Frequently asked questions about ScreenerHub, organized by topic. Each answer is intentionally short — follow the linked guide when you need the full picture.
Getting started
Do I need an account to use ScreenerHub?
You can browse the stock universe and open the screen templates without an account. Saving screens, building portfolios, and creating monitoring sets all require a free account. Sign-up takes under a minute and does not require a credit card. See Getting Started.
What is the difference between the free plan and a paid plan?
The free plan gives you access to the Screener, the Browser, one saved screen, one portfolio, and one monitoring set. Paid plans unlock additional saved items, scheduled monitoring runs, advanced fields, CSV export, and faster data refresh. A full comparison lives on the Plans and Quotas page.
How do I change my display currency?
Open your account settings and select a preferred currency. The setting affects how all monetary values — market cap, revenue, share price — are displayed across the app. The underlying screening calculations always use USD as the base currency. See Data Sources and Freshness for how multi-currency conversion works.
How do I cancel or delete my account?
Account deletion is permanent and removes all your saved screens, portfolios, and monitoring sets. You can request deletion from your account settings under the "Danger zone" section. Cancel any active subscription first — see Billing for instructions.
Screener and screens
What is the difference between a screen and a portfolio?
A screen defines rules; a portfolio holds names. Running a screen against current market data produces a dynamic result set that changes as prices and fundamentals move. A portfolio is a curated, manually managed list of stocks you follow regardless of whether they currently pass any screen. See Designing Screens and Portfolios.
Why does my screen return no results?
The most common cause is criteria that are collectively too restrictive, not a data problem. Remove one filter at a time and re-run after each removal to isolate the rule that eliminates all candidates. Conflicting requirements — such as combining a low valuation filter with a high growth filter — can leave very few stocks globally. See Troubleshooting for a step-by-step checklist.
Can I come back to a Screener setup later?
Yes. The Screener keeps your current criteria in the page URL, so bookmarking the URL brings back the same setup. To keep it in your account instead, save it as a screen; it then appears in My Screens. See Screener.
What is a template and how does it differ from a saved screen?
A template is a pre-built screen curated by ScreenerHub as a starting point for common strategies — value, dividend, quality, momentum. Opening a template loads its criteria into the Screener as a new unsaved screen that you can modify freely. A saved screen is one you have built and stored yourself. See Templates.
How many criteria can I add to one screen?
There is a hard ceiling on the number of active criteria per screen. See Limits and Constraints for the current numbers. If you need more conditions, consider splitting the logic across two screens and comparing the result sets manually.
Can I export Screener results to a spreadsheet?
CSV export is available on paid plans. Open the Screener result table, click the export button in the toolbar, and the current visible columns and rows download as a file. Column selection and decimal separator follow your account settings. See Plans and Quotas for which tier includes exports.
Portfolios
What is the maximum number of stocks I can add to a portfolio?
The symbol limit per portfolio depends on your plan: up to 20 stocks on Free and up to 100 on Pro. See Limits and Constraints for the exact ceilings. If you need a larger set, consider splitting the list across two portfolios grouped by theme.
How do I import symbols from a spreadsheet or CSV file?
Use the Portfolio Builder to paste symbols or upload a CSV file. The builder accepts one ticker per line in the paste field, or a single-column CSV with a header row. See Portfolio Builder for full import instructions, including how unrecognised symbols are handled.
What is Quickcheck?
Quickcheck runs any saved screen against a specific portfolio and shows you which of your holdings still pass the screen today. It is useful for reviewing whether the stocks you follow still meet the original criteria without building a separate manual filter. See Quickcheck.
Monitoring
What is a monitoring set?
A monitoring set pairs one portfolio with one screen. Each run checks every holding against the screen's criteria and records which pass and which fail. Over time you build a history of which holdings kept fitting the screen and which drifted out of it. See Monitoring.
How often does a monitoring set run?
On the Free plan you can start one run per week by hand. Pro includes unlimited runs and lets you schedule a set to run daily or weekly. The maximum number of monitoring sets per plan is listed on the Plans and Quotas page.
What is a delta in a monitoring run?
A delta is a holding whose result changed between two consecutive runs. Holdings that failed the previous run but pass the current one have improved; holdings that passed before and fail now have declined. Deltas are the primary signal you review in Monitoring. See Monitoring Runs.
Data and fields
How current is the data in ScreenerHub?
Data freshness depends on the field type. Price data refreshes during and immediately after market hours. Fundamental data — earnings, revenue, balance sheet — refreshes within hours of a filing. Some fields, such as analyst estimates, update on a rolling cadence. A freshness badge on the Screener field panel and company page shows when a specific data point was last updated. See Data Sources and Freshness.
Where does ScreenerHub's market data come from?
ScreenerHub sources data from third-party financial data vendors. The Data Sources and Freshness page lists which vendors supply which field categories, their typical refresh cadence, and any known coverage limitations.
Why does a field show no value for some stocks?
Missing values are almost always a data coverage issue rather than a ScreenerHub error. Small-cap stocks, non-US exchanges, and recently listed companies often have incomplete fundamental data at the source level. Use the is null / is not null operators to explicitly include or exclude stocks with missing values for a given field. See Operators and Troubleshooting.
Why did my result count change since yesterday?
Screen results reflect current market data, so counts change whenever data refreshes. The most common causes are a scheduled fundamental update, price movement pushing a stock across a valuation threshold, a corporate event such as a split or delisting, or a new IPO entering the universe. See Troubleshooting for a full diagnostic checklist.
How do I find out what a specific field means?
Hover over a field name in the criteria editor or the result table column header to open the field tooltip. For a full definition including formula, unit, data source, and known limitations, see the Fields reference.
Plans and billing
What happens when I reach my plan quota?
ScreenerHub does not delete your existing work, but you cannot create new items beyond the quota until you upgrade or delete existing ones. For example, if you hit the saved-screen limit, all your current screens remain intact and runnable — you simply cannot save additional ones. See Plans and Quotas for per-item limits by tier.
How do I upgrade or downgrade my subscription?
You can change your plan at any time from your account settings under "Subscription". Upgrades take effect immediately. Downgrades take effect at the end of the current billing period, at which point your quota adjusts to the new tier. See Billing for payment, invoice, and refund details.
Are my screens and portfolios private?
Yes. Your screens, portfolios, and monitoring sets belong to your account and are visible only to you. ScreenerHub has no public profiles and no way to publish your work to other users. See Account for how your account data is managed.