Themes
Not sure where to start? Browse over 20 areas of the market; for example, 3-D printing, cloud computing, or health care technology.
Themes offer a new starting point and way to help pick stocks. Find something that you're familiar with or are interested in exploring more, then with just a few clicks you'll be provided with a list of companies to further research.
POWER FEATURES
EXPERT ANALYSIS
Take advantage of independent expert analysis used to construct themes.
WHAT IS THEMATIC INVESTING?
Expand your knowledge using the available education about thematic investing including more on the approach, risks, and how Fidelity's research can help.
Strategies
See how independent research experts build screens to find stocks to help meet specific goals. Investment strategies, such as growth or value investing, take a bottom-up approach and rely on historical performance data to guide investment decisions, such as price performance, price-to-earnings ratios, plus other fundamental and technical factors.
POWER FEATURES
MENU SELECTION
Easily see and choose a style; for example, Growth, Value or Income. From here, select a screen by name. Then, you’ll be provided with more details such as objective, strategy, and things to watch out for.
MAKE IT YOUR OWN
Using a prebuilt screen is a great building block to understand an independent experts approach and then you can make modifications to the criteria based on your goals.
Find Criteria
Filtering stocks by specific criteria such as sector or analyst rating can be a great starting point for investors looking for stocks.
The screener makes it easy to find specific criteria within 10 categories that hold the 140 criteria covering both fundamental and technical characteristics.
Easily filter by the most commonly used criteria over the past month by selecting the Most Popular category.
POWER FEATURES
SEARCH
Quickly filter through a list of all available criteria by typing directly into the Search Criteria box.
VIEW ALL
Browse and select from all criteria in a full-screen menu by selecting View All. This view also allows you to easily choose multiple criteria at once. For more information on the criteria, select Criteria Definitions in the upper right.
Apply Criteria
Once you've selected the search criteria, you’ll want to specify a data range to reduce the number of results.
The screener buckets criteria values into 20% increments. For example, when selecting the Very High bucket you're applying a filter that will show the top 20% of the market for that criteria. As well, the number of results in each bucket is clearly displayed prior to making a selection.
We've also made a sixth group that appears when negative and null values are part of your criteria, making it easy to include or exclude them from your results.
POWER FEATURES
ENTER A CUSTOM RANGE
Enter your own range by typing directly into the search boxes at the top.
VISUALIZE RESULTS
Select Show Chart to see a visual distribution of the results and clearly see where the market median and outliers land. Adjust your results by moving the sliders directly in the chart.
View Results
Once the criteria have been selected, you'll automatically see a list of matching stocks based on your search. From there, choose how you want to view the results using the power features below.
POWER FEATURES
MORE DETAIL
Easily view additional data by selecting one of the large tabs located at the top of the results table.
COLUMN SORTING
Look for the black triangle beside one of the column names that indicates how the results are being sorted. To change the sort order, select the label that interests you.
MAKE ROOM FOR RESULTS
Select Hide at the top of the criteria panel so you can focus on your results. On smaller tablets the criteria panel overlaps the results table, so we recommend hiding it once you're done selecting criteria to help avoid missing any results.
SCROLL TO SEE THE FULL TABLE
There's no limit to the number of criteria you can add so use the scrollbar in case your device isn't big enough to display all the data in one view. The symbol column will remain anchored so you don't lose context.
Add My Stocks
As you go through the results you might realize a stock that you expected to see is missing from your results set.
Use the Add My Stocks feature to add an additional stock and see how it compares to the matches. The added stock will appear directly at the top of the results table, even if the sort order is changed. Look for icons next to the values to see where the added stock does not fit within your selected criteria range. (Please note, at this time, the icon will not appear for a thematic screen).
Save Screens
Regardless of how you started a screen, you can save it by selecting Save Screen. Doing so enables you to quickly use the same criteria again to see the latest results.
Download Results
Save a copy of the results and data by downloading them to an Excel spreadsheet. You can download the first 200 results from any view to the spreadsheet.
Search by Technical Patterns
For technical traders easily look for stocks based on Recognia's technical events. Select all Bullish or all Bearish events for the category or expand these categories to select one or more specific patterns.
In the results table, you'll see technical event icons for each stock, the number you see is indicative of how many times the specific event occurred in the selected time frame for that stock. Select the icon to see when each specific technical event occurred.
POWER FEATURES
SEARCH BY TIME FRAME
You can also narrow down to only technical events that have occurred in a specific time frame.
Access Across All Devices
The screener seamlessly resizes allowing you to easily work on multiple devices throughout the day. You'll notice the elements are large enough to easily target by tapping. When accessing the screener from a phone, you can see themes, predefined screens, and your saved screens in a single step, instead of having to start from scratch.
