Stock Analysis Screener: Coverage, Access & Export Checklist

Documented research workflow

Separate stock and ETF screeners plus comparison and holdings research tools.

Access and package boundaries

A free entry tier is documented. Pro lists saved stock screens and one daily download to Excel, CSV or Google Sheets; package limits remain relevant.

What to verify

Free entry is not unlimited access to saved screens, full history, holdings or export. Fund holdings and a fund-level ratio are different research objects.

A practical acceptance task

Compare one stock screen and one ETF screen, inspect valuation/expense-ratio definitions and verify whether the desired columns and export count are in the selected plan.

Keep the research reproducible

Record the universe, active filters, financial period, quote timing and source version. Re-run a small example before replacing an existing research process. A result count can change as data updates or the available universe changes.

Separate selection from performance

A screen narrows a source dataset. It does not establish a causal explanation, a diversified allocation or a historical return. Inspect filings, fund documents, liquidity and the suitability of the underlying research question before using the output.

Primary evidence

Stock Analysis tools · Stock Analysis Pro and Free plans — checked 17 October 2026. Exact prices are included only where the current billing basis is explicit; no authenticated account test is claimed.