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Expert Tips -

Expert Tips: Stock Screener

Expert Tips are designed to help you get the most out of your YCharts subscription. Hone your skills, practice new ones, or email hello@ycharts.com if you have any questions.

Click to jump to each Expert Tip:

Quickflows

Screen for Innovative Companies

Screen on Strategy-Focused Indices

Set Alerts on Screens

Overlapping Fund Holdings

Fundamental Score

Upside/Downside Capture Ratio

Dividend Consistency

Scoring Models for Risk 

ADRs

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Quickflows

From the Stock Screener (or any YCharts tool listed below) click the “Quickflows” tab on the right edge of your screen then select “Comparison.” Enter up to 12 tickers then choose a pre-built comparative analysis from the list, such as “Performance Chart.” Other tools supporting Quickflows include Model PortfoliosFundamental ChartsFund ScreenerComp Tables, and Timeseries Analysis.

multiselect quickflows

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Screen For The Most Innovative Companies

Using the Stock Screener, narrow a universe of stocks to find the top innovators by screening on R&D Expense as a % of Annual Revenues. For industries like Biotechnology and Semiconductors, spending on research and development can indicate that a company is more primed for growth or expansion than its peers.

screening on r&d expense

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Screen on Strategy-Focused Indices

Using the Equity Screener, click “Modify” then “Indices” and choose from over 30 indices to define the universe of stocks you’re evaluating. Strategy-specific indices such as S&P 400 Growth, Russell 2000 Value, S&P 500 High Dividend, and others are available for hyper-focused idea generation.

screen on focused indices

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Set Alerts on Screens

Screens can be an integral aspect of your idea generation and portfolio construction. Using both the Stock Screener and Fund Screener, click the “Activate Alerts” bell icon to set alerts on screens you’ve built. YCharts will notify you any time a security enters or exits your screen criteria.

Screener Alerts
 

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Overlapping Fund Holdings

Find overlapping top holdings between two funds using the Equity Screener. Save both holdings lists as Watchlists and screen for those Watchlists on “Intersect” — the results will show all overlapping top 25 holdings.

34. overlapping fund holdings

 

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Fundamental Score

The Fundamental Score allows investors to quickly gauge the strength of a company based on 10 fundamental tests. Validate your investment decisions by applying the score to your analysis:

17. fundamental score

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Upside/Downside Capture Ratio

The upside/downside capture ratios provide insight into how fund managers have performed.  Increase transparency by inserting capture ratios into your analysis:

15. upside downside capture ratio

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Dividend Consistency

Companies that pay consistent dividends imply stability and discipline.  Increase reliability by applying this filter to your search:

12. dividend consistency
 

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Scoring Models for Risk

Risk metrics can be used to rank almost any list of securities.  Add risk metrics to your custom scores to quickly evaluate a list of screening results and sort by opportunity:

05. scoring models for risk

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ADRs

American Depository Receipts (ADRs) may help investors diversify by gaining exposure to foreign companies. Identify these securities by applying a filter to your universe:

09. ADRs

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