How Critivest works

Add stocks to your watchlist, define conditions using your own limits and combine the criteria into strategies. Critivest shows you which rules each stock meets and the values behind the results. The watchlist guide takes you through the evaluation.

A conventional stock screener helps you narrow down a large selection of stocks using financial metrics and other filters. Critivest focuses on evaluating your watchlist using rules you define and combine: link conditions with and/or and set how many criteria a strategy requires, such as two of three. For each stock, you see which criteria it meets, which it does not and which cannot be evaluated because data is missing, along with the available underlying values.

No. Critivest gives stocks no score of its own and creates no rankings or top lists. A stock is only measured against the criteria you set. Preset criteria and example strategies are starting points you can change or delete. Established models such as the Piotroski F-Score only count if you use them in a criterion yourself.

Critivest offers around 50,000 stocks worldwide. You can search by company name or ticker symbol and add them to your personal watchlist. Which metrics can be calculated depends on the data available for each company.

You can use more than 50 formulas as well as items from balance sheets, income statements and cash flow statements. These include the P/E ratio, free cash flow, debt-to-equity ratio and Piotroski F-score. The formula reference explains key metrics with calculations, examples and limitations.

A criterion checks a condition, such as whether the P/E ratio is greater than 0 and less than 15. A strategy groups criteria and sets how many must be met, for example two of three. You can reuse a criterion in several strategies. The guide to required criteria explains how the results are combined.

Yes. With and, all comparisons must be true; with or, one is enough. Parentheses determine the grouping. For example, PERatio > 0 and PERatio < 15 checks whether the P/E ratio is between 0 and 15, excluding both limits. The guide to combining conditions gives more examples and explains what happens when a value is missing.

Critivest obtains price and financial data from external data providers and calculates its formulas from these data. The methodology explains the periods, currencies and calculation rules used.

Critivest updates prices and key figures at least once a day, and financial reports as soon as a new quarterly report is available. Prices are not real-time quotes. Data may be delayed, incomplete or incorrect. See the methodology on data freshness for details.

“n/a” means a criterion cannot be evaluated with the available data. A required value may be missing, outdated or unsuitable for the company; unknown values are never assumed to be zero. A strategy shows “n/a” when criteria that cannot be evaluated could still change its result. The methodology on missing values explains the causes.

Data freshness, periods, currencies and calculation definitions can produce different metrics. Depending on the metric, Critivest uses the latest balance sheet, totals from four quarters or financial years. Compare the underlying data and formula as well as the result. The methodology on periods and the formula pages explain Critivest's calculations.

Critivest calculates in the major unit of the stock's quote currency, such as British pounds rather than pence. Amounts from financial reports are converted to this currency to match the market capitalization. The methodology on currencies and units explains the details.

Yes. In account settings, you can subscribe to daily or weekly emails about changes in your strategy results, or enable push notifications on your device. The notifications report when a stock starts or stops meeting a strategy. Email requires a verified address. See the watchlist guide for more.

No. Critivest shows which of your own criteria a stock meets. The results are not investment advice or investment recommendations. Critivest does not give buy, hold or sell recommendations or predict prices. The terms of use explain the limits of the service.

Yes. Critivest is free to use. You can explore the features right away in the shared demo, or create a free account to save your own watchlist, criteria and strategies.

Yes. The shared demo lets you explore the example strategies on well-known stocks without registering. For your own watchlist, criteria and strategies, you create an account.