Screening
Stock Rover screening strategies
- Prebuilt screens and custom filters
- Filters across hundreds of financial metrics
- Results update with market data
See screening strategies (affiliate link)
What a stock screener does, in plain terms
A stock screener filters thousands of stocks or funds down to a short list that matches rules you set, such as dividend yield, payout ratio or market value.
This guide explains how screening works in plain terms and where Stock Rover's prebuilt screens are.
See Stock Rover screening strategies (affiliate link)
Affiliate disclosure. Links marked "affiliate link" go to Stock Rover through YieldDocket's affiliate program. YieldDocket may earn a commission if you sign up or subscribe, at no extra cost to you. Compensation does not change which data is shown. Full disclosure.
How a screen works
- Pick a universe. For example, U.S. stocks, or only ETFs.
- Add filters. Each filter is a rule on one number, such as dividend yield above 3% or 5 or more years of dividend growth.
- Read the list. The screen returns every match; sort by any column.
- Research each result. A screen narrows a list. It does not judge a company.
Common filters
| Filter type | Example rule |
|---|---|
| Income | Dividend yield 2% to 6% |
| Payout | Payout ratio under 70% |
| History | Dividend raised 5+ years |
| Size | Market value over $2 billion |
| Valuation | P/E under 20 |
Example filters for illustration only.
Screening in Stock Rover
Stock Rover publishes a set of prebuilt screening strategies, such as dividend and value screens, and lets you build custom screens across hundreds of metrics. Its features page covers the rest of the platform, and the free trial opens the paid screens for 2 weeks.
Overview
Stock Rover features
- Screener, research reports and charts
- Portfolio tracking linked to brokerage accounts
- Co-branded YieldDocket partner page
See the features (affiliate link)
Pricing
Plans and free trial
- Free plan plus four paid tiers
- Paid tiers billed monthly, yearly or every 2 years
- Free trial: account form, no card on this page
Compare the plans (affiliate link)
Start the free trial (affiliate link)
Starting from YieldDocket data
The dividend changes page lists increases and cuts from SEC filings. A company from that list can be looked up in a screener to see its payout history and ratios.
Affiliate disclosure. Links marked "affiliate link" go to Stock Rover through YieldDocket's affiliate program. YieldDocket may earn a commission if you sign up or subscribe, at no extra cost to you. Compensation does not change which data is shown. Full disclosure.
Related: Stock Rover review · Stock research toolkit · dividend changes from SEC filings.
Get the weekly YieldDocket email
Treasury auction results, FDIC national rates, and dividend changes from SEC filings. Free. Unsubscribe anytime.
We only collect your email address. Confirm by email; unsubscribe anytime.
Frequently asked questions
What is a stock screener?
A tool that filters a list of stocks or funds down to the ones that match rules you set, such as dividend yield above a level or a market value range.
Does a screen tell me what to own?
No. A screen only narrows a list by the numbers you choose. Each result still needs its own research.
Where are the Stock Rover screens?
Stock Rover publishes prebuilt screening strategies on its screening strategies page, linked on this page as an affiliate link.
Is this investment advice?
No. This page explains how screening tools work.