Find stocks, funds, and ETFs with the Deluxe Screener
The Deluxe Screener is a powerful tool that lets you create queries about stocks, funds, ETFs ( Exchange-Traded Funds (ETFs) are securities that hold a basket of stocks, bonds, or other investments, much like a mutual fund. Unlike funds, they trade throughout the day as stocks do. Most ETFs track an index, such as the S&P 500 or the Nasdaq 100. ) , and other investment information using several hundred statistical characteristics. The data is updated regularly, so you always have the latest information. A good way to get started using the Deluxe Screener is to Run saved or predefined Screener searches.
Microsoft Money arrowblueright Find stocks, funds, and ETFs with the Deluxe Screener Create a custom search from scratch
  1. At the top of the page, click Investing, and then do one of the following:
    • Click Stocks, and then in the left pane under Find Stocks, click Stock Screener.
    • Click Funds, and then in the left pane under Find Funds, click Deluxe Screener.
  2. Click the first cell in the Field Name column, point to a category, and then click a name in that category.
  3. Click the first cell in the Operator column, and then click an option.
  4. Click the first cell in the Value column, and then click an option. Note that, in addition to the listed values, you can also choose:
    • <Custom Value> Select this and then enter any value you want.
    • <Ticker Symbol> Select this and then enter a ticker symbol.
    • <Ask Me> Each time you run the search, you’ll be prompted to pick a value.
  5. Repeat steps 3 through 5 in subsequent rows of the query table until you’ve set up the query you want to run.
  6. To see the results of your query in the results pane below the search, click Run Search.
Microsoft Money arrowblueright Find stocks, funds, and ETFs with the Deluxe Screener Create a custom search based on a saved or predefined search
  1. At the top of the page, click Investing, and then do one of the following:
    • Click Stocks, and then in the left pane under Find Stocks, click Stock Screener.
    • Click Funds, and then in the left pane under Find Funds, click Deluxe Screener.
  2. On the Deluxe Screener File menu, click Open.
  3. Next to My Saved Searches, click the plus sign (+).
  4. Click a saved or predefined search, and then click Open and Run.
  5. Change any of the search parameters, and then click Run Search.
Microsoft Money arrowblueright Find stocks, funds, and ETFs with the Deluxe Screener Save a custom search
After creating a custom search using one of the methods above:
  1. On the Deluxe Screener File menu, click Save As.
  2. Type a search name and, if you want, a search description, and then click OK.

Note

You can compare your search results with other stocks, funds, and indexes. You can also compare search results to a Portfolio account. Learn more about comparing search results

Microsoft Money arrowblueright Find stocks, funds, and ETFs with the Deluxe Screener Tips

  • To see an explanation in the Field Description column, pause the mouse pointer over each name in the list, or click the name.
  • To include a category in the results without having it affect the search results, in the Operator field, click Display Only.
Related topics

Compare Deluxe Screener results with a Portfolio Manager account, index, stock, or mutual fund

Customize the columns and panes in the Deluxe Screener

Run saved or predefined Screener searches

Find similar stocks or funds by using the Stock or Fund Matcher

Microsoft Money arrowbluedown Find stocks, funds, and ETFs with the Deluxe Screener

Find stocks, funds, and ETFs with the Deluxe Screener