Financial Screener

What is a Stocks Screener ?

A financial screener is a powerful tool designed to help investors analyze and filter through a vast array of financial instruments, such as stocks or bonds, based on specific criteria. It acts as a virtual sieve, allowing users to screen and identify investment opportunities that align with their unique preferences and goals.

STOCKS SCREENER = FINANCIAL DATABASE + ALGORITHM

With GuruScreener, our financial screener is tailored to incorporate the insights of renowned financial gurus and timeless principles, making it a comprehensive solution for investors seeking guidance from proven strategies. This tool empowers users to efficiently narrow down their investment choices by applying filters related to financial metrics, market trends, and the principles advocated by legendary financial thinkers.

What is the efficiency of a screener ?

A screener is essentially a practical representation of financial theories conceived by thinkers. We implement these theories across our large database, covering over 40,000 unique tickers. This means that our screener consistently applies established theories to real-world data. Our screener excels in translating these financial theories into tangible results, showcasing its efficiency in transforming concepts into list of potential investments.

How the screener is build ?

When constructing a financial screener, there are three key components to take into account. The initial step involves translating a financial theory into an algorithm. It may seem simple when you look at financial ratios like gross margin or return on equity. But when the concept are more abstract, such as the board's involvement in the business, we need to find a numerical concept to describe the same phenomena.

The second component is about obtaining data from companies globally and ensuring its integrity. It asks to get several sources of data and and reconcile the results. Another sub-step is to check for inconsistencies in the financial data. If there is any doubt, better be safe than sorry by deleting the asset.

Lastly, the process includes computing the algorithm across a large database. Every day, our supercomputers calculate millions of financial ratios and apply filters and logic from financial theory.

STEP 0 : Translate Theory into Algorithm

STEP 1 : Extract Financial Data

STEP 2 : Clean Financial Data

STEP 3 : Applied Algorithm with large calculator

STEP 4 : Loop to Step 1