Stock Screening

Purpose

Build a screen that narrows a universe to a reviewable shortlist. A screen is a filter, not a decision — its output is a list of things to look at, and treating it as a list of things to buy is the fastest way to lose money with a spreadsheet.

When to Use

• Building a systematic screen for candidates.
• A screen that returns hundreds of results, or none.
• Evaluating whether a screen's criteria actually discriminate.
• Reviewing a screen that historically performed well and now does not.

Capabilities