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Stock Screening

Turn screening conditions into reproducible stock lists, explain exclusions and compare saved runs.

11 guides

• Check whether stock screening rules transfer across markets

  Build a market-by-condition capability table, separate shared and local stock rules and preserve partial execution without ranking incompatible currency amounts.

• Explain a stock screen with its actual execution trace

  Record observed values, thresholds and grouped outcomes, then generate a stock screening explanation whose supporting conditions form a valid passing path.

• Screen stocks against their industry peers

  Calculate industry-specific screening thresholds from comparable observations, preserve group denominators and withhold results for small or unclassified groups.

• Build a stock screen with AND, OR and grouped rules

  Turn alternative stock selection routes and shared exclusions into a logic tree, then verify grouped execution against a truth table and a bypass counterexample.

• Natural language stock screening: executable rules

  Turn a stock screening request into confirmed fields, units and rules, then test passing, failing and unknown records before using the candidate list.

• Rank screened stocks after applying the hard filters

  Separate stock eligibility from research preferences, calculate transparent weighted ranks and handle ties before taking a limited research shortlist.

• Rerun a saved stock screen and explain membership changes

  Save executable stock screening rules, rerun two dated snapshots and trace additions or removals to prices, earnings revisions and universe changes.

• Screen a watchlist without expanding its stock universe

  Resolve a closed stock watchlist, reuse duplicate data requests and return screening results to every original row while preserving ambiguous and unavailable entries.

• Handle missing stock screener data with a repair queue

  Execute three-state stock screening, route missing and stale fields to the right repair action and rerun only the affected records without losing known failures.

• Debug a stock screener that returns no results

  Diagnose an empty stock screen with field coverage and unit checks, then compare one-condition relaxation experiments while preserving the original rules.

• Check stock membership as a screening cutoff moves

  Move one predeclared stock screening cutoff on fixed inputs, compare nested member sets and distinguish stable candidates from repeated boundary memberships.