Stock Screener Feature Checklist

Stock Screener Feature Checklist



Screener Name: ____________________ Web Address: ______________________ Data Provider: ______________________ Data location: ONLINE ___ DOWNLOADABLE ___

Must-have features

A stock screener for your investing strategies must have the following:

Adequate fundamental data Desired Markets and Exchanges Save screen criteria by name Historical snapshot of screen results Filing date of underlying company data Written documentation Sample (pre-built) screens

YN

YN

Y

N

YN

Y

N

Y

N

Y

N

Nice-to-have and Advanced features

Track screen performance Restrict number of passing companies Percentile ranking of criteria View of data independent of the screening criteria Sort results by any viewable field Weighted criteria Multi-factor ranking of results Technical Analysis Advanced logic Custom formulas Video support and webinars User forums Proprietary rating/ranking system Back-testing Custom universe Import a list of stock tickers Screen a custom universe or portfolio Automation and notification Direct connection to online broker Simulation

YN

YN

YN

YN

Y

N

Y

N

YN

Y

N

Y

N

Y

N

YN

YN

YN

YN

YN

Y

N

Y

N

Y

N

YN

Y

N

Y

N

Y

N

Y

N

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