Documentation

The product reference for every surface in ScreenerHub — Monitoring, Portfolios, the Screener, My Screens, and the Browser.

Set up a practical ScreenerHub workflow for finding ideas, saving them, and tracking them over time.

Save your first screen in 15 minutes — a step-by-step walkthrough for brand-new ScreenerHub users.

Understand the four building blocks of ScreenerHub — fields, criteria, screens, and monitoring sets — and how they relate to each other.

Explore the full global stock universe by category, sector, and exchange — no screening criteria required.

Design tighter screening criteria, compare result sets, and turn rough ideas into repeatable screens.

Use portfolios to organize candidates and holdings, maintain conviction, and separate temporary curiosity from real follow-up.

The Screener is the screening surface in ScreenerHub — build, run, and save criteria as screens against the full stock universe.

Use the Portfolio Builder to assemble a new portfolio by searching for stocks manually or asking an AI assistant, then save it as a simple list or with positions and target weights.

Validate whether a specific stock meets the criteria of one of your screens directly from its company profile page.

Quickcheck a portfolio against one of your screens to see which names still qualify, which are slipping, and where data is missing.

Pair a portfolio with a screen and track how it evolves so you can catch drift, confirm conviction, and react earlier.

Read the run history to see how your portfolio has held up against your screen — pass rates, stock turnover, and run patterns over time.

Read a single monitoring run to see which stocks in your portfolio pass or fail your screen, drill into individual positions, and compare snapshots over time.

Review a saved screen for gaps, conflicts, and weak logic before you trust the result set.

Load a pre-built screening strategy into the Screener with one click and adapt it to your own thresholds.

Read every section of a company page — profile, key stats, charts, dividend history, financial statements, and peer comparison.

Describe the stocks you want in plain language and turn that idea into an editable draft screen in the ScreenerHub Screener.

Run a fast single-company health check before you commit to a full company-profile deep dive.

How ScreenerHub billing works — plans, payment methods, invoices, your right of withdrawal, and how to cancel or delete your account.

Understand what each ScreenerHub plan includes, what the quota limits control, and where to see your current usage.

How to update your profile, set language and currency preferences, switch your display theme, manage notifications, and close your account.

Every field available in the ScreenerHub Screener — definition, unit, data source, and supported operators, grouped by category.

Where ScreenerHub data comes from, how often it refreshes, and how to read the freshness indicators in the UI.

Every comparison operator available in the Screener — what it does, which field types it accepts, and a worked example for each.

Symptom-keyed fixes for common problems in ScreenerHub — empty results, missing fields, login failures, and notification issues.

Plain-language definitions for the product terms ScreenerHub uses across Monitoring, Portfolios, the Screener, and My Screens.

Hard system ceilings in ScreenerHub — criteria per screen, stocks per portfolio, Browser result cap, and the Pro platform ceiling — regardless of plan.

Answers to the most common questions about ScreenerHub — the Screener, screens, portfolios, monitoring, data, plans, and account settings.