Monitoring History in ScreenerHub is the record of every run a monitoring set has completed. Use it to see how a saved strategy has evolved — which stocks entered and exited, how the average match rate shifted, and whether a pattern of drift is forming — when you need to assess strategy durability rather than a single point-in-time result.
What monitoring history is for
History answers questions that a single run cannot:
- Has my strategy been stable, or is it matching fewer stocks than it used to?
- Which stocks consistently pass the criteria across many runs?
- Are recent changes in my results an outlier, or are they part of a trend?
A single run tells you where things stand today. History tells you whether that is normal.
How to use it
The run timeline
The history view lists every run in reverse chronological order. Each row shows:
- the date and time of the run
- how many stocks in the watchlist matched the screener criteria
- the overall pass rate for that run
Use the time period filter — 7 days, 30 days, 90 days, or All time — to narrow the list to a window that fits your review cadence. A weekly review benefits from 30-day visibility. A quarterly strategy review usually needs the full history.
Summary statistics
Three statistics above the run list describe the selected period at a glance:
- Total runs — how many automated or manual runs completed in the window
- Average pass rate — the mean match percentage across all runs in the window
- Last run — when the most recent run completed
If the average pass rate is falling steadily, the underlying market conditions may no longer favour your criteria. If it is stable, the strategy is performing consistently.
Comparing two runs
Select any two runs by checking the boxes at the left of each row, then click Compare. This opens the delta view, which shows — side by side — which stocks improved (matched more criteria) and which degraded between the two runs.
Compare runs from different market conditions to understand whether a drop in pass rate is broad-market or strategy-specific. For example, compare a run from a period of high valuations against one from a correction to see how sensitive your criteria are to multiple expansion.
Filtering by period
The period filter narrows the run list without removing any data. All runs remain in the record. Switching from 30 days to All time brings back the full timeline without affecting anything else.
If you are seeing fewer runs than expected, check whether the monitoring set is active and whether the schedule is set to run at an interval shorter than the period you are reviewing.
Common patterns
Gradually declining pass rate. If the average pass rate falls over two to three months, the criteria may have become too strict for the current market. Review the tightest filters in the screener — valuation thresholds in particular tend to exclude stocks during prolonged bull markets as multiples expand.
High churn across runs. If the list of matching stocks changes significantly between every run, the criteria may be targeting a narrow band where small data updates push stocks in and out. Consider widening the thresholds slightly, or accept that the strategy selects a high-turnover segment by design.
Consistently empty runs. If a monitoring set returns zero matches for an extended period, the combination of watchlist and screener criteria is too narrow. Either the watchlist does not contain stocks that could plausibly match, or the criteria are unreachable for the names you are tracking. Open Studio, run the screener against the full universe, and check the result count — if the screener itself returns zero results, the criteria need to be revised rather than the watchlist.
What it is not
Monitoring History is not a portfolio tracker. It does not record position sizes, returns, or transaction history. It records only whether stocks in a watchlist matched screener criteria at a given moment.
It is also not a backtester. The pass or fail status at each run reflects live data at the time the run executed — not modelled or reconstructed historical fundamentals. A stock that would have passed a criterion six months ago is not reflected in today's history if it was not already in your watchlist.
For strategy-level performance tracking and return attribution, export individual run results and analyse them in a spreadsheet alongside your own return data.
Related
- Monitoring Lab overview — set up a monitoring set, schedule runs, interpret drift
- Open Monitoring Lab