does fidelity have a stock screener — Guide

Fidelity Stock Screener

If you're asking does fidelity have a stock screener, the short answer is yes — Fidelity provides a full-featured stock screener on its research platforms that helps investors find and filter publicly traded securities using many customizable criteria. This guide explains where to access the tool, what it screens, core capabilities, practical workflows, limits to be aware of, and how it ties into Fidelity research and trading tools.

Yes — does fidelity have a stock screener? Yes: Fidelity’s screening tools are designed for publicly traded equities and related securities and are available in multiple Fidelity research pages and platforms. Read on to learn how to use the screener effectively and what to expect.

Overview

The Fidelity Stock Screener is a research tool that lets users find and filter publicly traded stocks, exchange‑traded funds (ETFs/ETPs), and other security types using a wide range of filters. The main purpose is to help investors and research-focused users narrow the universe of securities to a manageable list that fits specific goals, whether the goal is value, growth, dividend income, or technical setups.

High-level capabilities include:

• Customizable criteria across fundamentals, valuation, technicals, performance, ownership, dividends, and trading characteristics.
• Preset screens and expert strategies that provide a quick starting point for common approaches.
• A scoring and weighting system that ranks results by how well they match criteria.
• A dynamic results table with sortable columns, quick links to quotes, charts, and in‑depth research pages.

Note: the screener is intended for publicly traded securities and not native cryptocurrency tokens. Crypto-related equities or ETFs (for example, funds holding crypto-related stocks) can be screened. If you need dedicated crypto token screening, consider specialized crypto analytics tools or Bitget’s products for on‑chain and token insights.

Availability and Access

If you want to know does fidelity have a stock screener and where to find it, the tool is available on Fidelity’s public research pages and more feature-rich screens on logged-in research portals.

• Location: the stock screener is accessible via Fidelity.com research pages and the research2.fidelity.com stock screener pages. It is often integrated into Fidelity’s web and mobile research centers and may be embedded in advanced platforms such as Active Trader Pro or Fidelity Trader+.

• Login: basic screening and many preset screens can be viewed without logging in. However, some data fields, delayed versus real-time quotes, deeper research notes, and the ability to act directly on results typically require logging into a Fidelity account.

• Timeliness: As of 2026-01-14, according to Fidelity Investments Help Center, some data shown in public views may be delayed (commonly ≥15 minutes), while account holders or advanced platforms may receive faster or real‑time feeds.

Supported Security Types

When answering does fidelity have a stock screener it is useful to clarify what asset classes are supported. Fidelity’s suite of screeners covers multiple types;

• Common stocks / equities (U.S. and many international listings)
• ETFs and ETPs (separate ETF/ETP screener available)
• Mutual funds and mutual fund comparison tools
• Preferred securities and convertible securities
• Closed‑end funds
• Some fixed‑income summaries and filters (often available in dedicated bond tools)

Important: while “stock screener” usually refers to equities, Fidelity provides separate or adjacent screeners and evaluators for ETFs, mutual funds, and preferred securities. If you need to screen across asset classes, choose the specific screener or use cross‑tool workflows that link results between tools.

Key Features

Below are major features and how they support screening workflows.

• Criteria breadth: Fidelity offers more than 140 screening criteria covering fundamentals (revenue, earnings, margins), valuation metrics (P/E, EV/EBITDA), performance (YTD, 1y, 3y), technicals (moving averages, price change), trading characteristics (float, average volume), ownership (institutional holdings, insider ownership), dividends (yield, payout ratio), and more.

• Preset and expert screens: Built‑in quick screens (e.g., “High Dividend Yield,” “Value Mix,” or “Growth Focus”) and Fidelity expert strategies provide preconfigured criteria to jump‑start research or illustrate how professionals combine filters.

• Custom screens: You can add multiple criteria, set ranges or exact values, and mix filters (for instance: market cap between $2B–$10B, P/E under 25, 50‑day > 200‑day moving average). The interface accepts typed criteria or selection from categorized menus.

• Score & weighting: Fidelity’s scoring ranks matches by how closely each security meets your criteria. You can often adjust weighting for criteria to prioritize specific attributes (e.g., weight dividend yield more heavily than growth metrics).

• Results display: A dynamic results table shows matched securities with sortable columns. Each row usually includes quick links to quote pages, charts, news, and research. Fidelity often limits the full list display for very large result sets; narrowing filters is recommended until results are under a suggested threshold (commonly <500) to see the full list and export options.

• Save & run: Save screens for repeat use, rerun the last screen when returning to the tool, and reuse saved strategies. This helps automate periodic scans and maintain a research workflow.

• Integration: From results you can jump to detailed research pages that include analyst commentary, financial statements, and advanced charts. The screener integrates with watchlists and trading workflows so users can add tickers to watchlists or initiate orders (when logged in and permitted by account type).

How to Use the Screener

If your task is to confirm does fidelity have a stock screener and learn to use it, here is a typical workflow and UI tips:

1. Start: choose a preset screen or start a new screen from scratch. Presets are helpful to learn which criteria matter for common strategies.

2. Select criteria: open the Select Criteria menu or type a criterion name (e.g., "P/E ratio") into the search box. Criteria are grouped by categories like Fundamentals, Valuation, Technicals, Dividends, Ownership.

3. Set values or ranges: for each criterion enter ranges, single thresholds, or select from options (e.g., Market Cap: Mid Cap 2B–10B; P/E: <= 20; Dividend Yield: >= 2%).

4. Watch the result count: the screener often updates a running count in real time so you can see how each filter affects the universe. Aim for a practical number of results (Fidelity suggests narrowing until results <500 to view full lists and advanced options).

5. Sort and inspect results: click column headers to sort by metric; click a ticker to open the quote or research page. Use the scoring/weighting controls to rank by how well names meet your combined criteria.

6. Refine: toggle, tighten, or relax filters. Use benchmark medians and prompts (often shown near criteria) to set realistic filter ranges.

7. Save & act: save the screen for future use. From results you can add names to watchlists or — if logged in — move to trade tickets to place orders.

UI tips:

• Criteria are organized for quick discovery; use the search box when you know the field name.
• Many criteria include help icons with short definitions; use them to ensure you’re applying the intended metric.
• Median and benchmark lines are often shown for numeric fields; these help set realistic ranges.

Example Screens and Strategies

For readers still asking does fidelity have a stock screener and what practical examples exist, Fidelity provides sample strategy profiles and presets that show:

• Mid‑cap growth strategy: filters for market cap range (e.g., $2B–$10B), revenue growth > 10% Y/Y, EPS growth strengths, and technical confirmation (50‑day > 200‑day MA). The strategy page typically includes a goal, rationale, and the combined criteria used.

• Dividend income screen: high dividend yield threshold, payout ratio caps, consistent dividend history, and free‑cash‑flow filters.

• Quality value screen: low P/E and P/B ranges, high return on equity, stable earnings, and strong balance sheets.

These example screens are useful learning tools. Fidelity often documents each strategy with a short explanation of why criteria are combined and which risks or tradeoffs to consider.

Data, Timing, and Limitations

When evaluating does fidelity have a stock screener it’s important to understand the data characteristics and practical limits:

• Quote timing: many public views show delayed quotes, commonly by 15 minutes or more. Logged-in users or subscribers to advanced services may see more timely or real‑time pricing.

• Data depth: certain advanced data fields, analyst reports, or proprietary ratings may require a Fidelity account or may be restricted to platforms such as Active Trader Pro.

• Result limits: large result sets may be truncated for performance. Fidelity suggests narrowing criteria until results are under a threshold (commonly 500) to see the full list and access export features.

• Coverage: while domestic and common international listings are well represented, some small international exchanges or OTC securities may have limited data.

• Backtesting: the screener is primarily a discovery and filtering tool; full backtesting and strategy simulation may not be available directly in the basic screener and could require advanced platforms or separate analytics tools.

• Accuracy and timing: always verify critical fields (e.g., latest financials, corporate actions) on the detailed quote or company filings before acting.

Integration With Fidelity Research & Trading Tools

The screener is designed to be an entry point that connects to deeper research and trading workflows:

• From results you can open detailed quote pages that contain analyst reports, news, company financials, ownership data, and event calendars.

• Charts: quick chart links let you view multiple timeframes, compare peers, and apply technical indicators.

• Watchlists and trading: add screened tickers to watchlists or — when logged in — jump to order tickets to place trades directly from research pages.

• Related tools: results often link to fund evaluators, ETF screeners, or mutual fund comparison tools to help users move between asset classes or perform side‑by‑side analyses.

Tutorials, Documentation, and Support

If you still wonder does fidelity have a stock screener and want step‑by‑step help, Fidelity offers multiple learning resources:

• Fidelity Help Center articles and guided documentation titled “How to Use Fidelity’s Stock Screener.”
• Fidelity Learning Center articles that explain common screens and investing strategies.
• Video tutorials produced by Fidelity that walk through using the screener interface and interpreting results.
• Third‑party video walkthroughs and independent tutorials that demonstrate practical examples (search video platforms for demo walkthroughs).
• Fidelity customer support and research help lines for account‑specific questions and technical assistance.

When referencing documentation, note the publish or access date. As of 2026-01-14, according to Fidelity Investments Help Center, Fidelity’s online research pages list the stock screener and related help articles as primary resources for users.

Mobile and Advanced Platforms

Does fidelity have a stock screener on mobile? Yes — Fidelity integrates screening features into its mobile apps, though layout and the depth of available criteria may differ from the web interface.

• Mobile app: many essential filters and presets are available in the mobile research center; some advanced filtering and bulk display features are easier to use on desktop.

• Advanced desktop platforms: platforms like Active Trader Pro and Fidelity Trader+ may expose additional data feeds, faster quote delivery, and specialized layouts for power users. Availability of specific filters or scoring features can vary across these platforms.

Comparison and Alternatives

If your comparison question is does fidelity have a stock screener and should you use it, the short reality is Fidelity’s screener is robust for most retail and research needs. However, some users choose alternatives when they need:

• Faster real‑time data feeds for large, frequent scans.
• Extensive international or niche market coverage not present in standard broker screeners.
• Advanced backtesting, factor modeling, or institutional‑grade datasets.

Alternatives include third‑party screeners, independent financial data vendors, or specialized analytics providers that focus on backtesting or factor research. For crypto token scanning and on‑chain metrics, consider exchange‑native analytics or dedicated crypto analytics platforms; for centralized exchange trading or token access, Bitget provides tools, market data, and Bitget Wallet integration for web3 flows.

When comparing, evaluate data freshness, supported asset classes, customizability, export options, and whether the screener integrates with your trading or portfolio tools.

Practical Tips and Best Practices

Practical advice for using the screener effectively:

• Start with a preset: use Fidelity’s built‑in screens to learn which criteria map to your objectives.
• Use benchmark medians: Fidelity often shows medians that help you set realistic thresholds.
• Combine filters: mix fundamental and technical filters to focus on names that meet multiple conditions.
• Narrow results: keep result sets small enough for easy review (Fidelity suggests narrowing until results <500).
• Save screens: save commonly used filters so you can rerun them quickly.
• Verify before trading: check detailed quotes, filings, and news on the individual security page before placing trades.
• Log in for full features: consider logging into a Fidelity account for expanded data, personalization, and trading integration.

See Also

• Fidelity ETF/ETP screener
• Fidelity mutual fund evaluator
• Fidelity Research Center and Learning Center
• Active Trader Pro and Fidelity Trader+ tools

References

• Fidelity: “How to Use Fidelity’s Stock Screener” (Fidelity Help Center), official documentation and video overview. Reported access: 2026-01-14.
• Fidelity: “Stock Screeners & Fund Comparison Tools” (Search & Compare Investments overview). Reported access: 2026-01-14.
• Fidelity research2.fidelity.com: Stock Screener landing and strategy example pages. Reported access: 2026-01-14.
• Fidelity Learning Center: articles about popular stock screens and investing strategies. Reported access: 2026-01-14.
• Fidelity: ETF, preferred, and fund screener pages and evaluators. Reported access: 2026-01-14.
• Example video tutorials (Fidelity and independent creators) demonstrating screener usage. Reported access: 2026-01-14.

Further exploration: use this guide as a reference while opening the Fidelity screener in another tab, try a preset screen, and save one custom screen you can rerun weekly to monitor opportunities and watchlist additions.