Creating Custom Themes
Build your own stock lists using natural language. No complex filters needed.
⏱️ Time to read: 6 minutes 📱🌐 Platform: Both iOS & Web 👤 Best for: Everyone
🎯 What You'll Learn
In this guide:
How to create a theme from scratch
Writing effective theme descriptions
Advanced filtering techniques
Real examples to copy
Pro tips for better themes
By the end: You'll be creating custom themes like a pro.
📱 How to Create a Theme
iOS
Step 1: Open Create Theme
Tap Discover tab
Swipe to "Themes" section
Tap "+ Create New Theme" button
Step 2: Describe Your Theme
See text input: "Describe the stocks you want..."
Type what you're looking for in plain English
Be specific (more details = better results)
Example:
"Tech stocks under $100 with positive earnings growth"
Step 3: Name Your Theme
Give it a memorable name
Keep it short (2-5 words)
Example: "Affordable Tech Growth"
Step 4: Create Theme
Tap "Create Theme" button
AI processes your description
Stocks matching your criteria appear
Theme saved to your collection
Web
Step 1: Open Create Theme
Go to Themes page (left sidebar)
Click "+ Create New Theme" button (top right)
Step 2: Fill in Details
Theme Name: Give it a name
Description: Describe the stocks you want
(Optional) Add tags for organization
Step 3: Create & View
Click "Create Theme"
AI generates stock list
View results immediately
Refine if needed
💡 Writing Good Theme Descriptions
The Formula
Basic Structure:
Examples:
"Large cap tech stocks with P/E under 25"
"Dividend stocks yielding over 4% with 10+ year history"
"Small cap biotech companies with upcoming FDA catalysts"
Be Specific vs Vague
❌ Too Vague
Bad: "Good stocks"
Problem: AI doesn't know what "good" means to you
Result: Random stocks
Bad: "Stocks to buy"
Problem: No criteria at all
Result: Won't work
Bad: "Cheap stocks"
Problem: Cheap by price? By valuation? By market cap?
Result: Inconsistent results
✅ Specific & Clear
Good: "Tech stocks under $50 with positive earnings and revenue growth over 20%"
Why: Clear criteria (sector, price, earnings, growth)
Result: Exactly what you want
Good: "Dividend aristocrats in the consumer goods sector yielding over 3%"
Why: Specific type (aristocrats), sector, yield threshold
Result: Focused list
Good: "Stocks breaking 52-week highs with volume over 5M shares"
Why: Technical criteria clearly defined
Result: Actionable list
🎯 Theme Criteria You Can Use
By Price
"Under $10"
"Between $50-$150"
"Over $500"
"Affordable stocks under $25"
By Market Cap
"Large cap" (>$10B)
"Mid cap" ($2B-$10B)
"Small cap" (<$2B)
"Mega cap" (>$200B)
By Sector/Industry
"Technology"
"Healthcare"
"Energy"
"Financial"
"Consumer goods"
"Specific: Electric vehicles"
"Specific: Cloud computing"
By Fundamentals
"P/E ratio under 15"
"Positive earnings"
"Revenue growth over 25%"
"Profit margins above 20%"
"Low debt"
"Strong balance sheet"
By Dividends
"Dividend yield over 3%"
"Dividend aristocrats" (25+ years growth)
"Dividend kings" (50+ years growth)
"Growing dividends"
"No dividend cuts in 10 years"
By Technicals
"Breaking 52-week highs"
"Oversold (RSI < 30)"
"Overbought (RSI > 70)"
"Trading above 200-day moving average"
"High volume (5M+ shares)"
By Momentum
"Up 10%+ this month"
"Strong momentum"
"Gapping up today"
"Breaking out"
"Trending on social media"
By Catalysts
"Earnings this week"
"FDA approval pending"
"Recent insider buying"
"Analyst upgrades this month"
By Strategy
"Value stocks" (low P/E, undervalued)
"Growth stocks" (high revenue growth)
"Momentum stocks" (trending up)
"Contrarian plays" (beaten down quality)
📝 Real Theme Examples
For Day Traders (Blitz) 🚀
1. Intraday Momentum Scanner
Description:
"Stocks up 5% or more today with volume over 3x average, priced between $10-$200"
What you get: Hot movers with liquidity for day trading
2. Pre-Market Gappers
Description:
"Stocks gapping up 3% or more in pre-market with news catalyst"
What you get: Morning opportunities before market open
3. High IV Options Plays
Description:
"Stocks with options implied volatility over 80%, liquid options, upcoming earnings"
What you get: Volatile stocks for options trading
For Swing Traders (Maverick) 📈
4. Breakout Candidates
Description:
"Stocks breaking out of 3-month consolidation with increasing volume, priced $20-$100"
What you get: Momentum setups for multi-day trades
5. Earnings Momentum Plays
Description:
"Stocks with earnings in 2-4 weeks, positive momentum, analyst upgrades"
What you get: Pre-earnings run-up opportunities
6. Oversold Quality Stocks
Description:
"S&P 500 stocks with RSI under 30, positive earnings, down 15%+ from 52-week high"
What you get: Quality names at a discount (mean reversion plays)
For Long-Term Investors (Sage) 🏦
7. Undervalued Dividend Growers
Description:
"Dividend stocks with 10+ years of growth, P/E under 20, yield over 2.5%"
What you get: Quality income stocks at fair value
8. Wide Moat Compounders
Description:
"Companies with strong competitive advantages, 15%+ ROE, consistent profit growth"
What you get: Long-term wealth builders
9. Buffett-Style Value
Description:
"Profitable companies trading below book value, low debt, strong cash flow"
What you get: Deep value opportunities
Thematic/Sector Themes 🎨
10. AI Revolution
Description:
"Companies with significant AI exposure, growing AI revenue, market cap over $5B"
What you get: Play the AI mega-trend
11. Clean Energy Leaders
Description:
"Solar, wind, and renewable energy companies with positive earnings growth"
What you get: ESG/climate change play
12. Cybersecurity Growth
Description:
"Cybersecurity companies with revenue growth over 20%, positive earnings trajectory"
What you get: Growing sector play
Advanced/Creative Themes 🧠
13. Reddit Momentum (Before It's Too Late)
Description:
"Stocks trending on r/WallStreetBets in the past 48 hours with volume under 50M (catch early)"
What you get: WSB plays before they explode
14. Post-Earnings Dip Opportunities
Description:
"Stocks that beat earnings but dropped 5%+ anyway, fundamentals intact"
What you get: Irrational selloffs to buy
15. Spin-off Special Situations
Description:
"Recent corporate spin-offs trading for less than 6 months, undervalued"
What you get: Inefficiently priced opportunities
🔧 Refining Your Theme
Not Happy with Results?
Problem: Too many stocks (100+)
Solution: Add more filters
Narrow price range
Add fundamental criteria
Specify sector
Add minimum market cap
Example:
Before: "Growth stocks"
After: "Growth stocks in tech sector, market cap over $10B, P/E under 30, priced $100-$500"
Problem: Too few stocks (0-3)
Solution: Relax some criteria
Widen price range
Remove one filter
Broaden sector
Lower thresholds
Example:
Before: "Stocks under $10 with 50%+ revenue growth and P/E under 10"
After: "Stocks under $20 with 30%+ revenue growth" (removed P/E filter)
Problem: Wrong stocks appearing
Solution: Be more specific
Use exact terminology
Exclude what you don't want
Add clarifying criteria
Example:
Before: "Banking stocks" (getting regional banks)
After: "Large cap banking stocks (market cap over $50B) excluding regional banks"
⚙️ Edit an Existing Theme
📱 iOS:
Discover tab → Your Themes
Tap theme card
Tap ⋯ (three dots) top right
Tap "Edit Theme"
Modify description or name
Tap Save
🌐 Web:
Themes page
Click theme
Click "Edit" button
Update criteria
Click "Save Changes"
📊 Test Your Theme
After Creating, Check:
1. Stock Count
Sweet spot: 10-30 stocks
Too many? Add filters
Too few? Relax criteria
2. Relevance
Are these actually what you wanted?
Any outliers that don't fit?
Refine description if needed
3. Diversity
All from one sector? Maybe too narrow
All moving together? Consider if that's good or bad
Mix of winners and losers? Probably well-balanced
4. Liquidity
Can you actually trade these?
Check volume (especially for day traders)
Illiquid stocks? Add volume requirement
💡 Pro Tips
1. Start Broad, Then Narrow
Process:
Create general theme first
See what you get
Add filters to narrow down
Repeat until perfect
Example:
"Tech stocks" → 500 results
"Tech stocks under $200" → 150 results
"Tech stocks under $200 with positive earnings" → 40 results
"Tech stocks under $200 with positive earnings and P/E under 30" → 15 results ✅
2. Use Themes to Answer Questions
Instead of asking AI every day, create a theme:
Question: "What are good dividend stocks?" Better: Create theme "Quality Dividend Stocks" and monitor daily
Question: "Any tech stocks breaking out?" Better: Create "Tech Breakouts" theme, check it every morning
Themes = Persistent answers to recurring questions
3. Seasonal Themes
Create themes for different times of year:
Q4 (Nov-Dec): "Retail stocks with strong holiday sales" Q1 (Jan-Mar): "Beaten-down quality stocks (tax-loss selling rebound)" May: "Sell in May candidates (weak seasonality stocks)" September: "September effect bargains"
Archive themes when season ends, reactivate next year
4. Layer Themes for Better Picks
Method:
Create Theme A: "Undervalued Stocks"
Create Theme B: "Momentum Stocks"
Ask AI: "Which stocks appear in both my Undervalued AND Momentum themes?"
Result: Value stocks starting to move = sweet spot
Best opportunities = intersection of multiple themes
5. Copy & Modify
See a suggested theme you like?
Add it
Edit it
Modify to your preference
Save as new custom version
No need to start from scratch!
🚀 Advanced Tips
Use Exclusions
Include this in your description:
Example:
"Tech stocks under $100, excluding semiconductors and hardware"
Why: Remove subsectors you don't want
Combine Multiple Strategies
Example:
"Dividend stocks yielding over 3% that are also undervalued (P/E under 15) and have positive momentum (up in past month)"
Result: Dividend + Value + Momentum all in one
Time-Based Criteria
Examples:
"Stocks with earnings in the next 2 weeks"
"Stocks up 20%+ in the past month"
"Stocks that IPO'd in the past 6 months"
"Stocks with ex-dividend date this week"
Dynamic criteria that update automatically
Relative Performance
Examples:
"Stocks outperforming S&P 500 by 10%+ this year"
"Tech stocks outperforming QQQ"
"Stocks beating their sector average"
Find leaders vs laggers
❓ FAQ
Q: How many themes can I create? A: Unlimited! Create as many as you need.
Q: Do I need to know stock screener terminology? A: No! Use plain English. AI understands.
Q: Can I create themes for options? A: Yes! Use criteria like "high IV", "liquid options", "earnings coming up"
Q: How often do themes update? A: Real-time during market hours. Stocks added/removed as they match criteria.
Q: Can I share my theme with friends? A: Not yet, but sharing feature coming soon!
Q: What if my theme description doesn't work? A: Try rewording it. Be more specific. Check examples above.
Q: Can I create themes for crypto stocks? A: Yes! "Cryptocurrency-related stocks" or "Bitcoin exposure companies"
What's Next?
Learn More About Themes:
Themes Overview → - How themes work
Suggested Themes → - Pre-built themes to try
Use Themes in Trading:
Swing Trade Entry Timing → - Find setups
Creating Themes = Your Custom Stock Universe. Build exactly what you need! 🎨🚀
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