How to Master Tradingview Stock Screener Tutorial [Step-by-Step Guide]

How to Master Tradingview Stock Screener Tutorial [Step-by-Step Guide]

The tradingview stock screener tutorial most investors need is not the one TradingView's own documentation provides. The official docs walk you through the interface. This guide walks you through the judgment calls: which filters to set first, how to sequence your scan logic, and where TradingView's screener is genuinely useful versus where it will lead you astray if you are trying to find undervalued quality businesses.

TradingView's screener covers 120,000+ instruments across global exchanges. For a technical analyst, it is excellent. For a value investor focused on fundamentals, it has real limitations. By the end of this tutorial you will know exactly how to get the most out of it, and where to look when you need something more.

Key Takeaways

• TradingView's stock screener is accessible via the "Stock Screener" tab in the bottom panel; it requires no additional subscription for basic use.
• You can filter on P/E ratio, price-to-book, debt-to-equity, ROE, EPS growth, and dividend yield, but deeper metrics like ROIC, Piotroski score, or Altman Z-Score are not natively available.
• Save your screener configurations as custom templates to reuse them without rebuilding filters from scratch.
• TradingView's screener is strongest for global coverage and technical filter layering; it is weaker for deep fundamental analysis.
• For value-focused screening with 120+ fundamental indicators, our screener covers ROIC, VMCI Score, Piotroski, Altman Z, and 115+ other metrics across 73 exchanges.
• Always verify screener results in a dedicated fundamental tool before making investment decisions.

Step 1: Access the TradingView Stock Screener

Open TradingView in your browser and work through to the Screener tab in the bottom panel of the main chart page. You will see a default stock list populated with U.S. equities. The first configuration choice is the exchange.

Click "United States" in the top-left dropdown to switch markets. TradingView supports major exchanges including NYSE, Nasdaq, LSE, Frankfurt, Tokyo, Hong Kong, BSE, NSE, and dozens more. Select your target market before applying any filters. Running a screener on the wrong exchange produces a list of results you cannot act on, which wastes the next steps.

Note: Free TradingView accounts see delayed data (15 minutes for U.S. equities, up to 24 hours for some international markets). If you are screening for real-time price data, a paid subscription is required. For fundamental screening where you are filtering on quarterly or annual metrics, delayed data does not matter.

Step 2: Set Your Fundamental Filters

Click the "Filters" button to open the filter panel. TradingView organizes filters into tabs: Overview, Performance, Valuation, Dividends, Profitability, Income Statement, Balance Sheet, Cash Flow, Margin, and Technical Ratings.

For a value investor running a fundamental screen, the most useful tabs are Valuation, Profitability, and Balance Sheet.

Valuation filters to consider:

• P/E Ratio: set a maximum of 20 to screen for below-market earnings multiples. For context, Apple (AAPL) trades at a P/E of 28.3 and Microsoft (MSFT) at 32.1. A threshold of 20 or below targets meaningfully cheaper names.
• Price-to-Book: set a maximum of 1.5 for deep-value screening. Berkshire Hathaway (BRK.B) trades at 1.5x book, which Peter Lynch considered reasonable for a diversified holding company.
• PEG Ratio: set a maximum of 1.0 to filter for growth at a reasonable price.

Profitability filters to consider:

• Return on Equity (ROE): set a minimum of 15% to screen for businesses that generate strong returns on shareholder capital. Johnson & Johnson (JNJ) consistently runs above 25% ROE.
• Gross Margin: set a minimum of 40% to target businesses with pricing power. Software and consumer staples typically pass this filter; commodity businesses rarely do.

Balance Sheet filters:

• Debt-to-Equity: set a maximum of 1.0 to avoid overleveraged companies. A D/E above 2.0 in cyclical industries is a warning sign.

Step 3: Layer in a Market Cap Filter

After setting fundamental filters, add a market cap constraint. TradingView's screener lets you filter by micro-cap (under $300M), small-cap ($300M-$2B), mid-cap ($2B-$10B), large-cap ($10B-$200B), and mega-cap (above $200B).

Be deliberate about this choice. Screening for P/E below 20 and ROE above 15% in the large-cap universe produces a very different list than the same screen in the small-cap universe. Large-cap names passing this screen as of early 2026 include consumer staples like Coca-Cola (KO, P/E 23.7, dividend yield 3.0%) and healthcare names like Johnson & Johnson (JNJ, P/E 15.4, dividend yield 3.1%). Small-cap versions of this screen tend to surface more cyclical and regional names.

Step 4: Add Technical Filters (Optional, But Useful)

TradingView's real strength is layering technical signals onto fundamental screens. After setting your fundamental baseline, switch to the Technical Ratings tab. Here you can filter on:

• Analyst Rating: filter for "Strong Buy" or "Buy" to overlay sell-side consensus with your own fundamental analysis.
• Performance filters: screen for stocks that are down 20%+ from their 52-week high to find potential value setups where fundamentals remain intact but price has corrected.
• Volume filters: set a minimum average daily volume to ensure the names you find are liquid enough to enter and exit without significant market impact.

One useful setup for value investors: filter for stocks trading within 20% of their 52-week low with a P/E below 18, ROE above 12%, and debt-to-equity below 1.0. This combination targets temporarily depressed quality businesses.

Step 5: Save and Export Your Screener Configuration

After building a filter set you are happy with, click "Save" in the screener toolbar. TradingView saves the configuration to your account so you can reload it later. Name it something specific: "Value Quality Large Cap US" is more useful than "Screen 1."

You can also export results to CSV by clicking the download icon in the screener results panel. The export includes all columns currently visible in your screener table. Add the columns you want to export before downloading. Useful columns for a value export: ticker, exchange, market cap, P/E, P/B, ROE, debt-to-equity, dividend yield, and 52-week performance.

Step 6: Understand What TradingView's Screener Cannot Do

This step is as important as the others. The tradingview stock screener tutorial that does not address limitations is only half a tutorial.

TradingView does not provide:

• ROIC (Return on Invested Capital): one of the most important quality metrics. Apple's ROIC of 45.1% and Microsoft's 35.2% are not visible in TradingView's screener.
• Piotroski F-Score: a 9-point financial health score developed by Stanford professor Joseph Piotroski. AAPL scores 7/9. TradingView does not compute this.
• Altman Z-Score: a bankruptcy probability model. AAPL's Altman Z of 8.2 signals extremely low distress risk. Not available in TradingView.
• VMCI Score: ValueMarkers' composite score weighting Value (35%), Quality (30%), Integrity (15%), Growth (12%), and Risk (8%) into a single signal.
• EV/FCF: Enterprise value to free cash flow, a cleaner multiple than P/E for comparing capital-structure-agnostic values. Not a native TradingView filter.

Step 7: Build a Repeatable Workflow

A screener is only as useful as the workflow around it. Here is a repeatable process for combining TradingView with deeper fundamental analysis.

1. Run your TradingView screen weekly. Apply consistent filters so results are comparable over time.
2. Export the results list. This typically produces 20-80 names depending on how tight your filters are.
3. Take that list to our screener and run each ticker through ROIC, Piotroski, Altman Z-Score, and VMCI Score. These four metrics add a quality and integrity layer that TradingView cannot provide.
4. Prioritize the names that pass all five fundamental filters: P/E below 20, ROE above 15%, debt-to-equity below 1.0, ROIC above 12%, Piotroski above 5.
5. For the survivors, run a DCF analysis using our DCF calculator to establish an intrinsic value range.
6. Buy only when price is at a meaningful discount to the intrinsic value midpoint.

This six-step process turns a TradingView stock screener tutorial into an actual investment workflow.

Further reading: SEC Investor.gov · FINRA

Why tradingview screener filters Matters

This section anchors the discussion on tradingview screener filters. The detailed treatment, formula, and worked examples appear in the body of this article above. The points below summarize the most important takeaways for value investors who want to apply tradingview screener filters in real portfolio decisions. ValueMarkers exposes the underlying data on every covered ticker via the screener and stock profile pages, so the concepts in this article translate directly into actionable filters.

Key inputs for tradingview screener filters

See the main discussion of tradingview screener filters in the sections above for the full treatment, including the inputs, the calculation methodology, the typical sector benchmarks, and the most common pitfalls to avoid. The ValueMarkers screener lets value investors filter the full universe of 100,000+ stocks across 73 exchanges using tradingview screener filters alongside the rest of the 120-indicator composite, with sector percentiles and historical trends shown on every stock profile.

Sector benchmarks for tradingview screener filters

See the main discussion of tradingview screener filters in the sections above for the full treatment, including the inputs, the calculation methodology, the typical sector benchmarks, and the most common pitfalls to avoid. The ValueMarkers screener lets value investors filter the full universe of 100,000+ stocks across 73 exchanges using tradingview screener filters alongside the rest of the 120-indicator composite, with sector percentiles and historical trends shown on every stock profile.

Related ValueMarkers Resources

• Roe — Glossary entry for Roe
• Pe Ratio — Glossary entry for Pe Ratio
• Debt To Equity — Glossary entry for Debt To Equity
• Stock Screener Comparison Hub — related ValueMarkers analysis
• Finviz Stock Screener Tutorial — related ValueMarkers analysis
• Finviz — related ValueMarkers analysis

Frequently Asked Questions

what happens if the stock market crashes

A market crash does not change how you use a stock screener; it changes what the screener finds. During a crash, more stocks pass low-P/E and low-P/B filters because prices fall while near-term fundamentals have not yet deteriorated. The risk is that some "cheap" stocks appearing in your screen are cheap because earnings are about to collapse, not because of temporary mispricing. During a crash, weight quality metrics like ROIC and Piotroski score more heavily than valuation metrics alone.

what time does the stock market open

U.S. stock markets open at 9:30 a.m. Eastern Time Monday through Friday. TradingView's screener data refreshes continuously during market hours. If you run a screen at market open, you may see prices in transition as pre-market moves flow through. For fundamental screens where daily price moves matter less, run your screen at market close when data is settled.

are stock markets closed today

U.S. markets are closed on weekends and federal holidays. TradingView displays a banner when markets are closed and shows the last available price data. If you are screening international markets, each exchange has its own holiday schedule. TradingView handles this automatically by showing each instrument's data from its primary exchange, so a Japanese stock will show a "market closed" indicator on Japanese holidays regardless of whether U.S. markets are open.

what time does the stock market close

U.S. markets close at 4:00 p.m. Eastern Time. TradingView continues to show after-hours data if available. For screener purposes, the closing data snapshot is the most reliable: all orders have cleared, prices reflect the day's final equilibrium, and the fundamental metrics are stable for the session.

when does the stock market open

The U.S. market opens at 9:30 a.m. Eastern. For investors using TradingView to screen international markets, open times vary: London opens at 8:00 a.m. GMT, Tokyo at 9:00 a.m. JST, Frankfurt at 9:00 a.m. CET. TradingView automatically converts all times to your local timezone in the chart interface, but it does not do so in screener results, so be aware of the exchange timezone when interpreting volume data.

why is the stock market down today

Market declines happen for many reasons: Federal Reserve rate decisions, economic data releases, corporate earnings disappointments, geopolitical events, or sector-specific news. For screener users, a down market day is actually an opportunity: stocks that pass your quality filters but are down on market-wide selling (rather than company-specific bad news) are worth examining more closely. Use TradingView's "1-day performance" column to identify quality names down on a down market day.

TradingView is a strong starting point for global coverage and technical layering. For the fundamental depth that value investing requires, including ROIC, Piotroski, Altman Z, and 120+ indicators across 73 exchanges, run your shortlist through our screener before making any decisions.

Written by Javier Sanz, Founder of ValueMarkers. Last updated April 2026.

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Disclaimer: This content is for informational and educational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Past performance does not guarantee future results. Consult a licensed financial advisor before making investment decisions.