How Can I Fine-Tune Screener Filters in Fincanva?

Fincanva allows you to fine-tune filters by adjusting timeframes and relative comparison parameters, adding a layer of precision that transforms broad criteria into targeted investment signals. This lets you tailor filters to match specific timing, momentum, or value conditions.

How to Access Filter Settings

Once you’ve added a filter to your screener:

1. Click the cog icon next to the filter.

2. The advanced customization panel will appear, showing the relevant fine-tuning fields.

These fields are context-sensitive — Fincanva only displays the parameters that are meaningful for the specific filter you've selected.

Available Fine-Tuning Options

Depending on the filter type, you may be able to adjust:

• Days – Set durations for short-term indicators.

• Months / Quarters – Align filters with reporting cycles or longer trends.

• Bars – Useful for technical indicators using trading intervals.

• Standard Deviations (Std Devs) – Common in volatility or Bollinger-based filters.

• Months Ago / Reports Ago – Define a historical reference point for comparison.

Example:
Using the Market Simple Moving Average filter with a condition like “Price is above”, clicking the cog icon lets you:

- Set the moving average to a specific timeframe (e.g., 12 days).
- Choose a comparison point in the past (e.g., “from 1 month ago”).

This creates a condition like:
“Current price is above the 12-day moving average as it stood one month ago.”