LogoLogo
Return to StockChartsCharts & ToolsArticlesChartSchoolYour Dashboard
  • Support Center
  • Finding Your Way Around
    • Intro to StockCharts
    • Navigating the Website
    • Logging In for the First Time
    • Members Dashboard
  • data and ticker symbols
    • Data Availability
      • Markets We Cover
      • Real-Time Data
        • BATS Real-Time Data
      • Extended Hours Data
      • Data Bar Periods
      • Price Data Adjustments
      • Historical Data
        • How Do I Download Data to Excel?
        • StockCharts Historical Sector Data
    • Ticker Symbols
      • Ticker Symbol Conventions
      • How to Find a Ticker Symbol
      • Using the Index Catalog
      • Ratio and Difference Symbols
      • Pseudo-Symbols
      • User-Defined Indexes
  • Charts & Tools
    • SharpCharts
      • SharpCharts Workbench
        • Creating and Viewing SharpCharts
        • Printing and Sharing SharpCharts
        • Editing SharpCharts
          • Using the SharpCharts Interactive Date Slider
          • Charting Market Breadth Indicators
          • SharpCharts Parameter Reference
        • Saving SharpCharts
        • Additional SharpCharts Workbench Tools
          • Viewing ChartLists on the SharpCharts Workbench
          • Viewing Alerts on the SharpCharts Workbench
          • Viewing Options Data on the SharpCharts Workbench
      • ChartStyles & StyleButtons
        • Working with ChartStyles and StyleButtons
        • Using the ChartStyle Library
        • Tool-Specific ChartStyles
      • ChartNotes
        • Annotating SharpCharts with ChartNotes
        • ChartNotes Annotation Tool Reference
          • Line Tools
          • Text Annotation Tools
          • Shape Tools
          • Line Study Tools
      • ChartLists
        • Summary View
        • ChartList View
        • ChartBook View
        • Performance View
        • Correlation View
        • Edit View
        • ChartList Reports
        • ChartPacks
      • Classic SharpCharts Workbench
      • StockCharts Mobile App
    • StockChartsACP
      • Creating ACP Charts
      • Multi-Chart Layouts in StockChartsACP
      • Viewing ACP Charts
      • Printing and Sharing ACP Charts
      • Editing ACP Charts
      • Applying Chart Templates to ACP Charts
      • Annotating ACP Charts
        • StockChartsACP Line Tools
        • StockChartsACP Text Annotation Tools
        • StockChartACP Shape Tools
        • StockChartsACP Line Study Tools
      • Working with Saved ACP Charts
      • StockChartsACP Plug-Ins
        • Chaikin Power Gauge Plug-In
        • GoNoGo Charts Plug-In
        • Larry Williams Stock Trading Starter Pack Plug-In
        • MarketGauge Plug-Ins
        • Simpler Trading Moxie Indicator Plug-In
        • Trading Simplified by Dave Landry
        • Trend Investor Pro Indicator Edge
    • Other Charting Tools
      • P&F Charts
      • GalleryView
      • Seasonality Charts
      • CandleGlance Charts
      • MarketCarpets
      • Interactive PerfCharts
      • RRG Charts
      • Dynamic Yield Curve
    • Research Tools
      • Symbol Summary
      • Options Summary
        • OptionsPlay Explorer
      • OptionsPlay Strategy Center
      • Market Summary
      • Sector Summary
      • Industry Summary
      • Index Members
      • StockCharts Technical Rank (SCTR) Reports
      • Earnings Calendar
      • Cryptocurrency Summary
    • Reports and Galleries
      • The Ticker Cloud
      • Historical Chart Gallery
      • Predefined Scan Results
        • Customizing Predefined Scans
      • Predefined Technical Alerts
      • DecisionPoint Chart Gallery
      • Public ChartLists
        • Becoming a Public ChartList Author
      • SharpCharts Voyeur
  • Scanning & Alerts
    • Technical Scans
      • Scanning for Stocks: The Basics
      • Advanced Scan Workbench
      • Standard Scan Workbench
      • Working With Scan Results
    • Scan Writing Resource Center
      • Planning Scans
      • Writing Scans
      • Scanning Tutorials
        • Scan Workbench Tutorial
        • Scan Results Tutorial 1
        • Scan Results Tutorial 2
        • Writing Scans Tutorial 1
        • Writing Scans Tutorial 2
        • Creating Scan Templates Tutorial
        • Troubleshooting Scans Tutorial 1
        • Troubleshooting Scans Tutorial 2
        • Troubleshooting Scans Tutorial 3
      • Scanning Case Studies
        • Scanning for Crossovers
        • Scanning for "Near Crosses"
        • Scanning for Divergences
        • Scanning for Relative Strength
        • Scanning for Consolidation and Breakouts
        • Scanning for Selling Climaxes
        • Scanning for SCTRs
        • Scanning Ichimoku Clouds
        • Scanning for P&F Chart Patterns
        • Scanning Your ChartLists
        • Scanning for an Overlay of an Indicator
        • Writing Min/Max Scans
        • Writing Percent Change Scans
        • Scanning Over a Range of Dates
        • Writing Scans With OR Clauses
      • Troubleshooting Scans
        • Troubleshooting Equality Scans
      • Getting Help With Scans
      • Scan Syntax Reference
        • Scan Syntax: Ticker Properties
        • Scan Syntax: Price, Volume, and SCTRs
        • Scan Syntax: Technical Indicators
        • Scan Syntax: Technical Functions
        • Scan Syntax: Predefined Patterns
        • Scan Syntax: Groups
      • Advanced Scan Library
        • Sample Scans
        • Predefined Scans
        • Published Scans
        • User-Contributed Scans
        • Gord Greer's Scan Building Blocks
    • Technical Alerts
      • Technical Alert Workbench
      • Your Alerts
  • Your Account
    • Subscribing to StockCharts
    • Service Levels & Data Plans
    • Login & Passwords
    • Your Account Settings
    • Managing Your Subscription
      • Cancelling Your Account
    • StockCharts Add-Ons
      • OptionsPlay Add-On
  • Learning More
    • Market Commentary
      • Blogs
      • ChartWatchers Newsletter
      • StockCharts TV
    • Educational Resources
    • Frequently Asked Questions (FAQs)
    • Step-By-Step Instructions
      • SharpCharts How-Tos
        • SharpCharts Workbench How-Tos
          • How to Print a SharpChart
          • How to Share a SharpChart on Social Media
          • How to Email a SharpChart
          • How to Insert a SharpChart in a Document or Presentation
          • How to View Indicator and Overlay Values for Specific Days
          • How to Save a SharpChart
        • SharpChart Editing How-Tos
          • How To Use The Interactive Date Slider
          • How to Display More than One Symbol on a SharpChart
          • How to Create Overlaid Charts
          • How to Add an Overlay to an Indicator
          • How to Add a Moving Average to the Volume Bars on a Chart
        • ChartNotes How-Tos
          • How to Pin an Annotation on a SharpChart
          • How to Save a Chart from a Blog Article with the Author's Annotations
        • ChartList How-Tos
          • How to Use the ChartList Summary
          • How to Search for a Saved Chart in Your ChartLists
          • How to Share a ChartList with Another Member
        • ChartList Editing How-Tos
          • How to Create a New ChartList
          • How to Add Predefined Symbol Groups to a New ChartList
          • How to Add Predefined Groups into an Existing ChartList
          • How to Upload Symbols to a ChartList from a Spreadsheet
          • How to Rearrange Charts in a ChartList
          • How to Delete a Saved Chart from a ChartList
      • StockChartsACP How-Tos
        • Setting Period, Type And, Range
        • Chart Attributes
          • Part One
          • Part Two
        • Sharing And Printing
        • Saving Charts
          • Saving A New Chart
          • Saving An Existing Chart As New
        • Chart Templates
          • Applying Predefined Chart Templates
          • Saving A New Chart Template
        • Using ChartLists
          • Creating A New ChartList
        • Chart Layouts
          • Accessing Chart Layouts
          • Creating A New Custom Layout
        • Additional Tools
          • Accessing Research Tools
    • Troubleshooting
      • Unable to Log In
      • Website Slow or Down
        • Using OpenDNS
      • Website Functionality Issues
    • Customer Support
    • Policies & Limitations
      • Terms of Service
      • Privacy Statement
      • No Service Level Guarantees
      • Data Policies
      • Usage Limitations
      • Reprint Permission Policies
      • Billing Policies
      • Membership Policies
      • Public ChartList Policies
      • Customer Support Policies
Powered by GitBook
LogoLogo

ON STOCKCHARTS

  • Charts & Tools
  • Articles
  • StockCharts TV
  • ChartSchool

MEMBERS

  • Your Dashboard
  • Your ChartLists
  • Advanced Scans
  • Technical Alerts

HELP

  • Support Center
  • FAQs
  • Contact Us
  • Pricing

COMPANY

  • About Us
  • What's New
  • Careers
  • StockCharts Store

© StockCharts.com, Inc. All Rights Reserved.

On this page
  • Running the Scan
  • Narrowing the Results
  • Checking for OR Clause Issues
  • Correcting the OR Clause Issue
  • Learn More

Was this helpful?

Export as PDF
  1. Scanning & Alerts
  2. Scan Writing Resource Center
  3. Scanning Tutorials

Troubleshooting Scans Tutorial 2

PreviousTroubleshooting Scans Tutorial 1NextTroubleshooting Scans Tutorial 3

Last updated 1 year ago

Was this helpful?

This tutorial will walk you step-by-step through troubleshooting a scan that is unexpectedly returning a very large number of results. In the , we looked at a scan that was returning no results, but, in this tutorial, we will tackle the opposite problem: a scan that is returning too many results, including some symbols that should not be included at all.

Our scanning tutorials only assume basic knowledge of common technical indicators and chart patterns. This tutorial may build on skills learned in prior scanning tutorials (links are provided where appropriate).

By the end of this tutorial, you will be able to troubleshoot a scan that returns far more results than expected, finding possible problems with the syntax as well as strategies to fix those problems. Once you've mastered these skills, be sure to check out our to learn about and practice other aspects of scanning.

Here's a Tip: Open this page in another tab (or print it) so you can refer to it as you follow along on your computer.

Running the Scan

Step 1: Open the Advanced Scan Workbench and add the following scan clauses in the Scan Editor Box:

[type is stock] and [close > 20] and [country is US] or [country is canada]

This is a very simple scan, searching for stocks with a closing price over 20 and traded in the US or Canada. We've kept the example scan very simple for ease of troubleshooting; in real-life scans, the problem and solution may be much less obvious.

Step 2: Click the “Check Syntax” button to make sure everything has been typed in correctly, then click “Run Scan”.

If you are not familiar with the process for running a scan in the Advanced Scan Workbench, we recommend accessing our , which will help you build and run scans like the one listed above.

Step 3: Check out the scan results in the new browser window (or new tab in your current browser window) that opens up. Notice that 999 results are returned - the maximum number of results that can be displayed. What's even more surprising is that there are stocks in the results whose price is less than $20, and even some indexes (non-stocks). Something is wrong with our scan.

Note: When this tutorial was created, members were limited to 999 scan results; that limit is now 2000 results.

Narrowing the Results

Sometimes, getting too many results is just a matter of not including enough clauses in your scan. To properly narrow down your result set to a manageable number, you'll need to add more restrictive clauses to your scan, which will reduce the number of symbols that match all of your criteria.

Step 4: Add a signal clause at the end of your scan, which should significantly narrow down the number of results:

and [RSI(14) x 85.0]

The clause above specifies that the RSI value for the stock has to have crossed above 85 today. This may not be how you want to limit your scan results, but it is a good test to see if there is something else wrong with the scan. Normally, we would expect a scan with this clause added to get far fewer than the max number of allowed results.

Step 5: Click the “Check Syntax” button, then click “Run Scan” and check out the scan results.

If the problem with our original scan were that the clauses weren't narrowing the results enough, we would expect to see a much smaller number here, which is exactly the case. However, this can't be the only problem with our scan because we're still seeing stocks in the results whose price is below $20.

When a scan gets results that do not meet your criteria, the culprit is often an “OR” clause.

Checking for OR Clause Issues

Essentially, the OR operator is used to string together a list of clauses where, if any one of the clauses is true, the symbol will be included in the results. This is handy for things like scanning for stocks that are traded on either the NYSE or the Nasdaq (they don't have to be traded on both exchanges, just one of them).

When using OR clauses, it is easy for the scan engine to get confused about which clauses are part of your list of OR clauses and which are not. In fact, in our example above, the scan engine is assuming that the Type and Close clauses are part of your list and that they're extra side requirements for the US clause that's next to them. As far as the scan engine is concerned, the two items on your OR clause list are:

  • US stocks over $20: [type is stock] and [close > 20] and [country is US]

  • All Canada symbols, regardless of price or type: [country is canada]

We can test this theory by adding a single set of brackets around the Type, Close, and US clauses, to explicitly tell the scan engine those three clauses are grouped together.

Step 6:

Add an extra set of brackets around the Type, Close and US clauses, like this:

[[type is stock] and [close > 20] and [country is US]]

Step 7:

Click the “Check Syntax” button, then click “Run Scan” and check out the scan results.

You can see that we're getting the same exact results that we were getting without the extra brackets. This supports our theory that the scan engine includes those Type and Close clauses in our OR clause list.

Correcting the OR Clause Issue

Because the scan engine may make incorrect assumptions, it is best to make your intentions totally clear to the scan engine about which clauses are on the OR clause list. To do this, we recommend putting an extra set of square brackets around just the clauses that should be included in the list.

Step 8:

Update the scan syntax to include extra brackets around the US and Canada clauses instead of the Type, Close and US clauses:

[type is stock] and [close > 20] and [[country is US] or [country is Canada]]

This tells the scan engine that the OR clause list is only checking whether the country is US or Canada. The type clause and the closing price clause are totally separate scan requirements.

Step 9:

Click the “Check Syntax” button, then click “Run Scan” and check out the scan results. Click to sort the scan results by closing price.

You can see from the screenshot that there are no indexes on the list, nor are there any symbols on the list with a closing price less than $20. You can also sort by exchange to see that all the stocks on the list are traded on US or Canadian exchanges. With those extra brackets, the scan engine is now interpreting your scan the way you want, which means you're getting the results you would expect.

Step 10:

Once you are happy with your scan, be sure to save it so you can easily rerun it at a later date.

Learn More

In the , we would remove clauses from the scan to determine which clause was causing the problem, but that technique is not useful here. We're already getting too many results; removing clauses from the scan will just give us even more results. To determine the problem with this scan, we'll need to try adding or modifying clauses to determine the problem.

For more information on choosing the type of clauses to add to your scan, check out our article in the Support Center.

OR clauses are often a good place to check when troubleshooting unexpected scan results, as they are a very common source of scan issues. You can learn all about OR clauses in our , but we'll cover the basics here.

If you are not familiar with the process for saving your scan in the Advanced Scan Workbench, we recommend accessing our , which will walk you step by step through saving your scan.

Now that you've learned some techniques for troubleshooting scans that get too many results, check out our to learn more about how to improve the speed of a slow-running scan.

For more in-depth information on writing and troubleshooting scans, please check out our and articles in the Support Center.

previous tutorial on troubleshooting scans
Planning Scans
first Writing Scans Tutorial
third Troubleshooting Scans Tutorial
Writing Scans
Troubleshooting Scans
previous tutorial
other scanning tutorials
tutorial on this topic
Support Center article on the topic