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 view public screeners without an account. Saving screeners, building watchlists, and scheduling 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 Studio, the Browser, and a limited number of saved screeners and watchlists. Paid plans unlock additional saved items, Monitoring Lab scheduling, 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 screener 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 screeners, watchlists, 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 Studio
What is the difference between a screener and a watchlist?
A screener defines rules; a watchlist holds names. Running a screener against current market data produces a dynamic result set that changes as prices and fundamentals move. A watchlist is a curated, manually managed list of stocks you follow regardless of whether they currently pass any screen. See Screener and Watchlists.
Why does my screener 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.
How do I share a screener with someone else?
Set the screener to public in its settings, then share the URL. Public screeners are visible to any ScreenerHub user who has the link, and they can fork it into their own account without affecting yours. See Community for how public and private visibility work.
What is a template and how does it differ from a saved screener?
A template is a pre-built screener curated by ScreenerHub as a starting point for common strategies — value, dividend, quality, momentum. Opening a template loads it into Studio as a new unsaved screener that you own and can modify freely. A saved screener is one you have built and stored yourself. See Templates.
How many criteria can I add to one screener?
There is a hard ceiling on the number of active criteria per screener. See Limits and Constraints for the current numbers. If you need more conditions, consider splitting the logic across two screeners and comparing the result sets manually.
Can I export screener results to a spreadsheet?
CSV export is available on paid plans. Open the Studio 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.
Watchlists
What is the maximum number of stocks I can add to a watchlist?
There is a per-watchlist symbol limit that applies regardless of plan tier. See Limits and Constraints for the exact ceiling. If you need a larger set, consider splitting the list across two watchlists grouped by theme.
How do I import symbols from a spreadsheet or CSV file?
Use the Watchlist 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 Watchlist Builder for full import instructions, including how unrecognised symbols are handled.
What is Quickcheck?
Quickcheck runs any saved screener against a specific watchlist and shows you which of your saved names 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 Lab
What is a monitoring set?
A monitoring set is a saved screener that runs on a schedule and records the full result of each run. Over time you build a history of which stocks entered and left the screen, giving you a record of how your strategy's candidate pool has changed. See Monitoring Lab.
How often does a monitoring set run?
Available schedule frequencies and the maximum number of active monitoring sets per plan are listed on the Plans and Quotas page. Manual runs can be triggered at any time within your daily run allowance.
What is a delta in a monitoring run?
A delta is a stock that entered or left the screen between two consecutive runs. Stocks that appear in the current run but not the previous one are entries; stocks that disappear are exits. Deltas are the primary signal you review in Monitoring Lab. 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 Studio 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?
Screener 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 screener limit, all your current screeners 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 screeners and watchlists private?
All screeners and watchlists are private by default. They become visible to others only when you explicitly set them to public in the item settings. Your profile and any public items are visible to logged-in ScreenerHub users. See Community for the full visibility model.