Inside This Article:
Unlock the potential of Screener.co, an essential web-based stock screening platform for serious investors and financial professionals.
Screener.co is committed to offering wall-street caliber data and trading tools to main street investors. Our first product, the Screener.co stock screener is the most powerful global stock screener available to individual investors. In addition, its easy to use Web 2.0 AJAX interface and performance optimizations give you wall-street performance in an attractive, easy-to-use tool.
How Screener.co Can Help Your Business
Screener.co can be a significant asset to businesses, particularly those in finance, investment advisory, and equity research. Here’s how it can help:
1. Enhanced Investment Analysis
Businesses can use Screener.co to identify investment opportunities by screening stocks based on a wide array of financial criteria. This capability supports informed decision-making and helps portfolio managers and analysts spot trends, undervalued stocks, or high-growth companies.
2. Customizable Screening Tools
Screener.co offers the flexibility to create complex screening queries tailored to specific investment strategies. Companies can build custom models that align with their financial metrics and criteria, offering a unique edge over competitors using more rigid screening tools.
3. Data-Driven Insights
With access to a comprehensive database that includes financial statements, ratios, and market performance data, businesses can leverage data-driven insights to back their investment theses. This reduces research time and enhances accuracy in analyses.
4. Improved Productivity
The platform’s intuitive interface and custom reporting tools allow businesses to streamline their financial analysis workflow. Teams can automate repetitive data collection and analysis tasks, saving valuable time for deeper strategic discussions and client engagements.
5. Cost-Effective Solution
Compared to some high-cost market research platforms, Screener.co provides a strong balance between functionality and affordability. This makes it suitable for small to mid-sized firms that require comprehensive tools without a large budget.
6. Support for Client Services
Investment advisors and financial service firms can use Screener.co to craft detailed reports for clients, showcasing their expertise in fundamental analysis and providing personalized recommendations based on data-driven research.
Overall, Screener.co enhances a business’s ability to perform comprehensive stock screening and analysis, enabling data-driven decision-making and better client engagement.
screener.co Features
Here are the key features of Screener.co explained in points:
1. Custom Stock Screening
- Allows users to create highly customized stock screens based on a wide range of financial metrics and criteria.
- Supports advanced query building for tailored analysis, including complex filters and conditions.
2. Extensive Financial Data
- Access to detailed financial statements, including income statements, balance sheets, and cash flow statements.
- Provides data on key financial ratios, valuation metrics, and growth indicators for comprehensive analysis.
3. User-Friendly Interface
- Intuitive and straightforward layout that simplifies the process of building and running stock screens.
- Offers a clean design that is easy to navigate, even for users who may not be highly tech-savvy.
4. Customizable Reports
- Users can create custom reports to view selected data points and track specific financial metrics that matter most to them.
- Reports can be exported or shared, making it easier to present findings to clients or team members.
5. Real-Time Alerts
- Provides alert features to notify users when stocks meet predefined criteria, ensuring that key investment opportunities aren’t missed.
6. Screening Library
- Includes pre-set screens that can be used as templates or starting points for further customization.
- Offers screens based on popular investment strategies, such as value investing, dividend growth, and momentum.
7. Data Visualization
- Incorporates charts and graphs for a visual representation of financial data, aiding in better comprehension of trends and performance.
8. Flexible Query Language
- Supports SQL-like syntax for users who want more control over their screening parameters.
- Enables the construction of highly specific and precise screening conditions, appealing to advanced users.
9. Watchlists and Portfolios
- Users can create watchlists and maintain portfolios for ongoing tracking and monitoring of stocks.
- Helps keep an organized view of stocks that are of interest or are currently being held.
10. Global Market Coverage
- Provides data not only on domestic markets but also supports screening across various global exchanges, making it ideal for international investors.
11. Affordability and Subscription Tiers
- Offers various subscription plans, making it accessible to both individual investors and smaller financial firms.
- Provides a good balance between cost and the range of features included, catering to different user needs.
12. Regular Data Updates
- Ensures data accuracy with regular updates, maintaining relevance and reliability in fast-moving market conditions.
These features make Screener.co a versatile and effective tool for anyone looking to conduct thorough fundamental stock analysis and screening.
How to Use Screener.co
Here is a step-by-step guide on how to use Screener.co effectively:
1. Create an Account
- Visit Screener.co and sign up for an account if you haven’t already.
- Choose the appropriate subscription plan based on your needs, or use the free version to explore basic features.
2. Familiarize Yourself with the Dashboard
- Once logged in, take a moment to navigate through the interface to understand the different sections, such as the stock screener, custom reports, and pre-set screens.
3. Set Up Your Custom Screen
- Click on “Create a New Screen” to start building a custom filter.
- Use the input fields to add financial metrics, such as PE ratios, debt-to-equity ratios, earnings growth, etc.
- You can write more complex conditions using the SQL-like query language for advanced customization.
4. Use Pre-Set Screens
- To save time, explore the pre-built screens available in the library.
- Choose from templates based on popular strategies (e.g., value investing, high dividend yield).
5. Filter and Analyze Stocks
- Run your screen and review the results that match your criteria.
- Click on individual stocks to view detailed financial statements, key ratios, and other relevant data.
6. Create Custom Reports
- Select “Custom Reports” to design a personalized report that includes the specific data points you need for your analysis.
- Save these reports for future use or export them to share with others.
7. Set Up Alerts
- To stay updated, set up real-time alerts by defining criteria for notification (e.g., a stock’s price hitting a certain level or changes in financial metrics).
8. Build and Monitor Watchlists
- Add stocks to your watchlist for ongoing tracking.
- Create multiple watchlists to categorize stocks by sector, investment potential, or other groupings.
9. Use Data Visualization Tools
- Utilize built-in charts and graphs to visualize financial trends, stock performance, and other data.
- Compare stocks side-by-side for better decision-making.
10. Explore Additional Features
- Dive deeper into portfolio tracking to simulate how selected stocks perform over time.
- Experiment with screening across global markets if you need international data.
11. Refine and Save Screens
- After running screens, tweak the criteria as needed to refine the results.
- Save your screens for quick access in future sessions.
12. Stay Updated with Data Refreshes
- Regularly check back on your screens as Screener.co updates its data frequently. Ensure you’re using the most recent information for analysis.
Screener.co Pricing
Screener.co offers different pricing tiers to cater to various user needs, from casual investors to financial professionals. Here’s an overview of the typical pricing structure:
1. Free Plan
- Features: Basic access to stock screening, limited financial data, and access to pre-set screens.
- Best for: Beginners or casual users who need basic stock screening capabilities without advanced customization.
2. Pro Plan
- Pricing: Generally ranges from $10 to $20 per month, but actual prices may vary based on region or specific promotions.
- Features:
- Advanced screening capabilities with more customizable metrics.
- Detailed financial reports and access to more comprehensive data.
- Ability to create custom reports and set real-time alerts.
- Full access to historical financial data and charts.
- Best for: Individual investors or small investment firms who need deeper analysis and flexibility.
3. Enterprise or Custom Plans
- Pricing: Typically negotiable and varies depending on the scale and requirements of the business.
- Features:
- Enhanced data sets and advanced features tailored to large teams or financial institutions.
- More extensive support and integration capabilities.
- Best for: Larger firms or organizations needing advanced stock screening tools, extensive data, and multi-user access.
Screener.co Free Trial Plan
Screener.co Pro Plan
The Pro Plan on Screener.co is designed for active investors and professionals who need advanced stock screening tools and detailed financial data.
Key Features:
- Custom Stock Screening with advanced filters and SQL-like query language.
- Access to Detailed Financial Data, including historical data and comprehensive financial statements.
- Real-Time Alerts for specific stock criteria.
- Priority Customer Support for faster assistance.
- Custom Reports and Pre-set Screen Library with advanced strategies.
- Portfolio & Watchlist tracking for investment monitoring.
- Ad-Free Experience for a cleaner interface.
Pricing: $24.95/month.
Best for: Active investors, financial professionals, and small firms needing advanced tools and support.
Screener.co Enterprise or Custom Plan
screener.co included screens
Screener.co offers a variety of pre-set stock screens that can help users quickly find stocks that meet certain investment criteria or strategies. These included screens cover a range of common investment styles, from value to growth to income-focused strategies. Here’s an overview of the types of screens available:
Types of Included Screens:
Growth Screens:
- These screens focus on stocks that are expected to grow at an above-average rate compared to other companies in the market.
- Common filters include earnings growth, revenue growth, and high return on equity (ROE).
- Ideal for investors looking for companies with strong potential for future growth.
Value Screens:
- Value screens are designed to identify stocks that are trading at a lower price relative to their intrinsic value.
- Filters include price-to-earnings (PE) ratio, price-to-book (PB) ratio, dividend yield, and other value-based metrics.
- Best for investors who seek undervalued stocks or bargains.
Dividend Screens:
- Focuses on companies that pay consistent or high dividends.
- Filters often include dividend yield, payout ratio, and dividend growth.
- Ideal for income-focused investors who seek stable cash flow from their investments.
Momentum Screens:
- Momentum screens find stocks that are experiencing upward price trends and strong market performance.
- Filters include recent price movements, moving averages, and relative strength index (RSI).
- Suitable for traders or investors who believe in following stock trends.
Low Volatility Screens:
- These screens focus on stocks with lower price volatility, ideal for more conservative investors.
- Filters include beta (measure of volatility), price fluctuations, and consistent performance.
- Best for investors looking for stability and reduced risk.
Small Cap / Large Cap Screens:
- Filters stocks based on market capitalization (small-cap, mid-cap, large-cap).
- Investors can use these screens to focus on companies of different sizes, each with different risk and growth profiles.
- Ideal for those looking to focus on specific market segments.
Sector Screens:
- These screens filter stocks by industry or sector, allowing users to focus on specific areas of the market (e.g., technology, healthcare, finance).
- Helpful for those looking to capitalize on sector trends or diversify their portfolio.
Technical Analysis Screens:
- Focuses on technical indicators and chart patterns to identify stocks with strong technical setups.
- Filters include moving averages, RSI, MACD, and Bollinger Bands.
- Best for traders using technical analysis to time entry and exit points.
These included screens are great starting points for any investor, whether you’re focused on finding growth stocks, dividends, or undervalued opportunities. With the ability to customize and adjust these screens, users can tailor their searches to match their investment goals and strategies.
screener.co blog
Screener.co has an official blog that serves as a valuable resource for users, providing educational content, stock analysis tips, market insights, and product updates. The blog is designed to help users understand how to use the platform effectively and make informed investment decisions. Here’s what you can typically find on the Screener.co Blog:
Key Topics Covered:
Stock Screening Tips and Tutorials:
- Guides and tutorials on how to use the stock screener effectively.
- Step-by-step instructions on building custom screens for various investment strategies.
- Tips for selecting the right filters and metrics based on investment goals (e.g., growth, value, dividend, momentum).
Market Insights and Analysis:
- Posts covering market trends, economic news, and analysis of sectors or industries.
- In-depth articles about current events and their impact on the stock market.
- Insights into macroeconomic factors and how they influence stock prices and investment strategies.
Investment Strategies:
- Detailed discussions of different investment strategies, such as value investing, growth investing, dividend investing, and more.
- Examples of stocks that align with various investment styles and how to identify them using the screener.
- How to adapt screening strategies based on market conditions.
Product Updates and Features:
- Updates on new features, tools, or improvements on the Screener.co platform.
- Information on any changes to the stock screening interface, new filters, or data sets added to the platform.
- Announcements about upcoming webinars, events, or special promotions.
Educational Content:
- Beginner-friendly articles explaining financial concepts and metrics used in stock screening (e.g., P/E ratio, EPS, ROE).
- Educational content on how to read financial statements, understand financial ratios, and make sense of earnings reports.
Guest Posts and Expert Opinions:
- Articles written by guest financial analysts or industry professionals, offering their perspectives on market trends or specific stock recommendations.
- Expert opinions on how to adjust investment strategies based on changing market conditions.
Case Studies and Real-life Examples:
- Case studies showing how specific stock screens or strategies have worked in real life.
- Examples of successful investment strategies using the Screener.co platform.
The Screener.co Blog is an essential resource for users looking to deepen their knowledge of stock analysis, improve their screening skills, and stay updated on both the platform and market developments.
Screener.co Cancellation and Refund Policy
Screener.co provides a straightforward cancellation and refund policy to ensure users have a clear understanding of how subscriptions and payments are handled.
Cancellation Policy:
Subscription Cancellation:
- Users can cancel their subscription at any time through their account settings on the Screener.co platform.
- After cancellation, the subscription will remain active until the end of the current billing period (i.e., users can continue to use the service until the next renewal date).
- Once canceled, users will not be billed again in subsequent months. However, they will retain access to their plan until the end of their current billing cycle.
Automatic Renewal:
- Screener.co subscriptions are typically billed on a monthly or annual basis. Unless you cancel before the next billing cycle, subscriptions will automatically renew.
- Users are encouraged to cancel their subscription before the renewal date if they no longer wish to continue.
Refund Policy:
30-Day Free Trial:
- Screener.co offers a 30-day free trial for new users. During this period, you can explore the platform’s features without being charged.
- If you choose not to continue with a paid plan after the trial, you must cancel before the trial period ends to avoid charges.
Refund Eligibility:
- Screener.co typically does not offer refunds for paid subscriptions, especially once the service has been used beyond the free trial period.
- However, if you believe there is an issue with billing or a technical issue with the service, you may reach out to customer support to request a review. In rare cases, and at the company’s discretion, they may offer a partial refund.
Refund for Unused Service:
- In some cases, if the service has not been used and the user cancels very soon after the payment, there may be a possibility of a refund. However, this is typically handled on a case-by-case basis.
how To Cancel Your Screener.co Subscription
If you wish to cancel your Screener.co subscription, the process is relatively simple. Here’s a more detailed step-by-step guide on how to cancel your subscription:
1. Log into Your Screener.co Account
- First, you need to log in to your Screener.co account using your username and password.
- Visit the Screener.co homepage (https://www.screener.co) and enter your login credentials to access your dashboard.
2. Go to Account Settings or the Billing Section
- After logging in, you will need to navigate to the Account Settings or Billing Section of your profile.
- Typically, you can find this option by clicking on your profile icon or name in the top-right corner of the dashboard.
- Look for an option labeled something like “Settings,” “Account,” or “Billing.”
3. Select the Option to Cancel Your Subscription
- In the Billing Section, you should see information about your current subscription plan, payment method, and renewal date.
- Look for a button or link labeled “Cancel Subscription,” “Cancel Plan,” or similar. This will be the option to start the cancellation process.
- Clicking this will bring up a confirmation window or a prompt asking if you’re sure you want to cancel.
4. Confirm Your Cancellation
- After clicking the cancel button, you may be asked to confirm your decision. Screener.co might ask why you are canceling or provide some alternative options, like downgrading your plan instead.
- Confirm the cancellation by selecting “Yes, cancel” or the equivalent button.
- Ensure that you’ve reviewed the terms of the cancellation, such as whether you will retain access to the service until the end of your current billing cycle.
5. Receive a Confirmation Email
- After confirming your cancellation, Screener.co will send you a confirmation email to let you know that your subscription has been successfully canceled.
- The email will typically include details such as the cancellation date and the last date you can use the platform (until the end of the billing cycle).
- Keep this email for your records, as it serves as proof of cancellation.
Screener.ca is it Worth it?
Disclosure: We are an independent entity from Screener.co. We are not an agent or employee of Screener.co and have no authority to make binding contract or represent Screener.co. We receive referral payments from Screener.co. The opinions expressed here are our own and shall NOT be interpreted or considered as representations, guarantees, or statements by Screener.co.
Frequently Asked Questions
Screener.co offers multiple pricing plans tailored to different types of users:
- Free Plan: Basic stock screening capabilities, access to limited financial data, and pre-set screens. Ideal for beginners or casual users.
- Personal Plan: Priced at $24.95/month, this plan provides full access to stock screening tools, advanced filters, and comprehensive financial data. Suitable for active individual investors.
- Professional Plan: Costs $49.95/month and includes all features from the Personal Plan, plus priority support and additional tools tailored for financial professionals or corporate use.
Screener.co also offers a 30-day free trial for users to explore the full functionality of the platform before committing to a paid plan.
Screener.co pricing is generally considered affordable for the features provided, especially for individual investors and professionals. The free trial allows users to test the platform’s value before committing, further enhancing its appeal. For heavy users and financial professionals, the cost aligns with the robust tools and data access provided, making it a competitive option in the market.
Screener.co usually does not offer standard discounts on its plans. However, promotions may occur, and bulk or custom enterprise plans could have negotiable pricing. Check their website, subscribe to newsletters, or contact support for any potential offers.
Screener.co does not offer a money-back guarantee. While users can cancel their subscription at any time, refunds are not provided for partial months or unused time within a billing cycle. However, new users can take advantage of the 30-day free trial to explore the platform before committing to a paid plan. This trial allows potential users to assess the service risk-free.
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