For beginners to screening, we recommend that you start with our Screening Wizard. The Wizard will ask you a series of questions, and will build a custom screen for you based on your responses.
If you want to view and edit the criteria that the Wizard selects, click on the links to view or refine your criteria.
If you would like guidance on popular investment strategies, we recommend you start with one of our Popular Strategy Screens. (See here for some of these screens)
The criteria for these have already been set-up, so you can go straight to the results and see companies that meet these criteria today.
Or, click on the name of the strategy for information on how and why the criteria were selected.
For Intermediate or Experts you can build your own screen by clicking on either Key Fields or Full Fundamental screener.
From there you can start to create your custom screen based on any combination of criteria.
The Smart Screener is available for Research Plus members, this tool makes screening for companies even easier.
Simply drag one (or both) of the sliders from either end to select the criteria you wish to screen on. The green button at the bottom of the Smart Screener will show you the number of stocks that meet your criteria at any given time.
When you have adjusted the criteria to your specifications just click on the button and we will show you the results of your screen.
Tip: See our glossary for help with the financial terms used in the screener.