STOCK SCREENS & TOOLS

GOAL PLANNER & STOCK SCREEN

Use the free Goal Planner & Stock Screen spreadsheet to determine your Target Return, then use it to assess and select stocks which match your requirements, and to build a portfolio that meets your desired return.

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PAID STOCK SCREEN SERVICE

Stockopedia is the screening service I used to run screens for The Investor's Solution book. It has a very wide variety of metrics to screen with, spanning multiple global markets. It also provides a summary of company performance for the last 6 years and a range of company health metrics.

For the book, I created a screen including the fields below (also shown in an image below).

- Return on Equity (ROE) (5y average)

- Return on Equity (ROE) (2 years ago)

- Return on Equity (ROE) (last year)

- Price to Book (P/B) ratio

- Dividend Payout Ratio

- Market Capitalisation

- Sales CAGR 5 years

- Sales CAGR 3 years

- Earnings per share CAGR (5y average)

- Earnings per share CAGR (3y average)

- Net Profit Margin (5 year average)

- Net Profit Margin (1 year ago)

- Current Ratio (last year)

- Financial Leverage (last year)

- Price CAGR (if desired) 

You can use my Refer a Friend link below to get 2 weeks free and a 10% lifetime discount on your subscription. 

In line with the philosophy of openness and transparency reflected in The Investor's Solution book, I receive a 10% discount on my own subscription when you sign up, but after 10 sign ups my subscription is effectively free and there's nothing more I gain over the lifetime of my subscription. I recommend Stockopedia, not as a result of this incentive, but becuase it is currently the best solution out there for enabling investors to screen for investment opportunities.  

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FREE STOCK SCREEN SERVICE

The Financial Times has possibly the best free stock screen service, called the "Equity Screener". You can screen stocks located within specific countries, and can add criteria for:

- Return on Equity (ROE)

- Price to Book (P/B) ratio

- Payout Ratio

- Market Capitalisation

- Sales and Earnings growth rates

- Net Profit Margin

- Current Ratio

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FREE STOCK SCREEN SERVICE

Yahoo Finance has a good stock screen service but it is not as complete as the Financial Times. You can screen stocks located within specific countries, and can add criteria for:

- Return on Equity (ROE)

- Price to Book (P/B) ratio

- Earnings Per Share (EPS)

- Dividend Per Share (DPS)

- Market Capitalisation

- Net Income (Profit) Margin

- Current Ratio

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