Stock Screener AI

🤖 Free AI Tool Live US Screener Learning tool Educational Only

Stock Screener

Browse US listed stocks through a TradingView powered screener, then ask clear questions about the metrics, columns, companies or screenshots you are reviewing.

Part of the StockEducation tool library built for clearer investor learning.

Associate Professor Charles Lo, CPA, PhD
Author
Assoc. Professor, Head of Education
🔗 LinkedIn
📅 Last reviewed
19 May 2026
Quarterly refresh
🤖 AI Model
GPT
Knowledge to recent
✓ Free · Educational
No financial advice
⚠ AI can make mistakes AI output may contain errors. It can lack live screener data, give vague metric ranges without industry context, may not know about events after its training cutoff, and can occasionally invent details that sound real but are not. Always check important facts against the original source before acting on what the AI says.
↓ Stock Screener AI ↓

📊 Live US Stock Screener

Sort by market cap, volume, performance, valuation and more.

TradingView
How to use it:
  1. Use the screener above to browse US stocks and apply filters.
  2. Find a stock, metric or column you want to understand.
  3. Ask the AI on the right, or attach a screenshot for context.
AI Answer
Ask a question about the screener, a stock, or a market metric and your answer will appear here.

Educational content only. Not financial, investment, legal, or tax advice.

Important: This tool is for education and research support only. It does not provide personal financial advice or buy/sell recommendations.

Stock Screener combines a live US stock screener with an educational AI assistant. Use the screener to filter stocks by market cap, price, volume, valuation and sector, then ask clear questions about the metrics, columns, companies or screenshots you are reviewing.

📊
What it does: Lets you browse US listed stocks through a TradingView powered screener and ask AI to explain screener data, market cap, company names and screenshots.
✓
How investors use it: To build a research starting point, understand unfamiliar columns, compare basic stock metrics and move promising names into deeper analysis tools.
⚠
Main limitation: Educational only not a buy/sell signal, not personal financial advice and not a replacement for verified filings, company releases or professional guidance.
Stock Screener combines a live US stock screener with an AI assistant for clear explanations. Filter US listed stocks by market cap, price, volume, valuation and sector. Ask AI to explain metrics, columns, company names or screenshots you are reviewing. Educational tool; not a buy/sell signal or replacement for verified financial data.
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Three steps to use it

1

Use the screener to filter the market

Filter by market cap, price, volume, valuation, sector. Sort to surface what matters to you. Standard screener interface.

2

Ask AI about the results

clear questions about metrics, columns, companies or comparisons. AI explains; it does not recommend.

3

Use deeper tools for promising names

Once you find candidates worth more research, use AI Stock Analyzer, AI Fundamental Analysis or Stock Risk Analyzer for deeper reads.

Walkthrough chapters

A four-chapter written walkthrough of the screener, AI questions, and moving promising names into deeper analysis.

  1. Chapter 1 · 0:00 · Screener basics
  2. Chapter 2 · 1:00 · Useful filter combinations
  3. Chapter 3 · 2:15 · AI Q&A
  4. Chapter 4 · 3:15 · Moving names to deeper tools

Written walkthrough · video version coming soon.

Why use it

Why investors use it

Specific outcomes for stock discovery.

1

Screener and learner in one

Filter the market and learn the metrics as you go. No tab switching.

2

clear explanations

Unfamiliar columns explained on demand. Useful for beginners and for anyone working outside their normal sectors.

3

Hand off to deeper tools

Screener surfaces names; deeper analyzers do the work. Use the right tool for each step.

Sample output

★ Sample · Not Live AI Output

Below is a sample AI answer to a typical screener question. Try your own to see real output.

Example Input “How does ROIC differ from ROE and which matters more?”
✓ Positives (Clear comparison) High confidence
ROIC (Return on Invested Capital) measures how much profit a business generates per dollar of total capital invested (equity + debt). ROE (Return on Equity) measures profit per dollar of shareholder equity only. ROIC is more comparable across companies because it ignores how the business is financed.
Sources cited: Standard finance reference
Why the AI said this

Definitions drawn from standard finance education. The key distinction (ROIC includes debt, ROE does not) is the conceptual point most useful for screening. High confidence because the framework is well established.

⚠ Concerns (Why It Matters for Screening) High confidence
Two companies can have similar ROE but very different ROIC if one uses lots of debt and the other does not. ROE flatters leveraged businesses; ROIC adjusts for that. For quality screening, ROIC above 15% sustained is a strong signal of business quality regardless of capital structure.
Sources cited: Quality investing literature
Why the AI said this

Practical screening implication. The 15%+ ROIC threshold is widely cited in quality investing literature as a durability marker. High confidence on the framework, moderate on exact threshold (which shifts with rate environment).

→ What to watch next (How to Use Both) Moderate confidence
In screening: prefer ROIC if available; use ROE if not. For deep dive use both alongside debt/equity to see how leverage is amplifying ROE. Pair with growth metrics; high ROIC + growing revenues is the quality compounder signal.
Sources cited: Quality screening methodology
Why the AI said this

Practical guidance for combining both metrics. The “high ROIC + growing revenues” pattern is the standard quality compounder identification. Confidence moderate because optimal screening combinations depend on your strategy.

Before AI vs after AI

What you see in the raw input vs what the AI surfaces from it.

Before: what you read
“How does ROIC differ from ROE and which matters more?“

A question about two valuation metrics. Reading a few finance education articles to compare them properly takes roughly 30 minutes.
After: what the AI surfaces
What the AI returns in 20 seconds: clear definitions, key conceptual difference (capital structure neutrality), screening implications, and how to use both together. Lets you keep screening while learning the metrics that matter.

How to check the AI output in 30 seconds

AI output is a starting point, not a conclusion. Use this 3 step check before acting on anything the AI says:

1
Verify metric definitions in standard references
Investopedia, Damodaran NYU, CFA Institute glossary for canonical definitions.
2
Cross check data against primary sources
Screener data is aggregated; for important decisions verify against 10-K or 10-Q.
3
Test screening logic on a small sample
Run your filter, manually review the top 10 names. Many filters return surprising results that show your logic needs tweaking.

Which AI model powers this tool

AI Model
GPT
Via OpenAI API. Documentation linked in sources.
Knowledge Cutoff
recent
For events after this, verify against current news.
System Prompt
CPA reviewed
Tuned for screener Q&A with focus on educational explanations.
Prompt Updated
19 May 2026
Reviewed quarterly. Changes logged.

What happens to your input

Your input text is sent to the AI model provider (OpenAI via API) for processing. Your input is sent to the AI provider for processing and is not stored on our servers. The AI provider may briefly process input under their published data policy. See the OpenAI data policy[1].

⚠ Do not paste personal financial information, account numbers, tax file numbers or other sensitive data into this or any AI tool. Filters and questions are not sensitive. Do not paste portfolio holdings.

Complete guide

Stock screeners filter the universe of listed companies by criteria you choose. They are the standard first step in stock idea generation. The bottleneck is usually understanding what each metric means and how to interpret the results.

This tool pairs a live US screener (TradingView powered) with an AI assistant focused on explanations. Use the screener for the data; use the AI for understanding. Once you have promising names, move them into deeper analysis tools.

How the AI works in this tool

We use the base GPT model with a custom system prompt tuned for screener Q&A. The screener is TradingView powered. AI answers based on your questions and any screenshots you attach. Knowledge cutoff is recent; live data lives in the screener, not the AI.

Common mistakes to avoid

  • Filtering on metrics you do not understand. If you do not know what ROIC measures, screening on it is noise.
  • Buying based on screener results alone. Filters surface candidates; deeper analysis decides.
  • Ignoring industry context. Same metric values mean different things across industries.
  • Trusting cheap multiples without investigating. Low P/E often signals structural problems.
  • Treating screener data as live. Some data points lag actual filings.
  • Asking AI for stock picks. AI explains; the screener filters; you decide.

How to read the output

Use the screener for narrowing the universe. Use AI for understanding what you are filtering for.

Pair valuation metrics with quality and growth metrics. Cheap alone is dangerous.

Good prompts vs bad prompts

The biggest factor in AI output quality is the input. Three side by side examples.

❌ Bad: too short, vague
“Show me good stocks”
Why it fails: AI does not pick stocks. Use the screener with filter criteria.
✓ Good: specific, clear context
“What screener filter finds high quality compounders?”
Why it works: Asks for filter criteria. AI can suggest a useful combination.
❌ Bad: asks for an opinion
“Which is the cheapest stock?”
Why it fails: AI does not browse live screener results. Sort the screener and ask AI to explain.
✓ Good: asks for interpretation
“What does cheap mean in the context of P/E vs P/FCF?”
Why it works: Conceptual question. AI returns useful framework.
❌ Bad: Vague comparison question
“Which is better?”
Why it fails: No context. AI does not know what you are comparing.
✓ Good: Specific comparison with attached screenshot
“[Screenshot of 3 stocks] Compare these on valuation and quality”
Why it works: Visual context. AI can interpret the data on screen.

When to trust the AI vs do your own research

Screener delivers data; AI delivers understanding. Use both together.

SituationUse AIOverride with research
Filtering universe by metrics✗ Use the screener
Explaining what metrics mean✓ AI strong
Sorting stocks by criteria✗ Screener function
Industry benchmark ranges✓ AI knows standards
Live price data✗ Screener provides
Deeper analysis on a candidate✗ Use AI Stock Analyzer
Interpreting screenshots✓ Vision capability
Predicting which screener results will win✗ Nobody can

Frequently asked questions

Is Stock Screener free?

Yes. Free to use, no signup required.

What AI model does this use?

GPT via the OpenAI API. Knowledge cutoff is recent.

Does the AI see what is in the screener?

No. AI does not browse. Describe what you see or attach a screenshot.

Can it recommend stocks?

No. The screener filters; AI explains. For ratings use AI Stock Analyzer.

Where does the screener data come from?

TradingView. Standard market data feeds.

Is my question stored?

No input or output is logged or stored on our servers. Do not include portfolio details in questions.

Does it cover non US stocks?

Screener is US focused. AI handles metric explanations for any market.

How is this different from Stock Screener AI?

Same screener plus AI combination. Stock Screener AI is the deeper variant with more focus on metric Q&A; Stock Screener is a simpler screening focused entry point.

Learn the skills behind the tool

The AI is one tool. These articles teach the skills behind it.

Stock screener basics
Filter mechanics explained
What is ROIC?
Return on Invested Capital explained
Valuation multiples guide
P/E, P/B, EV/EBITDA, EV/Sales

Sources, model docs & methodology

The AI used in this tool is GPT via the OpenAI API. Editorial team maintains the prompt and reviews quarterly. Screener powered by TradingView.

  • OpenAI API documentation and data usage policy[1]
  • TradingView screener data feeds[2]
  • Investopedia and CFA Institute standard finance glossaries[3]
  • Damodaran, Aswath. Valuation methodology resources[4]

Regulatory & disclaimer

This AI tool is provided for general educational purposes only. It does not constitute financial product advice. Screener data may lag actual filings. AI explanations are educational; they do not constitute stock recommendations. Consult a licensed financial adviser before making investment decisions.

Limitations of this AI tool

  • It uses a large language model that does not browse the live screener.
  • Knowledge cutoff is recent; live data may differ from AI explanations.
  • It does not recommend specific stocks.
  • Screener data provided by TradingView; verify against primary sources for decisions.
  • Industry benchmarks given are illustrative ranges.
  • Coverage is US focused for screener; AI handles other markets for explanations.

Footnotes

  1. OpenAI API documentation and data usage policy. OpenAI privacy policy
  2. TradingView Screener provides the underlying stock data. tradingview.com
  3. Investopedia and CFA Institute provide standard finance glossary definitions. cfainstitute.org
  4. Damodaran, Aswath. NYU Stern. Standard reference for valuation methodology. pages.stern.nyu.edu

Ready to screen the market?

Open the live screener and ask AI to explain anything you see. Free, no signup.

Educational content only. Not financial advice.

Try this tool with one example

Open the tool. Ask the screener for an educational list of US companies with positive operating cash flow in the latest annual filing. Pick one result and verify the cash-flow figure and fiscal year at the SEC.

Check your understanding

Answer each question, then open the explanation.

1. Does a confident AI response verify the underlying facts?

Show answer and why

Answer: No. Check the original source, date and reporting period.

Why: A plausible response can contain invented or outdated information.

2. What makes a material claim checkable?

Show answer and why

Answer: A specific claim linked to its original source, observation date and relevant units.

Why: Those details let you distinguish evidence from an unsupported interpretation.

3. Does an AI interpretation establish a suitable personal investment decision?

Show answer and why

Answer: No. Treat it as a research aid and identify what remains unverified.

Why: A response does not account for every personal constraint or guarantee an outcome.

Key takeaways

  • Check AI claims against dated original sources.
  • Separate reported facts from generated interpretation.
  • Treat an AI response as a research aid; it does not establish a personal investment decision.
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AI
Hi! I'm your AI tutor for this lesson. Ask me anything about the content — I'm here to help you understand it deeply.

AI responses are for educational purposes. Always verify with official course materials.

This lesson teaches a concept. It is general education, not advice about your money. Before you act on anything you learn here, speak to someone licensed.

AI Tutor Online
Ask Anything
AI
Hi! I'm your AI tutor for this lesson. Ask me anything about the content — I'm here to help you understand it deeply.

AI responses are for educational purposes. Always verify with official course materials.

This lesson teaches a concept. It is general education, not advice about your money. Before you act on anything you learn here, speak to someone licensed.

This lesson teaches a concept. It is general education, not advice about your money. Before you act on anything you learn here, speak to someone licensed.