Creating Custom Themes

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🎯 What You’ll Learn

• How to create a theme from scratch
• Writing effective theme descriptions
• Advanced filtering techniques
• Real examples to copy
• Pro tips for better themes

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📱 How to Create a Theme

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iOS

1. Tap Discover tab
2. Swipe to “Themes” section
3. Tap ”+ Create New Theme” button

1. See text input: “Describe the stocks you want…”
2. Type what you’re looking for in plain English
3. Be specific (more details = better results)

“Tech stocks under $100 with positive earnings growth”

1. Give it a memorable name
2. Keep it short (2-5 words)

1. Tap “Create Theme” button
2. AI processes your description
3. Stocks matching your criteria appear
4. Theme saved to your collection

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Web

1. Go to Themes page (left sidebar)
2. Click ”+ Create New Theme” button (top right)

1. Theme Name: Give it a name
2. Description: Describe the stocks you want
3. (Optional) Add tags for organization

1. Click “Create Theme”
2. AI generates stock list
3. View results immediately
4. Refine if needed

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💡 Writing Good Theme Descriptions

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The Formula

[What kind of stocks] + [Price range] + [Key criteria]

• “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”

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Be Specific vs Vague

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❌ Too Vague

• Problem: AI doesn’t know what “good” means to you
• Result: Random stocks

• Problem: No criteria at all
• Result: Won’t work

• Problem: Cheap by price? By valuation? By market cap?
• Result: Inconsistent results

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✅ Specific & Clear

• Why: Clear criteria (sector, price, earnings, growth)
• Result: Exactly what you want

• Why: Specific type (aristocrats), sector, yield threshold
• Result: Focused list

• Why: Technical criteria clearly defined
• Result: Actionable list

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🎯 Theme Criteria You Can Use

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By Price

• “Under $10”
• “Between $50-$150”
• “Over $500”
• “Affordable stocks under $25”

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By Market Cap

• “Large cap” (>$10B)
• “Mid cap” ($2B-$10B)
• “Small cap” (<$2B)
• “Mega cap” (>$200B)

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By Sector/Industry

• “Technology”
• “Healthcare”
• “Energy”
• “Financial”
• “Consumer goods”
• “Specific: Electric vehicles”
• “Specific: Cloud computing”

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By Fundamentals

• “P/E ratio under 15”
• “Positive earnings”
• “Revenue growth over 25%”
• “Profit margins above 20%”
• “Low debt”
• “Strong balance sheet”

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By Dividends

• “Dividend yield over 3%”
• “Dividend aristocrats” (25+ years growth)
• “Dividend kings” (50+ years growth)
• “Growing dividends”
• “No dividend cuts in 10 years”

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By Technicals

• “Breaking 52-week highs”
• “Oversold (RSI < 30)”
• “Overbought (RSI > 70)”
• “Trading above 200-day moving average”
• “High volume (5M+ shares)“

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By Momentum

• “Up 10%+ this month”
• “Strong momentum”
• “Gapping up today”
• “Breaking out”
• “Trending on social media”

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By Catalysts

• “Earnings this week”
• “FDA approval pending”
• “Recent insider buying”
• “Analyst upgrades this month”

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By Strategy

• “Value stocks” (low P/E, undervalued)
• “Growth stocks” (high revenue growth)
• “Momentum stocks” (trending up)
• “Contrarian plays” (beaten down quality)

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📝 Real Theme Examples

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For Day Traders (Blitz) 🚀

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1. Intraday Momentum Scanner

“Stocks up 5% or more today with volume over 3x average, priced between $10-$200”

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2. Pre-Market Gappers

“Stocks gapping up 3% or more in pre-market with news catalyst”

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3. High IV Options Plays

“Stocks with options implied volatility over 80%, liquid options, upcoming earnings”

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For Swing Traders (Maverick) 📈

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4. Breakout Candidates

“Stocks breaking out of 3-month consolidation with increasing volume, priced $20-$100”

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5. Earnings Momentum Plays

“Stocks with earnings in 2-4 weeks, positive momentum, analyst upgrades”

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6. Oversold Quality Stocks

“S&P 500 stocks with RSI under 30, positive earnings, down 15%+ from 52-week high”

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For Long-Term Investors (Sage) 🏦

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7. Undervalued Dividend Growers

“Dividend stocks with 10+ years of growth, P/E under 20, yield over 2.5%”

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8. Wide Moat Compounders

“Companies with strong competitive advantages, 15%+ ROE, consistent profit growth”

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9. Buffett-Style Value

“Profitable companies trading below book value, low debt, strong cash flow”

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Thematic/Sector Themes 🎨

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10. AI Revolution

“Companies with significant AI exposure, growing AI revenue, market cap over $5B”

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11. Clean Energy Leaders

“Solar, wind, and renewable energy companies with positive earnings growth”

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12. Cybersecurity Growth

“Cybersecurity companies with revenue growth over 20%, positive earnings trajectory”

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Advanced/Creative Themes 🧠

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13. Reddit Momentum (Before It’s Too Late)

“Stocks trending on r/WallStreetBets in the past 48 hours with volume under 50M (catch early)”

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14. Post-Earnings Dip Opportunities

“Stocks that beat earnings but dropped 5%+ anyway, fundamentals intact”

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15. Spin-off Special Situations

“Recent corporate spin-offs trading for less than 6 months, undervalued”

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🔧 Refining Your Theme

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Not Happy with Results?

• Narrow price range
• Add fundamental criteria
• Specify sector
• Add minimum market cap

• Before: “Growth stocks”
• After: “Growth stocks in tech sector, market cap over $10B, P/E under 30, priced$100-$500”

• Widen price range
• Remove one filter
• Broaden sector
• Lower thresholds

• 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)

• Use exact terminology
• Exclude what you don’t want
• Add clarifying criteria

• Before: “Banking stocks” (getting regional banks)
• After: “Large cap banking stocks (market cap over $50B) excluding regional banks”

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⚙️ Edit an Existing Theme

1. Discover tab → Your Themes
2. Tap theme card
3. Tap ⋯ (three dots) top right
4. Tap “Edit Theme”
5. Modify description or name
6. Tap Save

1. Themes page
2. Click theme
3. Click “Edit” button
4. Update criteria
5. Click “Save Changes”

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📊 Test Your Theme

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After Creating, Check:

• Sweet spot: 10-30 stocks
• Too many? Add filters
• Too few? Relax criteria

• Are these actually what you wanted?
• Any outliers that don’t fit?
• Refine description if needed

• 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

• Can you actually trade these?
• Check volume (especially for day traders)
• Illiquid stocks? Add volume requirement

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💡 Pro Tips

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1. Start Broad, Then Narrow

1. Create general theme first
2. See what you get
3. Add filters to narrow down
4. Repeat until perfect

1. “Tech stocks” → 500 results
2. “Tech stocks under $200” → 150 results
3. “Tech stocks under $200 with positive earnings” → 40 results
4. “Tech stocks under $200 with positive earnings and P/E under 30” → 15 results ✅

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2. Use Themes to Answer Questions

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3. Seasonal Themes

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4. Layer Themes for Better Picks

1. Create Theme A: “Undervalued Stocks”
2. Create Theme B: “Momentum Stocks”
3. Ask AI: “Which stocks appear in both my Undervalued AND Momentum themes?”
4. Result: Value stocks starting to move = sweet spot

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5. Copy & Modify

1. Add it
2. Edit it
3. Modify to your preference
4. Save as new custom version

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🚀 Advanced Tips

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Use Exclusions

“Tech stocks under $100, excluding semiconductors and hardware”

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Combine Multiple Strategies

“Dividend stocks yielding over 3% that are also undervalued (P/E under 15) and have positive momentum (up in past month)”

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Time-Based Criteria

• “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”

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Relative Performance

• “Stocks outperforming S&P 500 by 10%+ this year”
• “Tech stocks outperforming QQQ”
• “Stocks beating their sector average”

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❓ FAQ

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What’s Next?

• Themes Overview → - How themes work
• Suggested Themes → - Pre-built themes to try

• Swing Trade Entry Timing → - Find setups