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How to Build a Custom Stock Screener Setup That Mirrors Your Playbook

Because the market doesn't care what you want — it only responds when you know exactly what you're looking for.

The short answer: A custom stock screener setup built around your specific strategy will outperform any generic scan every time. Here’s exactly how to build one in Scanz — from translating your playbook into filter conditions, to letting it hunt for you while you stay focused.

The Problem with “Generic Scans”

You ever load up a scanner that promises “hot stocks now” or “top movers” and just get a random mess of tickers you’d never touch?

Yeah, me too.

Generic scans are like generic workouts: maybe they hit the right muscle… or maybe you just pull something.

What changed the game for me wasn’t having a scanner — it was when I built one that mirrored my playbook.

Not someone else’s. Not some guru’s. Mine.

Today I’m going to walk you through exactly how to do that using Scanz, and how you can finally automate your edge so it finds you — before the crowd does.

Step 1: Know Your Setup Like You Know Your Morning Coffee

Before you touch a single filter, you need to be able to describe your setup in one sentence.

Here’s mine:

“Low-float breakout stock, under $10, high relative volume, preferably with news, breaking out of consolidation.”

If you can’t do that, back up and define your playbook first. A stock screener setup is only as smart as the criteria you feed it. You’re not looking for someone to hand you ideas — you’re building a machine that hunts for your specific A+ setup while you stay focused.

Once your setup is clear, everything becomes modular. Your scanner becomes the automated version of your brain, constantly watching the market so you don’t have to.

Step 2: Translate Your Strategy Into Filter Conditions

Let’s break down that breakout setup into actual scan conditions inside Scanz.

Using the Scanner (65+ filters across Price, Change, Liquidity, Technical, Capital Structure, and more), here’s how each piece of the setup maps to a real filter:

  • Price $1–$10Last Price (Price filters category, set “between” $1 and $10)
  • Float under 20M sharesFloat (Capital Structure filters, set “less than or equal to” 20,000,000)
  • Volume surgeRelative Volume ≥ 2 (Liquidity filters — compares current activity against the stock’s historical daily average. RVOL of 2x means it’s trading at twice its normal pace. Something is happening.)
  • Breaking outLast Price ≥ High (previous session) (Price filters, compare Last Price to prior High using the dynamic field comparison)
  • News catalystNews Count ≥ 1 (News filters category) combined with the News feature filtered to the same criteria — so you see the actual headline driving the move

Each filter you add narrows your results. The goal is 10–50 stocks, not 500. Start broad, add filters one at a time, watch the count drop until you’re looking at a focused, tradeable list.

Now you’re not watching a screen. You’re watching for your criteria to trigger. Big difference.

Step 3: Add Signals and Alerts — Let the Scanner Hunt For You

Once your scan is saved under My Scans (left sidebar, persists across sessions), the next level is making it proactive.

This is where Signals and Alerts come in — and most traders never use them properly.

Signals (event-based detection) fire the instant something happens. For a breakout setup, I run a New High (Regular Hours) Signal (Signals, event type “New High”, session set to Regular Hours) filtered to the same low-float, high-RVOL criteria. The moment a stock matching my profile breaks to a new intraday high, I get notified. Not after I happen to glance at the right row. At the moment it happens.

Alerts (Alerts feature) handle the stocks I’ve already identified. After my pre-market scan gives me a shortlist, I add the top candidates to a Watchlist (Watchlists feature — create a list called “Today’s Setups”, add tickers with instant autocomplete). Then I set specific alerts on those names — price target, VWAP reclaim, volume spike — so I don’t have to babysit them.

The result: instead of monitoring 15 charts, I get a notification when:

  • Float is low
  • Volume just spiked
  • A headline just dropped (News feature, filtered to the same float and volume criteria — surfaces the actual catalyst in real time from 97+ sources)
  • Price is surging past a key level

I don’t need to look for these things individually. If I have a precise enough set of criteria, I combine all of them to trigger a single alert. Even better.

No more guessing. No more reaction lag. The scanner becomes my early-warning system — pinging me before chatrooms catch on.

Step 4: Refine It Like a Craft Tool

The first version of your stock screener setup won’t be perfect. That’s fine. That’s expected.

Use it for a few days. Then come back to it with honest eyes:

  • Which alerts fired but didn’t work? Was your RVOL threshold too low? Did you need a tighter price range?
  • Which winners did you miss and why? Maybe your Float ceiling cut out stocks that would have qualified
  • Were you getting too many results? Add a News Count ≥ 1 filter (News filters) to narrow to catalyst-driven moves only
  • Were the moves already extended by the time you saw them? Try a Signals configuration instead of a static scan — it catches the transition moment, not the current state

Every tweak gets you closer to a scanner that feels like a sixth sense — because it’s tuned to your exact trading personality, refined against real market conditions.

Scanz saves every custom scan under My Scans. Every refinement persists. You’re building something that compounds over time.

Step 5: Build Variations for Different Market Conditions

One scan isn’t enough. The market doesn’t behave the same every day.

Build at least three versions of your core setup:

  • “Breakouts — Hot Market” — tighter criteria, RVOL ≥ 3, price momentum already confirmed
  • “Breakouts — Quiet Market” — looser volume thresholds, wider price range, catch earlier setups
  • “Breakouts — Low Float Only” — float under 10M, high squeeze potential, higher risk/reward

Save them all. When you sit down in the morning, you pick the one that matches the market character that day. No rebuilding from scratch, no friction. Just load and go.

You Don’t Need More Setups — You Need More Signal

At the end of the day, the traders who win aren’t chasing more strategies.

They’re scaling the ones that already work — with speed, automation, and precision.

Your scanner isn’t just a tool. It’s your tactical extension. And when it mirrors your playbook? That’s when everything clicks.

Next time you open Scanz, don’t just pick a scan — although we have some great prebuilt ones to start from.

Build your scan.

Frequently Asked Questions

What is a custom stock screener setup? A custom stock screener setup is a saved combination of filters built around your specific trading strategy — price range, float, volume, technical levels, news catalysts — that runs in real time and surfaces only the stocks matching your exact criteria. Unlike generic scans, it’s tuned to your playbook, not someone else’s.

How do I start building a custom scan in Scanz? Open the Scanner, click + Filter (filter bar, top of the Scanner interface), and add your conditions one at a time. Start with 3–5 filters — price range using Last Price (Price filters), volume confirmation using Relative Volume (Liquidity filters), and float using Float (Capital Structure filters). Watch the results count as you add each filter. Aim for 10–50 results. Save it under My Scans when it’s working.

What’s the difference between a scan and a Signal in Scanz? A scan shows you every stock currently matching your criteria right now. A Signal fires the instant something happens — like the moment a stock breaks to a new high or crosses above VWAP. For breakout setups, running both together gives you the current state from the scan and real-time entry timing from the Signal.

How do I add a news filter to my scan? Add News Count ≥ 1 (News filters category in the Scanner) to require at least one recent headline. Then run the News feature alongside your scan with the same stock filters applied — it surfaces the actual headlines from 97+ sources for stocks matching your criteria, so you see the catalyst behind the move.

How often should I refine my scan? Review it after every trading session for the first two weeks. Check which alerts fired but didn’t work and which winners you missed. Adjust one filter at a time. After a month of daily refinement you’ll have a scan that’s been tuned against real market conditions — most traders never do this and wonder why their scanner feels random.

Can I run multiple scans at once? On Scanz Web, one scan runs per tab. To run multiple scans simultaneously — a pre-market gapper scan and a breakout scan side by side — use Scanz Desktop, which supports custom layouts with multiple scanner panels you can save for multi-monitor setups.


Start your 7-day free trial. Scanz Plus and Pro both include the real-time Scanner, Signals, Alerts, News with 97+ sources, Watchlists, and 65+ filters — everything you need to build and run a custom stock screener setup tuned to your playbook. Try Plus or Pro today. No commitment, cancel anytime.