Table of contents:
- 1 finviz homepage – A good overview
- 1.1 Use search function
- 1.2 Technical and fundemental signals for US equities
- 1.3 The six current winners and losers
- 1.4 News
- 1.5 Stock Screener – simply ingenious
- 1.6 General filter criteria
- 1.7 Fundamental filter criteria
- 1.8 Technical filter criteria
- 1.9 Maps
- 1.10 Groups
- 1.11 Portfolio
- 1.12 Insider
- 1.13 Futures & Forex
- 1.14 Backtests
- 1.15 account types & prices
- 1.16 Conclusion about the finviz stock screener and charting
finviz homepage – A good overview
A very good first overview of the situation on the American stock market is already provided by the homepage of finviz, as you can see above.
If you hover the mouse over one of the ticker symbols, the daily chart is shown as a snapshot. This is the case everywhere and is one of the things that makes finviz so interesting. So you can get a very good overview very quickly.
Use search function
There is a search window at the top of the screen that allows you to search for the stock of your choice.
You can enter either the ticker symbol, the company name or any words and you will get the desired results.
The search can also be done in the company profile. For example, you can display all companies that have the word “Gold” in their company profile.
The shares of the search results can then be transferred directly to the share scanner to be filtered according to further economic and technical criteria.
Under the menu bar with the most important areas of the website you can see directly the three major US stock indices (Dow Jones, Nasdaq and the S&P 500) in the intraday chart including performance, current level and relative volume (current volume to average 3-month volume).
Technical and fundemental signals for US equities
The next column shows interesting information on the shares traded on the US stock exchanges NYSE, NASDAQ and AMEX:
- How many stocks are in plus/minus today?
- How many stocks have reached a new 52-week high/52-week low today?
- How many shares are currently trading above or below the SMA50?
- How many shares are currently trading above or below the SMA200?
A survey (in which every participant can participate on finviz.com) where the S&P 500 will be in the next 5 minutes. Bull or Bear? So to speak a S&P 500 sentiment of the finviz participants.
The six current winners and losers
Four shares each, which today reached a 52-week high and 52-week low.
Two shares each, which are in the overbought and oversold range. This signal is calculated using the RSI (14) of the last two weeks.
This gives a good signal, indicating stocks that have risen and fallen extremely strongly in the last 2 weeks.
Four stocks with unusually high daily trading volumes for comparison of the daily average trading volume.
The two stocks that currently show the highest volatility.
The two shares with the currently highest daily trading volume.
One share each that has received an upgrade and a downgrade.
One share each that brought the numbers before market open (BMO) and one share that brought the numbers after market close (AMC).
One share each where insider buying and insider selling has been done.
With this list alone, you can see at a glance in which stocks there is something going on today and which ones you should have on the watchlist. If you move the mouse over the ticker symbol, the daily chart is displayed as a snapshot. So you can decide very quickly which stocks are interesting for you.
Below is a table with chart technical signals.
Four stocks that are currently close to the lower/upper trend line.
Four stocks that are close to the support/resistance.
Four stocks that have a wedge, rising wedge and falling wedge.
Four stocks that have a rising and falling triangle.
Four stocks with a trend channel, rising channel and falling channel.
Four stocks with a double top, multiple top, double buttom and multiple buttom.
Four stocks with an SKS formation.
Then the last five messages including the source of information, time and message. If you move the mouse over the message, the detailed message is shown as a “snapshot”.
Next you get an overview with the most important economic data including the time, the event, the impact on the market and the period. In addition, of course, the current figures (if already published) and the expectations (if available), as well as the latest figures.
The last six insider purchases and sales can be found in the box under the economic data including the ticker symbol, the name of the person, the function of the person, the date, the transaction, the share price, the number of shares and the equivalent value of the transaction.
The start page of finviz closes with a table of the most important futures with the current price level including the change on a daily basis.
In the upper right corner there is a map showing all stocks in the S&P 500, sorted by sector and industry. The size of the boxes for the individual stocks represents their market capitalization. In other words, the larger the box, the larger the market capitalization of the respective company.
Below this you will find a short overview of the stocks with the most important news of the day and the current change.
The next box shows which companies will bring in figures in the next few days, both BMO and AMC.
An overview of the top insider buying and selling of the last few days can be seen in the box below.
At the bottom you get an overview of Forex and Bonds and the current status including the change on a daily basis.
Finviz gives a good overview of the current news. The most important news sources are considered as well as the most popular blogs.
The news sources are the following:
- Bloomberg, Reuters, MarketWatch, The Wall Street Journal, The New York Times, CNBC, CNN Money, BBC.
Blogs are included as follows:
- Trader Feed, Zero Hedge, The Big Picture, Howard Lindzon, Mish’s Global Economic Trend Analysis, Seeking Alpha, Daily Reckoning, Afraid to Trade, market folly, The Disciplined Investor, Market Realist, 10Q Detective, Vantage Point Trading, Fallond Stock Picks, Abnormal Returns, Calculated Risk, Stock Trading To Go.
You can sort the news by source and time.
Stock Screener – simply ingenious
The share screener is the flagship of finviz and the best tool of finviz.
It allows you to filter shares according to different criteria.
There are general, fundamental and technical filter criteria.
General filter criteria
General filter criteria are stock exchange, market capitalization, earnings date, price target, index, dividend yield, average trading volume, date of IPO, sector, float short, relative volume, industry sector, analyst recommendations, current volume, country, options/short, price.
Fundamental filter criteria
Fundamental filter criteria are PER, KCV, EPS growth in the next 5 years, return on equity (ROE), leverage, insider ownership, future PER, KCV (free cash flow), sales growth in the next 5 years, ROI, gross margin, insider transactions, PEG, EPS growth of this year, EPS growth from quarter to quarter, liquidity ratio, operating margin, institutional ownership, KUV, EPS growth next year, sales growth from quarter to quarter, quick ratio, net profit margin, institutional transactions, KBV, EPS growth over the last 5 years, return on assets (ROA), payout ratio.
Technical filter criteria
Technical filter criteria are performance, 20 day moving average, 20 day high/low, beta, performance 2, 50 day moving average, 50 day high/low, ATR, volatility, 200 day moving average, 52 week high/low, RSI (14), chart patterns (28 pieces, more in the ELITE version), gap, change since opening, candlestick formations (11 pieces, more in the ELITE version).
As you can see, the stock screener has a variety of criteria. You can also use all filter criteria as you like. This makes the Stock Screener a very powerful tool to find really high quality stocks as well as trading opportunities.
The Sceens can also be saved.
There are also templates to display the screens.
The templates are based on the following topics: Overview, Valuation, Financial, Ownership, Performance, Technical, Charts, Tickers, Basic, TA, News, Scapshot, Stats.
Here is an example of a snapshot. This way you can get all important information about a stock at a glance. Furthermore finviz automatically draws trend lines etc. So you have the chart, fundamental key figures, news and description at a glance.
Another tool on finviz is “Maps”. Maps are overview pages, ordered and visualized according to selected filter criteria.
Maps for the S&P 500. finviz provides an overview of all stocks in the S&P 500, categorised by sectors and industries. The size of the individual boxes for the shares reflects their market capitalization.
You can also replace the filter S&P 500 by the filter World, Full and Exchange Traded Funds.
By applying the filter World, you get an overview of all foreign ADRs listed on the NYSE, NASDAQ and AMEX. These are categorized according to their origin.
The Full Filter is a list of all US stocks listed on the US stock exchanges, again categorized by sector and industry.
A filter by Exchange Traded Funds shows ETFs and categorizes them by sector and type. Here the size of the box reflects the average volume in dollars over the last 3 months.
In addition, the stocks, ADRs or ETFs are highlighted in color based on the selected filter criterion.
In addition to the Map Filter (S&P 500, World, Full, ETF) you can also select a filter, what you want to be displayed by selecting the map. The colored marking thus reflects the filter criterion.
For stocks and ADRs you can select the following criteria:
- 1-day performance, 1-week performance, 1-month performance, 3-month performance, 6-month performance, 1-year performance, year to date performance, relative volume, PER, future PER, PEG, KUV, KBV, dividend yield, EPS growth over the last 5 years, Float Short, analyst recommendations, Earnings Day Performance, Earning Date
ETFs, on the other hand, can logically only be filtered by performance and relative volume (1-day performance, 1-week performance, 1-month performance, 3-month performance, 6-month performance, 1-year performance, year-to-date performance, relative volume).
The following figure shows an example that shows all stocks in the S&P 500 by sector and industry and highlights the analyst recommendations in color. Light green = Strong Buy, dark green = Buy, no color = Hold, dark red = Sell, light red = Strong Sell)
The functionality of groups is similar to that of maps, only the display format is different.
Here you can display different groups (industry, countries in which US stocks are listed, capitalization).
Then you can display different criteria for the respective groups. The criteria are almost the same as in the maps.
The ready-made templates are also very similar to those in the maps.
Here you can create a sample portfolio, just like you know it from other financial portals.
To use this function, you must be registered. However, the free version is sufficient.
The Insider section provides an overview of all insider transactions.
You can see the share, the person, the relationship of the person to the company, the date, the type of transaction, the price, the number of shares, the total value of the transaction, as well as the total number of shares that the person has bought/sold so far.
You will also receive a direct link to the SEC Form 4.
In addition to the current insider transactions, you can also display the top insider transactions of the last week, as well as the transactions of persons who own at least 10% of the company, and if required, you can also filter them according to buy and sell transactions.
Futures & Forex
This tool gives a very good overview of the futures and forex markets.
Here in the futures area you can get charts for all futures markets. In addition to charts, quotes and the current performance can also be displayed on a daily, weekly, monthly, quarterly, half-yearly and annual basis.
The time levels of the charts are 5 minutes, hourly, daily, weekly and monthly.
The futures prices are delayed by 20 minutes, but to get an overview, this does not disturb further.
Everyone who trades futures knows that real-time prices in the futures area can cost a lot of money.
Therefore, here you get a free variant to get at all high-quality charts and quotes in the futures area.
In addition to the classic futures on stock indices, you can also get charts for futures on energy (Energy), such as oil and gas, and agricultural commodities (Softs), such as orange juice and coffee.
There are also other markets such as bonds, metals, meat, grains and currencies.
The same overview is also available for the Forex market.
Included are the currency pairs EUR/USD, GBP/USD, USD/JPY, USD/CAD, USD/CHF, AUD/USD, Gold, NZD/USD, EUR/GBP, GBP/JPY and BTC/USD (Bitcoin in US dollars).
Here you can easily see how the currencies correlate with each other and which currency pairs are more or less interesting. In addition, you get a good overview of which currency has a strength or weakness.
The whole thing can also be displayed in the performance view, so that you can see the performance of the different time levels.
This backtesting tool can only be used in the paid version, and more than 100 technical indicators can be backtested.
The history of the data is 16 years.
In addition, it can be compared with the S&P as a benchmark.
The creation and backtesting itself is very easy, but also limited to indicators only.
Since I don’t believe in pure trading by technical indicators, I think this tool is quite nice, but in my opinion it doesn’t add any value.
account types & prices
For most tools you don’t even have to register.
But to create a portfolio or save screeners etc. you have to register for free.
The elite version, which is the paid version, costs $39.50 per month or $24.96 per month for annual payment ($299.50).
Additionally, there is a 30-day money back guarantee.
The paid version includes real-time and pre-trading courses. These are otherwise 15 minutes delayed for NASDAQ and 20 minutes delayed for NYSE and AMEX.
In addition, you get a more comprehensive charting service and can also use intraday charts, indicators, drawing tools and performance comparisons.
In addition to backtests, you can then display correlating stocks to diversify risk and find alternatives for current positions, as well as better manage the risk of your portfolio.
You also get additional options for the stock screener. These are exporting data, more extensive charts, individual filters and a statistical overview.
In addition, the elite version allows you to receive notifications by email. The notifications can be special news, ratings, prices (alarm), as well as new shares that meet certain criteria of the stock screener.
Also the whole finviz site is then free of ads.
Conclusion about the finviz stock screener and charting
With finviz you get a very good tool to find interesting US stocks.
The stock screener is the best tool of finviz and can only recommend it.
Also the price/performance ratio of the paid version is good.