Core Workflows

Screener Quick Check

Validate whether a specific stock meets your saved screener criteria directly from its company profile page.

3 min read

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 your saved screener rules 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 with the screener and want to revisit one candidate, Quick Check shows which of your rules it currently satisfies — without running the full screener again.

It also covers a common pattern: the screener–watchlist intersection. You maintain a watchlist of candidates and a saved screener of rules. Quick Check lets you see how any individual name on that watchlist holds up against your criteria today, not just when it first appeared in the screener 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 on your watchlist and you want a quick refresher before a review session
  • you are comparing 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 in the right column of the page. The panel requires a ScreenerHub account; sign in if prompted.

Select a screener

Use the Select a screener dropdown to pick one of your saved screeners. The panel loads your criteria and evaluates them against the stock's current data.

If you have no saved screeners yet, the panel shows a prompt to create one. Each screener must have at least one criterion before Quick Check can evaluate anything.

Read the results

Each criterion in your screener 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 rate

The circular progress indicator in the panel header shows what percentage of your criteria the stock currently passes. A result like 7 of 10 criteria passed gives you a fast read on overall fit.

The pass rate 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 circle.

Acting on results

After you see the results, you have a few natural paths:

  • Continue researching — the stock cleared your screener and belongs in a deeper research queue
  • Add to a watchlist — it almost qualifies and is worth monitoring at a better entry point
  • Set up ongoing monitoring — use Monitoring Lab to get notified automatically when the stock enters or exits your criteria

Share a Quick Check view

The selected screener is stored in the page URL as a query parameter. Copy the URL to share the same Quick Check panel with anyone who has access to the stock profile.

Quick Check vs Monitoring Lab

Quick Check is on-demand and single-stock. It shows a snapshot of today's data for one company against a screener you select manually.

Monitoring Lab is scheduled and multi-stock. It runs a screener across a list of stocks automatically, records the history, and notifies you when something changes.

Use Quick Check when you are actively researching a specific company. Use Monitoring Lab when you want to track changes across a portfolio without revisiting each profile manually.

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