Screener Overview

Easily choose comparable equities with our Screener tool

• What is Screener?
• How to Access Screener?
• Searching Utilizing Screener
  • Managing Fields
• How to Leverage Equity Screener to find the perfect acquisition target
  • Equity

What is Screener?

Screener enables you to identify and target a specific set of companies that meet your desired criteria.

How to Access Screener?

Screener can be accessed by clicking the overlapping circle icon on the vertical toolbar on the left side of the screen.

Once in Screener, you can choose comparable equities. You can manage your fields to focus on your key focus areas and then filter each field to properly screen and filter for companies matching your criteria.

Searching Utilizing Screener

Managing Fields

Click the manage fields icon to manage the fields populating within the screener tab. On the left-hand side, you will see overarching categories that get more specific on the right-hand side. If you have questions about what any of the fields mean, hover over the ⓘ icon for a definition. Then click "add next to your desired fields and save them for future use. 

How to Leverage Equity Screener to Find the Perfect Acquisition Target

Screener has different options you can leverage to find the perfect acquisition target. We will cover how to leverage each tab, and it should be noted that located in the right hand side under “View Active Filters.” 

Equity

Identify lists of public companies and stock tickers matching defined metrics including industry, country, revenue, market capitalization, last close price, among many other metrics

After selecting the fields that you would like to add from “Manage Fields”,  you can customize the filters from the column header. The Equity tab can then be leveraged to see what what public companies match your desired criteria.