A strategy groups criteria. In the field “Required criteria”, you set how many of them a stock must meet: all, one or any number in between, for example two of three.
The example: Liquidity ratios (2 of 3)
The demo includes the strategy “Example: Liquidity ratios (2 of 3)”. It checks three liquidity criteria and requires at least two of them:
| Criterion | Condition |
|---|---|
| Current ratio greater than 2 | CurrentRatio > 2 |
| Cash ratio greater than 0.5 | CashRatio > 0.5 |
| Operating cash flow to current liabilities greater than 0.5 | OperatingCashFlowToCurrentLiabilities > 0.5 |
A stock meets the strategy if it meets any two of these criteria, so a single missed criterion does not rule it out.
How to read the result
On the watchlist, a ring for each strategy shows how many of the required criteria a stock meets. For the example strategy with two of three criteria:
| Shown | Met | Not met | Cannot be evaluated |
|---|---|---|---|
| 3 | 0 | 0 | |
| 2 | 0 | 1 | |
| 1 | 2 | 0 | |
| 0 | 3 | 0 | |
| 1 | 1 | 1 | |
| 0 | 2 | 1 |
“1 left” means the stock would have to meet one more criterion. “n/a” means a criterion that cannot be evaluated could still change the result. If it is certain that the stock cannot reach the required number even with that criterion, Critivest shows “not met”. Clicking the ring opens the stock with all criteria and their values.
How many criteria to require?
-
All works like
and: the example strategy “Example: Debt-to-equity ratio and net income” requires both of its criteria. -
One works like
or: one met criterion is enough, even if another cannot be evaluated (see combining conditions). - A number in between lets a stock miss single criteria.
Recreating the example in your account
New accounts start without strategies. To recreate the example:
- Under “Criteria”, add any missing criteria from the table using the conditions shown.
- Open the Strategy Designer, add a new strategy and select these three criteria.
- Set “Required criteria” to 2 and save.
A criterion can be part of several strategies; if you change it, the change applies to all of them. The example strategies show how strategies work and are not recommendations. The results show whether a stock meets your rules; they are no investment advice or investment recommendation.
More guides
- Combining conditions: How to combine several comparisons in one criterion with and, or and brackets, which takes precedence and what happens when a value is missing.
- Reviewing your watchlist: How to evaluate your watchlist with strategies, read the results at a glance, check the details of each stock and follow changes.
Last updated: November 4, 2026