General info
The Omni Screener is a new customisable research and analysis engine inside EXANTE. It helps you find instruments that fit your strategy across multiple categories without leaving the platform.
Use filters, save personal screeners, and customise data views to identify new opportunities and stay in command of your resources.
This first release supports stocks, ETFs and bonds. More asset types are coming soon.
Omni Screener
Where to find it
Open the Omni Screener from the left-side toolbar in your EXANTE desktop platform.
Click to launch, select your instrument type, and start filtering.
Omni Screener – Left-Side Toolbar
Filters
Filters help you target instruments that meet your exact criteria.
Choose an asset type using the drop-down list in the left-hand corner — for example, Stocks & ETFs or Bonds — and refine your search by metrics such as Market Cap, P/E, Coupon Rate, or Maturity Date.
Omni Screener – Instrument Types
To adjust the filters, click the Filters button in the right-hand corner.
Omni Screener – Filters
You can add, edit, or remove filters at any time. Even if you hide the filter bar, your filters remain active.
Omni Screener – Filter Bar
Tip: Remove all filters, and the system will automatically search NASDAQ for stocks or EUR for bonds.
Columns
Choose how you see your data. Select a predefined layout or create your own column set with the metrics that matter most.
For Stocks and ETFs, you can display Sector, Industry, Market Cap, Price, Change, P/E, and more. The views include Overview, Performance, Valuation, and Custom.
Omni Screener – Stocks & ETFs Views
For Bonds, include Maturity Date, Coupon Rate, Rating, or Yield to Maturity. The views include Overview, Performance, Liquidity, and Custom.
Omni Screener – Bonds Views
Tip: For a Custom view, just click the gear icon in the right-hand corner to customise columns and save your preferred layout.
Omni Screener – Columns
How to use it
How to create a new screener
Click + to create a new screener.
Give it a name and set your filters.
Your screener saves automatically for next time.
Omni Screener – Create Screener
How to open or edit your screener
Use the dropdown menu in the top left to open any saved screener.
Omni Screener – Select Screener
From here, you can copy, rename, or delete your screeners as needed.
Omni Screener – Additional Actions



