7 tools for stock screening and fundamental research

1. Finviz: start with a visible set of filters#

Finviz lets you narrow US stocks using filters. Start with a few conditions you understand. Before saving the results, record which stocks the screen covers and how it defines your chosen profitability measure.

2. TradingView: connect filtering with chart inspection#

TradingView combines screeners and charting, so you can examine a candidate's market history after screening. Check its finances separately: meeting a technical condition tells you nothing by itself about the accounts.

3. TIKR: carry candidates into fundamental research#

TIKR has screening and company financial information. To test that combination, select a growth metric in the screener, open a matching company and find the reporting period behind the figure.

4. Koyfin: investigate candidates in a broader workspace#

Koyfin combines screening with financial analysis and sector or market context. Try comparing a candidate with its sector. Check whether the comparison explains the result that caught your attention.

5. Stock Analysis: move from a screen to company tables#

Stock Analysis provides a screener and company financial pages. Use a shortlisted name to test how easily you can inspect its reported accounts. Check that the selected share class, reporting currency and financial period are the ones you intended.

6. Intrinsiqq: inspect the checks behind a match#

Intrinsiqq filters stocks by growth, profitability, debt and a quality score that includes valuation measures. Open a match to inspect the score components, financial history, DCF fair-value estimate and dividend safety check. Review the valuation assumptions and how well earnings and cash flow cover the dividend.

7. Qualtrim: examine a company after screening#

Qualtrim has financial charts and a discounted cash flow calculator for examining a company after screening. If sales growth put it on your shortlist, look at revenue alongside free cash flow and earnings per share to see how the business has changed. Use the calculator to explore how different growth assumptions affect your valuation scenario.

Helmbeam: check what sits behind the match#

A filter can tell you that revenue grew. In Helmbeam, open the company and use Numbers to examine revenue alongside margins, cash flow and financial position. Follow it if another report could answer your question. You can also start in Discover for candidates identified through Helmbeam's framework. If your work requires a particular custom filter or export, check that separately when choosing a tool.

Use the same comparison task in every screener#

Write down which companies your screen covers: for example, US-listed operating companies, with financial firms examined separately. Then define revenue growth and profitability using the same period. Missing values are not automatically zeros. Excluding them can remove newer companies before you have had a chance to examine them.

Do not tighten filters merely to get an exciting answer. If only two firms match, inspect whether your conditions make economic sense. A bank, retailer and software company do not have interchangeable balance sheets or margins. The SEC's financial-statement guide explains why ratios need industry context.

Suppose a result shows sales up 12% but operating profit down. It can still pass a screen that requires positive profit. Open the accounts to find out why profitability weakened as sales expanded.

Record one reason a result might be misleading, then open its filing. Use eight app-comparison checks before deciding whether a paid plan solves a real problem.

Check periods, definitions and access limits#

Suppose you want companies with revenue growth and positive operating profit. Record whether revenue growth is year-on-year or sequential, whether operating profit is reported or adjusted, and whether the screen uses the last quarter, fiscal year or trailing twelve months. Then open a result and reconcile it with a filing so you can explain why the company passed.

Also decide how you will reuse the work. A free screen may be enough for occasional checks; recurring exports or many saved screens can require a paid tier. Our free screener guide separates continuing free access from temporary trials. If you want historical fundamentals and portfolio analysis in the same product, the Stock Rover review covers that different scope.