Yahoo Finance Screener: Coverage, Access & Export Checklist

Documented research workflow

Predefined and custom screeners using financial and valuation criteria.

Access and package boundaries

Official help describes stock, mutual-fund and ETF screens. Creating and saving a custom screen requires signing in; exact plan/export entitlements are not asserted here.

What to verify

A signed-in saved screen is not an authenticated acceptance test in this review. Check exchange delays and metric definitions; avoid treating a marketing strategy name as an investment recommendation.

A practical acceptance task

Save a small custom screen under a test account, inspect its active asset universe and record the exact filter definition. Confirm whether the desired export is offered in that account.

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

Yahoo create and save screeners — checked 17 October 2026. Exact prices are included only where the current billing basis is explicit; no authenticated account test is claimed.