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Apter Platform4 min read

Using the Stock Screener

Apter's Discover page lets you filter and rank stocks by factor profile, sector, market cap, and minimum rating.

The Radar Chart Filter

The centerpiece of the screener is an interactive radar chart with seven axes corresponding to the Apter factor dimensions: Growth, Profitability, Earnings Quality, Financial Strength, Valuation, Risk/Stability, and Momentum.

Drag the points on each axis to set minimum thresholds. Stocks that fall below any threshold are filtered out. This visual approach makes it intuitive to define a multi-dimensional investment profile.

Strategy Presets

Four built-in presets configure the radar chart for common investment approaches:

Balanced: Equal emphasis across all factors. A good starting point for general exploration.

High Growth: Prioritizes growth and momentum factors, relaxing valuation requirements. Suits investors seeking companies in expansion mode.

Value Play: Emphasizes valuation and financial strength while accepting lower momentum scores. Suits investors seeking undervalued, financially stable companies.

Quality: Prioritizes profitability and earnings quality. Suits investors seeking consistent, high-quality businesses regardless of current price.

Each preset can be further customized after selection.

Filters and Sorting

Beyond the radar chart, additional filters refine results:

Sector: Filter to a specific GICS sector (Technology, Healthcare, Financials, etc.).

Market Cap: Mega ($200B+), Large ($10-200B), Mid ($2-10B), Small ($300M-2B), Micro (under $300M).

Minimum Rating: Quick chips for ratings 5+, 6+, 7+, 8+ to focus on higher-conviction stocks.

Search: Direct ticker or company name lookup.

Results can be sorted by rating (ascending/descending), ticker alphabetically, or market cap.

Card vs. Table View

Two display modes are available. Card view shows a compact card per stock with ticker, name, price, rating badge, and a mini radar chart (for Standard+ subscribers) showing the factor profile.

Table view shows a sortable table with additional data columns, suitable for efficiently scanning a large number of results.

Both views link to the full stock detail page for deeper analysis.

Key Takeaways

  • The radar chart lets you visually define multi-factor investment criteria
  • Four strategy presets cover common approaches: Balanced, Growth, Value, Quality
  • Sector, market cap, and minimum rating filters narrow results efficiently
  • Card view offers visual factor profiles; table view offers efficient scanning
  • All results link to full stock detail pages for deeper analysis

This educational content is for informational purposes only. Apter Financial is not a registered investment adviser. Nothing on this page constitutes investment advice, a recommendation, or solicitation to buy or sell any security.