With the recent market volatility brought about by the spike in coronavirus cases worldwide and the U.S. election, it can be helpful to scan your holdings and watchlists regularly to see how they match up with your investment approach and check for any stocks that might look promising when you are ready to deploy any excess cash you have.
With A+ Investor, you can see which stocks you track in My Portfolio pass any of AAII stock screens as well as track those stocks in the overall universe that pass more than one of AAII’s stock screens.
The My Stock Screens link on the dashboard of the Screening section at AAII.com is where you can see the latest passing company results for the AAII stock screens that you have favorited, view A+ Stock Grades for the screening strategies you track as well as the individual companies currently passing these screens, and check the performance of favorite screens over varying periods.
The table at the My Screens area now has two additional tabs: My Stocks Passing Any Screens and Stocks Passing Multiple Screens.
If you have set up any portfolios using My Portfolio that contain 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:
In the example above, we see that D.R. Horton Inc. (DHI) passed five AAII stock screens as of November 6, 2020: InvestWare Quality Growth, O’Shaughnessy Growth Market Leaders, P/E Relative, Value on the Move—PEG With Estimated Growth and Value on the Move—PEG With Historical Growth.
If the star to the left of a screen name in the Screens Passed column is yellow, that means it is a screen that you have favorited. You can also click a star that is not filled in yellow to start following that screen (the star will turn yellow).
The last column in the My Stocks Passing Any Screens tab indicates how many of your portfolios a given stock is in along with the portfolio names.
The Stocks Passing Multiple Screens tab is not particular to stocks you are following or your favorited screens. Instead, it lists all the stocks in the AAII database that pass at least one of the screens tracked by AAII:
As of November 6, 2020, 984 stocks passed at least one of the screens AAII tracks (image above), but only 30 stocks passed four or more screens. Logitech International (LOGI) passes the most AAII stock screens at six.
To narrow down the list, you can change the minimum number of screens using the drop-down box at the top left on the tab. Note that some screens—such as the small-cap-focused Foolish Small Cap 8 Revised screen and growth-at-a-reasonable-price-oriented T. Rowe Price screen—did not have any companies that passed at the time of the analysis (screens are refreshed after the close of each trading day).
By default, the Stocks Passing Multiple Screens tab is ranked from those stocks that pass the most screens to those that pass the fewest. The tab also lists all the screens that a given stock passes. For example, as of November 6, Logitech International met the criteria of six of AAII stock screens: Buffett Hagstrom, Buffettology EPS Growth, Estimate Revisions Top 30, Estimate Revisions Up 5%, Return on Equity and Value on the Move—PEG With Historical Growth. Further information on each of the screening strategies can be found by clicking on the screen name in the tab or by selecting Guru Screens or Factor Screens from the dashboard of the Screening area at AAII.com.
The Stocks Passing Multiple Screens tab also shows if a stock is held in any portfolios you created using My Portfolio. 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 pop-up box will show if you have already added the stock to one of your portfolios.
