Screener Inputs That Matter
Define Your Universe And Constraints
Start by choosing the tickers and ETFs you care about, then set guardrails. Examples: cap any single position at 8% of equity, limit total sector exposure to 25%, and block new buys if portfolio drawdown exceeds 6% in 30 days. These constraints keep a thematic basket from dominating your account. Once set, the platform enforces them automatically.
Automation With Clear Risk Rules
Risk controls include stop loss, trailing take profit and time stops so positions do not linger. A practical setup is a 3% initial stop, then a trailing stop that tightens to 1.5% after price gains 10%. You can also scale out, for example sell 33% at +6% and another 33% at +12%, then trail the remainder. Every action is logged so you can review what happened and why.
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