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AI Screener Generator

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

5 min read

AI Screener Generator in ScreenerHub translates a plain-language investing idea into a working screener draft with concrete criteria, a result count, and a direct handoff into Studio. Use it when you know the kind of stocks you want to find but do not want to assemble the first version of the filter logic by hand.

What AI Screener Generator is for

The generator is most useful at the beginning of a research workflow, when the strategy is clear in your head but not yet expressed as fields and operators.

Use it to answer questions like:

  • How do I turn a broad idea such as "high-quality compounders with reasonable valuation" into actual screener rules?
  • Which criteria would ScreenerHub choose for a dividend, value, or momentum idea if I start from plain English instead of a blank screen?
  • How broad or narrow is my first draft before I spend time refining it in Studio?

The output is not a final verdict. It is a fast first pass that gives you a usable structure: a generated title, a short description, a list of criteria, and an initial match count.

How to use it

Start with a concrete prompt

Open the generator from the new screener flow and describe the outcome you want, not just a buzzword. Good prompts usually include four elements: strategy style, market universe, quality or risk constraints, and at least one metric that matters.

Better prompts look like these:

  • "Find profitable US small caps with strong revenue growth and low debt."
  • "Build a dividend screener for European large caps with stable payout ratios."
  • "Show momentum stocks in healthcare that are still cash-flow positive."

Weak prompts are usually too vague: "good stocks", "cheap companies", or "growth names". The generator can only map what you specify. If your idea depends on geography, size, quality, or exclusions, include that in the prompt.

Placeholder webm: end-to-end recording of the AI Screener Generator flow from entering a prompt to opening the generated draft in Studio.

Review the first draft before you trust it

After generation, ScreenerHub shows a draft card with the generated title, a short description, the full criterion list, and the current result count. Read that screen carefully before continuing.

This review step matters because the generator is doing translation, not mind reading. Check three things:

  • whether the fields match your actual intent
  • whether the thresholds are directionally sensible
  • whether the result count is in a workable range

If the draft comes back with only a handful of stocks, the prompt may be too restrictive. If it returns hundreds or thousands of names, it is probably too broad for direct use. In both cases, treat the first draft as the outline, not the finished screener.

Placeholder screenshot: generated draft card showing the AI-generated title, description, criteria list, and match count before the user clicks Continue to Studio.

Continue to Studio and tighten the logic

Click Continue to Studio when the overall direction looks right. ScreenerHub converts the generated draft into editable Studio criteria, so you can inspect every field, operator, and threshold in the normal screener interface.

This is the point where a good workflow becomes much stronger than a generic AI answer. In Studio, you can:

  • replace a rough metric with the exact field you prefer
  • narrow the universe with Country, Exchange, or Market Cap
  • add missing quality checks such as ROE, Gross Margin, or leverage constraints
  • sort and scan the live result table to see whether the output looks believable

If the AI draft captures the strategy direction but misses one important nuance, fix that in Studio instead of repeatedly rewriting the whole prompt.

Placeholder screenshot: Studio opened from an AI-generated screener draft, with the imported criteria visible in the left-hand panel and live results on the right.

Save or discard the generated screener

The generator does not automatically create a saved screener in your account. It produces a draft you can review and then move into Studio.

Save the screener only after the criteria are explicit enough that you would want to rerun them next week or compare them with another strategy. If the generated draft is not useful, discard it and write a better prompt or start from a template instead.

For repeatable workflows, the strongest pattern is: generate the first draft with AI, tighten it in Studio, then save it and move the top names into a Watchlist.

Common patterns

Translate an investing note into rules. If you already have a thesis in a notebook, newsletter, or broker note, paste the core idea into the generator and use the output as a first structured draft.

Start broad, then constrain in Studio. Prompts like "quality compounders in Europe" are useful if you expect to add the exact profitability or valuation thresholds yourself after the first pass.

Use AI for field discovery, not final authority. The generator is especially helpful when you know the business profile you want but are unsure which metric combination best expresses it in screener form.

What it is not

AI Screener Generator is not an auto-trading system. It does not place trades, rank your portfolio, or decide what you should buy.

It is not a backtesting engine. The draft is built from current screening logic and current data, not from simulated historical performance.

It is not a substitute for understanding the fields you are using. If a generated rule looks unfamiliar, read the field definition in Fields or the underlying concept in Stock Screening for Beginners before trusting it.

FAQ

Is AI Screener Generator available on the free plan?

No. In ScreenerHub, AI Screener Generator is a Pro feature. If you do not have access yet, see Plans and Quotas or /pricing.

Can I edit the generated criteria?

Yes. That is the intended workflow. After generation, continue into Studio and change any field, operator, threshold, sort order, or column set.

Why does the generated screener return too many or too few results?

Usually because the prompt is too broad or too restrictive. Add clearer universe constraints if the result set is too large. Relax one or two thresholds if the result set is too small.

Does the generator save a screener automatically?

No. The generator creates a draft and hands it off to Studio. The screener only becomes part of your account after you save it explicitly.

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