Fundamental Screener Guide

How to Add a Filter:

1. Click the "Add Measure" button in the filters panel
2. A modal will appear showing available measures organized by category
3. Click on a measure to select it
4. A new filter card will appear with a histogram showing the distribution of that metric across all stocks

Multiple Filters:

You can add as many filters as you want. All filters work together (AND logic) - only stocks that meet ALL criteria will appear in results. Each additional filter further narrows your results.

Removing Filters:

To remove a filter, click the X button in the top right corner of the filter card.

Understanding the Histogram:

• Heights of bars: Show how many stocks have values in that range
• X-axis: Represents the range of values for the metric
• Shaded region: Shows your currently selected range

Adjusting Your Filter Range:

• Drag the left handle: Sets the minimum value for your filter
• Drag the right handle: Sets the maximum value for your filter
• Click on the histogram: You can also click anywhere on the histogram to adjust the range
• Reset: Click the "Reset Filters" button to return all ranges to their full min-max values

Range Information:

Each filter shows the minimum, maximum, and median values across all stocks at the bottom of the filter card. These help you understand the distribution of the metric.

How to Sort:

• Desktop: Click on any column header (Company, Industry, or Measure) to sort by that column. Click again to toggle between ascending and descending order.
• Mobile: Click the "Sort" button to see a dropdown menu of sortable columns.

Sort Indicators:

An arrow icon appears next to the active sort column, indicating the sort direction (pointing up = ascending, pointing down = descending).

Available Sort Columns:

• Company: Sort alphabetically by company name
• Industry: Sort alphabetically by industry
• Any active measure: Sort by the value of any metric you've added as a filter

Table Columns:

• Company: Company name with ticker symbol in parentheses. Clickable to view full company profile.
• Industry: The industry category for the company
• Measure Columns: One column for each active filter showing the metric value for that stock

Changing Which Measures Appear:

The measures displayed in the table correspond to the filters you've added on the left side. Add or remove filters to change which metrics appear in the table.

Reordering Filters/Columns:

On desktop, you can drag filter cards (using the 6-line handle on the left) to reorder them. The table columns will update to match the new order.

Value Formatting:

• Percentages: Displayed as XX.X%
• Currency: Displayed in billions (B), millions (M), or thousands (K)
• Ratios: Displayed with decimal places (e.g., "2.45x")
• Counts/Volume: Displayed in billions, millions, or thousands

Navigating to Company Profile:

Click on the company name (or ticker) in the results table to open that company's detailed profile page. This will show additional information including financial statements, charts, and more metrics.

Company Profile Pages:

Company profiles include detailed financial data, historical charts, key metrics, industry comparisons, and more to help you make informed investment decisions.

Saving a Screener:

1. Set up your filters as desired
2. Scroll down the filters panel to the "Save This Screener" card
3. Enter a title and optional description
4. Click "Save Screener"
5. Your screener will be saved to your account (you must be signed in)

Editing Saved Screeners:

• Load a saved screener from your account
• Click the "Edit" button to modify filters and criteria
• Make your changes and click "Save Changes"

Publishing Screeners:

You can publish a screener to make it public and shareable. Publishing creates an SEO-optimized URL that you can share with others or use for SEO purposes. Click the "Publish" button to get started.