Published: January 13, 2026.

Last Update: May 8, 2026.

Mastering the Screener tool allows you to filter through thousands of stocks based on technical and fundamental criteria that are most important to you. Imagine the time you will save by eliminating stocks that do not meet your predefined entry criteria.

Let’s dive right in.  

To access the Screener tool, click the Screener tab in the Invest page.

Screenshot taken from an Ideas by TradeSmith Elite account on Jan. 13, 2026.

The Screener tool’s homepage displays the most commonly used category filters by default. You can apply these filters right away or add more by clicking the Add Filter button. The black Filters button in the top-left corner lets you show or hide the filters panel and displays the number of currently applied filters. Any active filters will appear in black, while inactive filters remain gray.

When you click the Add Filter button, a window will display your available TradeSmith proprietary metrics as well as other technical and fundamental metrics.

Screenshot taken from an Ideas by TradeSmith Elite account on May 8, 2026.

Please keep in mind that the filters available to you will vary depending on your TradeSmith subscription.

The black-numbered bubbles indicate how many filters were selected in each filter category.

For example, four metrics were chosen under “TradeSmith Proprietary Metrics” (Health Long-term, Trend, Risk, and TradeSmith Strategies).

Pro Tip: Not sure which category your preferred metric falls under? Simply search for it in the “Search for filter” field.

To remove ALL filters and start fresh, click the Remove All button.

What’s the difference between the Remove All and Clear Filters buttons?

• The Remove All button removes all filter categories, allowing you to start fresh and reselect them.
• The Clear Filters button clears only the selected criteria within each filter category, leaving the filter categories themselves in place.

The top results are displayed and sorted by market cap in descending order. Adjusting your filter preferences will narrow down your results.    

Please remember that the more filters you assign to your screener, the more limited your results will be.    

Once you add your filter categories and set our category filter preferences, hit the Run Screener button. If you want to save your pre-set filters, hit the Save button and select “Save as New” from the drop-down menu.  

Let’s cover a few more Screener tool features.   

You can select from your pre-saved screeners on the upper right. The pre-saved screeners include the screeners you saved and the pre-built TradeSmith screeners.

Note: The screeners shown under My Screeners are for illustrative purposes only and do not reflect the screeners available in your account.

You can adjust any pre-saved filter preferences or add additional filters. If you make any changes to your saved screeners, don’t forget to click the “Save Changes” link from the ” button:

The More Actions button to the right of your pre-saved filters lets you add or edit the Screener description, copy the Screener’s URL, run the Pure Quant tool (available to Ideas Premium and Elite), or delete your saved screener.

When reviewing your results, you can sort any column header alphabetically or numerically. The beauty of this tool is that you can make it your own by adjusting the displayed column headers.

You can edit the default view by clicking the white edit pencil in the active view. You can also create a new view by clicking the drop-down triangle and selecting the “Add View” link.  

The order of the column headers can be rearranged by clicking and holding the column header with your left mouse key and dragging it to its preferred location. Don’t forget to hit the Save button if you make any changes.  

Flexibility is key. To save your results, click the top box to select all tickers, then save them as a new basket or add them to an existing basket.

You can also print and export your results, giving you full control over your data.   

Need Help?

Our Customer Success team is ready to assist:

• Phone: 1-866-385-2076 (toll-free)
• Email: [email protected]

Thank you for your attention!

*Note—The tabs and features you see on your TradeSmith Finance site will vary based on your subscription(s) and subscription level(s).