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Methodology

How Our Screeners Work

Every signal is rule-based and deterministic — no black boxes, no AI guesswork. Here is exactly what each screener checks, how verdicts are calculated, and what's coming next.

Live Screeners
Signal Categories & Verdict Logic

Each screener runs a defined set of rules across multiple categories. A stock's verdict is determined by how many categories it passes — and whether it clears the mandatory threshold checks.

LIVE
📊
Technical Screener
Price Momentum & Trend
Multiple rules covering trend direction, volume strength, and momentum signals across the US market. Runs daily against the S&P 500 / Russell 1000.
Signal Categories
①
Liquidity & Size — market cap and minimum price filters to focus on investable, liquid names worth trading
②
Price Momentum — short, medium, and long-term price direction checks to confirm an upward bias across timeframes
③
Moving Average Alignment — SMA crossovers and positioning across multiple timeframes, with sector-adjusted thresholds
④
Volume & Institutional Activity — volume strength relative to the 30-day average, indicating conviction and institutional participation
⑤
Momentum Oscillators — MACD signal line cross and multi-timeframe SMA slope checks confirming momentum quality and trend health
⑥
Analyst Sentiment — professional analyst consensus rating as a supplementary directional quality check
Verdicts
● Strong — all checks pass ● Watch — approaching threshold ● Recovering — momentum rebuilding ● Cautious — multiple checks failing
Refreshes daily · US Market — S&P 500 / Russell 1000
LIVE
🔍
Value Screener
Fundamental Quality & Valuation
Multiple signals across valuation, profitability, financial health, and growth — each benchmarked against Damodaran sector-specific medians. Runs weekly across the Russell 1000.
Signal Categories
①
Valuation Multiples — P/E, P/B, and EV/EBITDA checked against Damodaran sector benchmarks to identify genuinely undervalued names
②
Profitability & Returns — ROE, ROIC, and net margin vs sector peers to confirm the business generates real, durable returns
③
Financial Health Score — Piotroski F-Score: a 9-point composite check covering profitability trends, leverage changes, and operating efficiency
④
Balance Sheet Strength — debt-to-equity and current ratio checks to confirm the business is financially sound and can weather a downturn
⑤
Growth — revenue growth trajectory to confirm the business is expanding, not stagnating or in structural decline
Verdicts
● Strong — highest score band ● Watch — approaching threshold ● Cautious — multiple checks failing
Core signals across Valuation, Quality, and Financial Health must all be present to qualify for a Strong verdict — a single-category sweep is not enough.
Refreshes weekly · US Market — Russell 1000
Live Screeners
Combined Screener

The highest-conviction ideas emerge when a stock passes both the Technical and Value screeners simultaneously. The Combined Screener cross-references both engines and surfaces four differentiated conviction tiers.

● LIVE — Included in Free Trial
⚡
Combined Screener
Technical Momentum × Fundamental Value
Cross-references the Technical and Value screeners on every shared ticker. Stocks that pass both screeners simultaneously are ranked into conviction tiers — giving you a quality-filtered, momentum-confirmed shortlist in one view.
Conviction Tiers
Tier Technical Signal Value Signal What it means
🔥 High Conviction Strong Strong Both engines agree — momentum confirmed, fundamentals sound. Highest-quality setup.
📈 Momentum Play Strong Watch Technical breakout in progress. Value metrics approaching but not yet at peak. Trend-following entry.
💎 Value Opportunity Watch Strong Fundamentally strong business at a reasonable price, not yet in full momentum. Patience play.
⚡ Speculative Strong Cautious Momentum is real but valuation or quality raises a flag. Higher risk — size accordingly.
The Combined tab is live now — visible directly in the screener alongside the Technical and Value tabs. Included in the 7-day free trial on signup.
Open Combined Screener →

Ready to explore the signals?

The Technical and Value screeners are live now — open the PWA on any device to see the latest results across the US market.

Open Live Screener →