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Equity Screener

Limited — capability-dependent

Equity Screener narrows the supported equity universe with market, technical, fundamental, and quantitative evidence. It is a discovery surface, not a recommendation engine.

The Screener is capability-dependent and also requires market-data access. When it is not enabled for the workspace, the page shows an unavailable state and offers a path back to Market Desk. This documentation does not assert whether it is enabled for any particular account.

The page reports the current universe size and separate technical and fundamental coverage. Technical coverage can be broader than fundamental coverage. A missing field is rendered as a gap, and a fundamental filter can narrow results to issuers for which the required public facts are available.

Coverage and timestamps describe the loaded dataset, not a guarantee about every security or the present market session. See Fundamentals and Technical Indicators and Data Freshness Reference.

Preset chips apply useful combinations such as momentum, moving-average patterns, overbought or oversold conditions, proximity to a yearly range, unusual volume, or value-and-quality criteria. The available quant-bias preset is Kronos bullish. Selecting an active preset again clears it; presets are starting points that can be refined.

Users can filter by sector and open advanced controls for:

  • RSI, moving-average relationships, MACD state, volume, and yearly-range position;
  • minimum or maximum price;
  • valuation, market capitalization, margins, growth, return on equity, and leverage where fundamentals exist.

The result count and active-filter count update from the applied criteria. Invalid or overly narrow combinations can legitimately return no matches.

The sortable table combines symbol, price context, technical state, selected fundamental fields, and the latest available quantitative bias. More rows can be requested up to the interface limit; beyond that, refine the filters.

Selecting a row opens that symbol in Market Desk for deeper inspection. Loading, no-match, and load-failure states are distinct, and a failed request provides a retry action.

Screening answers “which supported names match these criteria?” It does not answer “which name should I trade?” Technical patterns depend on the observation window, fundamental fields can be older or incomplete, and quantitative bias is probabilistic. Verify timestamps, inspect the underlying asset, and compare with filings and event evidence before drawing a conclusion.