Making the Grade With A+ Investor



Making the Grade Archive

» Previous Updates

Using Multiple Stock Screens to Strengthen Your Investment Research

Featured Tickers: BBW
CALM
FIX
HWM
NVDA
TRMB

As of July 25, 2025: 237 stocks pass 2+ screens | 17 pass 4+ screens

Distribution of Passing Stocks

Every stock screen has inherent biases. Value screens can miss growth opportunities. Growth screens often ignore valuation. Quality screens might overlook turnaround situations. The Stock Passing Multiple Screens tool addresses this limitation by showing where different methodologies converge on the same stocks. It is found at My Screens, which is accessed through the Stocks section of AAII.com.

Why Multiple Screens Matter

When a stock passes several distinct screens, it demonstrates strength across different investment criteria. Think of it as triangulation—multiple reference points providing a more reliable position than any single measurement.

July 25 Data Reveals Interesting Patterns

Looking at the current results:

The fact that only 17 of 237 multiscreen stocks (7%) pass four or more screens demonstrates the selectivity of this higher threshold. This natural filtering helps focus your research on stocks demonstrating strength across multiple methodologies.

Most Frequent Screens

Understanding Screen Combinations

Looking at the actual combinations in July 25 data:

Reading the Interface

The Minimum Amount of Screens Passed drop-down menu in the upper-left corner shows options from 1 to 6, indicating that at least one stock passed six screens on July 25. This maximum potentially changes based on daily results—sometimes extending higher or contracting based on how many criteria stocks are meeting.

Stocks Passing Multiple Screens

Notice stocks like Trimble Inc. (TRMB), Build-A-Bear Workshop Inc. (BBW) and Howmet Aerospace Inc. (HWM) that are passing four to five screens. These aren’t necessarily household names, demonstrating how the tool surfaces companies beyond typical media coverage.

Practical Application

With 17 stocks currently passing four or more screens, you’ve already narrowed the field from ~6,700 stocks to a manageable research list. You can vary your research based on how narrow your list is.

Portfolio Validation

The My Stocks Passing Any Screens tab at My Screens shows which of your holdings from My Portfolio currently meet various screen criteria.

The Yellow Star System

Yellow stars indicate screens you’ve favorited. You can click empty stars to follow additional screens, customizing which methodologies you track most closely.

Building Your Workflow

For a Focused Approach

1. Set the filter to 4+ screens (currently 17 stocks)

2. Sort by number of screens passed

3. Research unfamiliar names first—they’re often overlooked opportunities

4. Note which specific screens each stock passes

For Portfolio Monitoring

1. Check the My Stocks Passing Any Screens tab

2. Note if any holdings have dropped to zero screens

3. Research any significant changes in screen passes

Key Considerations

What This Tool Shows:

What It Doesn’t Show:

Integration With A+ Investor Tools

After identifying interesting candidates:

Your Action Plan

1. Start Here: Visit My Screens

2. First Session: Explore stocks passing 5+ screens

3. Pick Two: Select two unfamiliar companies for deeper research

4. Track Results: Note which screen combinations identify stocks that interest you

Making It Work for You

The 17 stocks passing four or more screens represent approximately 0.3% of the total stock universe—a highly filtered starting point. Whether you research all 17 or focus on the handful passing five to six screens depends on your available time and investing approach.

Remember: Passing multiple screens is a starting point for research, not an ending point. The tool’s value lies in systematically surfacing candidates you might otherwise never consider.

Access the tool through My Screens on the Stocks page at AAII.com. Data updates daily after market close. Click any screen name to understand its specific methodology.