Quick Start: Tradomate Screener

The Screener in Tradomate is a powerful tool designed to help traders quickly and accurately identify the best market opportunities. With customizable filters that combine Pricing data, Technical indicators, Fundamental metrics, and News, the Screener helps you find stocks that match your exact trading criteria.

Instead of manually scanning charts or tracking hundreds of stocks, you can define your strategy in seconds and instantly generate a focused list of matching opportunities.

Powered by Tradomate AI

Tradomate AI adds a smarter and faster way to build screeners.

Instead of manually selecting indicators, parameters, or formulas, you can simply describe your idea in plain English.

Examples:

Upward trending stocks
Stocks where Close > Open
Companies in news with PE less than 30
RSI above 50 in Nifty 500 stocks

Tradomate AI automatically converts your text into structured screening rules.

These rules are displayed in a clear tree-based format, giving you full visibility and allowing you to edit, refine, or expand conditions anytime.

To help you get started even faster, Tradomate also displays dynamic condition suggestions below the AI input bar based on current market activity. Simply click any suggestion to instantly add it as a screening condition.

This makes the Screener useful for both beginners who want speed and experienced traders who want flexibility.

Walkthrough Video

Watch the walkthrough below to see how to build a stock screen from start to finish.

Step-by-step guide for creating stock screens

Visit the Tradomate platform and log in using your credentials.

Once logged in, navigate to the Screener section from the top navigation bar.

Explore the Screener Homepage

The Screener homepage gives you a quick view of current market activity, including:

Top Gainers and Top Losers in Nifty 50
Stocks currently in News
Media Talk via Wordcloud
Predefined screens across Technical, News and Fundamental strategies among others

If you want ready-made ideas, click Explore Predefined Screens.

Custom Screen Creation

To create a custom screen, click on Create your own screen on the screener landing page.

Create your Screen

You can create your screening rules by simple text-based prompts or adding your own filter, combining Pricing data, Technical indicators, Fundamental metrics, and News.

Explore the Screener Workspace

The Screener is designed as a single, scrollable workspace that guides you through the complete screening journey, from building your screen to validating and backtesting your strategy.

The workspace includes:

Tradomate AI for creating screens using natural language.
Dynamic condition suggestions to help you get started quickly.
A condition builder for creating and refining screening logic.
Stock Universe and Sector filters.
A Workflow panel that tracks your progress through the screening process.
A How to Read this Screener section that explains each stage of the workflow.

As you scroll through the page, the navigation automatically highlights your current section, making it easy to move between building your screen, viewing screened results, validating stocks, and running a market backtest.

Screener Workspace

Build Your Screen

To create a custom screen, simply start adding your screening conditions.

There are two ways to build your screen.

Option A: Use Tradomate AI

Type your idea in simple text and press Enter.

Example:

“Companies in Nifty 500 stocks in news and having DII holding at an all-time high”

Tradomate AI automatically converts your prompt into structured screening conditions.

You can continue adding prompts later to further refine your screen.

Tradomate AI Conditions

Option B: Build Manually

Use Add Expression to manually create filters using:

Technical Indicators
Fundamentals
Financial Ratios
Pricing Data
Price Actions
News
Deals
Mathematical Functions

This gives you precise control over your screening logic.

Choose Your Stock Universe

Before building your strategy, select the market universe you want to scan.

Examples include:

All Stocks
All Indices
F&O Stocks
Nifty 50
Nifty 500
And many more

You can also screen directly on your personal watchlists or narrow results further using Sector Filters such as Banks, Automobile, Aerospace & Defence, Agro Chemicals, Air Transport Services, and many more.

Choosing the right universe helps you focus only on stocks relevant to your strategy.

Use Header Controls

The Screener dashboard includes quick actions to help manage your workflow.

These include:

BSE / NSE Toggle to switch exchange pricing views.
Save to store your screener.
Duplicate Screen to create a copy and test variations.
Alert to monitor opportunities based on your screener.
Market Backtest to evaluate your strategy across the selected stock universe.

The Duplicate Screen and Alert options become available after your screener has been saved.

Refine and Expand Your Screen

Once conditions have been created, you can continue improving your screen using:

Edit to modify a condition.
Duplicate to copy an individual condition.
Delete to remove a condition.
+ New Condition to add additional filters.
Create Nest to group conditions using advanced logic.
Collapse conditions for a cleaner workspace.

As you add more filters, your results become increasingly specific.

For example, if your first screen returns 25 companies, you can narrow it further by adding filters such as:

Positive sentiment news
Medium to high impact news
PE less than 30

The Screener is designed to be iterative, build, refine, and improve your strategy over time.

Running Your Screen

Every time you add a condition, Tradomate automatically refreshes your screener and updates the matching stocks in the background.

If you prefer, you can also click Run Filters at any time to manually rerun your screen.

As soon as your screen is updated, Tradomate automatically performs Stocks Validation on the latest matching stocks using a default lookback of 50 candles, helping you quickly understand how your current results have historically performed.

Follow the Workflow

The Workflow panel on the right keeps track of your progress as you move through the screening process.

The workflow consists of four steps:

Build & Run your Screen
View Screened Results
Validate the Screened Stocks
Backtest against the Market

As you complete each step, the workflow updates automatically, helping you progress naturally from creating a screen to validating and backtesting your strategy.

Below the workflow, the How to Read this Screener section provides additional guidance to help you understand each stage of the process.

Workflow Panel

Understanding Screened Results

The Screened Results section displays all stocks matching your active screening conditions.

Depending on your selected columns, you can view metrics such as:

Stock Name
Market Cap
Price Change
Open / Close
Custom Metrics

You can also:

Sort results by different columns.
Edit displayed columns.
Search by stock name or ticker.
Add stocks to your watchlist.
Click any stock to open its Company Page.

If no stocks match your conditions, simply broaden or adjust your filters and continue refining your screen.

You can also collapse the Screener panel to focus more clearly on your results.

Screened Results

Save Your Screen

Once satisfied with your setup, click Save.

Saved screeners can be:

Reused anytime.
Edited later.
Duplicated into new versions.
Used for Alerts.
Used for Market Backtesting.

What to Do Next

Once you’ve built a strong screen, the next step is validation.

Use Stocks Validation to check how today’s screened stocks have historically performed, and Market Backtest to validate the strategy itself across a broader market universe.

Take the first step toward helping you #tradeIntelligently!