Monitoring History in ScreenerHub is the record of every run a monitoring set has completed. Use it to see how a portfolio has held up against your screen — which stocks started or stopped passing, how the pass 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 are fewer of my stocks passing than they 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 history table
Open a monitoring set from Monitoring. The set overview shows the latest run at the top and the Run History table below it, newest run first. Each row shows:
- the date and time of the run
- what triggered it: Scheduled, Manual, or API
- the pass rate for that run
- how many stocks in the portfolio passed the screen
- the delta — how many more or fewer stocks passed than in the run before
Click any row to open that run. Use Load More at the bottom of the table to page further back in time.
How long history is kept
On the Free plan, run history is kept for 14 days. Pro keeps unlimited history. If you plan quarterly strategy reviews, you need the longer history to compare runs that are months apart. See Plans and Quotas for details.
Reading the trend
Scan the pass-rate and delta columns from top to bottom. If the pass rate is falling steadily, the underlying market conditions may no longer favour your criteria. If it is stable, the strategy is performing consistently. A single large delta followed by stable runs usually points to a one-off event rather than drift.
Comparing two runs
Select any two runs with the selector at the left of each row, then click Compare Runs. The comparison shows — side by side — which stocks improved (started passing) and which declined (stopped passing) between the two runs, and which criteria flipped.
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.
If you are seeing fewer runs than expected, check whether the monitoring set is active and how often its schedule runs. On the Free plan you can run monitoring once per week.
Common patterns
Gradually declining pass rate. If the 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 screen — valuation thresholds in particular tend to exclude stocks during prolonged bull markets as multiples expand.
High churn across runs. If the list of passing 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 passing stocks for an extended period, the combination of portfolio and screen criteria is too narrow. Either the portfolio does not contain stocks that could plausibly match, or the criteria are unreachable for the names you are tracking. Open the screen in the Screener, run it against the full universe, and check the result count — if the screen itself returns zero results, the criteria need to be revised rather than the portfolio.
What it is not
Monitoring History is not a portfolio performance tracker. It does not record position sizes, returns, or transaction history. It records only whether stocks in a portfolio matched the screen's 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 portfolio.
For strategy-level performance tracking and return attribution, keep your own return records alongside the run results.
Related
- Monitoring overview — set up a monitoring set, schedule runs, interpret drift
- Monitoring Runs — read a single run in detail
- Open Monitoring