A monitoring run in ScreenerHub is a point-in-time snapshot of how every stock in a watchlist matched the criteria of a paired screener. Use it to see which names drifted in or out of your strategy since the last check — and to decide what to do about it.
What a monitoring run is for
A run gives you a structured answer to one recurring question: what changed since I last looked?
Three more specific questions a run helps you answer:
- Which stocks now match all or most of my criteria that did not before?
- Which holdings have drifted out of range on one or more criteria?
- Which stocks are unchanged — still qualifying, or still not qualifying?
How to read a run
The entered, left, and unchanged buckets
Every run sorts results into three groups. Entered stocks are those that match more criteria than in the previous run or that crossed the qualifying threshold for the first time. Left stocks lost ground — they now fail criteria they previously passed. Unchanged stocks held their position, either fully qualifying or not qualifying at all.
The bucket counts at the top of the run view are the fastest signal. A run with many entries and few exits reads differently from one with the opposite pattern.
The per-stock result table
Below the summary, every stock from the watchlist gets a row. Each column represents one criterion from the screener. A green check means the stock passed that criterion at the time of the run; a red mark means it did not.
The rightmost column shows the overall match percentage — the share of criteria a stock satisfied at that moment. Use this column to sort and compare at a glance.
Click any stock row to open the per-stock drill-down.
The per-stock drill-down
The drill-down shows each criterion by name, along with the stock's actual value at the time of the run and whether it passed or failed. For numeric criteria, you can see how far above or below the threshold the metric fell — useful for judging whether a failure is marginal or significant.
Below the criterion table, a small chart shows how the match percentage for that stock has evolved across all historical runs. A declining trend across several runs is a stronger signal than a single failed check.
Comparing two runs
To see what changed between two specific points in time, open the run history and select any two runs to compare. The compare view highlights improvements in green and regressions in red. The header shows aggregate counts: how many stocks improved, degraded, or stayed the same.
Use the compare view to answer a precise question — for example, did the overall quality of your watchlist improve over the last quarter?
Why a run might be empty
An empty run — where every stock lands in the unchanged bucket — is not a failure. It usually means the monitoring set is doing its job: holding a stable collection of names that continue to match a well-defined strategy.
A run with no stocks evaluated at all can indicate that the linked watchlist is empty or that the paired screener has been deleted. Check both from the monitoring set detail page.
Common patterns
Catch a deteriorating position early
If a holding stops passing profitability or quality criteria over two or three consecutive runs, that is a signal worth reviewing before a full thesis breakdown. The per-stock trend chart makes this pattern visible at a glance without needing to open each individual run.
Confirm new entries before acting
A stock entering the screener for the first time is a candidate, not a buy signal. Open the drill-down, check which criteria it now passes and by how much, and decide whether the margin of comfort is sufficient before adding it to your watchlist or acting on it.
Use compare to track strategy drift
After several months of runs, compare two snapshots separated by a quarter or a half-year. Persistent improvement across the watchlist suggests the underlying strategy is self-correcting. Persistent degradation suggests the criteria themselves may need tightening.
What a run is not
A run is not real-time data. Each run captures a snapshot at the moment it executed. If you need to see current values for a stock, open it directly in Studio or on its company page.
A run is not a recommendation. The result table tells you whether a stock matched the rules you defined — it does not interpret whether the match is meaningful or whether the rules themselves are good.
Related
- How monitoring sets work: Monitoring Lab
- Build the screener that drives a monitoring set: Studio
- Organize the watchlist a monitoring set tracks: Watchlists
- Open your monitoring sets