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How to use Advanced Filtering to find your next investment

Grid Views are a great tool to use when looking for new investment ideas. Essentially they are collections of companies (represented by their Snowflakes) based on certain criteria. If you didn’t have time yet to explore our curated collection, you can do it here.

Here we’d like to teach you how to create your own Grid View using Advanced filtering so you can find stocks which will exactly fit your investment criteria.

How to create your own Grid View?

Snowflake shape:

The easiest way to create your own Grid View is to define the Snowflake shape you are interested in, simply by pulling the points. This way you are using results from our analysis to define the stocks you are looking for.

Let’s say we are looking for US undervalued stocks our Snowflake filter would look like this:

Click here to try it yourself

Specific Industries and Sectors:

You can choose from up to 24 sectors and 157 industries such as:

  • Renewable Energy
  • Biotech
  • Casinos and Gaming
  • Aerospace and Defense
  • Distillers and Vintners
  • Health Care Tech
  • Homebuilding
  • Tech
  • Apps
  • Internet Retail
  • Movies and Entertainment
  • Precious Metals
  • Oil and Gas Drilling
  • Pharmaceuticals

Company metrics:

If you want to be more specific you can filter stocks based on any of the metrics used in our analysis (or their combination).

Examples of metrics you can filter for:

  • Discount to Free Cash Flow Value (Intrinsic value)
  • PE, PEG and PB ratios
  • Expected earnings growth in 3 years
  • Level of Debt
  • Insider trading
  • Dividend yield and upcoming dividends
  • Price volatility

Example: How to create the Biotech Breakthroughs view:

  • Snowflake shape requiring good Future and Health
  • Only show companies in the "Biotechnology" industry
  • Only show loss making companies
  • No dividend payers
  • Show stocks on the US, UK and Australia markets
  • Order results by Future Performance score
Click here to Edit Biotech Breakthroughs

Go to Advanced Filtering

Next: Learn how to import portfolio from your broker