STOCK REPORT AI
Custom Stock Screens
Automated screening matching your criteria
Unlimited screening queries with quick 1-2 page reports, watchlist management, and alerts when stocks match your criteria.
How it works — and what you walk away with
Finding investment opportunities shouldn't require expensive terminals or hours of manual work. Our Custom Stock Screens service gives you unlimited access to multi-criteria screening across 5,000+ stocks, with quick reports that summarize what you need to know.
Whether you're screening for undervalued tech stocks, dividend aristocrats, or momentum plays, we help you find needles in the haystack. Each screen produces ranked results with key metrics, and you can dive deeper with 1-2 page quick reports on any stock that catches your attention.
Build and maintain watchlists of 50-100 stocks, and set alerts so you never miss when a stock hits your target criteria. Screening is where research begins - we help you start with the right candidates.
What you get
Stock Screens
Multi-criteria filtered and ranked results across 5,000+ stocks
Quick Reports
1-2 page summaries with key metrics, charts, and narrative insights
Watchlists
Curated lists matching your investment strategy with ongoing tracking
Alert Notifications
Real-time alerts when stocks hit your screening criteria or price targets
What's included
Unlimited Screening Queries
Run as many multi-criteria screens as you need - fundamental, technical, and growth filters
Quick Reports
1-2 page summaries with key metrics, charts, and insights for any stock
Watchlist Management
Track 50-100 stocks organized by strategy or theme with real-time updates
Custom Alerts
Get notified when stocks match your criteria or hit price targets
Percentile Rankings
See how stocks rank vs peers on key metrics like P/E, ROE, and momentum
Export & Sharing
Export screen results and reports for further analysis or client presentations
Who this is for
Prosumer Investors
Self-directed portfolios seeking efficient idea generation ($500K-5M AUM)
RIA Portfolio Managers
Wealth managers needing quick responses to client stock questions
PE/VC Analysts
Private market professionals screening public comps for valuation benchmarks
Frequently asked questions
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Ready to start Custom Stock Screens?
Share your situation and Stock Report AI will scope it with you — takes about two minutes.