Stock Screener: Overview

The Stock Screener gives you full control of qualitative and quantitative filters, and custom Scoring Models let you blend dozens of metrics into a single, numerical score for comparing stocks.

How to Build a Screener:

1. Click Modify to narrow down your stock universe. You can narrow down by security type, index constituents, sectors, etc.
   1. Choose between Add, Exclude, or Intersect your filters. Learn more about these filter types here.
2. Select Add Filter to apply any quantitative metrics. You can choose between four different filter options, Range, Equation, Percentile, or Rank. 
3. Add in any Metric Filters or Info Columns. These will not narrow down your search results, instead they will populate data for the screener results.
4. To save your screener, click New Stock Screen in the upper left corner and select Save As from the dropdown menu