Stock Screener Guide: STM & uPnL
The Stock Screener surfaces timing setups. Pair it with fundamentals so you do not confuse a hot signal with a good business.
Balance Labs is an AI stock research workspace for investors and traders, combining AI Stock Chat, a Berkshire-style fundamentals desk, Stock Screener timing signals, and Labs backtesting. The free plan includes Stock Chat and the Screener preview with 30 monthly AI credits.
What a screener card is telling you
Action / side — current long or short context.
Signal age — how long the setup has been active.
uPnL — unrealized performance since the signal.
Berkshire · fund — cached fundamentals desk score when available.
Equity curve — path of the setup, not a promise of future returns.
Free preview vs full scanner
Free accounts can open the screener and see a server-redacted top-N preview for the active sort mode. Locked names never leave the server as full rows.
Paid plans unlock the full list, portfolio tools, and fund managers workflows.
Sort modes that matter
Berkshire ★ — quality-first ranking using desk composites.
uPnL — who is already working after the signal.
Signal age — freshness vs stale setups.
Quality / return metrics — historical diagnostics of the scanner path.
A sane daily routine
Sort by Berkshire ★ or your preferred quality lens.
Open 1–3 names and read the desk card.
Only then decide if timing (uPnL / age) still fits your risk rules.
Write the bear case before you size the trade.
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Stock Chat + Screener preview · 30 monthly AI credits.
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FAQ
Does a BUY badge mean I should buy now?
It means the scanner’s timing state is buy-side. Always cross-check fundamentals and your own risk rules.
Why is Berkshire score Pending?
The desk cache may still be loading or missing for that symbol. Preview cards now hydrate scores from research cache when available.
Can free users export the full screener?
No. Export and full scan controls stay on paid tiers; free is a teaser of top names only.
What is the 3-5-7 rule in stocks?
It is a risk-sizing heuristic: risk about 3% per position, keep total open risk near 5%, and cut exposure at roughly 7% drawdown. Numbers vary by trader — the principle is fixed: decide loss limits before entry, not during.
What to research when buying a stock?
Business model, valuation versus earnings power, competitive moat, balance-sheet risk, and only then timing. Writing the thesis down first — including what would break it — is what separates a position from a punt.