Start with the market, not a ticker
A screener is not a button that produces buy orders. Its useful role is to narrow a large universe into companies worth researching after you understand the current risk environment.
Begin on the home page. When the market remains above rising intermediate and long-term averages, trend-following conditions are generally more supportive. When important averages break and rebounds fail to reclaim them, managing exposure matters more than adding new names.
A five-step routine
- Check market averages and breadth. Decide whether conditions are favorable, mixed, or defensive; this affects position size, not a prediction for tomorrow.
- Review Rates & Purchasing Power. A fast rise in 2Y, 10Y, or 30Y Treasury yields can pressure valuations, especially long-duration growth stocks.
- Use Find Leading Stocks. Combine trend, moving-average alignment, revenue growth and EPS growth to form a candidate list.
- Open H1/H2 EPS. Compare recent half-year earnings to make sure a single strong quarter is not the whole story.
- Use Pullback Buy Points. Track leaders as they consolidate near an average instead of assuming every new high must be chased.
A list is not a portfolio
Screening only says which companies match a rule set. It does not decide position size, exit rules, valuation, or whether you can tolerate the volatility. Comparing successive screens is often more useful than reacting to one day: companies that keep their trend, relative strength and earnings profile deserve continued research.
This article and the tools are for research and education, not investment advice.