Screen templates
Browse curated investing templates by theme, inspect the logic, and jump straight into the screener with every rule prefilled.
8 screens across 6 categories.
Filter by investing style or search for a metric, rule, or preset name.
Editor's picks
Classic formula-driven screens and widely useful starting points for fundamental research.
2 screens
Value
PopularProfitable businesses with strong returns, solid margins, and reasonable valuations.
marketcap > 1000000000 AND netinc > 0 AND roe > 15 AND grossmargin > 30 AND debtequity < 0.6 AND peratio > 0 AND peratio < 20Value
Classic value tilt with cheap multiples and a stronger fundamental quality floor.
marketcap > 500000000 AND peratio > 0 AND peratio < 18 AND pbratio > 0 AND pbratio < 2 AND piotroskifscore >= 7Businesses with stronger returns, durable cash generation, and cleaner balance sheets.
2 screens
Quality
Simple quality screen for companies that convert capital well without leaning on leverage.
marketcap > 500000000 AND netinc > 0 AND roe > 20 AND debtequity < 0.5 AND peratio > 0Quality
Cash-generative businesses with positive operating cash flow and enough profitability to keep compounding.
marketcap > 1000000000 AND freecashflow > 0 AND ncfo > 0 AND roe > 12 AND grossmargin > 20 AND debtequity < 1Dividend-oriented templates that still keep an eye on payout support, cash flow, and leverage.
1 screen
Income
PopularDividend payers supported by free cash flow, profitability, and manageable leverage.
marketcap > 2000000000 AND paydiv > 0 AND freecashflow > 0 AND freecashflow / paydiv > 2 AND roe > 10 AND debtequity < 0.8Faster growers filtered through valuation discipline and fundamental guardrails.
1 screen
Growth
Growth at a reasonable price using revenue, earnings, and PEG-style discipline.
marketcap > 1000000000 AND revenueqoq > 10 AND epsqoq > 10 AND peratio > 0 AND peratio < 30 AND trailingpeg1y > 0 AND trailingpeg1y < 1.5Resilience-focused screens built around liquidity, stability, and downside awareness.
1 screen
Defensive
Defensive screen for companies with liquidity, modest leverage, and healthy quality scores.
marketcap > 500000000 AND currentratio > 1.5 AND debtequity < 0.5 AND freecashflow > 0 AND piotroskifscore >= 7Smaller-cap screens designed to surface profitable businesses with room to surprise.
1 screen
Small Cap
Smaller businesses that are already profitable, with decent returns and controlled leverage.
marketcap > 300000000 AND marketcap < 3000000000 AND netinc > 0 AND roe > 12 AND debtequity < 0.8 AND grossmargin > 20