Filter

Filter Window Toolbar

Near the top of Neovest's Filter window is a horizontal row of icons that is referred to in Neovest as the Filter window toolbar.

Icons in the Filter window toolbar are designed to let you access a Neovest feature or window with a single click.

The following table provides a description of the function of each icon in Neovest's Filter window toolbar but does not explain in detail the features or windows associated with certain icons. As questions arise concerning any of the features or windows discussed in the following table, refer to the "Filter" chapter in Neovest's Help documentation for further assistance.

Note: The following table discusses the "Local" tab in a Neovest Filter window. The "Local" tab will only appear in a Neovest Filter window after you have added one or more Action Buttons to the Filter window. For information regarding adding Action Buttons to a Neovest Filter window, refer to the "Action Buttons" section in the "Filter" chapter of Neovest's Help documentation.

Feature:	Description:
Save Filter Results As	Lets you enter a name in order to save the symbols that are currently displayed in either the "Filter" or "Local" tab in a Filter window as a group. Once you enter a name in this box, click on the "Save Symbols As Group" icon to save the displayed symbols as a group.
Save Symbols As Group	Lets you save the symbols that are currently displayed in either the "Filter" or "Local" tab in a Filter window as a group after you have entered a name for the group in the "Save Filter Results As" box.
Delete Groups From Group List	Accesses the "Group List" box, which lets you delete previously named and saved groups of symbols.
Link/Unlink Window	Lets you link or unlink a Filter window to or from other Neovest windows that are open on your screen. All open Neovest windows that are linked will load the same symbol; therefore, if you double-click on a symbol displayed in a Filter window, then an open Neovest Chart window that is linked will automatically load the same symbol. As you click on the "Link Window" icon, the image of the link will change to appear either intact or broken. If the link appears intact, then a Filter window is linked to other Neovest windows that are open on your screen; if it appears broken, then it is not linked. Note: For information regarding linking a Filter window to "All" open Neovest windows or to only certain windows that are on the same channel, refer to the following "All" instructions in this table.
All	Lets you choose to link a Filter window to "All" open Neovest windows or to only certain windows that are on the same channel. Neovest provides 20 different channels to which you may link windows. For instance, you may choose to link two open Neovest windows to channel "1," which will cause the two windows and any other windows that are linked to "All" to automatically load the same symbol. All other open Neovest windows that are not linked to "All" or to channel "1" will not load the same symbol. Note: For information regarding why you may wish to link and unlink a Filter window to and from other Neovest windows that are open on your screen, refer to the preceding "Link/Unlink Window" instructions in this table.
Select Filters	Accesses the "Select a Filter" box, which lets you select one or more filters for a Neovest Filter window.

Note: You may remove the toolbar in any Neovest window by pressing Alt+T. Once the toolbar has been removed, simply press Alt+T again to restore the toolbar.

Further features may be accessed by clicking the gear icon, located on the far-right of the toolbar.

The following table describes the function of each icon in the drop-down menu but does not explain in detail the features or windows associated with certain icons. As questions arise concerning any of the features or windows discussed in the following table, refer to the "Filter" chapter in Neovest's Help documentation for further assistance.

Feature:	Description:
Clear Log	Let you clear the "Log" tab of symbols and symbol data in a particular Neovest Filter window at any time.
Export	Accesses the "Export" box, which lets you save and export the symbols and symbol data that are currently displayed in either the "Filter" or "Local" tab in a Neovest Filter window for importing into other software applications.
Autocycle	Lets you automatically cycle the symbols displayed in a Filter window through other Neovest windows that are open and linked on your screen. For instance, you may use this feature to automatically cycle a number of Filter window symbols through an open and linked Neovest Chart window, which will cause the Chart window to load each Filter window symbol in succession and display relevant chart data as each symbol is loaded. Once you click on this feature, Neovest will cycle each Filter window symbol at the default interval of three seconds between each symbol. If you wish to change the default autocycle interval, you may access Neovest's "Filter Preferences" box, click on the "Preferences" tab, and change the "Autocycle Period" to the interval you wish. For more information regarding cycling the symbols in a Neovest Filter window, refer to the "Autocycling Symbols" section in the "Filter" chapter of Neovest's Help documentation. Note: Neovest also lets you use the left and right arrow keys on your keyboard to manually cycle the symbols displayed in a Filter window through other Neovest windows that are open and linked on your screen. Simply use the left arrow key to cycle up through a particular Filter window list of symbols, and use the right arrow key to cycle down through the list.
Ranking	Lets you rank the symbols in a Filter window by price and other calculated data in either ascending or descending order. This feature also lets you assign various amounts of "weight" to the ranking criteria you select, which enables you to give priority to one type of ranking criteria over another. For more information regarding ranking the symbols in a Filter window, refer to the "Ranking Symbols" section in the "Filter" chapter of Neovest's Help documentation.
Preferences	Accesses the "Filter Preferences" box, which lets you (1) specify the maximum number of symbols that may be displayed in the "Filter" and "Local" tabs in a Filter window, (2) specify the exchanges upon which a Filter window is to filter, (3) change Neovest's default Autocycle Symbol interval, (4) specify whether a Filter window is to only filter on symbols in a specific group, (5) add and remove display fields to and from the "Log" tab in a Filter window, and (6) set up an automatic schedule for saving and exporting the symbols and symbol data in a Filter window. Additionally, the "Filter Preferences" box lets you change the font and color scheme and add space for Action Buttons in a Neovest Filter window.
Fields	Accesses the "Select Display Field" box, which lets you add and remove "Default," "Filter," and "Custom" display fields to and from either the "Filter" or "Local" tab in a Filter window.
Make Default	Lets you save a Filter window that you have customized as the default Filter window. Once you save a customized Filter window as the default, then each time you click on the "Filter" icon on Neovest's Launch Pad, your saved default Filter window will appear.
Clear Default	Lets you reset the default Filter window to the original default established by Neovest.
Lock Window	Lets you lock a Filter window to remain open in a fixed position on your screen. Once you choose to lock a particular window using this feature, the window will remain open even if you choose to open and close one or more of your layouts.
Symbol Lookup	Accesses the "Symbol Lookup Guide" box, which lets you search for and view information regarding a particular cash item, equity, future, future spread, or index. Further features in this box let you search by "Description," "Ticker Symbol," "Bloomberg Symbol," or various symbol identification sources such as "RIC," "SEDOL," "ISIN," or "CUSIP." Lastly, Neovest lets you narrow your search results by selecting from a wide array of international exchanges or by entering key words or phrases to limit Neovest's search findings.
Print	Accesses a window with several printing options that let you print the contents of a Neovest Filter window in various formats.
Help	Accesses Neovest's Help menu documentation.