ScreenerHub is built around four objects: fields, criteria, screens, and monitoring sets. Each one builds on the previous. Understanding how they nest together makes every other part of the product easier to use.
The four objects
Each layer adds one level of intent. A field is raw data. A criterion is a decision about that data. A screen is a saved strategy made of decisions. A monitoring set checks a portfolio against that strategy, run after run.
Field → Criterion → Screen → Monitoring Set
Field
A field is a single data point — one measurable attribute of a stock. Examples: P/E Ratio, Market Cap (USD), Dividend Yield, Return on Equity, Gross Margin, Revenue Growth (YoY).
Fields are the vocabulary of screening. They do not do anything on their own. They become useful when you attach a direction and a threshold to them.
→ Browse all available fields in the Field Reference.
Criterion
A criterion is one filter rule: a field, an operator, and a value.
Return on Equity ≥ 15 % P/E Ratio ≤ 20 Market Cap (USD) ≥ 1 B
A criterion answers a single yes-or-no question about each stock in the universe. The stock either meets the rule or it does not. A stock that fails any criterion in a screen is excluded from the results.
Criteria exist only inside screens — they are not saved or named independently.
Screen
A screen is a named, saved collection of criteria. It represents one investing thesis expressed as a rule set. You build it in the Screener and find it again in My Screens.
When you run a screen, ScreenerHub evaluates every criterion against the current data for every stock in the universe. The result table shows only the stocks that pass every rule at the same time.
A saved screen persists across sessions and is private to your account. You can re-run it as data refreshes, or save a copy under a new name to try a variation.
→ Learn how to build and refine criteria in the Screener. See how to design a good rule set in Designing Screens.
Monitoring Set
A monitoring set pairs one portfolio with one screen. Each run checks every holding in the portfolio against the screen's criteria and records which stocks pass, which fail, and what changed since the previous run.
Monitoring shows the full run history for each monitoring set. You can start a run by hand; on Pro you can also schedule runs daily or weekly so they happen without you.
The Free plan includes one monitoring set and one run per week. Pro raises that to up to 100 sets with unlimited runs.
→ Set up your first monitoring set in the Monitoring guide.
How the objects relate
Think of the hierarchy as a funnel:
- The universe — all stocks ScreenerHub tracks (thousands of equities across global markets).
- A screen — your criteria filter the universe down to a shortlist.
- A portfolio — you promote specific names from a screen result into a focused follow-up list.
- A monitoring set — the portfolio is checked against the screen run after run, so you see when a holding stops fitting the thesis.
A portfolio is not the same thing as a screen result. A screen result is recalculated every time you run the screen. A portfolio is a deliberate, stable collection you maintain by hand or by feeding it from the Screener.
→ See how portfolios work in the Portfolios guide.
What this is not
This page is not a reference for field definitions. For what a specific field measures, its formula, and its data source, see Field Reference.
This page is not a tutorial. For a step-by-step walkthrough that ends with a saved screen, see Quickstart.
This page is not strategy advice. The concepts above are product mechanics. Which fields and thresholds make a good investing strategy is a separate question — see Investment Strategies for that.
Related
- Quickstart — save your first screen in 15 minutes
- Screener — the surface where you build criteria and run screens
- Portfolios — organize the names worth revisiting
- Monitoring — check a portfolio against a screen over time