How to Use Keyword Filters on StockTitan
StockTitan keyword filters help you control which headlines appear in your Live News feed and dashboard news feed. This guide explains include keywords, excluded keywords, comma-separated entries, phrase matching, double quotes, and exact matching.
At a Glance
| Feature | Keyword and keyword-exclusion filters for StockTitan news feeds |
| Use it on | Live News and dashboard news feed filters |
| Best for | Finding catalysts, phrases, and avoiding noisy headlines |
| Main rule | Separate multiple keywords with commas. Use double quotes when you want exact word or phrase matching. |
| Trailing spaces | Examples like announce show the space typed after the word. The non-breaking space keeps the blank visible in HTML, and the wider code background makes it easier to notice. |
Table of Contents
What Keyword Filters Do
Keyword filters narrow a feed to items that contain words or phrases you care about. On StockTitan, the Keywords field is an include filter. If you enter keywords there, the feed looks for at least one matching keyword before showing the item.
The Keywords Excluded field works in the opposite direction. It removes items that match unwanted words or phrases. This is useful when a broad keyword is valuable but one recurring topic creates noise.
For example, a user might include offering to track financing headlines, then exclude at-the-market if they don't want ATM program headlines in the same feed. Another user might include merger agreement and exclude rumor to focus on announced transactions rather than speculation.
Important: Keywords and Keywords Excluded are separate checks. Include keywords decide what can enter the feed. Excluded keywords decide what gets removed after that.
How to Write Multiple Keywords
Write multiple keywords by separating them with commas. Each comma-separated item becomes its own keyword entry.
Input:
offering, merger agreement, guidanceMeaning: Show items that match offering, merger agreement, or guidance.
A multi-word phrase works as one keyword when you enter it as one comma-separated item. You don't need double quotes just to search for two words together.
Input:
merger agreementMatches: A headline containing the phrase merger agreement.
Also matches: A headline containing merger agreements, because an unquoted phrase uses broad substring matching.
Doesn't match: A headline containing merger and support agreement, because the phrase merger agreement is not present as continuous text.
Common mistake: separating words that should stay together.
If you type merger, agreement, StockTitan treats that as two separate keywords. That can match any item containing merger or any item containing agreement. If you want the phrase, type merger agreement as one entry.
Normal Keyword Matching
Normal keyword matching is broad and case-insensitive. If you type a plain word without quotes, StockTitan checks whether that text appears inside the news headline.
That means announce can match related word forms such as announces, announced, and announcing. This behavior is useful when you want a wider net and don't care about the exact grammatical form.
Keyword: announce
- Matches:
Company announces pricing of public offering - Matches:
Company announced fourth quarter results - Matches:
Company announcing strategic review - Matches:
Company preannounces results
Tip: Use normal matching when you want broad coverage. Use exact matching when broad coverage creates false positives.
Exact Matching with Double Quotes
Use double quotes when you want a standalone word or phrase. This works much like a familiar search-engine exact phrase search, but it is tuned for StockTitan feed titles.
If you type "announce", StockTitan looks for the word announce with a boundary before and after it. Punctuation, spaces, and the end of the title count as boundaries. Letters, numbers, and underscores do not.
Keyword: "announce"
- Matches:
Company will announce. Details expected tomorrow. - Matches:
Company to announce, host call after market close - Matches:
Company will re-announce plan, because the hyphen counts as punctuation - Doesn't match:
Company announced results - Doesn't match:
Company announces results - Doesn't match:
Company preannounce update
Quoted phrases work the same way. If you type "merger agreement", StockTitan looks for that phrase with boundaries around the full phrase.
Keyword: "merger agreement"
- Matches:
Company enters merger agreement. Closing expected next quarter. - Matches:
Company signs definitive merger agreement, sets vote date - Doesn't match:
Company enters merger agreements with buyers - Doesn't match:
Company signs merger and support agreement
Exact Matching with a Leading or Trailing Space
StockTitan also supports exact matching through intentional spacing. If you enter a keyword with a leading or trailing space, such as announce , StockTitan treats that as exact-word intent.
The blank space at the end of announce is the space. In the filter box, type announce, press the spacebar once, then add the keyword.
Keyword typed: offering
- Matches:
Company closes offering. The date will be announced later. - Matches:
Company closes offering, raises proceeds - Matches:
Company closes offering - Doesn't match:
Company closes offerings this week
Note: A trailing-space keyword doesn't require the title to contain a literal space after the word. Punctuation and the end of the title also count as valid boundaries. That is why offering can match offering..
How the space is shown here: The examples render the trailing keyboard space as a non-breaking blank so the browser does not collapse it. The code box is also widened slightly so the final blank space is easier to see.
How Keywords Excluded Work
Keywords Excluded removes items that match any excluded keyword. It supports the same broad, quoted exact, and trailing-space exact behavior as the Keywords field.
Use excluded keywords when a broad include keyword is still useful, but one recurring subtopic is not. The cleanest setup is often one broad include keyword plus one or two precise exclusions.
Setup:
- Keywords:
offering - Keywords Excluded:
"at-the-market", ATM
Result: The feed can still catch financing headlines with offering, while removing items that mention an at-the-market program or the shorthand ATM.
Setup:
- Keywords:
announce - Keywords Excluded:
"announce"
Result: Broad variants such as announces and announced can still enter the feed, but a title using the standalone word announce is removed.
Common mistake: excluding a word that is too broad.
If you exclude market, you may remove many unrelated headlines because the word appears often in financial news. Use a more precise phrase, such as "at-the-market", when possible.
Examples and Cheat Sheet
The table below shows how StockTitan interprets common keyword entries. When a code sample has a visible blank at the end, that blank represents the trailing space typed in the filter.
Keyword Matching Cheat Sheet
| Filter | Example title | Matches? | Why |
|---|---|---|---|
announce | Company announces financing | Yes | Unquoted terms use broad matching. |
announce | Company announces financing | No | Trailing-space exact terms don't match word variants. |
announce | Company will announce. Details tomorrow | Yes | The period counts as a word boundary. |
"announce" | Company will announce, then host a call | Yes | Quoted exact terms match punctuation boundaries. |
"announce" | Company announced financing | No | announced is a different word. |
"announce" | Company will re-announce plan | Yes | A hyphen counts as punctuation before announce. |
offering | Company closes offering. The date will be announced | Yes | The period after offering is accepted as a boundary. |
offering | Company closes offerings this week | No | offerings is a variant, not the exact word. |
merger agreement | Company enters merger agreements with buyers | Yes | Unquoted phrases use broad substring matching. |
"merger agreement" | Company enters merger agreements with buyers | No | Plural agreements fails the exact phrase boundary. |
merger agreement | Company signs merger and support agreement | No | The continuous phrase merger agreement is not present. |
10% growth | Company reports 10% growth in revenue | Yes | Percent signs are treated literally in broad matching. |
"ATM" | Company announces ATM program | Yes | Exact matching is case-insensitive. |
How to Use Keyword Filters on StockTitan
You can use keyword filters on the Live News feed and dashboard news feed filters.
- Open the filter panel: Go to the feed and open the filter controls.
- Enter include keywords: Use the Keywords field for words or phrases you want to find.
- Separate multiple entries with commas: For example,
offering, merger agreement, guidance. - Add exclusions if needed: Use Keywords Excluded to remove noisy topics.
- Use quotes for exact matches: Type
"announce"when you want only that standalone word. - Use a trailing space for exact intent: Type
announce, press the spacebar once, then add it if you prefer the trailing-space method. - Save or apply the filter: The feed will update based on the matching rules.
Practical workflow: Start broad, then exclude noise. For example, begin with offering. If the feed is too broad, add exclusions such as "at-the-market" or switch the include keyword to offering when you only want the exact word.
Related StockTitan Pages
- Live News for real-time market headlines and catalyst filtering.
- What Is a Stock Offering? for context on offering-related headlines.
- Guidance vs Consensus Estimates for context on guidance-related headlines.
Frequently Asked Questions
How do I write multiple keywords on StockTitan?
Separate them with commas. For example, offering, merger agreement, guidance creates three keyword entries. Each entry is checked independently.
Do I need quotes for a multi-word phrase?
No. A phrase such as merger agreement works as one keyword if you enter it as one comma-separated item. Use quotes when you want exact word or phrase boundaries, such as avoiding merger agreements.
What is the difference between announce and "announce"?
announce is broad and can match related forms such as announces or announced. "announce" matches the standalone word announce, including punctuation boundaries.
What does announce mean?
It means the keyword was typed with a real trailing space after announce. The example keeps that final blank visible in HTML.
What does Keywords Excluded do?
Keywords Excluded removes items that match unwanted words or phrases. It supports the same broad, quoted exact, and trailing-space exact behavior as the Keywords field.
Will offering match offering.?
Yes. StockTitan treats punctuation and the end of a title as valid boundaries for exact matching. That means offering can match offering., but it won't match offerings.
Sources and Methodology
This guide documents StockTitan's own keyword-filter behavior for Live News and dashboard news feed filters. The examples are hypothetical and are used only to explain how filter matching works.
Disclaimer: This guide is for informational and educational purposes only and should not be considered financial or investment advice. Filters help organize information, but they don't determine whether any security is suitable for any investor. Always conduct your own research before making investment decisions.
The information provided in this article is for educational and informational purposes only. It does not constitute financial advice, investment recommendation, or an endorsement of any particular investment strategy. Past performance does not guarantee future results. Investors should conduct their own research and consult with a qualified financial advisor before making investment decisions.