Templates in ScreenerHub are ready-made screen definitions built around proven investing approaches — value, dividend growth, quality, momentum, and technical trend-following. Use them to open a working screen in the Screener with one click when you want a tested starting point instead of building every filter from scratch.
What Templates are for
Templates answer one class of question: where do I start?
- You have a strategy in mind — say dividend investing — but are not sure which fields to combine or which thresholds make sense.
- You have used the Screener before but want to see how a different style looks expressed as concrete criteria.
- You want to run a quick sanity-check screen without configuring an entirely new definition.
Each template is pre-loaded with a small, opinionated set of criteria — typically two to three filters. The criteria are deliberately readable: you should be able to look at them and understand the investment logic they represent before you run the screen.
How to use it
Browse the template catalog
Open /templates to see all available templates grouped by category: Value, Growth, Income, Quality, Size, Technical, and Risk. Each card shows the strategy name, the number of active criteria, and the filters it applies.
Read the card before clicking. A template named Dividend Champions that requires a dividend yield above 3%, a payout ratio below 60%, and a 5-year dividend growth rate above 5% is different from a simpler yield-only screen. The criteria summary tells you whether the logic matches what you want to test.
Load a template into the Screener
Click Use Template on any card. The Screener opens with the template criteria pre-filled in the criteria panel, and the results table updates immediately using the full stock universe. The screen runs live — you are not looking at a cached or static result.
At this point the template is loaded into an unsaved session in the Screener. It is not yet a screen of your own.
Adapt the thresholds
Once the template is loaded, treat it as editable raw material. Click any criterion to adjust the threshold, add a universe constraint (exchange, market cap, country), or append further quality or valuation filters. Templates are starting points, not finished strategies.
Common adaptations:
- Narrow the universe to a specific exchange or region before other filters apply
- Tighten a quality threshold if you want fewer, stronger candidates
- Add a second valuation metric to complement the template's single factor
Save the adapted screen
When the modified screen looks right, click Save to store it as your own named screen in My Screens. The saved version is fully independent — future changes to the template library do not affect your saved screen, and changes you make to your screen have no effect on the template.
Template index
| Template | Category | Key criteria |
|---|---|---|
| Value Investing | Value | P/E < 15 · P/B < 1.5 · Dividend Yield > 2% |
| Growth & Momentum | Growth | Revenue Growth > 20% · EPS Growth > 15% · RSI > 50 |
| Dividend Champions | Income | Dividend Yield > 3% · Payout Ratio < 60% · 5Y Dividend CAGR > 5% |
| Quality Leaders | Quality | ROE > 15% · Debt/Equity < 0.5 · Earnings Volatility < 15% |
| Small Cap Gems | Size | Market Cap < $2B · Revenue Growth > 10% · Free Cash Flow > 0 |
| Technical Breakout | Technical | RSI > 55 · Relative Strength (Levy) > 1 |
| Low Volatility | Risk | Beta < 1 · Revenue Volatility < 15% · Earnings Volatility < 15% |
| Hidden Champions | Growth | Market Cap < $5B · Revenue Growth > 25% · Free Cash Flow > 0 |
Each template can be opened directly from /templates. The criteria shown above are the defaults; all of them are adjustable once the template is loaded in the Screener.
How templates differ from saved screens
A saved screen is something you own: you created it, you can rename it, edit it, and pair it with a portfolio in Monitoring. It stays private to your account. A template is a read-only starting point that ScreenerHub maintains.
| Template | Saved Screen | |
|---|---|---|
| Owner | ScreenerHub | You |
| Editable | Only after loading into the Screener | Yes, at any time |
| Appears in My Screens | No | Yes |
| Can be monitored | No | Yes (with Monitoring) |
When you load a template and save the result, what you save is a screen — not a template. From that point on, the saved screen and the template are unrelated. If ScreenerHub updates a template's default thresholds, your saved screen is not changed.
What it is not
Templates are not signals or recommendations. Each template defines a filter logic, not a buy list. The stocks that pass the filter today depend on current market data and will differ from the stocks that passed last month or will pass next month.
Templates are not exhaustive strategies. A two- or three-filter template represents a hypothesis worth testing, not a complete investment process. You should add universe constraints, review the output for quality, and apply your own judgment before acting on any result.
Templates are not a library you can add to. You cannot submit your own screens to the template library. Screens you build stay in your own account, in My Screens.
Related
- Strategy concepts for each template type: /strategies
- Full template catalog: /templates
- Build and adapt in the Screener: Screener
- Design criteria that hold up: Designing Screens
- Check a portfolio against a saved screen over time: Monitoring