Module 3 Contents

📚 Module 3: Using Stock Screeners to Find Opportunities

🎯 Module Objective:

Learn how to use free online stock screeners to quickly find potential investment opportunities — using the same quality filters you mastered in Module 2.

You’ll build your own custom screener, test it, and create your first personal watchlist of companies that meet your value investing criteria.

🧩 Lesson 3.1 – What Is a Stock Screener?

  • Understand what screeners are and why they’re useful
  • Explore the difference between paid vs. free tools
  • Examples of how investors use screeners to filter thousands of stocks in seconds

🧩 Lesson 3.2 – Setting Up Your Screener (Step-by-Step)

  • Follow a guided tutorial using a free tool (e.g. Yahoo Finance, Finviz, or TradingView)
  • Apply filters based on the 5 quality pillars: profitability, cash flow, low debt, insider ownership, simple model
  • Save your screener setup for repeated use

🧩 Lesson 3.3 – Testing Your Screener

  • Run your screener and get a list of real companies
  • Walk through 1–2 examples and evaluate them with your checklist
  • Start identifying patterns in quality stocks

🧩 Lesson 3.4 – Creating Your Watchlist

  • Learn how to build and manage a stock watchlist
  • Add companies to your tracker that pass your screener filters
  • Start thinking about which businesses you want to follow closely

🧩 Lesson 3.5 – Screener Troubleshooting & Tips

  • What to do if your screener returns no results (or too many)
  • How to adjust your filters without losing quality
  • When to tighten vs. relax your criteria

🧩 Lesson 3.6 – Activity: Build Your Own Custom Screener

  • Use the Screener Setup Guide to create a unique version based on your style
  • Save and screenshot your results
  • Add 2–3 new stocks to your watchlist and complete a quick checklist review

🧩 Lesson 3.7 – Quiz: Finding Stocks with a Screener

  • Review how screeners work and test your ability to spot and filter the right traits
  • Reinforce your confidence with real scenarios

🧩 Lesson 3.8 – Recap & What’s Next

  • Summarise what you learned about using screeners
  • Preview Module 4: Timing Your Entry with Simple Chart Tools (Daily Timeframe)


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