

Kotak
Stockshaala
Chapter 2 | 2 min read
Using Screeners + Alerts in a Swing Trading Workflow
Swing trading sits between long-term investing and intraday action.
Instead of reacting to every tick, swing traders aim to catch moves that play out over a few days to a few weeks.
The goal is simple: identify quality setups early, wait for confirmation, and let the trade unfold without watching charts all day.
To do this efficiently, you need two tools:
- A screener to find the right stocks
- And alerts to act only when those stocks move the way you expect
In this chapter, we’ll show you how to combine both and build a practical swing trading workflow that runs on preparation not prediction.
Step 1: Set Up a Screener for Swing Setups
Open TradingView’s Stock Screener and apply filters based on your strategy.
Example: Swing Breakout Screener
Price | > ₹200 (avoid illiquid stocks) |
RSI (Daily) | < 40 (pullback) or > 60 (momentum) |
Volume | > 5,00,000 (liquidity confirmation) |
Price vs 50 EMA | Price just crossed above |
% Change (1D) | Between +1% to +3% |
Save the setup as: “Swing Momentum Filter”
? Run this screener post-market or around 3:00–3:15 PM each day.
Step 2: Set Smart Alerts for Shortlisted Stocks
Once you have your list, open each chart and set alerts based on technical triggers.
Example Alert Conditions
RSI crossing above 40 | Trend revival after pullback |
Price crossing 50 EMA | Momentum confirmation |
Price breaking recent high | Entry after consolidation |
How to set an alert:
- Open the stock chart
- Add RSI, EMA, or other relevant indicators
- Right-click on the indicator or price level
- Select “Add Alert”
- Choose the trigger (e.g., “Crossing”)
- Label it (e.g., “INFY – RSI > 40 Alert”)
- Select delivery (app, email, popup)
Repeat for each stock you plan to track.
Daily Swing Workflow
9:15 AM | Do nothing – alerts will guide action |
3:00 PM | Run your saved screener |
3:15–3:30 PM | Shortlist stocks and set alerts |
Next few days | Act only when alerts are triggered |
This reduces screen time and ensures you only trade when your setup is active.
Pro Tips
- Use tags like “Breakout”, “Pullback”, “Oversold” to organize screeners
- Confirm setups using multiple timeframes (e.g., Daily + 1H)
- Create a layout just for swing tracking - watchlist, alerts, notes in one view
To Sum Up
Swing trading doesn’t require constant action.
It requires clarity, patience, and preparation.
Screeners help you shortlist.
Alerts tell you when to act.
Used together, they give you a reliable, low-effort system to trade only what matters.
Disclaimer: This article is for informational purposes only and does not constitute financial advice. It is not produced by the desk of the Kotak Neo Research Team, nor is it a report published by the Kotak Neo Research Team. The information presented is compiled from several secondary sources available on the internet and may change over time. Investors should conduct their own research and consult with financial professionals before making any investment decisions. Read the full disclaimer here.
Investments in securities market are subject to market risks, read all the related documents carefully before investing. Brokerage will not exceed SEBI prescribed limit. The securities are quoted as an example and not as a recommendation. SEBI Registration No-INZ000200137 Member Id NSE-08081; BSE-673; MSE-1024, MCX-56285, NCDEX-1262.
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