The Screener in ScreenerHub is the exploration surface where you turn a list of criteria into a ranked result set. Use it to build, run, and refine criteria interactively — and save any working definition as a named screen you can rerun at any time from My Screens.
What the Screener is for
The Screener answers three questions in one place:
- Which stocks in the market match this set of rules right now?
- How does changing one filter affect the result count?
- How do I keep a working definition so I can come back to it?
It is where research ideas take shape in ScreenerHub. The other surfaces build on what it produces: the Browser feeds ideas into it, Portfolios collect the names it surfaces, and Monitoring checks a portfolio against the screens you save here.
How to use it
The criteria editor
The left-hand panel is where you build the filter logic. Each criterion has three parts: the field you are filtering on, the operator (greater than, less than, between, equals), and the threshold value.
Add criteria one at a time. The result count in the header updates immediately as you add or change a rule, so you can see the effect before committing to it.
To remove a criterion, click the remove icon next to the row. To reorder, drag the handle on the left side of each row.
The result table
The right-hand panel shows the matching stocks. Rows are companies. Columns are the fields you have chosen to display.
Click any column header to sort. The sort order is part of the URL, so a bookmarked link preserves both the criteria and the current sort.
Click any row to open the company profile page for that stock.
Column groups
The Screener groups available columns by category: valuation, profitability, growth, momentum, quality, and dividends. Open a column group to toggle individual columns on or off.
Active filter columns are always visible and cannot be hidden — they stay locked to keep the result interpretable. All other columns are optional.
Reorder columns by dragging them in the column panel or directly in the table header.
Saving versus running ad-hoc
The Screener always shows live results. You do not have to save a screen to see results.
Save a screen when you want to:
- rerun the same criteria on a future date
- check a portfolio against it with Quickcheck or Monitoring
- keep it in your account instead of relying on a bookmark
To save, use the Save Screen button and give the screen a name. Saved screens appear in My Screens and in the screen switcher at the top of the Screener, and can be opened directly from either place. Screens are private to your account.
You can also open a saved screen in the Screener, edit it, and save the changes under the same name or as a copy with Save As.
URL state and bookmarks
Every state in the Screener — criteria, columns, sort order, pagination — is encoded in the URL. Bookmark the page, or keep the URL in your notes, to return to the exact same view later.
You can open the Screener and view results without signing in. Saving a screen requires an account.
Presets and templates
Presets are pre-built column configurations. Use them to quickly switch between a value-focused column layout and a momentum-focused one without rebuilding from scratch. Select a preset from the column panel.
Templates are pre-built screens — complete criteria definitions that you can open as a starting point. Open a template from the Templates tab of the screen switcher in the top bar, review the criteria, and adjust to match your strategy.
Templates give you a working starting point. Presets give you a relevant column view. They are independent — you can apply any preset to any template result.
Common patterns
Start from a template, then narrow. Open a value template, check that the result count is large enough to work with, then add one or two sector or quality constraints until the list is focused.
Use ad-hoc runs for exploration, save for research. When you are curious about a metric, build the criteria and check the result count without saving. When the definition is worth tracking, save it.
Sort by the factor that matters most. If you are running a dividend screen, sort by Dividend Yield descending so the strongest candidates rise to the top immediately.
Bookmark URLs instead of taking screenshots. A bookmarked Screener URL brings back live results you can still re-sort and adjust, which is more useful than a static image.
What the Screener is not
The Screener is not a portfolio tracker. It shows which stocks match a set of rules at the current moment — not what you own or your return history. Use Portfolios and Monitoring for that.
The Screener is not the same as the Browser. Browser is a discovery surface for exploring the market by sector and region without writing criteria. The Screener is for building precise filter definitions.
The Screener is not a back-testing tool. It runs against current data and does not simulate historical results.
Related
- Strategy and filter logic: Designing Screens
- Save results for follow-up: Portfolios
- Check a portfolio against a saved screen over time: Monitoring
- Open the Screener now: /screener