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← All Workflows Open Screener (India) ↗ Open Screener (US) ↗

Published: September 9, 2026 | 8 min read | Workflow Guide | Long-Term Investor

Most investors treat research as separate tools — a screener here, a stock check there, a portfolio tracker somewhere else. This is what it looks like when they're actually one pipeline: a real, live-data walkthrough from a systematic filter, through a shortlist, into one stock's full research page, and out the other end into a real portfolio correction.

Not investment advice. This video demonstrates platform functionality only. Nothing shown constitutes a recommendation to buy, sell, or hold any security — please do your own research or consult a SEBI-registered investment adviser.

The Five Steps

1. Build a systematic scan, not a preset

Instead of clicking a named preset, open Advanced Historical Filters on the Screener and set the Margin & Re-Rating group directly: TTM Profit Growth at least 1.25× Sales Growth, a 10% guard so it doesn't misfire on weak sales growth, and a Price − Profit Spread of 10 points — a re-rating signal even when profit growth is flat. Run it, and real companies clear the bar directly from the raw filter fields.

2. Chain a preset on top — reversibly

Click Refine These Results and layer a named preset like Quality Compounders on the current results — no need to start over. A visible chain breadcrumb tracks the sequence, and it's not a one-way commitment: a real ← Back button restores the exact prior state instantly, distinct from the × Clear button that resets the universe entirely.

3. Eyeball candidates before committing

Checking rows gives you two different payoffs, not just one. View Charts opens a side-by-side slideshow to compare candidates visually before deeper research. The same selection can also go straight to the Investment Committee for a deeper AI read — see the Smart Screener → Investment Committee workflow for that path.

4. Let the stock page show what the Screener can't

Open one stock and its FY price-to-earnings history shows exactly how the market has priced its earnings, year by year — not just today's snapshot. Its Why It Screened note is a plain-language synthesis of every signal currently true for the stock, generated fresh, never a buy or sell call.

5. Close the loop in the Portfolio

In Portfolio > Alerts, the Pending Corporate Actions panel surfaces unresolved splits and bonuses. Resolving one recalculates cost basis and share count automatically — and, as a genuine side effect, can clear a holding from the Approaching Stop-Loss list once its numbers are actually correct. See the full mechanics in the Portfolio Manager guide.

Why this order matters: Each step reveals something the previous one structurally couldn't show. The Screener can't show a decade of P/E history for one company; the stock page can't show whether your actual holding's cost basis is correct. Chaining the three together — not treating them as separate dashboards — is the whole point.

🇺🇸 Now Live for US Markets

The same screener-to-stock-page pipeline now runs end to end on US stocks too — an Advanced Historical Filters scan on the US Screener, chained with a preset, feeding straight into a US stock's full research page. In this walkthrough, one real company clears the bar: SanDisk (SNDK).

Not investment advice. This video demonstrates platform functionality only, using real live data at the time of recording. Nothing shown constitutes a recommendation to buy, sell, or hold any security — please do your own research before acting.

Diagram: The Unified Research Pipeline, From Screener to Stock Page. Phase 1 The Advanced Historical Screen (Margin and Re-Rating filters, 1.25x profit multiplier, 10% safety guardrail), Phase 2 Refinement and Chaining (identify SanDisk as the high-bar candidate, chain the Quality Compounders preset, non-linear breadcrumb navigation), Phase 3 Selection Payoffs (choose View Charts for side-by-side visual eyeballing or the Investment Committee for a deep AI-driven read), Phase 4 The Stock Deep-Dive (analyze FY P/E history, review the plain-language Why It Screened synthesis) — The US workflow at a glance: one Advanced Historical Filters scan, chained and carried through to a single stock's deep-dive page.

1. Build a systematic scan, not a preset (US)

Instead of clicking a named preset, open Advanced Historical Filters on the US Screener and set the Margin & Re-Rating group directly: TTM Profit Growth at least 1.25× 3-Year Revenue CAGR, a 10% guard so it doesn't misfire on weak revenue growth, and a Price − Profit Spread of 10 points — a re-rating signal even when profit growth is flat. Run it, and one real company clears the bar: SanDisk (SNDK).

Diagram: The Guardrail Formula, Engineering a Re-Rating Signal. The Multiplier: Profit Growth greater than 1.25x Revenue Growth, ensures profit outpaces a 3-year revenue baseline. The Guard: 10% Minimum Threshold, prevents misfiring on weak overall growth. The Spread: Price minus Profit Spread equals 10 Points, captures a re-rating signal even if absolute growth is flat. Result: SanDisk (SNDK) — The three Margin & Re-Rating settings used in the demo, and the one stock that cleared all three.

2. Chain a preset on top — reversibly (US)

Click Refine These Results and layer a named preset like Quality Compounders on the current results — no need to start over. SanDisk clears that bar too, still just one stock, and it's not a one-way commitment: a real ← Back button restores the exact prior state.

Comparison diagram: The Pile of Dashboards (siloed workflows, rigid ideation on static named presets, one-way dead ends, single-action rows) versus The Finmagine Pipeline (unified ecosystem, advanced logic engine, chained architecture with back-buttons to preserve context, multi-payoff rows) — Rigid, one-way presets versus a chained pipeline that preserves context at every step.

Diagram: Phase 2 Layered Refinement Without Losing Context. A Named Preset layer (Quality Compounders) sits on top of the Margin and Re-Rating Results layer (1 Match: SNDK). Refine without resetting: the architecture preserves your exact historical context, making every step reversible — Quality Compounders chained on top of the Margin & Re-Rating results — still one match: SNDK.

3. Eyeball candidates before committing (US)

Selecting the row gives you two different payoffs, not just one. View Charts opens a side-by-side slideshow to eyeball the candidate before committing to anything. The same selection can also go straight to the Investment Committee for a deeper AI read — see the Smart Screener → Investment Committee workflow for that path.

Diagram: Phase 3 The Multi-Payoff Row, Rapid Validation. Selecting a result is a multi-directional launchpad, not a one-way dead end. SNDK branches into two paths: Eyeball the Candidate (open View Charts for rapid visual validation) and Deep AI Read (route the candidate straight to the Investment Committee for deeper institutional analysis) — One selected row, two payoffs: View Charts for a quick look, or the Investment Committee for a deeper read.

4. Let the stock page show what the Screener can't (US)

Open /us/stock/?symbol=SNDK and its Financial Year price-to-earnings history shows exactly how the market has actually priced the company's earnings, year by year. Its Why It Screened note is a plain-language synthesis of every signal currently true for the stock, generated fresh, never a buy or sell call.

Diagram: The Handoff Boundary, Screener to Deep Dive. The Screener's Domain (Filter, Chain, and Eyeball) hands off to analytics it cannot display itself; the thread continues directly into the Stock Page's Domain (Historical Pricing Context and Signal Synthesis) — Where the Screener's job ends and the stock page's job begins — one continuous thread, not two separate tools.

Diagram: Pure Context, Zero Bias, The Signal Synthesis. The Why It Screened note is Freshly Generated (a plain-language synthesis of every signal true for the stock right now), an Objective Translation (mapping quantitative triggers into readable insights), and carries No Mandates (never a buy or sell call, just rigorous synthesized data) — The Why It Screened note: freshly generated, objective, and never a buy or sell call.

Why four steps, not five: Portfolio's Pending Corporate Actions panel is currently fed only by India's NSE corporate-actions data — US (GL_EQ) holdings don't yet have a matching live data source, so this US walkthrough stops at the stock page rather than closing the loop in the Portfolio.

US tool links: US Screener · SanDisk (SNDK) Stock Page