Find your strategies and screeners with search

Before you start

No prerequisites. Search is available on every page of the app once you are signed in, and it only ever looks at items you own.

Steps

1. Press ⌘K (Mac) or Ctrl+K (Windows, Linux). You can also select the Search field at the top of the sidebar, or its magnifier icon when the sidebar is collapsed — all three open the same search.
2. Type part of the name. The start of any word in it is enough, and capitals do not matter.
3. Read the results, grouped as Strategies, Portfolios, Screeners and Pages.
4. Select a result, or move to it with the arrow keys and press Enter. Search closes and opens what you picked.

Press Esc, or click outside search, to close it without choosing anything; that also clears what you typed, so the next search starts from an empty field. Pressing ⌘K or Ctrl+K again closes it too, but keeps what you typed, and the next ⌘K or Ctrl+K reopens it on the same search.

What you should see

With nothing typed, search lists only Pages — the fixed destinations of the app, in the order the sidebar shows them: Home, Screeners, Portfolios, Strategies · Single, Strategies · Combined, and one entry per Settings page (Settings · Profile, Settings · Simulation, Settings · Security, Settings · Billing, Settings · Usage). Typing narrows that list to the pages whose name contains what you typed, so typing "settings" leaves every Settings page.

Once you type, "Searching…" is shown briefly, then your own items appear above the pages. The Strategies, Portfolios and Screeners groups list at most eight matches each; Pages lists every page whose name matches. Where a result takes you depends on its group:

When nothing matches, search reads "No results found."

How do I find my strategy?

Press ⌘K or Ctrl+K and type the first letters of any word in its name. A strategy you follow live is listed under Portfolios, not under Strategies, because the two groups never overlap: every strategy you own appears in exactly one of them. Selecting it under Portfolios opens its Holdings; selecting it under Strategies opens its Settings.

If you would rather browse than type, the Strategies · Single and Strategies · Combined pages list every strategy you own, and the Folder filter there narrows the list to the folders you tick — one or several. Your live strategies are also listed together on the Portfolios page — see live book.

What does search not cover?

Search reads the names of the strategies, portfolios and screeners you own, and nothing else:

• Public strategies and screeners never appear. Search only reads your Mine library; see Mine and Public. To find a Public item, browse the Public tab of the library.
• Instruments are not searched here. Finding a stock, ETP or crypto to hold is done in a strategy's asset selection, which has its own instrument search.
• Settings, filters and results inside an item are not searched — only the item's name is.
• There is no list of recent searches and no action shortcuts: search finds items and pages, and opens them.

Common problems

My strategy is not in the results

Check three things in order. If the strategy is followed live, look under Portfolios rather than Strategies. If more than eight of your strategies, portfolios or screeners match what you typed, only eight are shown in that group — type more of the name to narrow it. If it is a Public strategy you have not copied, search cannot find it; use Copy to Mine first, and the copy becomes yours and searchable.

Search says "No results found." for a name I know exists

First check the name is yours and not a Public item's, which search never shows. If it is yours, the lookup itself may have failed: search shows the same "No results found." whether nothing matched or the lookup could not complete, so the two cannot be told apart on screen. Close search with Esc and search again.