Documentation index
Stock Screener

Run the screener.

A neutral screen across US and EU equities: instruments that meet documented screening criteria, ordered by market cap, each analysed for valuation state, margin of safety (model), quality and growth. Here is how to run it and what every setting does.

When to use it

Reach for the screener when you don’t have a company yet and want to see which instruments meet documented criteria, rather than valuing a company you already chose.

How to run it

  1. 01 Select Stock Screening in the workspace.
  2. 02 Open the screen criteria and set the controls (see below); optionally type a request in plain language.
  3. 03 Send, and watch the screen results fill in live.

Universe

The universe is a control in the screen criteria: US, EU, or US + EU (both, the default). Only home-exchange listings in the covered countries are screened, and the Country control only offers countries inside the chosen universe.

Honest scope
FinBro screens US and EU equities. There is no separate worldwide or frontier-market screen, and the guide won’t pretend otherwise. To narrow within that coverage, use the Sector and Country controls.

Settings

Five controls shape the screen. Each one mirrors exactly what the composer exposes:

Universe
US · EU · US & EU · default US & EU
Which home-exchange listings are screened: US (NYSE, NASDAQ, AMEX), EU (Switzerland, Germany, Spain, France, the United Kingdom, Italy, the Netherlands and Sweden) or both.
Market cap
Any size · Small · Mid · Large · Mega · default Any size
Scope the universe by company size in USD. Any size spans the whole covered universe, down to a $300M floor (the default); Small = $300M–2B; Mid = $2–10B; Large = $10–100B; Mega = $100B+.
Sector
Any sector or one of 11 fixed sectors · default Any sector
Limit the screen to one sector from a fixed list: Basic Materials, Communication Services, Consumer Cyclical, Consumer Defensive, Energy, Financial Services, Healthcare, Industrials, Real Estate, Technology or Utilities.
Country
Any country or one country inside the universe · default Any country
Limit the screen to one covered country; the list only offers countries inside the chosen universe.
Candidates analysed
1–20 · default 16
The coverage cap: how many instruments meeting the screening criteria are analysed, taken in market-cap order, largest first. Eligible instruments beyond it are not evaluated.

Anything you type in the composer is read by a fixed keyword table that maps sector, industry, country, region and size words onto these same controls. It can only narrow the screen; any part it cannot map is reported in the results as not applied.

Prompt patterns

  • Screen European industrial stocks, mid cap.
  • Find American defense companies.
  • Set Candidates analysed to 12, then type: Basic Materials stocks in Germany.

Screening criteria

The screen takes the instruments in your universe, market-cap band, sector and country that meet the documented listing and data-availability eligibility checks, in market-cap order — largest first; instruments without a market cap are excluded. Instruments up to your analysis budget are analysed; the rest are not evaluated. There is no quality gate: quality and growth are analysis outputs for instruments already listed, and nothing in the analysis — valuation state, margin of safety, quality, growth or AI commentary — changes which instruments are listed or their default order.

How it works

Each listed instrument gets a valuation assessment computed in code — the modeled intrinsic-value range, the valuation state and the margin of safety (model) — plus quality and growth scores. Quality scores draw on public metrics such as the Piotroski F-Score and Altman Z-Score, with sector-appropriate substitutes where a metric doesn’t fit — banks, REITs, insurance and biotech.

What you get

Screen results: the listed instruments with sector, market cap, valuation state, margin of safety (model), quality and growth, ordered by market cap and re-sortable, plus the criteria that were applied and any parts of your request that were not. For the complete write-up on an instrument, run a separate Company Valuation.

Draft disclosures

Instruments are listed because they meet the documented screening criteria, ordered by market capitalisation. Listing is not a selection or recommendation; instruments outside the analysis budget were not evaluated.

This describes the relationship between the observed market price and FinBro's modeled intrinsic-value range. It is not a recommendation to buy, sell or hold, is not based on individual circumstances, and does not assess suitability. Model outputs are estimates, not forecasts or guarantees.

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