Unified Screener

Filter and rank stocks, ETFs, and options across 100+ data columns with saved views and strategy presets

Overview

The Unified Screener is the platform's central tool for filtering, ranking, and exploring stocks, ETFs, and options. It exposes 100+ data columns — composite scores, fundamental sub-scores, technical sub-scores, short interest, analyst momentum, congressional trades, insider activity, options flow, dividends, and more — in a single, sortable, filterable table. Pre-built Saved Views and Strategy Presets let you jump straight to common screens, while the Column Picker and Advanced Filters let you build fully custom views.

Universes

The screener supports three universes, selectable from the top menu bar:

Universe	Description
Stocks	All U.S. equities with composite, fundamental, technical, and alternative data columns
ETFs	Exchange-traded funds with technical scores, AUM, expense ratio, and holdings data
Options	Unusual options activity screener with volume, open interest, premium, and sentiment data

Saved Views

Saved Views are pre-configured column sets and filter combinations that let you switch between common screening workflows with one click. Each view automatically selects the right columns and sort order.

View	What It Shows
Composite	Composite, fundamental, and technical scores with growth and momentum sub-scores
Fundamental	All fundamental sub-scores: growth, profitability, valuation, financial health, liquidity
Technical	Technical sub-scores: trend, momentum, fairness, trade direction, and score changes
Value Picks	High-valuation and financial-health stocks filtered for value opportunities
Momentum	Stocks with strong trend and momentum scores above 7
Dividend Quality	Dividend metrics: yield, growth, sustainability, FCF coverage, and years of payments
Congress Buys	Stocks with recent congressional purchase activity and bipartisan signals
Smart Money	Institutional momentum: fund holdings changes, smart money signals
Insider Clusters	Insider buying clusters with momentum scores and value signals
Short Squeeze	Short interest metrics: SI/float, days to cover, squeeze score, and borrow fees
Earnings This Week	Stocks reporting earnings within 7 days with beat probability and analyst signals

Tip

You can also create your own custom Saved Views by configuring columns and filters, then clicking the Save icon in the menu bar.

Strategy Presets

Strategy Presets apply optimized filter combinations for common investment strategies. They set score thresholds and sort order in one click.

Preset	Description	Key Filters
Balanced	Equal weight on fundamentals and technicals	Composite 8+, Fundamental 7.5+, Technical 6.5+
Quality Value	Focus on profitability, health, and fair valuations	Profitability 8+, Health 7.5+, Valuation 7+
Growth Momentum	High growth stocks with strong price momentum	Growth 8+, Momentum 7.5+, Trend 7+
Safe & Stable	Financially healthy large caps with fair prices	Health 6.5+, Profitability 6+, Market Cap $10B+
Turnaround Play	Undervalued stocks showing technical improvement	Valuation 8.5+, Trend 7+

Filters

Horizontal Filter Bar

The default filter bar at the top of the screener provides quick access to the most common filters: sector, market cap range, and key score thresholds.

Advanced Filters

Click “Show Advanced Filters” to reveal granular controls organized by category: Composite, Fundamental, Technical, Short Interest, Insider, Institutional, Congressional, Options, Analyst, Earnings, and Dividend filters. Each filter uses a slider or threshold selector.

Column Picker

Click the Columns button in the menu bar to open the Column Picker. It lists all 100+ available columns grouped by category. Toggle columns on or off to customize your table view. Column selections are remembered per session and saved with custom views.

Symbol Detail Panel

Click any stock row to open the Symbol Detail Panel on the right side of the screen. This panel provides a deep-dive without leaving the screener: mini price chart, all scores at a glance, pattern signals, short interest data, analyst ratings, insider activity, and options flow — all in one view.

Export

Click the Export button in the menu bar to download the current filtered results as a CSV file. The export includes all visible columns for all rows matching your filters.

How to Use

●Choose your universe (Stocks, ETFs, or Options) from the top menu bar
●Select a Saved View for a pre-built screen, or start from scratch
●Apply filters from the horizontal bar or expand Advanced Filters for precision
●Use Strategy Presets for one-click filter combinations
●Click any column header to sort ascending or descending
●Click any row to open the Symbol Detail Panel for a quick deep-dive
●Use the Column Picker to add or remove data columns
●Export results to CSV when you need to work with the data offline
●Save your custom column and filter setup as a Saved View for reuse

Tip

Start with a Saved View, then layer on additional filters to narrow down results. The “Value Picks” view with a minimum composite score of 8 is a powerful starting point for finding well-rounded opportunities.

Combining with Other Tools

●Use the Screener as your primary discovery tool, then open Chart for detailed technical analysis on candidates
●Cross-reference screener results with ALEEP Signals for ML confirmation on top-ranked stocks
●Check Earnings Tracker for stocks found via the "Earnings This Week" view
●Use the Congressional and Insider views to identify smart money positioning, then validate with Composite scores
●Export screener results and use them as input for AI Portfolio construction

This platform provides data and analysis tools for educational and informational purposes only. Nothing on this platform constitutes financial advice, investment recommendations, or solicitation to buy or sell any securities. Always conduct your own research and consult with a qualified financial advisor before making investment decisions.