Using the Stock Screener
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Start a screen with some help Load a predefined quick screen or independent expert screen using the appropriate drop downs at the top of the screener to get ideas from others or to jump start your own screen.
Creating your own screen - two easy ways to access the list of criteria You can start either by typing in the Criteria entry box in the criteria entry area or by click on the "Select Criteria" menu drop down beside it.
When you start typing in the Criteria entry box, a list of all possible matches will automatically appear below the box. This enables you to view and get quick access to all the associated criteria, such as various types of performance criteria.
If you are unfamiliar with the types of criteria or looking for another perspective on the security, clicking on the "Select Criteria" menu drop down will open a window with all available screening criteria. Criteria are organized into categories to make it easy to see all available screening criteria in that topic such as Basics, Performance or Trading Characteristics. "Select Criteria" also gives you the ability to select multiple criteria by holding down the "Control" key while selecting additional criteria with your mouse. Once you have finished your selection, click the "Ok" button at the bottom right of the window. Note: Criteria in grey requires a log in. You will be prompted to log in if you select one of these items. The next time you open the "Select Criteria" window, items previously selected will be in grey italics and will not selectable a second time.
In the "Select Criteria" menu, click on the help icon after each criteria to see a definition. Or browse the full list of criteria definitions with the "Criteria Definitions" link at the top right of the screener.
Entering Criteria Values
Once a criteria is selected, set the value by completing the selection fields shown for that criteria. You can include or exclude one or many values, enter a range, or choose a specific value, based on the type of criteria you've selected.
A benchmark for the universe median of the selected criteria is provided (if available or applicable). This can help you select a value that is either closer to the median (most likely more results) or or farther from it (most likely less results).
Once you've completed entering the values, click or tab off the selection or input fields for the screener to search for your results. You can change, add or delete the criteria or values, seeing the impact and results immediately, all on this page.
Understanding the number of results The number of results that match the values for the criteria you've set will display on the right of that criteria's row.
The total number of results for all criteria combined is shown at the bottom of the table. Adjust or add criteria and values until the total is less then 500. Once the total results are less then 500, a full results list matching all your criteria will be displayed in the results table below.
Score and Score Weighting
Focus on the criteria that matter most to you Unique to Fidelity.com Screeners, a score is assigned to each security based on how well it meets your criteria values.
You can change the score weighting to focus on the criteria that matter the most to you by clicking on the Enable Score Weighting link at the top of the Criteria Entry table. Simply overwrite the default of equal-weight percentages and assign a percentage to each criteria you want score weighted, making sure your percentages total 100. The result set will be rescored and listed in descending score order. A score of 100 for a stock represents the best match for the criteria and weighting you have chosen.
Using Your Results
See more results on your screen by collapsing the criteria input window using the Hide Criteria Entry button.
Additionally, you can sort any column by clicking on the column heading.
To focus further, check the action box in the action column of the results table for the securities you are interested in, then select the "Show Only Selected" feature from the select action menu at the bottom of the results table.
Price details If you've selected "Stock Price" criteria, in the Stock Price column of the results table, click on the price to see a 1-year chart with 52-week high/low.
Ready to take action? Get in-depth research on individual securities by clicking on the company symbol in the results table or select other actions from the action drop down menu beside each symbol. Or, act on multiple stocks at a time by checking the action boxes in the action column of the results table, then choosing Trade, Add to a Watchlist, Compare or Hypothetical Trade from the select action menu at the bottom of the results table.
Viewing Your Results
Choose how you view your results using preset views that provide a focus on Company Basics, Growth, Profitability, and more. These are all available in the View dropdown menu at the top right of the results table.
Create your own custom view In addition to all the preset views, you can build your own custom view that can be saved to use with other screens.
To edit the current view, click the Edit View link in the top right of the results table. Choose which criteria values you want to see from the Available Criteria list then click the "Add" button to move it to the Columns in the View list. Additionally, you can reorder your selected criteria into any column order you like using the up and down arrows. Once complete, click OK to see your results with this Custom View.
If you would like to use this view on other screens, click the Save View link. This Custom View will now be available in the View dropdown menu once you log in. Note that your new Custom View will replace a previously saved Custom View.
Don't See a Stock You Expected?
See how any stock compares to your criteria
Click the Don't See a Stock You Expected? link to expose the symbol entry box and enter the symbol of the stock you want to compare.
See if the stock hit or missed your criteria In the new window that pops up, we'll show you why the symbol did not match your screen, criteria by criteria.
Explore Your Results Further
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Print the current results
Click the Print link at the top of the page for a full list of all the results to be printed with the current view.
Save the screen Clicking the Save Screen link in the Criteria entry table will save your criteria and values so that you can rerun the screen at a later time, with updated results. Access all your saved screens from the Saved Screens menu at the top of the page.
Download the current results You can download the results by clicking the Download link in the results table. You'll have the option of saving a Trader's or Performance Volatility view to a CSV file so that you can analyze your results in a spreadsheet program.
This help is for educational purposes only to assist you in understanding and using the features of this Screener. It uses examples with specifically named securities, criteria and investing strategies. These examples are for illustrative purposes only and should not be considered investment advice or guidance, an offer to or a solicitation of an offer to buy or sell securities, or a recommendation or endorsement by Fidelity of any security or investment strategy shown.
The Screener is a research tool. Data is regularly updated, so results, even for examples illustrated in this help, will vary over time. Fidelity does not endorse or adopt any particular investment strategy or approach to screening or evaluating the securities covered by the Screener. Determine which securities are right for you based on your investment objectives, risk tolerance, financial situation and other individual factors.
If you wish to discuss specific investments, risk tolerance, or financial goals, you can make an appointment with one of our Fidelity representatives or call our 24-hour Electronic Communication Support desk.