- TakeProfit’s stock screener covers approximately 5,000 US-listed stocks with 80+ customizable filters
- Filters include fundamental metrics, price data, pre- and post-market ratios, and multi-period analysis (TTM, MRQ, Fiscal Year, CAGR 3Y/5Y)
- Results refresh automatically as frequently as every 30 seconds and display in table, lite, or heatmap views
- Clicking any stock instantly updates linked chart and financials widgets in the same workspace
- The screener is available in TakeProfit’s free version, with full filter access on a single paid plan at $20/month or $120/year — no tiered paywalls
What Is the TakeProfit Stock Screener?
TakeProfit Stock Screener is a widget within the TakeProfit trading platform designed for stock selection and strategy development based on fundamental company metrics. It helps traders and investors identify opportunities across the US stock market by applying customizable filters across more than 80 parameters — from valuation ratios and earnings growth to pre-market price ratios and sector classifications.
TakeProfit is a cloud-based trading platform designed for professional-grade analysis. The Stock Screener is one of its core widgets, built specifically for fundamental and multi-period stock screening across the US market.
Core Specifications
| Specification | Detail |
|---|---|
| Market coverage | US stock market (~5,000 companies) |
| Total filter parameters | 80+ |
| Includes pre/post-market data | Yes — in filters and column sets |
| Time period options | TTM, MRQ, Fiscal Year, YoY growth, CAGR 3Y, CAGR 5Y |
| Result visualization modes | Table, Lite, Heatmap |
| Auto-refresh intervals | 30 seconds, 1 minute, 3 minutes, or disabled |
| Screener sharing | Yes — custom screeners shareable with community |
| Widget integration | Links to chart, financials, and watchlist widgets |
Why Stock Screening Matters for Traders and Investors in 2026
Every trader and investor faces the same fundamental problem: thousands of stocks trade on US exchanges at any given time, and manually reviewing each one is not a realistic workflow. A stock screener is the tool that compresses that universe into a focused, actionable list based on criteria that actually matter to your strategy.
The challenge is that most free stock screener options — Yahoo Finance’s screener being the most commonly referenced — cover basic price and market cap filters but fall short when a trader needs multi-period fundamental analysis. When you want to filter stocks based on CAGR over three or five years, compare trailing twelve-month earnings against fiscal year data, or surface candidates by pre-market gap percentage, a basic free stock screener isn’t built for that kind of precision.
This distinction matters because the best stock screener for a given trader depends entirely on the criteria they use. A value investing practitioner applying Warren Buffett-style criteria — low P/E, strong return on equity, manageable debt, consistent earnings — needs a screener that can handle compound metric logic across multiple time periods simultaneously. A momentum trader scanning for breakout candidates needs volume surge data, intraday price performance, and pre-market signals in the same view. TakeProfit’s screener is designed to accommodate both use cases within a single, customizable interface.
For traders who are beginning to build systematic approaches to stock selection, the screener also reduces the cognitive load of manual research. Rather than analyzing stocks one by one from financial statements, a screener lets you define the criterion upfront and let the database do the filtering. The result is a shorter, higher-quality list of candidates to analyze stocks in depth.
Key Insight: A stock screener functions as a filter applied to a database of securities, narrowing thousands of candidates to a focused list based on user-defined criteria. The quality of a screener is determined by the breadth of its parameters, the depth of its time-period coverage, and how efficiently it integrates with downstream analysis tools.
Step-by-Step Setup: Using the TakeProfit Stock Screener for the First Time
The TakeProfit Stock Screener is designed for traders who have never used TakeProfit before and want to get from zero to a working custom screen as quickly as possible. The following steps walk through the full setup process.
Step 1: Access the Screener Widget
TakeProfit uses a widget-based workspace system. Every tool on the platform — charts, financials, watchlists, screeners — is a widget that you arrange on a customizable canvas.
To add the screener:
- Open your workspace on TakeProfit
- Open the Widget Hub (the button to add new widgets to your layout)
- Locate the Stock Screener widget and drag it into your workspace
- Alternatively, select one of TakeProfit’s pre-built workspace templates, which include the screener widget pre-configured alongside charts and financials
On first load, the screener defaults to the built-in “Mega cap stocks” template — a useful starting point that already applies a size filter so you can see the interface working with real results before you configure anything yourself.
Step 2: Choose Your Starting Screen
TakeProfit offers four ways to begin building a screen. Each suits a different starting point:
- Use a built-in screener template — TakeProfit provides several pre-built screens covering common investor profiles (mega cap, dividend-oriented, growth, etc.). These work out of the box and are a good reference point for understanding how filters are structured.
- Modify an existing built-in screen — Open a built-in template and adjust its filters without saving, to get a quick customized result without committing to a new saved screen.
- Duplicate and customize a built-in screen — The recommended approach for building a reliable custom screener. Duplicating preserves the original and gives you a clean copy to modify.
- Create a blank screener — Remove all default filters and build entirely from your own criteria. Best suited for traders who already know exactly which parameters they want.
To switch between screens, click the screener name in the top-right corner of the widget (it shows the current screen name, defaulting to “Mega cap stocks”). A dropdown appears with three tabs: Built-in screeners, My Screens (your saved custom screens), and a Create screener button. You can also mark any built-in or custom screen as a favorite for faster access.
Step 3: Configure Your Filters
Filters are the core of any stock screening workflow. TakeProfit’s filter system is built for precision across multiple time periods.
- Click “Add filter” inside the screener widget
- Select a parameter from the available list of 80+ options — categories span fundamental metrics, price data, growth rates, and market classifications
- Configure each filter using one of three input methods:
- Range sliders — drag to set a minimum and maximum value visually
- Preset operators — select “below,” “enter,” or “above” and type a specific value
- Choose the time period for each filter: TTM (Trailing Twelve Months), MRQ (Most Recent Quarter), Fiscal Year, Year-over-Year growth, CAGR 3Y, or CAGR 5Y
- Click “Apply Changes” to update the result set
The ability to apply different time periods per filter is a capability that differentiates TakeProfit from simpler screeners. For example, you can filter for P/E TTM below 20 while simultaneously requiring CAGR 5Y revenue growth above 10% — combining a current valuation criterion with a long-term growth criterion in the same screen.
Step 4: Customize Columns and Sort Results
Once your filters are set, the table view shows matching stocks. The default columns are: Price, Price change 1 day %, Volume 1 day, Market cap, P/E TTM, Dividend Yield FY, Performance 1 Year, and Sector. These columns can be fully replaced with any of the 80+ available parameters.
Creating a custom column set:
- Click the column preset dropdown and select “New Columnset” to build from scratch, or click “Add column” for quick modifications
- Add or remove individual columns, with changes reflecting in real time
- Click “Edit Column Set” for bulk changes to existing sets
- Save your column set using the disk icon next to the preset dropdown — named sets are accessible from the preset menu in future sessions
Sorting results:
- Primary sort: click “Sort by” and select your main ranking parameter — applies across all results
- Secondary sort: click any column header to apply a nested sort within the primary order
Combining sorts is useful in practice. A trader might sort primarily by 1-year performance (descending) and secondarily by market cap (descending) to surface large-cap outperformers at the top of the list.
Step 5: Advanced Usage and Pro Tips
Auto-refresh: TakeProfit automatically refreshes screener results on a configurable interval — every 30 seconds, every minute, every 3 minutes, or disabled. During active trading sessions, the 30-second interval keeps results current as prices move. During fundamental research sessions where real-time price changes are less critical, disabling refresh reduces unnecessary updates.
Multi-select shortcuts: To batch-add screener results to a watchlist, use Shift + Click to begin multi-select mode and select multiple rows, or Ctrl/Cmd + A to select all currently loaded results. Note that Select All only captures loaded rows — scroll down to load more before using it on large result sets.
Widget linking: TakeProfit uses numbered linking channels (1–4) to synchronize widgets. When the screener and a chart widget are on the same channel, clicking any stock row in the screener instantly updates the chart to display that stock. Adding a financials widget to the same channel extends this to financial data as well — one click delivers a price chart and full fundamental view simultaneously.
Heatmap view: Switching from table to heatmap renders screener results as a color-coded block grid. Green shades indicate positive performance; red shades indicate negative. Block sizes can be adjusted by market structure, business categories, or performance metrics. The heatmap is particularly useful for identifying sector-level patterns across a filtered result set.
Key Capabilities of the TakeProfit Stock Screener
80+ Fundamental and Price Filters Across Multiple Time Periods
TakeProfit’s screener covers parameters across valuation (P/E, P/B, P/S, EV/EBITDA), profitability (gross margin, net margin, ROE, ROA), growth (revenue CAGR, earnings CAGR), dividend metrics (yield, payout ratio), price and volume data (daily change, 52-week range, volume), and market classification (sector, industry, market cap tier). Each fundamental filter can be configured independently across TTM, MRQ, Fiscal Year, YoY growth, CAGR 3Y, or CAGR 5Y.
This multi-period capability allows traders to build precise, layered screens rather than relying on a single snapshot of financial data. A 3-year CAGR filter, for instance, reveals whether a company’s growth trend is sustainable over time — a distinction that quarterly or trailing figures alone cannot capture.
Key Insight: The TakeProfit Stock Screener supports six distinct time periods per fundamental filter — TTM, MRQ, Fiscal Year, YoY, CAGR 3Y, and CAGR 5Y — allowing traders to apply different temporal views to different criteria within the same screen simultaneously.
Pre- and Post-Market Price Data in Filters and Columns
TakeProfit added pre-market and post-market price ratio columns to the screener, enabling traders to incorporate extended-hours price action directly into their screening criteria. This is relevant for gap traders and swing traders who want to identify stocks showing significant overnight or pre-open movement before the regular session begins.
Pre-market data in the screener eliminates the need to separately scan a watchlist or news feed for gap candidates — the filter surfaces them directly within the same workflow used for fundamental screening.
Three Visualization Modes: Table, Lite, and Heatmap
TakeProfit’s screener results display in three distinct modes, each optimized for a different workflow stage.
The Table view is the primary analysis mode — customizable columns, multi-column sorting, and direct row-click integration with other widgets. The Lite view strips the layout to essentials: instrument name, price, and key change metrics, useful for rapid scanning through a long result list without the cognitive overhead of a dense table. The Heatmap view renders results as a proportionally-sized, color-coded grid grouped by market structure, business categories, or performance metrics — effective for identifying which sectors or subsectors within a filtered set are outperforming or underperforming on the day.
Custom Screener Sharing with Community and Referral Earnings
TakeProfit allows users to publish their custom screeners to the community. The publishing workflow requires a title (5–120 characters), a description (up to 500 characters), and an optional cover image. Published screeners appear on the creator’s public profile at takeprofit.com/@YourUsername/screeners and can be copied by other users to their own workspaces.
One practical note: only custom screeners can be shared — built-in screeners cannot be published. Screeners saved in “My Screens” and publicly shared screeners are treated as separate entities, so publishing a screen does not automatically expose your private saved version.
Published screeners include the creator’s referral link. When a new user registers through a shared screener and subscribes, the creator earns a 25% lifetime revenue share from the referral.
Seamless Widget Integration
TakeProfit’s screener is not a standalone tool — it is designed to operate as part of a linked workspace. Clicking any stock row in the screener instantly pushes that symbol to all widgets connected on the same channel: charts update their displayed instrument, the financials widget loads that company’s income statement, balance sheet, and cash flow data, and any linked watchlist reflects the selection. This workflow eliminates the tab-switching and manual symbol entry that characterizes most free screener experiences.
Key Insight: TakeProfit’s Stock Screener results are directly linked to chart and financials widgets through numbered channel groupings. Clicking a stock row in the screener instantly updates all connected widgets without any manual navigation, enabling a single-workspace research workflow from initial screen to in-depth chart and fundamental analysis.
TakeProfit Stock Screener vs. TradingView Stock Screener (2026 Comparison)
TradingView is the most widely used charting and screening platform among retail traders. Both TakeProfit and TradingView offer stock screeners for the US market, but they differ in filter depth, pricing structure, and workflow integration.
| Feature | TakeProfit Screener | TradingView Screener |
|---|---|---|
| US stock coverage | ~5,000 companies | ~8,000+ companies |
| Total filter parameters | 80+ | 150+ (varies by plan) |
| Pre/post-market filters | ✅ Included | ⚠️ Plan-dependent |
| Fundamental time periods | TTM, MRQ, FY, YoY, CAGR 3Y/5Y | TTM, FY (limited on lower tiers) |
| Heatmap view | ✅ Yes | ✅ Yes |
| Customizable column sets | ✅ Yes | ✅ Yes (plan-gated on some options) |
| Auto-refresh speed | Up to 30 seconds | 1 minute+ (plan-dependent) |
| Custom screener sharing | ✅ Yes — community + referral earnings | ✅ Yes — community sharing |
| Widget/chart linking | ✅ Numbered channel system | ⚠️ Limited integration |
| Pricing — full access | $20/month or $120/year (billed annually) | $14.95–$59.95/month depending on tier |
| Free version available | ✅ Basic toolkit accessible | ✅ Limited filter access |
| Scripting language | Indie (Python-based) | Pine Script (TradingView-only) |
| Platform lock-in | No — single flat plan | Multi-tier gatekeeping |
The key structural difference is pricing architecture. TradingView gates screener capabilities across multiple tiers — features available on its Essential or Plus plan may not be available on the free version, and advanced screener functionality (such as additional filter types or faster refresh) often requires higher-tier subscriptions at $59.95 per month. TakeProfit uses a single flat-rate plan that provides full access to all screener capabilities at $20 per month or $120 per year billed annually, with a free version that retains a usable basic toolkit.
TradingView’s screener covers a larger stock database globally and offers more total filter parameters, which matters for traders who require broader international stock screening or highly niche technical indicators as filter criteria. TakeProfit’s screener focuses specifically on the US market and emphasizes deep fundamental analysis with its multi-period time series filters and tighter workflow integration across widgets.
Key Insight: TradingView’s screener covers a larger stock universe globally, while TakeProfit’s screener differentiates by offering six time-period options per fundamental filter (including CAGR 3Y/5Y), pre/post-market data integration, and a single flat-rate pricing structure with no multi-tier feature gating.
Practical Examples: 3 Trading Scenarios Using the TakeProfit Stock Screener
Scenario 1: Value Investing Screen (Warren Buffett-Style Criteria)
A value investor applying Warren Buffett-style criterion aims to find financially strong companies trading at a discount to intrinsic value with durable earnings track records. In TakeProfit’s screener, this translates to a combination of valuation and quality filters:
Filters to apply:
- P/E TTM: below 20
- P/B (Price to Book): below 2
- ROE (Return on Equity) TTM: above 15%
- Debt/Equity (Fiscal Year): below 0.5
- Dividend Yield FY: above 1.5%
- Revenue CAGR 5Y: above 5%
Workflow: After applying filters and clicking “Apply Changes,” switch to the Heatmap view to identify which sectors are producing the most qualifying candidates — typically Financials, Consumer Staples, and Utilities appear prominently in this type of screen. Switch back to Table view, sort by P/E TTM ascending to surface the most deeply discounted candidates first, then click each stock to instantly load its full financial data in a linked financials widget. This converts the screener from a list-maker into a research launchpad without leaving the workspace.
Scenario 2: Momentum/Breakout Trader Screen
A momentum trader wants to identify stocks showing abnormal price and volume activity — candidates for intraday or short-term swing trades. This screen uses price performance and pre-market data.
Filters to apply:
- Price change 1 day %: above 3%
- Volume 1 day: significantly above average (apply a “above” filter on absolute volume)
- Market cap: between $2B and $50B (mid-to-large cap, for liquidity)
- Pre-market price ratio: above threshold (to catch overnight movers)
Workflow: Sort results by 1-day price change descending to rank by intraday move magnitude. Enable the 30-second auto-refresh to keep the list current throughout the session. Multi-select the top 10 results using Shift + Click and batch-add them to a linked watchlist for closer monitoring. This screen is most useful when run during the first 30–60 minutes of the trading session when volume patterns are establishing.
Scenario 3: Dividend Income Investor Screen
A dividend income investor building a sustainable yield portfolio wants to filter stocks based on dividend reliability, earnings coverage, and multi-year growth. This use case commonly overlaps with investors holding ETFs who want individual stock alternatives to dividend ETFs with higher potential yields.
Filters to apply:
- Dividend Yield FY: above 3%
- Payout Ratio (TTM): below 70% (earnings headroom for dividend sustainability)
- Earnings CAGR 5Y: above 3% (long-term earnings trend supports future dividend growth)
- Market cap: above $5B (liquidity and financial stability)
- Sector: Utilities, Financials, Consumer Staples (dividend-heavy industries)
Workflow: Sort by Dividend Yield FY descending to rank by current income, then apply a secondary sort on Payout Ratio ascending to filter out high-yield, high-risk holdings first. Use the financials widget integration to review the last 4–8 quarters of dividend history for the top candidates, confirming consistency before investment decisions are made.
Tips and Best Practices for the TakeProfit Stock Screener
1. Save multiple custom screeners for different market conditions. A single general-purpose screen rarely serves all phases of a market cycle. Build and save separate screeners for value conditions, momentum environments, and high-dividend holding periods. Access them from “My Screens” without reconfiguring filters from scratch each time.
2. Use CAGR 3Y/5Y filters to identify sustainable growth rather than one-quarter outliers. A company posting exceptional earnings in a single quarter may reflect a one-time gain, not a trend. Requiring a minimum CAGR over 3 or 5 years as a criterion helps filter for stocks with consistent compounding trajectories — more useful for investors with medium-to-long holding periods.
3. Combine primary and secondary sorting to build multi-criterion ranking. TakeProfit’s dual-sort system allows you to stack two ranking dimensions. For example, primary sort by 1-year performance descending identifies outperformers, while a secondary sort by market cap descending within that ranking surfaces the largest, most liquid candidates at the top. Saving this sort configuration preserves it for your next session.
4. Set auto-refresh to 30 seconds during active trading; disable it during fundamental research. When you’re screening for intraday price action, real-time refresh matters. When you’re doing long-form research across financial statements and multi-year CAGR data, continuous refresh creates unnecessary interruptions. Adjusting the interval to match the workflow reduces noise without losing capability.
5. Link your screener to a financials widget before your research session begins. The single biggest workflow efficiency in TakeProfit is the widget linking system. Set the screener and financials widget to the same channel number before you start screening, so every stock click automatically loads full financial data. This removes the most common friction point in fundamental research: manually switching context between a screener tool and a financial data source.
Frequently Asked Questions
What is the TakeProfit Stock Screener?
TakeProfit Stock Screener is a widget within the TakeProfit trading platform that allows traders to filter approximately 5,000 US-listed stocks using 80+ fundamental and price-based parameters. It supports multiple time periods per filter (TTM, MRQ, Fiscal Year, CAGR) and displays results in table, lite, or heatmap view. It is designed for both fundamental investors and active traders.
Is the TakeProfit Stock Screener free?
TakeProfit offers a free version that includes access to a basic toolkit including screener functionality. Full access to all 80+ filters, multi-period analysis options, and advanced column customization is available on the paid plan at $20/month or $120/year billed annually. There is no multi-tier paywall — one plan unlocks everything.
How many stocks does TakeProfit screen?
The TakeProfit Stock Screener covers approximately 5,000 companies listed on the US stock market. This includes large-cap, mid-cap, and small-cap stocks across all major US exchanges.
What kinds of filters does the TakeProfit screener offer?
TakeProfit’s screener provides 80+ filter parameters spanning valuation ratios (P/E, P/B, P/S), profitability metrics (ROE, net margin), growth rates (revenue and earnings CAGR), dividend data (yield, payout ratio), price and volume statistics (daily change, 52-week performance), and market classifications (sector, industry, market cap). Pre-market and post-market price ratios are also available as filter criteria.
Can I screen for ETFs on TakeProfit?
The TakeProfit Stock Screener is focused on US-listed equities (stocks). ETF screening is not the primary use case for this tool; the screener is built around fundamental company metrics that apply to individual stocks rather than fund structures. Traders interested in ETFs on TakeProfit should consult current documentation for applicable coverage.
What does TTM mean in TakeProfit screener filters?
TTM stands for Trailing Twelve Months. It represents the most recent 12-month period of financial data, regardless of where that period falls in the fiscal calendar. TTM figures are commonly preferred for valuation screening because they reflect current performance without waiting for fiscal year-end reporting. TakeProfit also supports MRQ (Most Recent Quarter) and Fiscal Year as alternatives.
How do I save a custom screener in TakeProfit?
After configuring your filters, click the disk (save) icon within the screener widget. Give the screener a name, and it will appear under the “My Screens” tab in the screener dropdown. Custom screeners can be accessed, edited, or duplicated in future sessions from the same menu.
Can I share my TakeProfit screener with other traders?
Yes. Custom screeners can be published to the TakeProfit community through the “Share Screener” icon in the widget’s top-right corner. Published screeners require a title and description and can include a cover image. Note: only custom screeners are shareable — built-in templates cannot be published. Shared screeners include your referral link and can generate passive income through the TakeProfit referral program.
Does TakeProfit have a mobile app?
TakeProfit has been improving mobile styles as part of its development roadmap, with enhanced mobile experience updates noted in recent changelogs. For the most current mobile app availability and functionality, check the TakeProfit platform directly or consult their official documentation.
How does TakeProfit screener compare to Yahoo Finance?
Yahoo Finance provides a basic free stock screener suited for beginner-level filtering by price, market cap, and a limited set of fundamental criteria. TakeProfit’s screener differentiates by supporting 80+ filters, multi-period time series (including CAGR 3Y/5Y), pre-market data as a filter criterion, and deep integration with charts and financials widgets in the same workspace. Yahoo Finance’s screener operates as a standalone web tool without cross-widget linking capability.
How does TakeProfit compare to TradingView for stock screening?
TradingView’s screener covers a larger stock universe (including international markets) and offers 150+ filter parameters. TakeProfit’s screener focuses on the US market with 80+ filters and differentiates by offering six time periods per fundamental filter, pre/post-market data integration, and a flat-rate pricing model at $20/month versus TradingView’s multi-tier plans ranging from $14.95 to $59.95 per month. TakeProfit also provides tighter widget linking for research workflows.
What is the best free stock screener in 2026?
The best free stock screener depends on the use case. For basic price and market cap filtering, Yahoo Finance or Finviz serve beginner needs. For traders and investors who want fundamental multi-period analysis with workflow integration, TakeProfit’s free version provides a meaningful baseline with the option to unlock full capability on a single flat-rate plan. TradingView’s free version also offers screener access but with more limited filter depth than its paid tiers.
How do I find dividend stocks with TakeProfit?
Apply a Dividend Yield FY filter set above your minimum target yield (e.g., above 3%), add a Payout Ratio TTM filter below 70% to ensure earnings coverage, and add an Earnings CAGR 5Y filter above a minimum growth rate to confirm long-term dividend sustainability. Sort by yield descending to rank by current income. Sector filters for Utilities, Financials, and Consumer Staples further narrow results to dividend-heavy industries.
Can beginner traders use the TakeProfit stock screener?
Yes. TakeProfit provides built-in screener templates that are pre-configured and ready to use without any filter setup. Beginners can start with a built-in preset like “Mega cap stocks,” observe the results, and gradually modify filters as they become comfortable with the parameters. The user-friendly interface with range sliders and preset operators makes filter configuration accessible without requiring prior screener experience.
What is the heatmap view in the TakeProfit screener?
The heatmap view renders screener results as a color-coded block grid where green shades indicate positive performance and red shades indicate negative performance, with color intensity reflecting the magnitude of change. Block sizes can be adjusted by market structure, business categories, or performance metrics. It provides a visual summary of how screener results are distributed across sectors or performance categories.
Does TakeProfit screen pre-market and post-market data?
Yes. TakeProfit added pre-market and post-market price ratio columns to the screener, making them available both as visible columns in the table view and as filter criteria. This capability is used by traders screening for gap-up or gap-down candidates before or after regular trading hours — a feature not commonly available in basic free stock screeners.
Can I add screener results directly to a watchlist?
Yes. Select one or more stocks from screener results using Shift + Click for multi-select or Ctrl/Cmd + A to select all loaded results, then add them to any linked watchlist widget. This workflow directly transfers screened candidates into a monitoring list without manual symbol entry.
What is the auto-refresh interval for the TakeProfit screener?
TakeProfit’s screener auto-refresh can be set to 30 seconds, 1 minute, 3 minutes, or disabled entirely. The 30-second interval is the fastest available and is designed for active trading sessions where real-time price changes affect which stocks meet filter criteria. Disabling refresh is appropriate for long-form fundamental research sessions where static results are preferred.
How do I apply a Warren Buffett-style screen in TakeProfit?
A Warren Buffett-style screen typically uses these criteria as a starting point: P/E TTM below 20 (value valuation), ROE TTM above 15% (quality indicator), Debt/Equity Fiscal Year below 0.5 (financial conservatism), Dividend Yield FY above 1.5% (income component), and Revenue CAGR 5Y above 5% (growth sustainability). Adjust thresholds based on current market conditions and personal investment criteria.
Can I use TakeProfit screener for value investing?
Yes. TakeProfit’s screener supports the key filter categories used in value investing: P/E, P/B, P/S, EV/EBITDA for valuation; ROE, ROA, net margin for quality; and CAGR 3Y/5Y for long-term growth assessment. The multi-period time series support is particularly relevant for value investors who compare trailing metrics against long-term compounding rates rather than relying on a single period snapshot.
What time periods are available in TakeProfit screener filters?
TakeProfit’s screener supports six time periods for fundamental filters: TTM (Trailing Twelve Months), MRQ (Most Recent Quarter), Fiscal Year, Year-over-Year (YoY) growth, CAGR 3Y (3-Year Compound Annual Growth Rate), and CAGR 5Y (5-Year Compound Annual Growth Rate). Each filter can be individually assigned a time period, allowing mixed-period screens within a single screener configuration.
Is there a 30-day trial for TakeProfit?
TakeProfit offers a free version with no time limit, and paid plans are available for full access. For the most current trial or promotional offers, check the TakeProfit website directly. The platform is designed so that the free version provides a functional baseline, with the paid upgrade unlocking the complete feature set without tier-based feature separation.
How do I upgrade my TakeProfit plan?
Upgrades are managed directly within your TakeProfit account settings. The paid plan is priced at $20/month or $120/year billed annually. There is a single paid tier — no confusing multi-level plan structure. Upgrade to unlock full filter access, unlimited workspaces (the free plan is limited to 2 workspaces), and complete platform capabilities.
What is widget linking in TakeProfit and how does it work with the screener?
Widget linking is TakeProfit’s system for synchronizing multiple widgets in the same workspace. Widgets are assigned to numbered channels (1–4, each with a distinct color). When the screener and one or more other widgets (chart, financials, watchlist) share the same channel number, clicking a stock in the screener automatically updates all linked widgets to display data for that stock. This enables a single-workspace flow from screening to deep-dive analysis.
Can I use TakeProfit without a brokerage account?
Yes. TakeProfit is an analysis and research platform and does not require a brokerage account to use the screener, charts, or financials widgets. Connecting a brokerage account is not a prerequisite for stock screening functionality.
How does sorting work in the TakeProfit screener?
TakeProfit’s screener supports two-level sorting. The primary sort is applied globally to the result set via the “Sort by” button and ranks all matching stocks by the selected parameter. A secondary sort is applied by clicking any column header and creates a nested sort within the primary order. Sort preferences can be saved for reuse in future screening sessions.
What column presets are available in the TakeProfit screener?
The default column set includes: Price, Price change 1 day %, Volume 1 day, Market cap, P/E TTM, Dividend Yield FY, Performance 1 Year, and Sector. All of these can be replaced from a selection of 80+ available parameters. Custom column sets can be saved and named, and TakeProfit displays available presets in a dropdown for quick switching between different analytical layouts.
Can I screen for IPOs or newly listed stocks?
The TakeProfit Stock Screener covers approximately 5,000 US-listed companies and supports price and volume filters that could surface recently listed stocks. Dedicated IPO-specific filter parameters (such as days since listing) are not explicitly documented as a distinct filter category. Traders focused on IPO screening should verify current filter availability directly within the platform.
How does TakeProfit handle financial data accuracy?
TakeProfit emphasizes data accuracy as a platform priority, including ongoing improvements to data quality and real-time data feeds. The screener sources fundamental data across six time periods, providing both current (TTM/MRQ) and historical (CAGR 3Y/5Y) views. For any specific data quality concerns or questions about the source of financial data, contacting TakeProfit support directly via email at [email protected] or through their Discord channel is recommended.
How do I screen stocks based on earnings growth?
Apply a Revenue CAGR filter (3Y or 5Y) above your minimum growth threshold, and add an Earnings (Net Income) CAGR filter alongside it. For more precise short-term earnings screening, use YoY growth filters on earnings-related metrics. Combining an earnings growth filter with a profitability filter (such as Net Margin TTM above a minimum) helps identify stocks where growth is translating into actual profit rather than revenue-only expansion.
What is the best screener for finding undervalued stocks?
For identifying undervalued stocks, a screener that supports fundamental valuation ratios (P/E, P/B, EV/EBITDA), quality metrics (ROE, net margin), and long-term growth rates (CAGR 3Y/5Y) in a single interface is most effective. TakeProfit’s screener supports all of these parameters with multi-period time series filtering. Finviz is a commonly referenced alternative for US stock fundamental screening, though it operates as a standalone web tool without the cross-widget integration TakeProfit provides.
Conclusion
The TakeProfit Stock Screener covers approximately 5,000 US-listed stocks and provides 80+ filters spanning fundamental metrics, price data, and pre/post-market ratios — all configurable across six distinct time periods per filter. For traders and investors evaluating stock screening tools in 2026, the screener’s key differentiators are its multi-period filter depth (particularly CAGR 3Y/5Y), its tight integration with chart and financials widgets through the workspace linking system, and its flat-rate pricing model that provides full access on a single plan at $20/month or $120/year billed annually.
The free version makes the platform accessible without a financial commitment, and the upgrade path is straightforward — one plan unlocks everything rather than distributing capability across multiple tiers.
For traders who have relied on TradingView’s screener, the comparison table in this article outlines where TakeProfit’s approach differs. For traders coming from free tools like Yahoo Finance, TakeProfit’s screener represents a meaningful step up in fundamental analysis depth and workflow integration.
Key takeaways:
- 80+ filters, ~5,000 US stocks, six time period options per filter
- Pre-market and post-market data available as filter criteria and columns
- Single click on screener results updates chart and financials widgets simultaneously
- Flat-rate pricing with a free version available — no feature gating by tier
- Custom screeners can be published to the community and generate referral earnings
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