How are filters composed in Fincanva and how do I set them up?

Filters in Fincanva are powerful components that let you define exact conditions assets must meet to appear in your screener results. Each filter is built with two key layers: relations (how values are compared) and parameters (the time frame or reference used). This structure allows for complex and highly specific screens.

Filter Relations

When you add a filter, you can choose from several relation types depending on the logic you want to apply:

• Greater Than ( > or ≥ )
  Compares the current value of the selected metric to:

  • A fixed value (e.g., P/E ratio > 15)

  • A benchmark within the market, sector, or industry (e.g., Price > Sector Average)

  • Itself over time (e.g., Today’s market cap > Market cap 1 month ago)

• Lower Than ( < or ≤ )
  Works the same way as “greater than” but in the opposite direction. Useful for finding undervalued or underperforming assets.

• Highest
  Selects assets with the highest value for a metric across the filtered universe.

• Lowest
  Finds the assets with the lowest value, ideal for ranking strategies.

• Between
  Allows you to specify a range (e.g., ROE between 10% and 20%).

• Special
  Applies Boolean conditions—true or false checks. For example:

  • Buffet Indicator IsUndervalued: Returns assets if the indicator shows the market is undervalued.

  • MovingAverage PriceIsAbove: Returns assets where the current price is above the selected moving average.

Setting Parameters

Once you've added a filter, click the cog icon beside it to configure additional settings that define the context of the comparison:

• Reports Ago: Look back to financial data from a specific number of reports in the past.

• Days Ago / Months Ago: Set a specific historical point for comparison (e.g., price 30 days ago).

• More Options: Depending on the filter, you may also choose rolling periods, percentile targets, or custom timeframes.