> ## Documentation Index
> Fetch the complete documentation index at: https://guide.askape.com/llms.txt
> Use this file to discover all available pages before exploring further.

# 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**

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

***

**Step 2: Describe Your Theme**

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)

**Example:**

> "Tech stocks under \$100 with positive earnings growth"

***

**Step 3: Name Your Theme**

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

**Example:** "Affordable Tech Growth"

***

**Step 4: Create Theme**

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

***

### Web

**Step 1: Open Create Theme**

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

***

**Step 2: Fill in Details**

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

***

**Step 3: Create & View**

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

***

## 💡 Writing Good Theme Descriptions

### The Formula

**Basic Structure:**

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

**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:**

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**

**🌐 Web:**

1. Themes page
2. Click theme
3. Click **"Edit"** button
4. Update criteria
5. 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:**

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

**Example:**

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 ✅

***

### 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:**

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

**Best opportunities = intersection of multiple themes**

***

### 5. Copy & Modify

**See a suggested theme you like?**

1. Add it
2. Edit it
3. Modify to your preference
4. 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 →](overview) - How themes work
* [Suggested Themes →](/features/themes/suggested) - Pre-built themes to try

**Use Themes in Trading:**

* [Swing Trade Entry Timing →](../../Use-Cases/Trader/swing-trading-routine) - Find setups

***

**Creating Themes = Your Custom Stock Universe. Build exactly what you need! 🎨🚀**