The ScreenerHub glossary defines the product terms used across Monitoring, Portfolios, the Screener, My Screens, and the Browser. These are not investing concepts — for those, see /learn. They are not field-level metric definitions — for those, see the Fields reference. This glossary covers the words the app itself uses to describe how it works.
Browser
The Browser is the discovery surface in ScreenerHub. It lets you explore the full stock universe by sector, country, and headline metrics without defining criteria first. Use it when you want to orient yourself in the market before committing to a screen. See Browser.
Criterion
A criterion is a single filter rule in a screen. Each criterion defines one condition: a field, an operator, and a threshold value. For example, "Market Cap (USD) greater than 1,000" is one criterion. A screen is a collection of criteria that all must be satisfied for a stock to appear in the result.
Delta
A delta is the change in a monitoring set's result between two consecutive runs. When a holding fails the screen in one run but passes in the next, it is a positive delta — it improved into the screen. When it passed before and fails now, it is a negative delta — it dropped out of the screen. Deltas are the primary signal in Monitoring. See Monitoring Runs.
Drift
Drift describes the gradual change in which of a monitoring set's holdings pass the screen, measured across many runs rather than between two adjacent ones. In a high-drift set many holdings flip between pass and fail each cycle; a low-drift set is stable over time. Persistent high drift often signals that the criteria are too sensitive to short-term price movements. See Monitoring History.
Field
A field is one data dimension available in the Screener — a column of market data you can filter on or display in results. Examples: P/E Ratio, Revenue Growth (YoY), Dividend Yield. Each field has a definition, a unit, a refresh cadence, and a source vendor. Fields are the building blocks of every criterion. See the Fields reference.
Freshness window
The freshness window is the maximum age of a data point before ScreenerHub flags it as potentially stale. Each field has its own freshness window based on how often its underlying source data updates. A freshness badge in the Screener and on company pages indicates whether the values you are screening against are current. See Data Sources and Freshness.
Monitoring
Monitoring is the area of ScreenerHub where you track portfolios against screens over time, and the page signed-in users land on. It lists your monitoring sets, their runs, and their history. Monitoring is distinct from the Screener (building and testing criteria) and from Portfolios (maintaining the list of names). See Monitoring.
Monitoring set
A monitoring set pairs one portfolio with one screen. Each run checks every holding in the portfolio against the screen's criteria and records which pass and which fail. Unlike a one-off check, a monitoring set accumulates a history of runs. You can compare any two runs to see which holdings improved into the screen, dropped out of it, or stayed unchanged across that period. See Monitoring.
My Screens
My Screens is the area that lists every screen saved to your account. Open a screen from there to re-run it against current data, edit it, or pair it with a portfolio in Monitoring. Your screens are private to your account.
Operator
An operator is the comparison rule applied between a field and a threshold value. Common operators: greater than (>), less than (<), between, equals, is not null. The operator determines which direction of values passes the criterion. Not every operator is available for every field type — numeric operators do not apply to categorical fields. See Operators.
Portfolio
A portfolio is a named list of specific stock symbols you have assembled yourself, either as a plain ticker list or as positions with weights. Unlike a screen result, a portfolio does not change when market data changes — it changes only when you add or remove symbols. Use portfolios for high-conviction candidates or holdings you want to review regularly, check against a saved screen using Quickcheck, or track over time in Monitoring. See Portfolios.
Preset
A preset is a saved column configuration in the Screener. Presets let you switch the columns displayed in the result table without changing the underlying criteria. For example, you might define a "Valuation" preset showing P/E, P/B, and EV/EBITDA, and a "Growth" preset showing revenue and earnings growth rates. Switching presets does not rerun the screen.
Run
A run is a single execution of a monitoring set, started by hand or on a schedule. Each run captures which holdings in the portfolio matched the criteria at that exact point in time. Runs accumulate in the monitoring set's history and can be compared to earlier runs using delta and drift analysis. See Monitoring Runs.
Screen
A screen is a saved set of criteria you run against the stock universe. It defines the rules for which stocks qualify — not the stocks themselves. Saving a screen does not freeze a list of names; it saves the rules so you can reapply them to current market data at any time. Your saved screens live in My Screens. See Designing Screens.
Screener
The Screener is the screen-building surface in ScreenerHub. It is where you define criteria, iterate on filter combinations, review results, and save the outcome as a screen. The Screener is distinct from the Browser (broad exploration) and from Monitoring (tracking portfolios against saved screens). See Screener.
Template
A template is a pre-built screen provided by ScreenerHub as a calibrated starting point. Templates implement well-known strategies — value, dividend growth, quality, momentum — with criteria tuned to return useful results across major markets. Opening a template loads its criteria into the Screener; save it as a screen to keep your own copy and modify it freely without affecting the original. See Templates.
Universe
The universe is the set of stocks eligible to pass through a screen's criteria. It is determined by the broad constraints you set first — exchange, country, sector, index membership, and market cap range. Every metric filter that follows operates only within this eligible set. Narrow universe constraints are the most common reason a screen returns zero results.
What this glossary does not cover
- Investing concepts — what a P/E ratio means, how dividend yield is calculated, or what constitutes a value stock. For those, see /learn.
- Field-level definitions — the precise formula, vendor source, and sector caveats for each metric. For those, see Fields.
- Plan limits and hard caps — maximum criteria per screen, maximum symbols per portfolio. For those, see Plans and Quotas.
Related
- Fields reference: /docs/fields
- What is stock screening: /learn/what-is-stock-screening
- Getting Started: /docs/getting-started