It can be helpful to regularly take a glance at your stock holdings and watchlists to see if they still match up with your investment strategy or if there are better investment opportunities to consider. A+ Investor makes it easy to see which of the stocks you are tracking in My Portfolio currently pass any of the AAII stock screens. You can also see a list of stocks in the overall universe that are passing more than one of AAII’s stock screens.
The My Screens link in the Stocks+ section of the A+ Investor Toolkit is where you can see the latest passing company results for the AAII stock screens that you have favorited. It shows the A+ Stock Grades for the screening strategies you track, as well as for the individual companies currently passing those screens. You can also check the performance of your favorite screens over varying periods. The lists are refreshed daily.
If you aren’t following many screens or stocks, the Stocks Passing Multiple Screens tab will be helpful. It initially lists all of the stocks in the AAII database that pass at least two of the screens tracked by AAII. To narrow down or expand the list, you can change the minimum number of screens using the drop-down box at the top left of the tab.
If you wish to add a stock on this list to an existing portfolio or a new portfolio, click on the yellow “+” to the left of the company name. The pop-up box will show if you have already added the stock to one of your portfolios. If not, you can choose a portfolio to add the stock to or create a new portfolio.
