Screener Quick Check in ScreenerHub is the criteria evaluation panel built into every stock profile page. Use it to validate whether a specific company passes the rules of one of your screens when you need a fast sanity check before making a decision.
What Quick Check is for
Quick Check bridges the gap between a broad screening run and a final investment decision. When you have already filtered a universe of stocks in the Screener and want to revisit one candidate, Quick Check shows which of your rules it currently satisfies — without running the full screen again.
It also covers a common pattern: checking a portfolio holding against a screen. You maintain a portfolio of candidates and a screen of rules in My Screens. Quick Check lets you see how any individual name in that portfolio holds up against your criteria today, not just when it first appeared in the screen results.
Typical situations where Quick Check is useful:
- you found a stock through news or a conversation and want to see whether it fits your process
- a company is in one of your portfolios and you want a quick refresher before a review session
- you are weighing two candidates and want to see which one clears more of your criteria
How to use Quick Check
Open Quick Check on a stock profile page
Navigate to any stock's company profile. The Screener Quick Check panel appears on the Overview tab, below the key stats. The panel requires a ScreenerHub account; sign in if prompted.
Select a screen
Use the dropdown in the panel to pick one of your screens. The panel loads its criteria and evaluates them against the stock's current data.
If you have no screens yet, the panel shows a prompt to create one. A screen must have at least one criterion before Quick Check can evaluate anything.
Read the results
Each criterion in your screen appears as a row showing the rule name, the target value you set, and the stock's actual value. A green check indicates the stock meets that criterion. A red indicator shows it does not.
When data is not available — because the stock does not report that metric or the data has not been refreshed yet — the criterion is treated as not passing. Missing data is not a neutral outcome.
Use the pass count
The summary line at the top of the panel shows how many of your criteria the stock currently passes — for example 7 of 10 criteria passed — and whether it is a full screener match. A stock only counts as a match when it passes every criterion.
The pass count is a signal, not a composite score. A stock that fails one hard requirement for your strategy is a weaker candidate than one that fails several nice-to-have criteria. Read the individual rows, not just the count.
Acting on results
After you see the results, you have a few natural paths:
- Continue researching — the stock cleared your screen and belongs in a deeper research queue
- Add to a portfolio — it almost qualifies and is worth monitoring at a better entry point
- Set up ongoing monitoring — use Monitoring to check the stock against your criteria on a schedule and see when it enters or exits them
Bookmark a Quick Check view
The selected screen is stored in the page URL as a query parameter. Bookmark the URL to come back to the same stock with the same screen already selected.
Quick Check vs Monitoring
Quick Check is on-demand and single-stock. It shows a snapshot of today's data for one company against a screen you select manually.
Monitoring is scheduled and multi-stock. It runs a screen across a portfolio automatically, records the history, and shows you when something changes.
Use Quick Check when you are actively researching a specific company. Use Monitoring when you want to track changes across a portfolio without revisiting each profile manually.
Related
- Build and refine your criteria in the Screener
- Organize research candidates in Portfolios
- Track changes over time with Monitoring