Contents
To chart the results of a screener, right-click on the desired screener in the Navigation panel and select ‘Chart’ from the drop-down menu. You can also click on ‘Chart Screener’ in the Screener Actions panel.
Stock Rover charts the returns of the tickers that currently pass a screener’s criteria as a group. The tickers that pass the screener are charted as if it were a portfolio with an equal dollar weighting for each holding. Additionally, via internal rebalancing, the equal weighting is maintained each day of the period that the screener is charted.
Below we see a screener’s performance charted against the S&P 500 benchmark over a 1-year period.
To learn more about charting please see the Charting Overview.
From the Screener Manager, there are three special screening capabilities with the Table:
The next three sections discusses each of these capabilities in turn.
Running the Screener and sending the results to the Table is easy in Stock Rover, it is just a matter of clicking on the screener name in the Navigation panel. This is discussed in the Running A Screener section of help.
However there is a special capability in the Screener Manager to run a screener in the Table and create a dynamic View where all of the columns in the Table are generated from the filtering criteria of the screener.
To do this you begin by right-clicking on a selected screener in the Navigation panel and selecting ‘Modify Screener’ from the drop-down menu or clicking ‘Modify this Screener’ to launch the Screener Manager.
Then clicking on ‘Run in Table’ will output the screener results to the Table and dynamically create a View called ‘Screener Filters’ which will automatically include each screener filter as column in the Table.
The screenshot below shows the dynamic ‘Screener Filters’ view which is created by the ‘Run in Table’ option.
This is a powerful feature that lets you see and manipulate the results of a screener in the Table with the screener criteria as columns.
Note that Freeform Equations are not able to be displayed in the Table. To do this a corresponding custom metric would need to be created and added to a view of the Table.
Filtering from a Table allows you to apply a screener’s filtering criteria against the current contents of the Table. This feature allows you to apply screening criteria against one or more of your portfolios or watchlists, or a given sector or industry or even your ad-hoc Quotes List to see what passes the screener.
You begin by navigating to World in the Start Menu and selecting the desired data set. In the example screenshot below, the S&P 100 is selected.
Then to filter the current contents of the Table, right-click on the desired screener in the Navigation panel and select ‘Filter Table’. This will filter the Table using the selected screener’s criteria. In the example below, the Dividend Growth screener was right-clicked.
The screenshot below shows the result after clicking on ‘Filter Table’. The Table now contains the tickers that pass the Dividend Growth screener filters. The filters themselves appear in the white bar below the views bar and above the Table. The number of active filters is displayed at the top of the page in the blue bar.
Note that Freeform Equations are not applied as screener filter criteria.
For more on how filters work, see the Filter Section of the help documentation.
You can score the current contents of the Table with a screener via the ‘Score Table’ option. Scoring means evaluating each ticker in the Table and counting how many of the individual screener’s filter criteria the ticker passes.
To score the current contents of the Table, right-click on a desired screener in the Navigation panel and select ‘Score Table’. This will score the current contents of the Table using the screener criteria and load the results into the ‘Screener Scores’ view. This enables you to score any Table populated with a portfolio, watchlist, sector, industry or an ad hoc ticker list. In the example below, the Dividend Growth screener was selected for scoring.
Below is the result of clicking on ‘Score Table’ with the S&P 100 selected and loaded into the Table and the Dividend Growth screener selected for scoring.
The ‘Screener Scores’ view shows a score for each of the tickers in the Table against the selected screener. In the example, a score of 100% 7/7 means the ticker met all 7 criteria of the selected screener. The tooltip provides additional detail as to what metrics passed or failed, and why.
This section describes how to score/rank a Portfolio or a Watchlist by a screener’s criteria.
To “score” a portfolio or watchlist means you can see how stocks in your portfolio or watchlist perform against the full set of filters from any screener. For example, you could use a value-oriented screener to help determine whether or not your holdings are good values, or you could use a growth screener to see which of your picks are growth stocks — and to what degree.
Clicking on the portfolio or watchlist you wish to score will instantly load the results into the Table using the ‘Screener Scores’ view. The view displays a Score column along with columns for each filtering criteria. The example below is showing how each of the tickers is scoring against the 8 filter criteria of the S&P 500 Outperformance screener. A score of 100% 8/8 means the ticker met all criteria (passing the screener outright). Clicking on the Score column header sorts the Table by Score.
Hovering over the Score value opens a tooltip listing a breakdown of exactly how the stock fared against all of the filters in the screener. The tooltip lists the screener’s filter criteria, how the stock did in each category, and whether it results in a pass or fail of that particular filter.
Note that scoring using a ranked screener adds 2 additional columns.
The first ‘Rank’ column shows the rank number of any of the stocks in the portfolio or watchlist that pass the ranked screener out of all the stocks in the North American exchanges.
The second ‘Rank Within Table’ column ranks just the stocks in the portfolio or watchlist according to the specified weights. The ‘Rank Within Table’ number will be green if the stock passed the original ranked screener and red if it did not.
The example below shows the scoring of a watchlist using a Dividends + Great Cashflow screener which is available in the Stock Rover library.
When you run a screener, there are two dynamic views created that are very useful in helping to analyze the screener results: the Filters View and the Scores View.
The ‘Screener Filters’ view dynamically changes which columns it displays in the Table based on the screener selected. Each of the screener’s filter criteria is shown as a separate column.
The view won’t exist until you first select the “Run in Table” option in the Screener Manager.
Once created, the ‘Screener Filters’ view can be referenced in the ‘Screener’ view folder.
The ‘Screener Filters’ view makes it easy to quickly see which tickers pass a screener and why.
If you run a different screener, the columns in the Screener Filters view will change to match the filters from the new screener.
Note: Because the Screener Filters view is dynamic, changes to the view are not saved.
Temporary changes to the Screener Filters view can be made, such as adding, removing or rearranging the columns. And these changes can be copied to a new view that will persist. However the changes will not persist in Screener Filters view itself.
You can use “Add Column” and ‘Remove Column” to make changes to the view and then use “Copy View” to persist those changes to another view.
The ‘Screener Scores’ view shows how a selection of tickers performs against a set of filters from a screener.
The view won’t exist until you select either “Score Table”, “Score Portfolio”, or “Score Watchlist” in the Screener Manager.
Once created, the ‘Screener Scores’ view can be referenced in the ‘Screener’ view folder.
Below we have selected to score a portfolio using the eight criteria from a Safe Performers screener.
Each ticker is shown with a score column that is calculated based on how many of the screener’s filtering criteria it passed and failed, along with the screener’s filter results as columns.
Stock Rover allows you to compare a screener’s return results over time. You can compare a screener’s results against one or more past runs of the same screener. Or you can compare a screener’s results to a different screener’s results.
This feature shows which tickers appear in all runs, and which tickers only appear in some of the runs, breaking it down by which tickers appear in which runs.
A special capability emerges when comparing two runs of the same screener on different dates and grouping the tickers by Watchlist. New tickers that meet a screener’s filtering that didn’t in the past are grouped and are highlighted in green. Tickers that met the criteria in the previous run, but no longer meet the criteria are grouped and highlighted in red. Tickers that passed both are grouped together, but not highlighted.
When you Snapshot Screener Results, you are capturing a moment in time list of all the tickers that currently meet a screener’s filtering criteria.
To do this, you begin by right-clicking on a selected screener in the Navigation panel and selecting ‘Snapshot Screener Results’ from the drop-down menu or clicking ‘Snapshot Screener Results’ under Screener Actions.
A message will confirm you are creating a screener run using the naming convention screener name yyyy-mm-dd and that it will be placed in the Screener Results folder under Watchlists.
Below we see a newly created screener run with the results of the Capital Efficiency screener as of May 9th, 2024 showing in the Table. Note also there are screener results as of May 13th 2023, and as of May 11th, 2022.
To see the change in screener results, we group the screener runs:
When two screener runs are selected:
When more than two screener runs are selected the tickers are be grouped by concurrent screener run. A tooltip shows the screener runs associated with the ticker.
