determine if the service will work for you, please request our customer support to create a 7-day free trial account.
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| Stock Screeners |
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| Are the stock screens you provide in real-time? |
| It depends on the exchanges you selected to screen. NYSE, Nasdaq, IEX, TSX, Forex, and crypto exchanges are near real-time. Other exchanges are delayed by 15 minutes. You should be able to view the timestamp for each stock on the Stock Screener results page by switching to the Timestamp view. |
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| Do you support intraday periods? |
5-minute, 15-minute, 30-minute, 1-hour, and 4-hour periods are currently available for IEX, Forex, and crypto exchanges. Therefore, you should add one of these exchanges to the stock universe criterion in the Stock Screener or the Crypto Screener tool and select the desired periods for technical indicators. Or, you can achieve more flexibility with the Formula Screener tool that allows combining different periods. For example, the formula expression may look like this: exch(iex) and (price > sma(50))@h4 and (price ca sma(50))@h1. Updating data works in such a way that сharts for IEX stocks and NYSE/NASDAQ stocks are identical. Thus, you may run screening on IEX, and it will give the same results as for the NYSE/NASDAQ. It should be noted that the suffix .IX is added to the tickers on the IEX exchange, for example, AAPL.IX
Also, please be aware that, since the IEX exchange was added to the service primarily for supporting intraday periods, it only includes Russell 3000 components and about 100 of the most popular ETFs in our database. The goal was to eliminate low-liquid tickers to make intraday analysis more efficient.
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| Can I screen a pre-defined list of stocks? |
Yes, you can run the screener on a custom list of tickers. First, create a corresponding list using the Watch Lists tool. Then select this watch list as the stock universe criterion from the Universe: My Watch Lists category of the Stock Screener tool. Finally, add other criteria that stocks from the watchlist must match and run the screener.
The Formula Screener provides even better flexibility. If it's a shortlist of stocks, you can use the ticker function, for example,
ticker(aapl,fb,msft,amzn,goog) and the rest of your formula goes here
If this is a massive list of tickers, you need first to create a watchlist and then specify the watchlist's name in the formula as the stock universe:
[your_watch_list_name] and the rest of your formula goes here
It is also worth noting that symbols on the watchlist or symbols written in the ticker function can be any supported symbols: stocks, indices, currency pairs, cryptocurrencies, etc.
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| Backtesting |
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| What is backtesting, and how is it helpful? |
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Backtesting lets you examine your stock analysis method on historical data to determine how well it would have worked in the past. If you have developed a strategy with which you are ready to go live, the Backtesting feature will help you to understand if your methods are viable and potentially successful.
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| How does backtesting work? |
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The Backtester tool simulates trades based on entry/exit criteria, stop loss, take profit, and other position maintenance parameters you set on the strategy editing page. All matched stocks will be put into the virtual portfolio. If some stocks in the virtual portfolio match the exit criteria, stop loss, or take profit condition, the corresponding position will be closed. The trading simulator takes several seconds to perform the analysis. Backtest results and a list of executed virtual trades will be displayed on the backtesting report page.
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| Is the backtest free from survivor bias? |
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Yes, the Strategy Backtest tool is survivorship bias-free. De-listed stocks remain in our historical database, and you can find them in the Backtester results.
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| Can I backtest on a pre-defined list of stocks? |
Yes, you can backtest on one ticker or a custom list of tickers. First, create a corresponding list using the Watch Lists tool. Then, click Open in the Position Opening section on the strategy editing page, and the criteria builder tool will appear. Select the watch list as a stock universe criterion from the Universe: My Watch Lists category. Next, add other criteria for opening a position in the criteria builder tool.
Or, if you use formula as a condition for opening a position, you can use the ticker function, for example,
ticker(aapl,fb,msft) and the rest of your formula goes here
If this is a massive list of tickers, you need first to create a watchlist and then specify the watchlist's name in the formula as the stock universe:
[your_watch_list_name] and the rest of your formula goes here
It is also worth noting that symbols on the watchlist or symbols written in the ticker function can be any supported symbols: stocks, currency pairs, cryptocurrencies, etc.
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| Charts |
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your charts interactive? |
| No, unfortunately our charts are not interactive. |
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| Can I change the chart color scheme and add an indicator that will be displayed by default? |
| Yes, you can benefit from using the Chart Template tool. It allows you to save your favorite chart settings for future use. The list of all saved chart templates is displayed below the chart, and you can apply a template by clicking on the template's name. If a template is set as the default chart template, any new chart opened on the site will automatically apply that template. |
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| Security and Privacy |
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| Who can view user-generated data? What is the level of security and privacy? |
| All personal data and data created by users on the site are encrypted on servers in a secure data center. The data transfer between your computer or device and servers is protected by the encryption-based SSL protocol. Once you have secured your account with a password, no one will be able to access it, including company employees. |
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| Do users retain rights over the data they create on the site? |
| Yes. All user-generated data such as screening criteria, strategy parameters, backtest results, and so on belong to the user. You own all of your own content on the site. |
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| Partnership |
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| Do you offer an affiliate program? |
| Yes, you can join our affiliate program if you already have a media resource (YouTube channel, blog, website, etc.) with a sufficient number of visitors. If this is the case, please provide us with a link to your resource and visit statistics. Based on the information provided, our management team will take further action. |
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