How do I apply filters in a Fincanva screener?

Filters are the core components of your Fincanva screener. They let you define the specific criteria assets must meet, helping you surface investments that match your strategy. Applying filters is a straightforward yet powerful step in the screening process.

How to Add a Filter

1. In your screener, click Add New Filter.

2. A popup window will appear with three main filter categories:

   • Fundamental

   • Technical

   • Market and Sector

Each category contains multiple subcategories, grouping filters by data type for easier navigation.

Filter Categories and Subcategories

Fundamental Filters

These are based on financial statement data and company metrics:

• Profile

• Income Statement

• Balance Sheet

• Cash Flow Statement

• Operating Margin

• Profitability

• Liquidity

• Solvency

• Valuation Ratios

• Dividends

Technical Filters

These reflect market trends and asset price behavior:

• Momentum

• Volatility

• Relations

• Risk-Reward

• Indicators

• Market Liquidity

Market and Sector Filters

These offer broader contextual comparisons:

• Market Technical

• Market Fundamental

• Sector Technical

• Sector Fundamental

You can browse or search within these subcategories to find the filter you need.