A monitoring run in ScreenerHub is a point-in-time snapshot of how every stock in a portfolio matched the criteria of the paired screen. 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 pass my screen that did not before?
- Which holdings have drifted out of range on one or more criteria?
- Which stocks are unchanged — still passing, or still failing?
How to read a run
Open a run from the Run History table on your monitoring set's overview page, or click View Details next to the latest run.
The run summary
The top of the run shows the headline numbers: the pass rate, how many stocks passed out of the total (for example 7/12 stocks passed), and — when there is an earlier run — how that count moved compared with the previous run. Next to it you see when the run happened and what triggered it: Scheduled, Manual, or API.
The change in passing stocks is the fastest signal. A run where more stocks pass than last time reads differently from one where several holdings dropped out.
The per-stock results
Below the summary, every stock from the portfolio gets a card marked Passed or Failed. Use the filter to show All Stocks, only Passed, or only Failed, and sort by symbol, name, price, or daily change.
Each card has a Criteria Breakdown with one row per criterion from the screen: the stock's value at the time of the run, the target, and whether it passed. For numeric criteria, compare the value with the target to judge whether a failure is marginal or significant. If a stock flipped status since the previous run, the card says so — for example Status changed: PASS → FAIL.
Click View Details on a card to open that stock in the monitoring set overview.
The per-stock drill-down
The drill-down shows each criterion by name, along with the stock's actual value and whether it passed or failed. The Criteria Performance Over Time chart shows how the stock performed against each criterion across all runs. A declining trend across several runs is a stronger signal than a single failed check.
Comparing two runs
To compare a run with the one before it, click Compare with Previous. To compare any two points in time, select two runs in the Run History table on the set overview and click Compare Runs.
The comparison puts the older run as the baseline (A) next to the newer one (B), with the number of passing stocks in each. Every stock is labelled as improved, declined, or unchanged (stable pass or stable fail). Switch to Changes Only to hide the stocks that did not move, and open a stock to see which criteria flipped between the two runs.
Use the comparison to answer a precise question — for example, did the overall quality of your portfolio improve over the last quarter?
Why a run might look quiet
A run where nothing changed status 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 portfolio is empty or that the paired screen has been deleted. Check both from the monitoring set overview.
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 that passes your screen 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 you act 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 portfolio 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 the Screener or on its company page.
A run is not a recommendation. The results tell you whether a stock matched the rules you defined — they do not interpret whether the match is meaningful or whether the rules themselves are good.
Related
- How monitoring sets work: Monitoring
- Build the criteria that drive a monitoring set: Screener
- Organize the portfolio a monitoring set tracks: Portfolios
- Open your monitoring sets