ScreenerHub works best when you treat it as a repeatable workflow rather than a one-off stock lookup. The core loop is simple: discover ideas, refine them into a screen, collect the names that matter in a portfolio, and monitor that portfolio against the screen over time.
Start with one clear question
Before opening filters, decide what you are trying to find:
- undervalued compounders
- dividend growers
- high-quality small caps
- momentum setups
That question should shape the first version of your screen. Avoid adding too many conditions before you know which metrics actually matter to the strategy.
Learn the core surfaces
Browser for broad discovery
Use the Browser when you want to explore markets quickly and understand what is currently available across sectors, countries, or valuation bands.
Screener for precise screening
Use the Screener when you already know the criteria you want to test. This is where you combine filters, compare result sets, and iterate on definitions until the output matches your intent. When a definition is worth keeping, save it as a screen; your saved screens live in My Screens.
Portfolios for focused follow-up
Use Portfolios when a company is worth revisiting. A portfolio is not the same thing as a screen result. It is your shorter, higher-conviction review set.
Monitoring for ongoing checks
Use Monitoring to pair one portfolio with one screen. Each run shows which holdings still pass the criteria and which ones drifted out.
Build your first workflow
1. Find a starting universe
Begin with a broad set of stocks that makes sense for your strategy. You might narrow by market cap, exchange, country, or sector first so the rest of your criteria work against a relevant universe.
2. Add only a few high-signal filters
Start with three to five filters that express the heart of the strategy. For example, a value workflow might begin with profitability, valuation, and balance-sheet strength before adding more nuanced rules.
3. Review the result set manually
A good screen narrows the field. It does not replace judgment. Open promising names, compare business quality, and look for obvious reasons a stock appears attractive or risky.
4. Save the names you want to revisit
Move shortlisted stocks into a portfolio so you can compare them later without rebuilding the same candidate set from memory.
Create a habit, not a one-time search
The strongest workflows are boring in a good way. Re-run your screens, tighten weak rules, and keep notes on which filters produced useful ideas and which ones generated noise.
Where to go next
- Read Designing Screens to refine your criteria
- Use the Portfolios guide to organize candidates
- Move into the Monitoring guide when you want ongoing tracking