Quickstart

ScreenerHub turns an investing thesis into a repeatable filter in minutes. This walkthrough guides you from an empty Screener to a saved screen with a handful of quality stocks worth reviewing. Follow the steps in order — the whole process takes about 15 minutes.

Before you start

You need a free ScreenerHub account. If you do not have one yet, create an account and return here. No credit card is required.

Step 1 — Open the Screener

The Screener is the surface where you build and run screening criteria. Open it from the top navigation bar or go directly to /screener.

You will see two main areas:

• a criteria panel on the left, where you add and configure filters
• a results table in the centre, which updates live as you add filters

→ Open the Screener

Step 2 — Set your universe

Start by narrowing the field. A focused universe makes every subsequent filter more meaningful and prevents accidental matches in markets you would never buy.

Click Add filter and apply one or two universe constraints:

Aim for somewhere between 500 and 2,000 stocks before moving on. Too few and you over-constrain before adding any strategy logic; too many and the next filters carry less weight.

→ Open the Screener and add your first universe filter

Step 3 — Add a quality filter

Pick one metric that represents the business quality standard your strategy requires. Quality filters improve a screen more reliably than highly specific valuation rules, so it pays to get this right first.

Click Add filter, search for the metric by name, set a threshold, and click Apply:

The results table updates immediately. If fewer than 100 stocks remain after this step, loosen the threshold slightly before continuing.

→ Open the Screener and add a quality filter

Step 4 — Add a valuation or momentum filter

A second filter sharpens the screen without overcrowding it. Choose the one that matches the strategy you are testing:

Apply the filter and watch the results narrow.

If the result count drops below 20, loosen one of the thresholds. If it stays above 200, consider tightening the quality filter first.

→ Open the Screener and apply your second filter

Step 5 — Review the results

Scan the results table before saving anything. Sort by different columns — market cap, dividend yield, revenue growth — to understand what the screen is actually producing.

Look for:

• names you recognize as plausible candidates for the strategy
• names that seem obviously out of place (a filter may be too loose)
• heavy concentration in a single sector (add a sector exclusion if needed)

You do not need a perfect list at this point. A short, sensible shortlist of companies worth reviewing manually is exactly what a first screen should produce.

Step 6 — Save the screen

When the output looks reasonable, save the criteria as a screen so you can re-run it later without rebuilding.

1. Click Save Screen in the Screener toolbar.
2. Give the screen a descriptive name — for example: US Quality Value — May 2026.
3. Optionally add a short description of what the screen is for.
4. Click Save.

The screen is now stored in your account and visible only to you. Re-open it any time from My Screens to re-run it against current data.

→ Go to My Screens

Step 7 — Move top picks to a portfolio

Screen results are dynamic — they change as fundamentals update. When you find companies worth monitoring individually, move them out of the result set and into a portfolio.

1. Tick the checkboxes next to three to five interesting names in the results table.
2. Click Add to Portfolio.
3. Create a new portfolio (for example: Value Candidates Q2 2026) or add to an existing one.

Those stocks now live in a dedicated portfolio that you can review on its own schedule, separate from the screen's live result set.

What to do next

You have built, reviewed, and saved your first screen. Here is where to go from here:

• Read Designing Screens to understand advanced filtering strategies and how to avoid common over-fitting mistakes
• Organize and prioritize candidates with the Portfolios guide
• Check the portfolio against your screen on a recurring basis with Monitoring
• Start from a proven strategy with Templates

For a conceptual overview of how the surfaces connect, read Getting Started.