How to Save a Screener in ScreenerHub
Saving a screener in ScreenerHub stores your filter set under a name and description so you can re-run it any time, share it, or connect it to a watchlist or monitoring set — without rebuilding the criteria from scratch.
If you've ever spent twenty minutes dialling in a value or dividend screen and lost it when you closed the tab, this is the fix. A saved screener is the foundation every other workflow in ScreenerHub builds on.
TL;DR: Open the Screener Studio, set your filters, click Save Screener, give it a name and (optional) description, choose public or private, and confirm. The screener now lives under your saved screeners and can be re-opened, shared, or wired into the Monitoring Lab.
Why Save a Screener at All?
A one-off screen is a snapshot. A saved screener is a process.
| Without Saving | With a Saved Screener |
|---|---|
| Filters disappear when you close the tab | Your criteria persist across sessions and devices |
| You rebuild the same screen every week | One click re-runs it against fresh data |
| No way to share your setup with others | A public URL lets anyone open the same screen |
| Can't connect filters to a watchlist or monitor | Saved screeners power the Monitoring Lab and templates |
| No record of what "your" strategy looks like | Each saved screener is an explicit investment thesis |
Saved screeners are also the input for stock alerts. The Monitoring Lab needs a saved screener to check your watchlist against — without one, there's nothing to monitor.
Step-by-Step: Save Your First Screener
Step 1: Build the screen
Open the Screener Studio and add the filters you care about. There's no minimum — even a single filter can be saved — but most useful screeners combine three to six criteria. If you're new to filter combinations, start with How to Combine Filters.
<!-- [SCREENSHOT: ScreenerHub Studio — criteria panel on the left with 4–5 filters applied, results table on the right showing matching stocks] -->
Step 2: Click "Save Screener"
In the Studio's action bar, click Save Screener. The save dialog opens with a summary of your setup — number of filters and estimated results — so you know exactly what you're saving.
<!-- [SCREENSHOT: ScreenerHub Studio — Save Screener dialog showing name field, description field, and public toggle] -->
Step 3: Name it (or let AI suggest one)
Give your screener a name that describes the strategy, not just the filters. "European Value Dividend" is more useful six months from now than "P/E < 15 + Yield > 3%".
Stuck on a name? Click the sparkles icon next to the name field. ScreenerHub's AI inspects your criteria and proposes a name and description in seconds. You can accept or edit either.
Step 4: Add a description (optional but recommended)
The description is where your future self learns from your past self. Capture:
- The thesis — what kind of stock are you trying to find?
- The trade-offs — which filters are strict, which are loose?
- The next step — does this feed a watchlist? A monitoring set?
A good description turns a screener from a filter list into a documented strategy.
Step 5: Choose public or private
| Visibility | Who sees it | When to use it |
|---|---|---|
| Private | Only you, when signed in | Personal portfolio work, in-progress ideas, niche strategies |
| Public | Anyone with the link, plus the community explorer | Shareable strategies, blog references, social posts |
You can flip the visibility later from the screener's detail page — there's no commitment.
Step 6: Confirm
Click Save Screener. The screen now lives under My Screeners with its own URL, criteria summary, and result preview.
<!-- [SCREENSHOT: ScreenerHub — My Screeners page showing the newly saved screener as a card with name, description, criteria count, and result count] -->
"Save As": Cloning an Existing Screener
When you open an existing saved screener and start tweaking the filters, the Studio offers a Save As option. This creates a copy under a new name, leaving the original untouched.
Use Save As when you want to:
- Experiment with stricter filters without losing the original
- Create a sector-specific variant of a broad screen
- Share a customised version while keeping your private master copy
What You Can Do With a Saved Screener
A saved screener isn't an end point — it's an input for everything else:
- Re-run it — open it from My Screeners to see today's matching stocks
- Build a watchlist — pipe the results into a watchlist for ongoing tracking
- Connect to monitoring — link it to a Monitoring Lab set to get flagged when stocks drift from your criteria
- Share it — send the public URL to a friend, a forum, or paste it into a blog post
- Iterate — use Save As to fork a variant for a different sector, region, or market cap band
Frequently Asked Questions
How many screeners can I save?
Free users can save up to 3 screeners. Pro users get unlimited saved screeners, plus AI-generated names and descriptions.
Where are my saved screeners stored?
In your account on ScreenerHub. They're available on any device once you sign in — there's nothing to export or sync manually.
Can I edit a saved screener after saving it?
Yes. Open the screener from My Screeners, change any filter or its metadata (name, description, visibility), and the change is stored automatically the next time you save. Use Save As if you want a new copy instead of overwriting the original.
What happens if I make a screener public?
It becomes visible in the community explorer and on your public profile, and anyone with the URL can open and run it. They cannot edit your copy — only fork their own.
Can I delete a saved screener?
Yes, from the screener's detail page or the My Screeners overview. Deleted screeners are removed from any monitoring sets that referenced them.
Do saved screeners use live data?
Yes. Every time you re-open or re-run a saved screener, it executes against the latest fundamentals and prices in the ScreenerHub database. The filters are stored, the results are always current.
Save Your First Screener Now
The fastest way to internalise this is to do it once.
- Open the Screener Studio
- Add three filters that match a strategy you care about — for example P/E < 20, ROE > 12%, Debt-to-Equity < 0.5
- Click Save Screener, name it, and confirm
You now have a reusable building block that can power watchlists, alerts, and shared strategies for as long as you need it.
Risk Disclaimer: This article is for informational and educational purposes only. The information does not constitute investment advice or a recommendation to buy or sell securities. All investment decisions are made at your own responsibility. Investments in securities involve risks and may result in the total loss of invested capital. The information in this article does not replace individual investment advice from qualified professionals.