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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 →
Transparency

Screener Limitations

Every signal is rule-based and deterministic, but no algorithm captures everything. Here is what the screener does not factor in:

Historical data only
All criteria are applied to historical price and volume data. Verdicts reflect past conditions — not predictions of future performance.
No earnings or news events
Upcoming earnings surprises, management guidance changes, or breaking news are not reflected in the screener output.
No macro conditions
Interest rate decisions, economic cycle positioning, sector rotations, and geopolitical risk are outside the screener's scope.
No real-time intraday data
Screener runs use end-of-day data. Intraday price moves after market close are not captured until the next scheduled run.
No guarantee of accuracy
Market data is sourced from third-party aggregators and may occasionally be delayed, incomplete, or subject to revision.
Not investment advice
A stock passing all screening criteria may still decline. Screener outputs are research starting points — always conduct your own due diligence.

IMPORTANT: The signals generated by FinWealthytech regarding investment candidates are based on historical, rule-based criteria. They are hypothetical in nature, do not reflect actual investment results, and are not guarantees of future performance.

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 →