Stock Screener Guide
Complete guide to screening stocks, managing screeners, and building systematic investment workflows
You can browse stocks and add filters without signing up. Results are limited to 10 stocks. Create a free account for unlimited results and screener management.
A stock screener is a powerful tool that helps you filter thousands of stocks based on specific criteria you define. Instead of manually reviewing each stock, you can set up automated filters to find stocks that match your investment strategy.
Our stock screener system provides multiple ways to discover and analyze stocks: browse with the Stock Browser, create named screeners for recurring strategies, and integrate with watchlists for automated monitoring.
Filter
Set criteria like P/E ratio, market cap, sector
Discover
Find stocks that match your strategy
Monitor
Track when stocks drift from criteria
The Stock Browser is your primary discovery tool for exploring stocks. Add filters on-the-fly, switch between table and card views, and quickly identify stocks that match your criteria. No account required to get started.
Key Features
- Real-time filtering: Add and remove filters instantly to explore stocks
- View modes: Switch between table view (detailed data) and card view (visual overview)
- Column groups: Choose from preset column groups (Basic, Valuation, Growth, Quality) or customize
- Add to watchlist: Click the "+" button on any stock to add it directly to your watchlists
- Save screeners: Save your current filters as a named screener for future use
- Load screeners: Apply your saved screeners or explore community screeners
Watchlist Integration
Found a promising stock? Add it directly to your watchlist without leaving the Stock Browser. The add button shows which watchlists already contain each stock, making it easy to organize your discoveries across multiple portfolios.
Create named screeners when you want to save a specific strategy for repeated use. Unlike the Stock Browser's temporary filters, saved screeners persist in your collection and can be shared, edited, or used in monitoring sets.
When to Use
- •You have a recurring screening strategy (e.g., "Monthly Dividend Stock Check")
- •You want to share your screening criteria with others
- •You need the screener for automated monitoring in the Monitoring Lab
- •You want to build a library of different screening strategies
Key Features
- Template library: Start from proven templates or build from scratch
- Live preview: See real-time results as you add criteria
- Category browser: Explore fields organized by Valuation, Growth, Quality, etc.
- Public/private: Share your screeners publicly or keep them private
Access your complete screener library at /[username]/screeners. View all your saved screeners, filter by public/private status, and quickly run or edit any screener.
Quick Actions
View Options
- •Grid view: Visual cards showing screener details
- •List view: Compact list for quick scanning
- •Filter: Show all, public only, or private only
- •Sort: By updated date, likes, or name
Each saved screener has a dedicated detail page at /[username]/screeners/[slug] where you can view all criteria, run the screener, edit settings, or create monitoring sets.
What You Can Do
- Run Screener: Applies all criteria to Stock Browser to see current results
- Edit Criteria: Add, remove, or modify screening criteria (if you're the owner)
- Fork: Copy someone else's screener to your collection and customize it
- Create Monitoring Set: Combine this screener with a watchlist for automated tracking
Monitoring Integration
From any screener detail page, you can create a monitoring set by combining the screener with one of your watchlists. The Monitoring Lab will then track which watchlist stocks meet your screener criteria and alert you when stocks drift away from your strategy.
Learn About MonitoringScreener Stats
Each screener tracks views, likes, and saves. Public screeners can be discovered and forked by other users, helping you share investment strategies with the community.
Workflow 1: Discovery → Save → Manage
Start exploring in the Stock Browser, find a strategy that works, then save it for future use.
Workflow 2: Create → Run → Refine
Build a named screener from scratch, test it, then iterate on the criteria.
Workflow 3: Library → Apply → Monitor
Use saved screeners to quickly filter stocks and set up automated monitoring.
Each criterion filters stocks based on a specific financial metric. You can combine multiple criteria to create sophisticated screening strategies for your stocks scan.
Comparison Types
Common Criteria Categories
Common Screening Strategies
- •Value Investing: P/E < 15, P/B < 1.5, Positive earnings
- •Dividend Growth: Dividend yield > 3%, 5yr dividend growth > 5%
- •Quality Growth: ROE > 15%, Revenue growth > 10%, Low debt
- •Small Cap Discovery: Market cap < $2B, Volume > 100k
You can start screening stocks immediately without an account. Create a free account to unlock screener management, unlimited results, and monitoring features.
| Feature | Anonymous | Free Account |
|---|---|---|
| Browse stocks in Stock Browser | 10 results | Unlimited |
| Add filters to Stock Browser | ||
| Save screeners | ||
| Load saved screeners | ||
| Create from templates | ||
| Manage screener collection | ||
| Share screeners publicly | ||
| Add stocks to watchlists | ||
| Create monitoring sets |
Watchlist Integration
Add individual stocks from your screening results directly to your watchlists. Perfect for building a portfolio of stocks that meet your criteria.
- Click the "+" button on any stock in the Stock Browser table or card view
- Select from your existing watchlists to add the stock instantly
- See which watchlists already contain each stock (marked with checkmarks)
- Organize discoveries across multiple watchlists (Growth, Value, Dividends, etc.)
Monitoring Lab Integration
Combine any screener with any watchlist to create a monitoring set. The Monitoring Lab tracks when your watchlist stocks drift from your screener criteria and alerts you to portfolio changes.
- Automated tracking: Monitor which watchlist stocks meet your screener criteria
- Drift detection: Get notified when stocks no longer meet your criteria
- Scheduled checks: Daily, weekly, or monthly automated evaluation
- Historical tracking: See how your portfolio matches your strategy over time
Example Use Case
Create a "Quality Dividend" screener (ROE > 15%, Dividend Yield > 3%), apply it to your "Retirement Portfolio" watchlist, and get weekly reports showing which holdings still meet your quality standards.
For Beginners
- Start with the Stock Browser to explore without commitment
- Use template screeners to learn common strategies
- Begin with 2-3 simple criteria (Market Cap, P/E Ratio, Dividend Yield)
- Preview results frequently to understand how each filter impacts results
For Systematic Searchers
- Create named screeners for your recurring strategies
- Use the Stock Browser "Load" feature to quickly apply saved screeners
- Add stocks directly to watchlists without breaking your workflow
- Combine growth metrics (ROE, revenue growth) with value metrics (P/E, P/B)
- Set up monitoring sets for your core watchlists
For Pro Optimizers
- Build a library of screeners for different market conditions
- Use public screeners to share strategies and build credibility
- Create multiple monitoring sets to track different portfolio segments
- Fork and customize community screeners to discover new strategies
- Track screener performance over time with historical monitoring data
Universal Tips
- Test your screener frequently - markets change and criteria may need adjustment
- Avoid too many criteria (10+) as they may eliminate all stocks
- Use realistic thresholds - extreme values rarely yield useful results
- Screening is the first step - always do thorough research on individual stocks
Screener Routes
Related Documentation
Ready to Start Screening?
Jump into the Stock Browser to start exploring stocks with filters, or create a free account to unlock full features.