Screener Criteria Reference – Chaikin Analytics

This article explains every filter available in the Chaikin Analytics Screener. It's designed for users who want to build targeted screens using the platform’s proprietary Power Gauge Rating and its supporting factors, along with technical signals, performance metrics, and selected fundamentals.

🔗 Looking for step-by-step instructions? Click here to read How to Use the Screener — a guided walkthrough of how to build and run a screen using these criteria.
 

Getting Started with the Screener

The Chaikin Analytics Screener lets you search for stocks or ETFs that meet specific technical, fundamental, and model-based criteria. Whether you're looking for stocks with strong Money Flow and a Bullish Power Gauge or trying to spot under-the-radar opportunities with improving technical setups, the Screener helps you act with focus and confidence.

The Screener is built around Chaikin’s most powerful tools: the Power Gauge Rating, its Components and Factors, Industry Rankings, and a carefully selected set of technical and performance indicators.

Before diving into the filters, you’ll need to choose a Starting Universe — the list of securities you want to evaluate.
 

Choosing a Starting Universe

Your first step is to select a Starting Universe, which determines which stocks the Screener will search through. The default universe is the Russell 3000, but you can switch to other preset groups such as the S&P 500, NASDAQ 100, Value/Growth indexes, sector lists, or your own saved Watchlists (called User Lists).

🔍 You can only screen from Watchlists (User Lists), not Portfolio Lists. User Lists may take up to 24 hours to appear after creation or import.

Understanding the Global Filter

The Global Filter automatically excludes stocks that fall below certain baseline criteria, helping ensure your screens focus on liquid, investable names.

By default, the Global Filter excludes:

• Stocks priced under $3
• Stocks with less than 25,000 shares traded on average over the past 20 days
• Market cap under $50 million
• Stocks that are not optionable

The filter is shared across your account, so changes apply in both your Watchlists and the Screener.

Screener Criteria Breakdown

Once your universe is set, you can add one or more filters. These are grouped by type:

Power Gauge Criteria

• Power Gauge Rating: Filter by current rating, rating persistence, or rating change
• Power Gauge Components/Factors: Select up to 3 factors (e.g., Earnings Growth, Expert Activity, Price/Sales Ratio). Each can be filtered based on strength or direction.

⚠️ Tip: Avoid using contradictory criteria on the same factor — doing so will return zero results.

Performance Criteria

• Screen by absolute returns (1M, 3M, 6M, YTD) and relative performance vs SPY
• Combine multiple statements for advanced ideas like “YTD up 20% but down 5% in the past month”

Technical Criteria

• Filter by price levels, Money Flow, Relative Strength, Relative Volume, or proximity to 200-day average
• You can set Min/Max price to limit screens by share price

Fundamental Criteria

• Set thresholds for Market Cap, Dividend Yield, and upcoming or recent Earnings Report Date
• Other key fundamental metrics are already included in the Power Gauge Factors

🧠 Fundamentals in Chaikin are chosen because they’ve proven predictive of future intermediate-term relative performance and are normalized by industry or the Russell 3000.

Buy/Sell Signals

• Filter for stocks that triggered one or more of Chaikin’s 12 Buy or Sell Signals in the last week
• These include technical alerts like Oversold Buy, Money Flow Buy, and Relative Strength Breakout
  
   

Tips for Smarter Screening

• Start simple: Use just a few high-impact filters to begin
• Refine with precision: Add technical or fundamental filters once you’ve narrowed your results
• Use Performance + Signal combos: Look for stocks up YTD that recently hit a Buy Signal
• Save your work: Screens can be saved and re-used — name them based on your strategy
   
   

Need Help?

Our support team is ready to help. If you’d like guidance setting up a screen or understanding how a filter works, call us at 1-877-697-6783.
 

📋 Reference Tables (For Advanced Users)

If you're looking for a deeper breakdown of all available screening options, this section includes detailed tables of each filter type. These tables list every setting available within the Screener, including definitions and explanations for how they work.

You’ll find reference material covering:

• Power Gauge Factors and Components
• Technical Filters
• Performance Options
• Fundamental Data Points
• Buy and Sell Signal Triggers
• ETF-specific Screening Filters

These tables are ideal for experienced users who want to fine-tune their approach, understand what’s driving each filter, or build highly customized screens.

📌 This section is meant as a supporting resource and may be updated as new criteria are added or refined in the platform.

Starting Universe

Power Gauge Criteria

The Power Gauge Rating menu allows you to screen for stocks whose Power Gauge Ratings meet certain criteria.

Here the choices for the Power Gauge Rating that may be used in the Screener.  You may select to Screen on current rating, Rating Change, or Rating Persistency.

Power Gauge Components and Factors

Note: It is technically possible to make multiple statements about a Factor which may be contradictory. This is not prevented, but will lead to 0 Results.

Performance Criteria

Note: It is technically possible to make multiple statements about Price Return which are contradictory. This is not prevented, but will lead to 0 Results.

Technical Criteria

Note: In all cases above “Today” refers to the most recent Trading Day for which market data is available.

Fundamental Criteria

Note: Other Fundamental fields may be represented as Factors in the Rating Criteria section.