Core Workflows

Screener Quickcheck

Run a saved screener against a saved watchlist to see which names still qualify, which are slipping, and where data is missing.

6 min read

Screener Quickcheck in ScreenerHub is the watchlist review surface that runs one saved screener against one saved watchlist. Use it to see which names still match your rules, which are drifting out of range, and which cannot be judged yet because the required data is missing.

What Screener Quickcheck is for

Screener Quickcheck sits between one-off screening and ongoing monitoring. You already have a watchlist of names worth following and a saved screener that expresses your strategy. Quickcheck answers the practical question: if I run my current rules against my current watchlist today, what still fits?

Three concrete questions this page should answer for you:

  • Which stocks in this watchlist still match most or all of my screener criteria?
  • Which names now fail important rules and need a closer review?
  • Which results are inconclusive because the data coverage is incomplete?

Screenshot: Watchlist detail page with the Screener Quickcheck action open from the watchlist toolbar

Video placeholder: Run Screener Quickcheck from a watchlist and interpret the summary bar and stock cards

How to use it

Start from a saved watchlist

Open one of your saved watchlists from your trader profile. In the watchlist toolbar, use the Screener Quickcheck action and choose the saved screener you want to test against that list.

Quickcheck is not built for ad-hoc symbol entry. The watchlist is the fixed candidate set, and the screener is the rule set you are testing against it.

Choose the screener you actually want to defend

The best Quickcheck runs use a screener with clear, stable logic. A vague screener gives you a vague review. If your watchlist is a dividend watchlist, run it against your dividend-quality screener, not against a broad exploratory screen you only used once.

This matters because Quickcheck evaluates the exact saved criteria order from the screener. If the screener includes ten rules, every stock card is judged against those ten rules in the same sequence.

Read the summary bar first

At the top of the Quickcheck page, ScreenerHub shows four fast signals:

  • Stocks tells you how many watchlist positions were included in the run.
  • Avg Match shows the average pass rate across the stocks that had usable data.
  • Best Match highlights the symbol with the highest current match percentage.
  • With Data shows how many stocks had at least some evaluable data versus the total watchlist size.

If With Data is much lower than Stocks, do not over-interpret the ranking. That usually means some names are missing enough fields that Quickcheck cannot judge them properly yet.

Screenshot: Screener Quickcheck summary bar showing Stocks, Avg Match, Best Match, and With Data

Read the stock cards by availability first, then by pass rate

Each stock appears as a card sorted by match rate, highest first. Inside the card, every screener criterion appears as one row with:

  • the field name
  • the target value from your screener
  • the stock's current value
  • a status of passed, failed, or unavailable

The summary line on each card shows how many criteria were available, and the badge shows how many of those available criteria passed. This is important: Quickcheck calculates the match percentage from available criteria only. A stock with six available checks and five passes shows a stronger match than a stock with two available checks and two passes, even though both can look superficially strong.

StatusWhat it means in QuickcheckWhat to do next
PassedThe current value satisfies that screener rule.Keep reading the next rules.
FailedThe value is available and does not satisfy the threshold.Decide whether this is a hard break or a tolerable miss.
UnavailableThe field could not be evaluated for that stock.Treat the result as incomplete, not automatically good.

Treat missing data as a research flag

Quickcheck does not magically fill gaps. If a field is unavailable for a stock, the row shows a blank value in the card and that criterion is excluded from the stock's match-rate calculation.

That makes the With Data count and each card's availability summary worth reading carefully. A stock can rank near the top because it passed most of the criteria that were available while still lacking enough data to justify a decision. In practice, missing data is often a prompt to open the company page, verify the underlying business, or tighten the watchlist to names with better coverage.

Screenshot: Quickcheck stock cards showing passed, failed, and unavailable criteria states

Use the result cards to decide the next workflow

Quickcheck is most useful when it leads to an action. After reviewing the cards, you usually do one of four things:

  • open the strongest match in the company profile for deeper research
  • remove or demote names that now fail your non-negotiable rules
  • refine the screener in Studio if too many watchlist names now fail for the same reason
  • move the watchlist into Monitoring Lab if you want repeat checks over time rather than manual spot reviews

Common patterns

Quarterly watchlist cleanup

Run your main screener against a mature watchlist once a month or once a quarter. Start with the lowest-match cards. If several names now fail the same valuation or quality rule, remove them or rewrite the note attached to the position so the watchlist stays honest.

Compare a focused watchlist against one strategy

If you maintain a watchlist for dividend growers, small caps, or quality compounders, Quickcheck gives you a clean way to judge the whole set against one consistent standard. This is better than opening each stock manually and trying to remember the thresholds.

Pre-monitoring review

Before you commit a watchlist to Monitoring Lab, run a Quickcheck manually first. It tells you whether the watchlist and screener actually belong together. If the average match rate is weak on day one, fix the pairing before you automate it.

What it is not

Screener Quickcheck is not a historical backtest. It uses current data for the stocks in the selected watchlist. If you want ongoing snapshots over time, use Monitoring Lab.

Screener Quickcheck is not the single-company panel on an individual stock page. That is a different workflow: checking one stock against one saved screener during company research.

Screener Quickcheck is not a screen builder. If the rules themselves need work, go back to Studio and edit the screener definition first.

FAQ

What makes a stock rank highly in Screener Quickcheck?

A stock ranks highly when it passes a large share of the screener criteria that had available data. The cards are sorted by match rate, highest first.

Does missing data count as a failed criterion?

No. Missing criteria are marked as unavailable and excluded from the percentage calculation. That is why the availability summary on each card matters.

When should I use Quickcheck instead of Monitoring Lab?

Use Quickcheck when you want an on-demand review of one watchlist against one screener right now. Use Monitoring Lab when you want ScreenerHub to run repeated checks and retain the history.

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