Use a screening tool for your stocks and mutual funds

BMO InvestorLine

How to Guide

Use a screening tool for your stocks and mutual funds

Filtering through stocks

Filter through stocks and

Canadian mutual funds to

find ones that suit you best.

Let¡¯s Connect

Screeners let you search for stocks based on your

criteria or filtered by price, revenue, earnings

estimates and ratings.

2. The Basic Stock Screener lets you to search by industry,

exchange, or security type. You can even generate reports.

2. Hover over Quotes & Tools and under

Screeners, select Stocks.

If you have questions

call 1-888-776-6886.

3. The Advanced Stock Screener lets you create a dynamic

list of stocks with more detailed criteria.

4. With the Quick Pick Screener, you can search through

some of the most popular, pre-defined searches.

Continued

BMO InvestorLine

How to Guide

Filtering through mutual funds

Search mutual funds based on your preferences.

1. Hover over Quotes & Tools and under

Screeners, select Mutual funds.

3. Use the Filter button on the right to narrow down your search by

fund type, share class, fund performance and risk, fund portfolio,

returns and fund fees and purchase details.

2. Focus on common criteria such as, short-term

funds, performance, fees and details, etc.

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