Multi-Active Filters: News and SEC Filings Guide
StockTitan's live feed filters used to give you one active filter at a time, like the channel selector on a radio. The updated system on Stock News Live and SEC Filings Live treats your saved filters like a row of light switches: you can leave several flipped on at once, and the feed shows every item that matches any active slot that has rules set. This guide walks through how the system works, how many filter slots your account gets, and the details that make the filters useful once you know them.
Before
- One active filter at a time
- Switching filters replaced the active view
- Hidden behind a single dropdown
Now
- Up to 5 saved filters live in slots
- Toggle each one on or off independently
- Rule-bearing active count shown on the filter icon
What's in this guide
What changed and why
Under the old design, picking a filter was an either-or choice. You could save several presets, but only one at a time was actually filtering the feed. Loading a different preset replaced the active one, so you could not keep a sector theme and a keyword theme active side by side without manually merging your filters.
The new system separates two ideas: a saved filter (your collection of rules with a custom name) and an active filter (whether that saved filter is currently shaping your feed). Each slot can be active or inactive, and you can switch them with a single click. Your rules never get overwritten when you toggle a filter off; they wait quietly in their slot until you flip them back on.
The simple way to think about it: your saved filters are reusable rule sets. Before, only one rule set could shape the feed at a time. Now several rule-bearing slots can be active together, and the feed includes items accepted by any one of them.
Where the feature applies
The same saved-slot system is available on the Stock News Live Feed and the SEC Filings Live Feed. The screenshots in this guide show the news feed, but the important behavior is shared: active slots can run together, blank slots are ignored, and the feed includes an item when any active rule-bearing slot accepts it.
News filters and SEC filings filters are saved separately because the two feeds have different rule types. The news feed includes news-specific tabs such as Keywords, Keywords Excl., and Tags. The SEC filings feed uses a filings-specific Form Types tab for forms such as 10-K, 10-Q, 8-K, Form 4, and Schedule 13, while keeping the same saved-slot and active-toggle model.
Where filters live: the funnel button
Open Stock News Live or SEC Filings Live and look at the top-right of the feed header, just above the first row. You will see a row of small icon buttons. The first one is a funnel, and that is the entry point for everything filter-related.
The funnel button. The small purple number shows how many active slots currently have rules set.
The number on the funnel is a quick reminder of how many active slots currently have visible rules in them. No number means either no slots are active or the active slots are still empty. A number is best read as a "filters are in play" signal, not a strict count of how many criteria the server applied. For example, if a slot's only rule is selecting all three exchanges (NYSE, NASDAQ, OTC), the server treats that as no exchange filter at all, so the feed can still be the full stream even when the badge shows 1.
Toggling filters on and off
Clicking the funnel opens a compact panel that lists every filter slot you have. Each row contains a green on or off toggle on the left, the filter's name in the middle, and two small icons on the right for managing it.
A Platinum account showing five saved filters. The first two are active (green), the others are turned off but still saved.
The two right-side icons are subtly different:
- The eye icon shows you a quick summary of that slot's rules without entering edit mode. Useful when you want to remember what a saved filter is set to before you turn it on.
- The gear icon opens the full editor for that slot, where you can change every rule.
You can flip multiple toggles on at once. The feed re-fetches as you toggle, so the change you make is reflected immediately, and the funnel's active count updates with you.
Editing a slot's rules
Click the gear icon on any slot and a draggable modal opens. The header tells you which slot you are editing, the left side is a tab strip that lists every kind of rule available, and the right side is the rule editor for the currently selected tab.
The editor for one of your saved slots. Tabs on the left, the chosen rule's controls on the right.
A couple of things in the header are easy to miss:
- The badge that reads "Editing: [slot name]" opens a dropdown. Use it to jump straight to another slot's editor without closing the modal. Your unsaved changes follow the active slot, so switching is safe.
- The small green check mark next to a tab name (you can see one on "Symbols" and on "Rhea-AI" in the screenshot) means that tab already has rules set for this slot. It is the editor's way of showing you, at a glance, where the filtering logic actually lives.
The rule types inside each slot
Every slot can mix any combination of the tabs available on that feed. None of the tabs are required, and an empty tab means that rule simply does not narrow the feed.
On Stock News Live, each slot can use the nine news rule types below.
| Tab | What it does |
|---|---|
| Exchanges | Keep news from NYSE, NASDAQ, OTC, or any combination of them. |
| Symbols | Limit the feed to a list of ticker symbols you enter. Symbols inside one slot behave as alternatives, so the slot keeps news for any symbol in your list. |
| Price | Show news only for stocks trading inside a price range you define. |
| Float | Filter by the number of tradable shares available, expressed in millions. |
| Market Cap | Restrict to companies inside a market capitalization range, expressed in millions of dollars. |
| Keywords | Keep stories whose headline contains at least one of your keyword chips. By default, chips match as substrings; wrap a chip in double quotes to match the phrase on word boundaries. See our keyword filters guide for the full syntax. |
| Keywords Excl. | The mirror of Keywords: hide any story that contains the listed terms. |
| Tags | Include, exclude, or pin "only" specific story tags such as earnings, FDA approval, IPO, dividends, partnership. |
| Rhea-AI | Use our in-house sentiment and impact scores to keep only news with a minimum impact or sentiment level. |
On SEC Filings Live, the shared filter editor uses a filings-specific rule set: Exchanges, Form Types, Symbols, Price, Float, Market Cap, and Rhea-AI. Form Types replaces the news-only keyword and tag tabs, because filings are usually grouped by SEC form families rather than story tags.
The Keywords tab is where most users spend the most time tuning a slot, because words are flexible. Here is what it looks like:
Type a keyword and press Enter to add it. Each keyword becomes a chip you can remove later.
Tip: Each entry becomes one keyword chip. Press Enter, comma, or newline to commit a chip, and the same separators split pasted lists. Without quotes, a chip matches as a substring anywhere in the headline, so trial also matches "preclinical trials". Wrap a chip in double quotes, such as "clinical trial", to match it only on word boundaries. A leading or trailing space inside the chip can also request exact matching. When you set multiple include chips in one slot, they behave as alternatives: the headline matches if it contains any one of them. Use the Keywords Excl. tab to subtract terms you do not want; every exclusion chip applies, so any one of them is enough to hide a story.
How many slots you get
The number of available slots depends on your membership tier. Free and Silver accounts get one slot, while Gold and Platinum members get more room to separate different workflows. Slot count and rule access are separate: the Free slot supports Exchanges, and Silver unlocks the other rule types inside that same single slot.
Filter Slots per Tier
| Tier | Saved filter slots | What that means in practice |
|---|---|---|
| Guest | 0 | Sign in with a free account to unlock filters. |
| Free | 1 | One slot, limited to the Exchanges rule. Useful for narrowing the feed to a single venue. |
| Silver | 1 | One slot with Exchanges, plus Symbols, Keywords, and Keywords Excluded (each capped at 5 entries). Price, Float, Market Cap, Tags, and Rhea-AI require Gold or higher. |
| Gold | 3 | Three parallel slots. Useful when you want one sector watchlist, one market-cap bucket, and one keyword theme running at once. |
| Platinum | 5 | Up to five saved slots that can be active together. |
The same slot limits apply to both live feeds, but each feed stores its own filter slots. Inside each slot, individual rule types have their own tier requirements. Exchanges is available to every signed-in account. On the news feed, Silver unlocks Symbols, Keywords, and Keywords Excluded (each capped at 5 entries per slot), while Price, Float, Market Cap, Tags, and Rhea-AI require Gold or higher. On the SEC filings feed, Form Types and the other advanced filings tabs require Silver or higher. Locked tabs show a small tier badge so you can see what unlocks them.
How active filters combine
The single most important thing to understand about the new feed is how multiple active filters interact. The rule is straightforward:
Across slots, the feed shows everything that matches any active rule-bearing slot. A news story or SEC filing is included if at least one of your active filter slots accepts it.
Within a slot, all rules must agree. If a news slot says "NYSE only" and "keyword: earnings", that slot only matches NYSE earnings stories. If a filings slot says "Form 4" and "NASDAQ", that slot only matches NASDAQ Form 4 filings.
So if you have a Gold account with three active slots, one tuned to a sector, one tuned to a market-cap range, and one tuned to a keyword theme, your feed becomes the union of all three. Each slot is its own tight bundle of rules; the slots themselves are the loose "or" between bundles. If every active slot is empty, the feed shows the same unfiltered stream as if every slot were toggled off.
Small details worth knowing
A few things that are not obvious until you have used the new feed for an afternoon:
- Renaming is free. Hit the pencil that appears next to a slot name to give it a more useful label than "Preset 3". Names are local to your account and have no impact on rules.
- Turning every filter off shows the unfiltered feed. There is no separate "no filter" mode. Toggle every slot off (or open the funnel and use its toggles) and you are back to the full live stream.
- The Reset button in the editor wipes a single slot's rules but does not delete the slot itself or its name. Use it when you want to repurpose a slot.
- The modal is draggable. Grab the header and drag if you want to peek at the feed underneath while you tune rules.
- Combining the same rule type across slots is the trick to stretching your slots. If you want to watch two non-overlapping symbol lists, two price ranges, two keyword themes on news, or two form-type groups on filings, put each one in its own slot rather than trying to fit both inside a single slot. Each slot keeps its own ANDed rules, and the feed shows the union across slots.
Frequently asked questions
What happens to my old saved filter when the system updates?
Your previously saved rules carry over into slot 1 automatically. If you only ever used one filter under the old system, it lands intact in your first slot under the new system. You can rename it and start adding more slots if your tier supports them.
Do these filters also work on SEC filings?
Yes. The same saved-slot and multi-active behavior applies on SEC Filings Live. The filings feed has its own saved filters and its own rule tabs, including Form Types for SEC forms, but active filings slots combine the same way news slots do.
Can I share or export a filter to another account?
Not yet. Filters are stored on a per-account basis. Renaming, resetting, and switching slots all happen within your own account.
How are stories combined when several filters are active?
The feed shows an item if any active rule-bearing slot would accept it. Inside a single slot, all of that slot's rules must be satisfied. In simple terms: each slot is an "and" of its own rules, and slots are connected to each other with "or". Empty active slots are ignored.
How many filter slots do I get on each membership tier?
Free and Silver both get one slot, Gold gets three, and Platinum gets five. The Free slot is limited to the Exchanges rule. Silver unlocks Symbols, Keywords, and Keywords Excluded inside that single slot, each capped at 5 entries. Price, Float, Market Cap, Tags, and Rhea-AI require Gold or higher. Guests (not signed in) cannot save filter slots.
Why are some rule tabs greyed out for me?
Specific rule types are gated by membership tier. Exchanges is open to every signed-in account. Silver unlocks Symbols, Keywords, and Keywords Excluded (each capped at 5 entries per slot). Price, Float, Market Cap, Tags, and Rhea-AI require Gold or higher. Greyed-out tabs show a small tier badge so you can see exactly what unlocks them.
Does turning a filter on and off lose my rules?
No. Toggling a slot off simply removes it from the feed; the rules inside the slot are kept intact until you edit or reset them yourself.
Related reading
- How to Use Keyword Filters on StockTitan. A deep dive into keyword syntax, exact matches, and exclusions.
- Stock News Live Feed. Use saved filters on real-time company news.
- SEC Filings Live Feed. Use saved filters on real-time SEC filings.
- Platform Update: New Dashboard and Membership Tiers. Context on the Silver, Gold, and Platinum tiers referenced above.
Disclaimer: This article is an educational walkthrough of a StockTitan platform feature. Nothing here constitutes financial or investment advice. Filtering rules are tools for navigating news; investment decisions remain your own.
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.