How to Share Scoring Models

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1) Navigate to either of our Screeners by hovering over Tools and clicking on the Equity or Fund Screener.

2) Open the saved scoring model that you would like to share by clicking on Scoring Models, and selecting a saved scoring model.

3) Click the Share button, and choose whether your team can view or edit the scoring model.

  • Note that you are only able to share saved scoring models.

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