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V12 New Screeners Reference

V12 New Screeners Reference

Stock Rover V12 adds nearly 80 new and revised screeners to the Investor Library, incorporating new data layers for corporate insider conviction, institutional activity, and professional options intelligence. To help you easily find what you need, the screeners below are organized first by their required subscription plan, and then further categorized by their specific strategy folder.

Investor Library Reference: To explore the complete catalog of screeners available in the platform, visit our Investor Library overview.

All Plans

Screener Name Capabilities & Criteria
FOLDER: Insider & Analysts
Insider Accumulation Locates firms with high management alignment and limited institutional overcrowding.

Criteria:
Insider Ownership % (>10)
Institutional Ownership % (<50)
Short % of Float (<5)
Market Cap ($M USD) (>300)
3-Month $Volume (Avg) (>2)
Insider Alignment & Quality Targets high-quality income stocks where management and capital returns are both aligned with shareholders.

Criteria:
Insider Ownership % (>5)
Return on Equity (>12)
Price/Earnings (<25)
Debt/Equity (<0.7)
Institutional Ownership % (between 40 and 70)
Dividend 5-Year Avg (%) (>5)
3-Month $Volume (Avg) (>5)
Insider Growth Confidence Targets high-quality growth firms where management maintains a meaningful stake alongside consistent growth.

Criteria:
Insider Ownership % (>7)
EPS 5-Year Avg (%) (>15)
Sales 5-Year Avg (%) (>10)
Debt/Equity (<0.6)
ROIC (>12)
Institutional Ownership % (<70)
Price vs 52-wk High (%) (>90)
3-Month $Volume (Avg) (>5)
Insider Turnaround / Deep Value Finds potentially undervalued stocks supported by internal management confidence in a fundamental turnaround.

Criteria:
Insider Ownership % (>10)
Price vs 52-wk Low (%) (<110)
Price/Book (<1.2)
YTD Return (<-10)
Debt/Equity (<0.8)
Institutional Ownership % (<50)
3-Month $Volume (Avg) (>1)
Insider Value Opportunity Classic value signals reinforced by management stake alignment.

Criteria:
Insider Ownership % (>5)
Price/Earnings (<15)
Price/Book (<1.5)
Debt/Equity (<0.5)
Institutional Ownership % (<60)
3-Month $Volume (Avg) (>1)
FOLDER: Value Investing
Bargain Hunter Screens for mid and large-cap deals that exhibit Growth at a Reasonable Price (GARP) characteristics.

Criteria:
EPS 5-Year Avg (%) (>8)
EPS Next Year Chg (Est. %) (>8)
Earnings Yield (>5)
Market Cap ($M USD) (>2000)
Operating Income 5-Year Avg (%) (>8)
PEG Forward (<1)
PEG Trailing (<1)
Sales 5-Year Avg (%) (>8)
Cash-Rich Value Identifies companies buying businesses at a discount to their cash-adjusted value.

Criteria:
Net Cash as a % of Market Cap (>5)
Price/Earnings (<25)
Return on Equity (>10)
Market Cap ($M USD) (>300)
Free Cash Flow (>0)
Earnings Yield (>4)

Premium Plus Screeners

Screener Name Capabilities & Criteria
FOLDER: Dividend & Income
Dividends + Great Free Cash Flow Identifies inexpensive companies where dividends are well-covered by consistent FCF and sales growth.

Criteria:
Forward Dividend Yield (>1)
EPS, Operating Income, and Sales 5-Year Avg (%) (>5)
Price/FCF (<8)
Price/Earnings (<12)
FOLDER: ETF Screeners
Defensive/Low-Volatility Shield Filters for ETFs engineered to reduce portfolio volatility and limit drawdowns.

Criteria:
Beta 3-Year (<0.8)
Volatility 3-Year (<12)
Max Drawdown 3-Year (>-20)
Expense Ratio (<0.35)
Net Assets ($M USD) (>300)
Average Volume (3m) (>100000)
Leveraged Fund (<1)
Dividend Income Machine Targets high-yield income funds where underlying capital returns are secured by high ROE.

Criteria:
Forward Dividend Yield (>2.5)
Fund Return on Equity (>12)
Expense Ratio (<0.4)
Net Assets ($M USD) (>300)
3-Month $Volume (Avg) (>10)
Annualized 5-Year Return (>4)
Leveraged Fund (<1)
Fund of Funds (<1)
Emerging Market Growth Targets ETFs with high exposure to emerging markets for higher long-term growth potential.

Criteria:
Emerging Market % (>50)
Expense Ratio (<0.4)
Net Assets ($M USD) (>300)
3-Month $Volume (Avg) (>5)
Annualized 3-Year Return (>2)
Fund of Funds (<1)
ETF Dividend Growth Finds ETFs with healthy dividend yields where distributions are increasing over time.

Criteria:
Market Cap ($M USD) (>1000)
Forward Dividend Yield (between 2.5 and 10)
Dividend 1-Year Chg (%) (>1)
Dividend 3-Year Avg (%) (>1)
Dividend 5-Year Avg (%) (>1)
ETF GARP: Growth at Reasonable Price Fund-level GARP strategy focusing on growth forecasts at reasonable valuations.

Criteria:
Forecasted 5-Year Earnings Growth (>12)
Fund Price/Earnings (<25)
Annualized 5-Year Return (>8)
Expense Ratio (<0.5)
Net Assets ($M USD) (>200)
3-Month $Volume (Avg) (>5)
Leveraged Fund (<1)
Fund of Funds (<1)
ETF Outperformers Identifies ETFs outperforming the S&P 500 across multiple timeframes with low expenses.

Criteria:
1-Month, 3-Month, and 1-Year Return vs S&P 500 (>0)
Expense Ratio (<0.5)
Morningstar Rating (>3)
Net Assets ($M USD) (>1000)
Leveraged Fund (<1)
Fixed Income/Bond ETFs Finds low-cost, income-generating US bond ETFs for stable fixed-income allocation.

Criteria:
US Bond % (>60)
TTM Yield (>2.5)
Expense Ratio (<0.2)
Net Assets ($M USD) (>500)
3-Month $Volume (Avg) (>20)
Leveraged Fund (<1)
Fund of Funds (<1)
International Diversification Targets quality non-US equity ETFs for geographic portfolio diversification.

Criteria:
Non-US Stock % (>70)
Expense Ratio (<0.35)
Net Assets ($M USD) (>500)
3-Month $Volume (Avg) (>10)
Morningstar Rating (>3)
Leveraged Fund (<1)
Fund of Funds (<1)
Long-Term Market Beaters Alpha test requiring outperformance consistency across independent time windows.

Criteria:
Annualized 5-Year and 3-Year Return vs S&P 500 (>0)
Morningstar Rating (>3)
Expense Ratio (<0.5)
Net Assets ($M USD) (>300)
3-Month $Volume (Avg) (>10)
Leveraged Fund (<1)
Low-Cost Core Building Blocks Surfaces the cheapest and most liquid index ETFs suitable for a portfolio core.

Criteria:
Index Fund Flag (>0)
Expense Ratio (<0.15)
Net Assets ($M USD) (>1000)
Average Volume (3m) (>500000)
Morningstar Rating (>3)
Leveraged Fund (<1)
Fund of Funds (<1)
NAV Discount Opportunity Finds ETFs trading at a meaningful discount (>0.5%) to their net asset value.

Criteria:
Price of NAV (<99.5)
Net Assets ($M USD) (>500)
3-Month $Volume (Avg) (>20)
Morningstar Rating (>3)
Leveraged Fund (<1)
Fund of Funds (<1)
Price Momentum Breakout Finds funds showing dual intermediate and long-term momentum confirmation.

Criteria:
6-Month Return (>10)
3-Month Return (>5)
Price vs 200-Day Avg (%) (>105)
3-Month $Volume (Avg) (>10)
Net Assets ($M USD) (>200)
Expense Ratio (<0.6)
Leveraged Fund (<1)
Sector Momentum Leaders Tactical rotation for US equity sector funds showing strong near-term leaders.

Criteria:
US Stock % (>85)
3-Month Return (>8)
1-Month Return (>3)
Price vs 50-Day Avg (%) (>103)
Average Volume (3m) (>150000)
Expense Ratio (<0.55)
Leveraged Fund (<1)
Category Group (Sector Equity, U.S. Equity)
Smart Beta Quality Filter Selects strategic-beta ETFs with highly profitable underlying holdings.

Criteria:
Strategic Beta (>0)
Fund Return on Equity (>15)
Fund Net Margin (>8)
Expense Ratio (<0.5)
Net Assets ($M USD) (>200)
3-Month $Volume (Avg) (>5)
Leveraged Fund (<1)
Fund of Funds (<1)
FOLDER: Growth Investing
CAN SLIM William O’Neil’s complete CAN SLIM growth stock strategy covering all seven pillars.

Criteria:
Eps QoQ Change (>25)
Sales QoQ Change (>25)
EPS 5-Year Avg (%) (>10)
Return on Equity (>15)
EPS 1-Year Chg (%) (>0)
Price vs 52-wk High (%) (>85)
Float (<50000000)
Volume vs Average (3m) (>1)
1-Year Return vs S&P 500 (>0)
Institutional Ownership % (>35)
GARP Ranked A ranked strategy focusing on growth at reasonable price characteristics.

Criteria:
Morningstar Growth Grade (A or B)
Sales Growth (Current & Next Year) (>2)
EPS and Sales (Now > TTM1 > TTM2)
Growth Industry Decile (<5)
Ranked by Earnings Yield and Growth metrics
Growth and Profitability Identifies stocks in the top 30% of their industry for growth, further ranked by profitability.

Criteria:
Market Cap ($M USD) (>2000)
Growth Industry & Sector Decile (<4)
Average Volume (3m) (>500000)
Employees (>250)
Ranked by ROE vs Industry and ROA vs Industry
Ranked Value Screener with Momentum Targets undervalued companies starting to show positive momentum shifts.

Criteria:
Market Cap ($M USD) (>750)
Price/Book Industry Decile (<4)
Price/Earnings Industry Decile (<4)
Price/Sales Industry Decile (<4)
Momentum Rating vs Peers (>75)
EPS 5-Year Avg (%) (>0)
Sales 5-Year Avg (%) (>0)
FOLDER: Stock Strategies
Mid-Cap Rockets Identifies mid-sized companies showing explosive momentum and earnings growth.

Criteria:
Market Cap ($M USD) (between 2000 and 10000)
Momentum Rating vs Peers (>80)
EPS 1-Year Chg (%) (>20)
Momentum & Sector Outperformance Seeking momentum stocks outperforming their sectors, which are also outperforming the S&P 500.

Criteria:
EMA 20 > EMA 50 > EMA 200
1-Month Return vs Sector > 0
1-Month Return vs Sector < 6-Month Return vs Sector
1-Year Return vs Sector [Now] < 1-Year Return vs Sector
Piotroski High F-Score Identifies companies scoring an 8 or 9 on Piotroski’s 9-point financial strength system.

Criteria:
Piotroski F Score (>8)
Exchange (Nasdaq, NYSE, TSX Venture, Toronto)
Stock Rover Overall Ratings Finds large-cap stocks in the top overall decile of Stock Rover proprietary ratings.

Criteria:
Market Cap ($M USD) (>10000)
Overall Rating vs Peers (>90)
Exchange (Nasdaq, NYSE)
Value with Momentum Finds undervalued companies ranked in the top 25% for price momentum.

Criteria:
P/E, P/B, and P/S Industry Decile (<4)
Momentum Rating vs Peers (>75)
Market Cap ($M USD) (>750)
EPS and Sales 5-Year Avg (%) (>0)
Wall Street Discount Targets stocks where analysts see high upside combined with high quality scores.

Criteria:
Price to Consensus Target (%) (>15)
Market Cap ($M USD) (>1000)
Consensus Rating (<2.5)
FOLDER: Value Investing
Buffettology Inspired Requires increasing EPS, low debt, and high 10-year average ROE/ROIC.

Criteria:
Market Cap ($M USD) (>2000)
Earnings Yield (>3)
Positive EPS for each of the last 10 years
Return on Equity [Now] > Return on Equity [Y1]
Long Term Debt [Now] < (5 * Net Income [Now])
Avg ROIC (10-Year) (>12)
Graham Enterprising Screener Focuses on intrinsic value based on earnings, dividends, and financial strength.

Criteria:
Country (United States)
Forward Dividend Yield (>0)
Current Ratio (>=1.5)
Price/Book (<2)
Price/Earnings Sector Decile (<4)
Long Term Debt [Now] < (Current Assets - Current Liab)
EPS [Now] > EPS [Y5] (with positive EPS across 5 years)
Magic Formula Screener Joel Greenblatt’s strategy ranking the market by earnings yield and ROC.

Criteria:
Country (United States)
Market Cap ($M USD) (>50)
Sector excludes Financials/Utilities
Greenblatt Earnings Yield (Highest 50%)
Greenblatt ROC (Highest 50%)

Ultimate Screeners

Screener Name Capabilities & Criteria
FOLDER: Dividend & Income
Dividend Aristocrats Plus Proven compounders that have maintained and raised dividends across market cycles.

Criteria:
Dividend 5-Year Avg (%) (>3)
Dividend 3-Year Avg (%) (>0)
Dividend 1-Year Chg (%) (>0)
Forward Dividend Yield (>1.5)
Dividend Safety Score (>59)
Free Cash Flow Payout Ratio (<80)
Market Cap ($M USD) (>2000)
Net Debt/EBITDA (<4)
Dividend Safety Leaders Safe dividend stocks backed by consistent FCF and conservative leverage.

Criteria:
Dividend Safety Score (>69)
Forward Dividend Yield (>2)
FCF Consistency (>79)
Net Debt/EBITDA (<3)
Payout Ratio (<75)
Market Cap ($M USD) (>1000)
Low Volatility Dividend Identifies income stocks with strong risk-adjusted returns and strong safety scores.

Criteria:
Forward Dividend Yield (>2)
Market Cap ($M USD) (>2000)
Beta 1-Year (<1)
Volatility 1-Year (<0.2)
Sharpe Ratio 3-Year (>0)
Dividend Safety Score (>49)
FOLDER: ETF Screeners
ETF Improving Risk-Adjusted Returns Targets funds where return quality is trending higher rather than just a lucky streak.

Criteria:
Sharpe Ratio 3-Year [Now] > Sharpe Ratio 3-Year [1 Year Ago]
Sharpe Ratio 1-Year [Now] > Sharpe Ratio 1-Year [1 Year Ago]
Sharpe Ratio 3-Year (>0)
Expense Ratio (<0.75)
Net Assets ($M USD) (>200)
Leveraged Fund (<1)
ETF Risk-Adjusted Leaders Finds funds delivering superior return per unit of risk with favorable capture profiles.

Criteria:
Sharpe Ratio 3-Year (>0.3)
Sortino Ratio 3-Year (>0.5)
Downside Capture Ratio (3-Year) (<90)
Expense Ratio (<0.5)
Net Assets ($M USD) (>500)
Leveraged Fund (<1)
FOLDER: Growth Investing
Earnings Momentum Alpha Finds companies where fundamentals are actively inflecting higher based on revision momentum.

Criteria:
Earnings Revision Breadth (>20)
Margin Trend Slope (>0)
EPS 1-Year Chg (%) (>10)
Price/Earnings (<30)
Market Cap ($M USD) (>1000)
Operating Leverage (Highest 15%)
Earnings Surprise Streak Earnings surprise momentum is one of the strongest factors for outperformance.

Criteria:
EPS Surprise (>5)
Market Cap ($M USD) (>500)
Positive surprise in each of the last three quarters
Earnings Revision Breadth (>0)
Safe Growth Combines top-tier Morningstar growth grades with strong expected EPS jumps.

Criteria:
Debt/Equity (<0.6)
EPS Next Year Chg (Est %) (>15)
Morningstar Financial Health Grade (A, B, or C)
Morningstar Growth Grade (A)
FOLDER: Insider & Analysts
Analyst + Insider Double Conviction Synchronizes management conviction with Street sentiment for high signal-to-noise.

Criteria:
Price to Consensus Target (%) (>10)
Insider Buys 1-Year (>3)
Insider Sentiment Score (>70)
Insider Activity Percentile (>65)
Forward P/E (<25)
3-Month $Volume (Avg) (>5)
Cluster Buying Signal Shared belief across management and board members where multiple insiders buy together.

Criteria:
Insider Buys 3-Month (>4)
Insider Sells 3-Month (<1)
Insider Net Shares vs Float 3-Month (>30)
Insider Sentiment Score (>65)
Price vs 52-wk Low (%) (<140)
3-Month $Volume (Avg) (>2)
Contrarian Insider Value Solid businesses where insiders see long-term value at depressed price levels.

Criteria:
Insider Buys 1-Year (>2)
Insider Net Shares vs Float 1-Year (>30)
Price/Earnings (<15)
Return on Equity (>10)
3-Month $Volume (Avg) (>1)
Insider Activity Surge The single strongest raw signal that a significant shift is happening at the executive level.

Criteria:
Insider Activity Percentile (>85)
Insider Sentiment Score (>60)
Insider Net Shares vs Float 1-Year (>20)
Market Cap ($M USD) (>100)
Days Since Insider Buy (<90)
3-Month $Volume (Avg) (>1)
Insider Buying Momentum Identifies actively purchased shares with high activity and positive YTD price trends.

Criteria:
Insider Buys 3-Month (>3)
Insider Net Shares vs Float 3-Month (>20)
Insider Activity Percentile (>70)
YTD Return (>0)
3-Month $Volume (Avg) (>2)
Insider Buys + Analyst Upgrades Finds companies with high near-term conviction from both insiders and analysts.

Criteria:
Insider Buys 3-Month (>2)
Insider Sentiment Score (>65)
Insider Activity Percentile (>60)
Price to Consensus Target (%) (>10)
3-Month $Volume (Avg) (>2)
Insider Contrarian Sentiment Identifies strong active insider conviction despite heavy market short interest.

Criteria:
Insider Ownership % (>15)
Short % of Float (>10)
Market Cap ($M USD) (>100)
ROIC (>10)
Insider Sentiment Score (>60)
3-Month $Volume (Avg) (>1)
Insider Divergence Opportunity Finds stocks where insiders buy against negative action, suggesting a mispricing.

Criteria:
Insider Buys 3-Month (>2)
Insider Net Shares vs Float 3-Month (>30)
3-Month Return (< -10)
6-Month Return (< -5)
Insider Sentiment Score (>85)
Debt/Equity (<1.5)
3-Month $Volume (Avg) (>1)
Insider Exodus Warning An avoidance signal flagging management distributing shares near peaks.

Criteria:
Insider Sells 1-Year (>6)
Insider Sentiment Score (<35)
Insider Net Shares vs Float 1-Year (< -50)
Price vs 52-wk High (%) (>80)
3-Month $Volume (Avg) (>2)
Insider Ownership Growth Focuses on growth firms where management continues to build meaningful stakes.

Criteria:
Insider Ownership Percentile (>70)
Insider Net Shares 1-Year (>0)
Insider Sentiment Score (>55)
EPS 5-Year Avg (%) (>0)
3-Month $Volume (Avg) (>1)
Insider Ownership Leaders Mid-to-large cap stocks with strong stakes and low institutional dominance.

Criteria:
Insider Ownership Percentile (>80)
Institutional Ownership % (<60)
Market Cap ($M USD) (between 500 and 10000)
Debt/Equity (<1)
Insider Sentiment Score (>50)
3-Month $Volume (Avg) (>5)
Insider Recovery Play Recent management buys during performance slumps near 52-week lows.

Criteria:
Insider Buys 3-Month (>1)
Price vs 52-wk Low (%) (<120)
6-Month Return (< -10)
Forward P/E (<18)
3-Month $Volume (Avg) (>1)
Insider Selling Alert Identifies significant distribution near all-time highs as a potential warning signal.

Criteria:
Insider Sells 3-Month (>5)
Insider Net Shares vs Float 3-Month (< -20)
Insider Activity Percentile (>70)
Price vs 52-wk High (%) (>90)
3-Month $Volume (Avg) (>2)
Insider Sentiment Surge Captures rapidly improving executive conviction during potential breakouts.

Criteria:
Insider Sentiment Score (>70)
Insider Activity Percentile (>75)
Price vs 52-wk Low (%) (<120)
Forward P/E (<20)
3-Month $Volume (Avg) (>1)
Insider Smart Money Identifies management alignment with robust growth prospects and high analyst upside.

Criteria:
Insider Sentiment Score (>70)
Return on Equity (>10)
Insider Activity Percentile (>85)
5-Year EPS Growth Estimate (>10)
Price to Consensus Target (%) (>5)
3-Month $Volume (Avg) (>2)
Insider & Buyback Combo Two forms of shareholder alignment: management buying and share buybacks.

Criteria:
Insider Buys 1-Year (>2)
Buyback Yield (>1)
Debt/Equity (<1.5)
3-Month $Volume (Avg) (>2)
Insider & Short Squeeze Potential Turnaround candidates where conviction meets high short interest leading to a squeeze.

Criteria:
Insider Buys 3-Month (>1)
Short % of Float (>10)
Price vs 52-wk Low (%) (<130)
YTD Return (<10)
3-Month $Volume (Avg) (>5)
Institutional Insider Alignment Finds companies with simultaneous confirmation from two independent smart-money sources.

Criteria:
Insider Buys 1-Year (>2)
Insider Sentiment Score (>55)
Institutional Ownership % (between 40 and 75)
Price to Consensus Target (%) (>8)
Market Cap ($M USD) (>500)
3-Month $Volume (Avg) (>5)
FOLDER: Options
Bear Trap and Systematic Short Squeeze Identifies stocks where crowded institutional hedging coexists with a rising price.

Criteria:
Hedging Crowding Z20 (>2)
Hedge Build Alert (YES)
Risk Reversal 25D (< -0.05)
Crash Hedge Pressure (>1.5)
Signal Reliability 0-1 (>0.84)
1-Month Return (>2)
Short % of Float (>15)
Cash Ratio (>1)
Cash-Rich Downside Protection Overlays Conservative stocks with calm markets where protective puts are affordably priced.

Criteria:
Crash Hedge Pressure (<0.5)
IV Regime (CHEAP, NORMAL)
Options Liquidity Grade (A, B)
Implied Move Z20 (<0)
Cash Ratio (>1)
Debt/Equity (<0.5)
FCF to CFO (>50)
Beta 1-Year (<0.8)
Earnings Danger Zone: Wait Before Entering Wait signal flagging high event risk and expensive volatility prior to earnings.

Criteria:
Entry Label (WARNING)
Event Risk Score (>70)
Term Structure Inversion (YES)
Implied Move (%) (>5)
Signal Reliability 0-1 (>0.79)
Days Until Next Earnings Report (<22)
Green Light: Simple Options Entry Check Quick pre-entry check to confirm smart money is not positioning for a price decline.

Criteria:
Entry Label (ENTRY-GOOD)
IV Regime (CHEAP, NORMAL)
Hedge Build Alert (NO)
Term Structure Inversion (NO)
Event Risk Score (<50)
Options Liquidity Grade (AB)
Hedge Unwind and Momentum Breakout Targets stocks where institutional hedges are closing while price momentum is positive.

Criteria:
Alignment Score (>70)
Hedging Unwind Flag (YES)
Skew Trend 5D (>0)
Crash Hedge Pressure (<0.5)
Signal Reliability 0-1 (>0.84)
Price vs 50-Day Avg (%) (>3)
Institutional Ownership % (>55)
Implied Move Reality Check Shows significant implied moves ahead of earnings to provide critical risk context.

Criteria:
Implied Move (%) (>=4)
Event Risk Score (>60)
Put/Call OI Ratio (>1.2)
Term Structure Inversion (YES)
Signal Reliability 0-1 (>0.84)
Days Until Next Earnings Report (<29)
Overlooked Small-Cap: Options Confirmed Finds small-caps where the options market provides reliable, constructive signals.

Criteria:
Has Options (YES)
Options Liquidity Grade (AB)
IV Regime (CHEAP, NORMAL)
Event Risk Score (<40)
Entry Label (ENTRY-GOOD, OK)
Market Cap ($M USD) (<3000)
Piotroski F Score (>6)
Beneish M-Score (< -1.78)
Post-Panic Fundamental Value Reversion Identifies recovery signals after fear selloffs peak and volatility retreats.

Criteria:
Post-Panic Cooling (>0)
IV Cooling Score (>60)
Hedging Unwind Flag (YES)
Options Liquidity Grade (AB)
Piotroski F Score (>6)
Margin of Safety (EPV) (>15)
EV/EBITDA (<15)
Money Flow Index (<35)
Quality Yield and Pin Risk Avoidance Avoids short-term options interference that stalls action for income investors.

Criteria:
Pin Risk Score (<30)
Max Pain Distance (>2)
Weekly OI Dominance (<40)
Crash Hedge Pressure (<0)
Alignment Score (>60)
Options Liquidity Grade (AB)
Chowder Rule 5-Year Percent (>12)
Free Cash Flow Payout Ratio (<70)
Consecutive Dividend Growth Years (>10)
Quality-Momentum with Options Tailwind The highest conviction entry requiring alignment across quality, momentum, and options health.

Criteria:
Entry Label (ENTRY-GOOD)
IV Cooling Score (>50)
Hedging Unwind Flag (YES)
Term Structure Inversion (NO)
Signal Reliability 0-1 (>0.84)
Quality Score (>70)
Momentum Rating vs. Peers (>80)
Altman Z-Score (>3)
Yacktman Forward RoR (>10)
Red Flag: Hold Your Fire Flags when options timing is wrong despite fundamentally strong companies.

Criteria:
Entry Label (WARNING)
Hedge Build Alert (YES)
IV Regime (EXPENSIVE)
Hedging Crowding Z20 (>1)
Skew Trend 5D (<0)
Options Liquidity Grade (AB)
Smart Money Divergence: False Breakout Alert Breakouts near highs contradicted by bearish options positioning.

Criteria:
Entry Label (WARNING)
Hedge Build Alert (YES)
IV Regime (EXPENSIVE)
Skew Trend 5D (<0)
Crash Hedge Pressure (>1.5)
Options Liquidity Grade (A, B)
Price vs 52-wk High (%) (>92)
Volatility Compression: Quiet Accumulation Detects growth stocks in a calm environment signaling accumulation before a move.

Criteria:
IV Regime (CHEAP)
Implied Move Z20 (< -0.8)
Term Structure Inversion (NO)
Options Liquidity Grade (AB)
ROIC (>15)
Sustainable Growth Rate (>8)
EV/EBITDA (<15)
Weekly Expiration Clean Zone Targets stocks free from weekly gamma-hedging flows and price pinning.

Criteria:
Weekly OI Dominance (<25)
Pin Risk Score (<25)
Max Pain Distance (>3)
IV Regime (CHEAP, NORMAL)
Alignment Score (>60)
Options Liquidity Grade (AB)
Piotroski F Score (>5)
Price vs 50-Day Avg (%) (>0)
FOLDER: Stock Strategies
Durable Compounders Companies with high, stable ROIC that consistently exceeds the cost of capital.

Criteria:
ROIC (>15)
ROIC Consistency (5-Year) (<5)
ROIC-WACC Spread (>5)
Cash Conversion Ratio (>0.8)
Margin Trend Slope (>0)
FCF Consistency (>79)
Market Cap ($M USD) (>2000)
Net Debt/EBITDA (<4)
Incremental ROIC (3-Year) (Highest 20%)
Options Market Pulse A real-time dashboard for equity investors showing the verdict of sophisticated options traders.

Criteria:
Market Cap ($M USD) (>2000)
Entry Label (ENTRY-GOOD, OK)
Real Cash Generators Companies generating significant cash after accounting for stock-based compensation dilution.

Criteria:
Owner Earnings Yield (>6)
Cash Conversion Ratio (>0.8)
FCF Consistency (>69)
SBC % of Free Cash Flow (<25)
Net Debt/EBITDA (<3)
Market Cap ($M USD) (>500)
Free Cash Flow Yield (>5)
Smooth Risk-Adjusted Returns Identifies stocks delivering best returns using downside-focused measures like Sortino and Calmar ratios.

Criteria:
Sortino Ratio 3-Year (>0.5)
Upside Capture Ratio (3-Year) (>80)
Downside Capture Ratio (3-Year) (<90)
Calmar Ratio (3-Year) (>0.5)
Sharpe Ratio 3-Year (>0.3)
FOLDER: Value Investing
Quality at a Reasonable Price High-quality businesses with strong ROIC available at fair valuations.

Criteria:
ROIC (>15)
Price/Earnings (<25)
Price/Earnings [Now] (>0)
Net Debt/EBITDA (<3)
Market Cap ($M USD) (>1000)
ROIC-WACC Spread (>0)
Gross Margin (>30)
FCF Consistency (>69)
Value with Widening Moat Undervalued companies with positive ROIC-WACC spreads and rising incremental ROIC.

Criteria:
Price/Earnings (<20)
ROIC-WACC Spread (>3)
Incremental ROIC (3-Year) (>12)
Margin Trend Slope (>0)
Market Cap ($M USD) (>1000)
Incremental ROIC (3-Year) [Now] > ROIC [Now]