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Investor's Business Daily Frequently Asked Questions

How can I add a symbol to a list?

Tapping on the "+" button beside the symbol will open the Lists menu. Navigate to the list you want to add the symbol, and tap on the list to add the symbol.


How can I choose the scale settings (Log/Linear) for the volume and chart scales?

For the chart scale, you can toggle between Log/Linear by tapping within the price axis bar. For the volume scale, you can toggle between Log/Linear by tapping within the volume axis bar.


What does an investor do?

An investor is an individual that puts money into an entity such as a business for a financial return. The main goal of any investor is to minimize risk and maximize return. It is in contrast with a speculator who is willing to invest in a risky asset with the hopes of getting a higher profit.


How do I find investors near me?

Here are theri top 5 ways to find investors for your small business:

  • Ask Family or Friends for Capital.

  • Apply for a Small Business Administration Loan.

  • Consider Private Investors.

  • Contact Businesses or Schools in Your Field of Work.

  • Try Crowdfunding Platforms to Find Investors.


Can I store screens and lists I have created for future reference?

  • Yes, you can save an unlimited number of screens for future reference. Selecting a screen in the List Manager or Screener task panel will update the results in List Contents. 

  • You can then save these dynamic result lists by hovering over Screen Results in the List Manager and selecting the Save as List option.


My screen returned zero results, why?

Your screener criteria values may be too restrictive. Try widening or removing criteria values that are not critical to your selection process. See What is the Waterfall Summary? for details on viewing and adjusting criteria.


What is the Waterfall Summary?

  • The Waterfall Summary shows the effect of your chosen screen criteria on the overall number of stocks or funds returned in the results. It dynamically updates as you refine your search, so that you can see the number of stocks or funds eliminated by any single criterion. 

  • This allows you to pinpoint which criteria are creating results that are too narrow (so that they exclude most of the database) or too broad (so that you still see too many stocks). 

  • Criteria may be removed or modified to produce more or fewer results by clicking on the “x” icon. Alternately, you can click on the name of the criterion and manually remove or adjust the range in the screener.


Can I edit my screen criteria?

Yes, use the Open Edit button located at the top of the Screens sliding panel. You can now run your favorite screens without having to always see the criteria screen, which enables you to quickly select screen and get to the most important parts ideas. You can easily open the criteria if you want.