How to Screen Stocks and ETFs in TradingView

To screen stocks and ETFs in TradingView consistently, start with a deliberate basket and a known data feed. Then apply the same analysis timeframe and quality rules across the selected symbols. A useful shortlist explains why a candidate deserves review and why another remains blocked.

Crypto Setup Planner also supports global stock and ETF baskets, plus custom commodity instruments with suitable TradingView data. Its name describes its original market. The current discovery workflow evaluates the selected instruments, rather than automatically scanning every listing in the world.

This guide explains the actual group and profile controls, the checks that matter for session-based markets, and a repeatable acceptance checklist. It is a setup guide, not a recorded stock-market test or a performance comparison. For a real captured panel, use the five-step dashboard guide; that screenshot demonstrates crypto rows.

1. Choose your screening workflow

Use TradingView’s native screeners to discover instruments using broad market filters. Crypto Setup Planner is a chart indicator that applies its own candidate-discovery rules to one selected basket. These are separate workflows; installing the planner does not establish compatibility with TradingView’s separate Pine Screener.

If the question is which listings match fundamental or fund-specific filters, begin with the native Stock or ETF Screener. If the question is how a controlled basket compares under one analytical profile, use the planner. For broader chart analysis after shortlisting, the AGProLabs tool comparison explains the separate roles of Planner, Trading Suite and Dynamic Channels Elite.

2. Select one stock or ETF group

Open the indicator’s Inputs and find Exchange Universe / Active Group under Premium Exchange Universe. Select the full label, because crypto and non-crypto choices use overlapping group numbers. Group 5 (US Stocks) and Crypto Group 5 (157–195) select different universes.

On small screens, swipe the table to read every column.

One instance evaluates one selected group of up to 39 symbols. The prepared lists are selected baskets, not complete exchange inventories. Switching groups changes the active basket; it does not evaluate every group in the background. The number of displayed top rows is separate from the number of valid source symbols.

For another supported market or a narrower sector list, edit the symbol slots of the group you intend to scan. Keep one canonical feed per instrument unless comparing venues is the explicit purpose. Use TradingView’s Symbol Search to verify the description, instrument type and data source before copying the identifier.

3. Match the profile and source timeframe

Workflow Profile controls the analysis cadence and several qualification rules. A preset-controlled input is not overridden by a manual field that is inactive. Select the profile first, then read the timeframe actually shown in the dashboard.

The chart timeframe must be equal to or lower than the source scan timeframe. A 1H scan displayed on a 5m chart still uses completed 1H source candles. It does not provide twelve independent completed 1H observations per hour. A chart above the scan timeframe blocks scanning and alert generation.

Choose a cadence that matches the review task, then keep it stable while comparing symbols. These profile names describe analytical settings; they are not evidence that a particular profile is more profitable.

4. Verify the feed, history and market session

Open an instrument from the selected group using its exact exchange-prefixed identifier. Confirm that the feed resolves, candles have adequate history and volume is available. A familiar company name is insufficient: a different listing, a derivative or another provider can produce different candles and volume.

Inspect the chart’s data-status indicator. TradingView explains that some stock and futures real-time data require separate exchange subscriptions. Indicator access and a paid TradingView plan do not automatically include every exchange’s real-time feed. Check your actual account and instrument rather than assuming that the displayed data is live.

Session markets close overnight, on weekends and on holidays. The planner’s SESSION / FEED GAP state cannot reliably distinguish a normal closure from delayed or missing data. Check the last source close and the exchange schedule. A gap is a reason to investigate, rather than a reason to disable freshness controls.

5. Understand volume units before setting turnover

The Volume Units setting supports Auto, Base, Quote and Unknown. Auto reads source metadata; stock and fund share volume is treated as base volume. Base volume is multiplied by price to approximate quote turnover. A quote-volume feed uses its supplied value directly. Missing, unknown or tick volume can fail enabled turnover checks.

Turnover thresholds are in each symbol’s source quote currency, not automatically US dollars. The same numerical threshold is not economically equivalent across USD, INR, TRY, JPY or a feed quoted in minor currency units. The selected Liquidity Basis also matters: Quote / Bar and Quote / Hour are different comparisons.

Use Custom / Manual when you need to calibrate a known market’s threshold. Record the feed units, basis, timeframe and chosen threshold together. Do not switch off participation or freshness checks simply to make more rows appear qualified. An override should reflect known data units, rather than inventing missing volume.

6. Accept the setup before trusting the shortlist

1. Verify the full active-group label and the exact symbols it contains.
2. Confirm the displayed source timeframe and the chart-timeframe constraint.
3. Check the source candle’s timestamp against the exchange session and data status.
4. Confirm sufficient history and suitable volume units.
5. Review Valid coverage separately from Top rows.
6. Read Base Action, Quality and Flags beside Score; inspect blocked examples as well as qualified ones.
7. Open the exact shortlisted chart for a separate structure, execution-cost and risk review.

For an instrument without usable evidence, a blocked or unavailable row is the safer description of the available data. A zero qualifying count can be a valid outcome of the selected rules. Qualification is permission for closer research, not an instruction to place an order.

Troubleshoot the output without weakening checks

Build a separate commodity-feed record: the commodity screening guide explains spot, CFD, fund and futures differences, rollover history and why contract volume is not automatically quote-currency turnover.

Extend a tested workflow to commodity feeds

Custom symbol slots can also research suitable commodity instruments. There is no dedicated ready-made commodity basket. A cash quote, dated futures contract, continuous futures series, CFD and commodity ETF represent different exposures and data conventions.

Confirm the exact provider, contract type, rollover/history behavior, session and volume units before adapting a basket. A working stock group does not establish that every commodity feed is suitable. Repeat the same acceptance checklist for the new instrument type; record any unavailable evidence explicitly.

Keep alerts aligned with the reviewed setup

Recreate relevant alerts after changing the active group, profile, scan settings or major script version. TradingView stores a snapshot of a script and its settings when an alert is created; changing the chart instance does not update that saved alert automatically. Check the alert’s symbol, interval and condition before relying on it.

Use alerts as attention markers for a separate chart review. They do not execute a trade or verify the spread, fees, fill quality or suitability for your account.

Continue from setup to chart review

Explore Crypto Setup Planner’s current features and access

Use the real dashboard walkthrough to interpret the fields, the channel-panel reading guide to inspect structural rails, and the broader TradingView workflow for the second stage of analysis. Check how indicator access works before choosing a product.