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It’s been a while since I wrote about Stock Prospector, and I wanted to circle back around to touch on importing and exporting queries. Since queries have so many options, I’m not going to go through the process of creating one in this write up. Instead, I’m going to start with one I’ve already put together:

Once the criteria are set, Click the Save List button, and give the screen a name. In this case, I picked Small and Steady, since it’s what I’m working on at the moment.

Click OK at the bottom of the Save screen, and the Define Screening Criteria window returns. This time it has your saved screen appearing next to a UC to it.

Click OK again, and you’re returned to the main Stock Prospector window. To save the criteria, go to the File menu, and select Export Query to file. This will open a new Window. From here, select where you’d like to save the file. In this case, I’m going to choose Desktop, then click Save.

With the file saved, it’s time to get it out in the open. In this case, I’m going to send it out by email. Your email program may not exactly match mine, but what I’ve done here is:

• Open up my email program
• Clicked the paperclip
• Selected Desktop
• Selected the Small and Steady.qdf

From here, I’ll click Insert, then address the email and send it.

Skip ahead a few minutes, and here I've received the email, and opened it up. As before, my email program may not be exactly match yours, but there should be some similarities. What I've done is right-click on the ‘Small and Steady.qdf’ name listed under the Subject line, and chosen Save As. As before, I’ve selected Desktop. From here I’ll click Save, and then close the email.

Next will be importing the file. This is probably the shortest part. Open up Prospector, go to the File menu, and select ‘Import Query from file’. 

As before, I’ll select Desktop, then double-click on the Small and Steady.qdf file.

That goes back to Prospector; from here I’ll go to the View menu, and select ‘Define Screening Criteria’. This will look familiar from the beginning of this note, when I was first creating the screen.

As before, click the Save List button, and give the screen a name. Once that’s done, the imported screen will now be saved in your copy of Prospector.

If anyone's interested, here's a link to the Small and Stable QDF file I was working with. If you download the file onto your desktop, you can use the same import process I've described above to get it into your copy of Stock Prospector. It's mostly an experiment, as the name implies, to find small companies where the historical lines are relatively stable.

We usually refer to it as 2.71. If you go to the Help menu in Prospector, and select About, you'll see the full official version number, 2.70.0001