The Screening assistant enables you to filter and identify assets that meet specific criteria. You can screen across quantitative indicators (fundamentals, technicals), qualitative indicators (exposure to a theme, company or geography) or both.
You can navigate to Screener by clicking Screener on the left sidebar, or by entering Screener criteria into the chat bar at the bottom of the screen.
Screener Page
Update your Screener criteria by clicking any of the filters at the top of the page. You can view different financials and metrics for the assets you've screened for by clicking any of the tabs at the top of the chart.
Save your Screener by clicking Save in the top left. Once your Screener is saved, you can access it at any time in the left sidebar.
Screener also includes advanced features like screening directly on your watchlist and unique filters including Government Trades, Insider Trades, and Management Changes.
Screener also includes advanced features like screening directly on your watchlist and unique filters including Government Trades, Insider Trades, and Management Changes.
You can take your research a step further by running a Scenario Analysis directly on your Screen.
Screener in Alfred
When Screening in Alfred, be sure to specify a metric-based criteria and thematic exposure.
If your prompt returns a different Assistant first, just select "Screening" where applicable.
Themes
You can test out these sample themes in chat to get you started:
- Electric vehicles
- Artificial intelligence
- E-commerce
- Oil refining
- Bioenergy
- Private label brands
Metrics
You can test out these sample metrics in chat to get you started:
- RSI
- Forward P/E
- Seasonality Returns
- Earnings surprise $ difference
- Analyst ratings & revisions
- Moving averages