Critivest applies your strategies to every stock on your watchlist. Each strategy has a results column. Open a stock to see the criteria and values behind its results.
1. Add stocks
Search the watchlist by company name or ticker and add the stock. Critivest then loads its prices, key figures and financial reports; this can take a moment.
2. Set up strategies
Without a strategy, the watchlist shows no results. In the Strategy Designer, you set which criteria a stock should meet and how many of them. The guides combining conditions and required criteria show how to write conditions and choose the required number.
3. Read the results on the watchlist
Each strategy has a column. Its ring shows how many of the required criteria a stock meets, labeled “met”, how many criteria are left or “n/a” when missing data leaves the result open. The watchlist says how current its prices are and marks results that changed since your last review as “Changed”, until you choose “Mark as reviewed”.
| Stock | Example: Debt-to-equity ratio and net income | Example: Liquidity ratios (2 of 3) |
|---|---|---|
|
Example Company
|
Changed | |
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Sample Corporation
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4. Details on the page of a stock
Clicking a stock or a ring opens its page. There, each strategy appears with its criteria: which are met, which are not and which value is missing, each with its value and limit. “Calculation” shows what a value comes from, down to the report items with their periods and dates. In addition, you find the price, key figures and the financial reports with their dates. With “Share”, you pass on the stock with the results of your strategies by link.
5. Follow changes
In the account settings, you can order a daily or weekly email when stocks start or stop meeting your strategies, or turn on push notifications on your device. The email requires a confirmed address.
Tips
- Several small strategies, each on one topic such as valuation, debt and liquidity, are easier to read than one large one.
- If a strategy shows “n/a”, open the stock: there you see which value is missing. Why values are missing is explained in the methodology.
- Test new conditions in the editor on your watchlist before you use them in strategies.
The results show whether stocks meet your rules. They are no investment advice or investment recommendation.
More guides
- Required criteria: How a strategy groups criteria and sets how many of them a stock must meet — using the example strategy “Liquidity ratios (2 of 3)”.
Last updated: November 5, 2026