Getting Started
Welcome to Screener Hub. Your complete guide to systematic stock investing.
Screener Hub is a comprehensive platform for systematic stock investing. We help you discover stocks, build watchlists, and monitor your portfolio against your investment criteria - all in one integrated workflow.
Whether you're just starting out or you're an experienced investor looking for better tools, Screener Hub provides everything you need to maintain discipline in your investment approach.
Stock Screener
Filter thousands of stocks with custom criteria to find investments that match your strategy
Watchlists
Track stocks you're interested in and monitor performance across multiple portfolios
Monitoring Lab
Automatically track portfolio drift and get alerts when stocks no longer meet your criteria
1. Stock Browser & Screeners
Start by discovering stocks. Use the Stock Browser (/screener) to filter stocks in real-time, or create named screeners for recurring strategies. Add filters like P/E ratio, market cap, ROE, and hundreds of other metrics.
Example:
Filter for "Growth Stocks": Market Cap > $1B, Revenue Growth > 15%, ROE > 20%
2. Build Watchlists
Found interesting stocks? Click the "+" button to add them directly to a watchlist. Organize stocks by strategy (Growth, Value, Dividend), sector (Tech, Healthcare), or any way that makes sense for your investing approach.
Example:
Create "Tech Growth" watchlist with 12 stocks, "Dividend Income" with 15 stocks
3. Monitor Portfolio Drift
Combine any screener with any watchlist to create a monitoring set (Pro feature). Get automated reports showing which stocks still meet your criteria and which have drifted away. This helps you maintain discipline and catch deteriorating fundamentals early.
Example:
Monitor "Tech Growth" watchlist against "Growth Criteria" screener weekly - get alerts when stocks fall below thresholds
Scenario: Building a Dividend Portfolio
Discovery: Go to Stock Browser, add filters: Dividend Yield > 3%, Payout Ratio < 70%, 5yr Dividend Growth > 0%
Collection: Review 45 results, click "+" to add 15 promising stocks to "Retirement Income" watchlist
Validation: Save your filters as "Sustainable Dividend" screener for future use
Monitoring: (Pro) Create monitoring set linking "Sustainable Dividend" + "Retirement Income"
Maintenance: Get monthly reports showing which stocks still meet criteria, receive alerts when payout ratios spike
This systematic approach helps you maintain discipline, catch deteriorating fundamentals early, and avoid emotional decision-making. The entire workflow is designed to support evidence-based investing.
Here's a step-by-step path to get the most value from Screener Hub:
Explore Without Signing Up
Visit the Stock Browser and try adding a few simple filters. See how results change as you adjust criteria. Get a feel for the data and interface.
Open Stock BrowserCreate a Free Account
Sign up to unlock unlimited results, save screeners, create watchlists, and manage your full collection. No credit card required.
Sign Up FreeCreate Your First Screener
Start from a template or build from scratch. Use 3-5 criteria that align with your investment strategy. Save it for repeated use.
Create ScreenerBuild Your First Watchlist
As you discover interesting stocks, add them to a watchlist. Start with 5-10 stocks and grow from there as you refine your approach.
Create WatchlistSet Up Monitoring (Optional)
Once you have screeners and watchlists, upgrade to Pro to unlock the Monitoring Lab. Track portfolio drift automatically with scheduled checks and alerts.
Learn About MonitoringScreener Criteria
Criteria are the filters you apply to stocks (e.g., P/E Ratio < 20, Market Cap > $1B). Each criterion filters stocks based on a specific financial metric. Combine multiple criteria to create sophisticated screening strategies.
Stock Browser vs Named Screeners
The Stock Browser is for ad-hoc exploration - filters are temporary. Named screeners are saved strategies you can reuse, share, and use in monitoring sets. Use the browser for discovery, create named screeners for your recurring strategies.
Watchlists
Watchlists are collections of stocks you want to track. Create multiple watchlists for different strategies, sectors, or goals. Free users get 4 watchlists (1 private + 3 public), Pro users get up to 100.
Monitoring Sets
A monitoring set links a screener (criteria) with a watchlist (stocks). It automatically checks which stocks meet your criteria and alerts you when they drift. This is the key to maintaining discipline in systematic investing.
Portfolio Drift
Portfolio drift occurs when stocks in your portfolio no longer meet the criteria that made you buy them. Monitoring Lab helps detect this automatically, so you can make informed decisions before fundamentals deteriorate further.
Do I need an account to browse stocks?
No! You can use the Stock Browser without signing up. Results are limited to 10 stocks for anonymous users, but you can explore the platform and see if it fits your needs. Create a free account for unlimited results and full features.
What's the difference between Free and Pro?
Free users get unlimited stock browsing, screener creation, and basic watchlists. Pro users get the Monitoring Lab (automated drift detection), larger watchlists (100 vs 20 stocks), more screeners, export features, and advanced analytics. See the pricing page for details.
How do I know which criteria to use?
Start with template screeners to see common strategies, then customize based on your approach. Common starting criteria include market cap, P/E ratio, and revenue growth. Our screener guide has detailed examples for different investment styles.
Can I share my screeners with others?
Yes! Mark your screeners as public and share the URL. Other users can view your criteria and "fork" (copy) your screener to their collection to customize it. This is great for sharing investment strategies with the community.
Ready to learn more? Our detailed guides cover everything you need to know about each feature:
Ready to Start?
Jump into the Stock Browser to start exploring, or create a free account to unlock full features and start building your systematic investing workflow.