Obermatt
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Workflow · February 20, 2026 · 5 min read

From 8,000 stocks to a shortlist

A repeatable 15-minute workflow: screen, sort, inspect, save — without drowning in tabs.

The ranked universe holds over 8,000 companies. The point of the tools is not to look at all of them — it’s to get from everything to a shortlist you can genuinely research, in minutes, following the same path every time so your process stays honest.

Step 1 — Constrain the universe

On Discover, open the filter panel and cut the world down to your hunting ground: regions or countries you understand, industries you can judge, the company sizes that fit your strategy. Filters are additive across categories and the URL carries all of them — your screen is shareable and repeatable by construction. Save it with Save this filter so next month starts where this month ended.

Step 2 — Sort with intent

Default to 360° descending for an all-round shortlist. Then resort once by safety ascending — not to find buys, but to spot the fragile names you want to exclude early. If your strategy is dividend-driven or quality-driven, add the matching detail columns via Edit columns and make them the sort key.

Step 3 — Inspect the shape, not just the score

Open the top candidates and look at the shape of the rank bars: where does the score come from? Expand the pillars into their detail ranks. Check the rank history — a stable 80 and a 80 that was a 50 last quarter are different stories. Read the stale and sentiment signals as questions to answer in your own research, not as answers.

Step 4 — Save and revisit

Bookmark the survivors into a watchlist — one list per strategy if you run several. Notes on each row hold your thesis in one line. The dashboard then does the maintenance for you: movers in your lists, peers of stocks you track that you haven’t looked at, and today’s champions for serendipity. Screening is one step of a larger discipline — where it sits in the sequence is laid out in our full stock-picking walkthrough.