Finster AI Screener

Finster adds qualitative search to traditional screening workflows

Traditional screening tools help with basic filtering, but often miss the event-driven context that moves markets. Finster’s AI Screener bridges this gap by combining quantitative metrics with qualitative insights.

Search by metrics and meaning

Screener takes you from broad company universes to context-rich shortlists in minutes. By combining quantitative financial filters with natural-language search, Screener allows analysts to draw out insights from across their coverage list, at speed. 

Start with a public index or upload a watchlist. For example, filter for US companies with declining revenue in the energy or industrial sectors, then ask:

Who downgraded guidance? Missed earnings? Changed leadership? Announced M&A or new products?

Finster’s Screener scans SEC filings, transcripts, press releases, and investor materials to return sourced answers with full citations. It helps you understand the context behind the numbers, such as whether a revenue drop stems from a strategic asset sale or operational decline.

What to use Screener for

Screener is used across a range of investment workflows. You can use it to:

• Generate ideas and test hypotheses

• Separate signal from noise during earnings season

• Define custom red flags and rule out weak names

• Expand coverage to more sectors and geographies

• Interrogate your custom watchlist or portfolio holdings

• Quickly get a sense of how macrotrends are impacting individual holdings

Screener also lets users save their screens, filter by index, and build custom watchlists. These features make it easy to repeat proven workflows, surface better ideas faster, and avoid spending time on the wrong ones.

Augment your research process

Our AI Screener compresses hours of research into minutes. By automating the repetitive 80 percent, it frees you to spend more time thinking, writing, and acting on information. It helps reduce bias by presenting clean data and objective summaries. It also enables more experimentation. You can look at new markets, track emerging themes, and validate edge cases with confidence.

Data you can trust

Screener comes with the same high-quality data and auditability as the broader Finster platform.

It pulls from primary sources including SEC filings, earnings call transcripts, investor decks, and sustainability reports.

It also integrates data from Crunchbase, FactSet, PitchBook, and Morningstar. This includes real-time fundamentals, global coverage, private market data, segment breakdowns, consensus estimates, and more. Finster complements this with data from ESG providers, industry research, and trusted web sources.

You can also upload internal documents like memos, PDFs, and slides. These remain private and searchable within your firm’s environment.

Every datapoint is traceable. Citations link directly to the sentence or spreadsheet cell where the fact appears. If data is incomplete or unavailable, the system returns “no answer” rather than guessing.  

A new standard for research

Screener gives analysts a faster, more accurate, and more thorough way to comb through large amounts of financial data and extract the important insights. This fundamentally transforms investment analysis, giving users the edge in uncovering hidden signals, risks and opportunities. 

Want to see Screener in action? Reach out to schedule a demo.