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Screener Guide

Everything you need to know about building screens with AI or the visual builder.

AI Mode

Describe what you're looking for in plain English and let StockWatch build the query for you.

Writing effective prompts

Be specific about the criteria you care about. Good prompts mention concrete metrics, thresholds, or characteristics:

  • "Tech stocks with market cap over $10B and revenue growing more than 20% year-over-year"
  • "Companies in the healthcare sector with positive free cash flow and gross margin above 60%"
  • "Small-cap stocks with P/E below 15 and consistent quarterly earnings growth"

What the AI returns

The AI generates a full screening condition, selects relevant display columns, and provides a brief description of the strategy. Results are shown immediately.

Switching to Advanced mode

Toggle to Advanced at any time to see and edit the query the AI created. This is useful when you want to fine-tune thresholds or add extra conditions.

Visual Builder (Advanced Mode)

The visual builder lets you compose screens rule by rule with full control.

Adding a rule

Each rule has four parts:

  1. Metric -- pick from any of the available metrics (e.g. Revenue, Market Cap, P/E).
  2. Modifier -- choose how the metric is measured: raw value, QoQ Growth, YoY Growth, TTM, etc. See Modifiers Explained.
  3. Operator -- comparison: >, <, =, >=, <=, !=.
  4. Value -- a number to compare against, or toggle to compare against another metric instead.

Metric vs. metric comparisons

Click the toggle button on a rule to switch from comparing to a fixed value to comparing two metrics. For example: Revenue YoY Growth > Net Income YoY Growth.

Nested AND/OR Conditions

Rules can be grouped with unlimited nesting:

  • +Rule -- adds another condition at the same level.
  • +ALL Group -- creates a nested AND group (all conditions must be true).
  • +ANY Group -- creates a nested OR group (at least one condition must be true).

Use this to express complex strategies. For example: 

ALL of:
  Market Cap > 1,000,000,000
  ANY of:
    Revenue YoY Growth > 20%
    Net Income YoY Growth > 20%

This finds large-cap companies where either revenue or net income is growing more than 20%.

Profile Filters

Filter by company characteristics using the Sector and Industry profile fields. These use = (equals) and != (not equals) operators with dropdown values.

For example: Sector = Technology or Industry != Banks - Diversified.

Sort and Limit

Below the conditions, you can control how results are ordered and capped:

  • Sort by -- choose a metric and direction (ascending or descending). Default is Market Cap descending.
  • Limit -- cap the number of results (e.g. top 50). Leave empty for no limit.

Saving and Editing

Give your screen a name and click Save to create a StockWatch. You can return to My StockWatches at any time to open and edit a saved watch. Changes are saved when you click Save again.

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