Using Search Criteria

After you have saved a search criteria, you can use this to create investment lists.

Steps

1. Create a new investment list. From the New menu, choose Investment List.

2. In the section asking you how you want to add investments, click Search Criteria.

3. The Search Criteria dialog opens. Click Open, and then select your search criteria.

4. Click OK. An investment list opens with the investments in your search criteria with the Basic set of data.

Or, open saved search criteria directly into a new investment list by clicking on the criteria name under Search Criteria from Research.