ScreenerHub is built around four objects: fields, criteria, screeners, 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 screener is a saved strategy made of decisions. A monitoring set is a strategy running on a schedule.
Field → Criterion → Screener → 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 screener is excluded from the results.
Criteria exist only inside screeners — they are not saved or named independently.
Screener
A screener is a named, saved collection of criteria. It represents one investing thesis expressed as a rule set.
When you run a screener, 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 screener persists across sessions. You can re-run it as data refreshes, share it publicly, or fork it into a variation.
→ Learn how to build and refine criteria in Studio. See the full screener concept in Stock Screener.
Monitoring Set
A monitoring set is a screener paired with a schedule. ScreenerHub runs the screener automatically — daily or weekly — and records which stocks entered the result set, left it, or stayed unchanged.
The Monitoring Lab shows the full run history for each monitoring set. You do not need to log in to trigger a run; the system handles it.
Monitoring sets are only available on paid plans. A free screener can always be turned into a monitoring set later.
→ Set up your first monitoring set in the Monitoring Lab 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 screener — your criteria filter the universe down to a shortlist.
- A watchlist — you promote specific names from a screener result into a focused follow-up list.
- A monitoring set — the screener runs on a schedule, so the shortlist stays current without manual effort.
A watchlist is not the same thing as a screener result. A screener result is recalculated every time you run the screen. A watchlist is a deliberate, stable collection you maintain by hand or by feeding it from a screener.
→ See how watchlists work in the Watchlists 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 screener, 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 screener in 15 minutes
- Studio — the surface where you build criteria and run screeners
- Watchlists — organize the names worth revisiting
- Monitoring Lab — run screeners on a schedule