The My Screens area of A+ Investor allows you to see whether the stocks you track in My Portfolio pass any AAII stock screens, as well as track those stocks in the overall universe that pass more than one of AAII’s stock screens. It can be helpful to regularly take a glance at your holdings and watchlists to see if they still match up with your investment strategy or if there are better investment opportunities to consider.
Navigate to the My Screens area from the list of links near the top of Stocks page, on the left side.
In the My Screens table, look for My Stocks Passing Any Screens and Stocks Passing Multiple Screens. If My Portfolio contains stocks, the My Stocks Passing Any Screens tab will list those stocks in your portfolios that pass any AAII stock screen as of the previous trading day.
Stocks Passing My Screens tab reports on the screening strategies you have favorited. Above, you can see the stocks meeting the Graham-Defensive Investor (Non-Utility) criteria. The passing stocks and their data are updated daily. The table also allows you to compare the fundamentals of the individual passing stocks to the average of all the stocks passing the screen you are following.
On the My Stocks Passing Any Screens tab, a yellow star next to a screen name in the Screens Passed column indicates that you follow that strategy. Above, you can see that Hooker Furniture Corp. (HOFT) meets the criteria of three screens, one of them the favorited Graham-Defensive Investor (Non-Utility) screen. You can click a star that is not filled in yellow next to a screen name to start following that screen. The My Stocks Passing Any Screens tab also indicates on the far right how many of your portfolios a given stock is in along with the portfolio names.
If you wish to add a stock on the list to an existing portfolio or a new portfolio, click on the yellow “+” to the left of the company name. The popup box will show if you already added the stock to one of your portfolios.
The Stocks Passing Multiple Screens tab lists all the stocks in the AAII database that pass at least one of the screens tracked by AAII. It is not particular to stocks you are following or your favorited screens. To narrow down the list, you can change the minimum number of screens using the drop-down menu at the top left on the tab. By default, the stocks are ranked from those that pass the most screens to those that pass the fewest.
