A step-by-step ETF screener workflow — define mandate, apply persistent filters, compare with percentiles, and review a shortlist with honest data gaps.
The best ETF screener workflow is the one you can run the same way every week.
Buydy Research
Product Research
Focused on practical screening workflows for investors who want repeatable market context.
The best ETF screener workflow is not the one with the most filters. It is the one you can run the same way every week — with enough context to trust the output and enough discipline to stop at a shortlist.
Start with who you are screening for: income, growth, valuation, or a blend. Write two sentences describing what would disqualify a name immediately.
Buydy's ETF screener works best when the universe is stable — a watchlist, large-cap segment, or recurring filter set — not a one-off curiosity scan.
Choose a small number of metrics that map to your mandate. Three strong filters beat twelve weak ones.
Save the filter setup so next week's run compares like-with-like. The goal is continuity: when a name drops off the list, you should know whether the market changed or your rules changed.
Raw thresholds hide peer effects. A yield that clears your floor may still be weak relative to sector peers — or unusually strong.
After filtering, open the stock heat map on your shortlist to rank relative signals. Percentiles complement filters; they do not replace judgment.
For each candidate, confirm:
Record one line per name: why it made the list and what would remove it.
Run the same sequence each week: universe → filters → heat map → detail review → updated shortlist. Pair with email digests or the weekly market research workflow so offline days do not break continuity.
Avoid common pitfalls in ETF screening mistakes to avoid. See pricing for membership details.
Research summaries, not investment advice.