Adding Filters

Filters allow you to specify criteria that we can use to match companies. You can add a filter as follows:

Once you've selected the filters you would like to use on your screen, it's time to specify the thresholds. For example, to screen for companies that have market caps greater than $250 million, with dividend yields greater than 0%, and are in the Consumer Discretionary, your filters should look like this

Adding Columns

To get more information on the results that match your criteria, you can add columns. Any of the metrics discussed above can also be used as columns. Click the Columns button to bring up the Columns Editor and select the fields you would like to add to your screen:

Set The Period or Date

Once you've added a column to your view, you can also specify the period for the data points shown in the column for most metrics supported on Finbox.

Periods allow you to select the reporting interval and calendar date of data you'd like to see. You can search for the period types supported for a metric using the period types listed in Column F in the metrics listing spreadsheet. The column still defaults to the latest default period when no period is provided.

The following table summarizes supported period formats:

For example, revenue is reported quarterly and annually, as determined by a company's fiscal calendar. The last ten years of annual revenue figures are represented by the periods FY-9 to FY. Similarly, the previous 8 quarters of reported quarterly revenue is represented by periods FQ-7 to FQ.

A metric like stock price ( "asset_price_close_adj") has data available with a daily frequency. To retrieve the stock price 30 days ago, you specify the period as "D-30". You can also use a specific date like "2020-03-31" for the period.

Sorting Results

To bring the best results to the top, sort your results by clicking the column header of the column you would like to sort by:

Downloading Results

To download your results, Click the Export as... dropdown in the screener header. Your results will export in CSV format. Please note you will need a Starter Plan + Data Boost or Professional Plan to export results. For more information on working with CSV files in Microsoft Office please see Import or export text (.txt or .csv) files.

Saving Screens

Once you've created a screen, you can save the criteria to run again later. Click the Save button in the upper right corner and a pop-up will ask you for a name

Importing Results To Watchlist

You can import stocks direct to a watchlist by selecting the relevant results and copying them over from the action bar, as shown below:

Examples

To get your creativity flowing, you can start with some example screens:

Have more questions?

If you haven’t found the answers you were looking for, please go to the Investing Help Center for additional information.