Presets cover common patterns. Custom screens find stocks matching YOUR exact thesis — quality compounders at value prices, mid-cap momentum with low debt, dividend aristocrats with breakouts, etc. This guide walks through how to build them on SensexIQ.
Step 1 — Open Screener
Navigate to /screener. Default loads the tracked NSE universe (~2,300 stocks).
Step 2 — Start from preset (recommended)
Faster than from scratch. Pick the preset closest to your idea, then modify. Available presets:
- High-conviction picks (confidence + R/R)
- Breakout candidates
- Oversold bounce
- Strong uptrend
- Volume surge
- Quality + value
- High growth
- Cheap large caps
- Small-cap strength
- Low-debt quality
Step 3 — Add custom filters
Filter toolbox
- Technical: RSI range, volume/20-DMA ratio, price vs 50-EMA, price vs 200-DMA
- Fundamental: P/E range, ROE min, D/E max, earnings YoY, revenue YoY, dividend yield min
- Market structure: Market cap bands (large/mid/small/micro), sector multi-select
- Signals: Confidence min, R/R min, signal type
Step 4 — Check match count
Sidebar shows live count. Sweet spot: 30-50 matches.
- Too many (> 100): filters too loose. Add 1-2 more.
- Too few (< 10): filters too tight. Loosen 1-2.
- Zero: incompatible filter combination. Reset 1 filter.
The rule-of-three for filter stacking
Pros use 3-5 filters max. Beyond that = curve-fitting on small samples.
- Universe filter (1): Market cap band OR sector.
- Quality filter (1): ROE OR D/E.
- Trigger filter (1-2): RSI / Volume / Confidence — what makes today different.
- Tactical filter (optional): Breakout, signal type, etc.
5 ready-to-clone custom screens
Screen 1: Quality mid-cap momentum
Market cap: Mid + ROE > 18% + D/E < 0.5 + RSI 50-70 + Confidence > 40
Finds future bluechips in early uptrend phase.
Screen 2: Value bounce
P/E < 18 + ROE > 12% + RSI < 40 + Volume > 1.5× 20-DMA
Cheap quality stocks getting bought after a beating.
Screen 3: Dividend aristocrat breakout
Dividend yield > 3% + ROE > 15% + Price > 50-EMA + Volume surge
High-yield stocks breaking out — rare but high-conviction.
Screen 4: Sector leader rotation
Sector: [your overweighted sector] + Top 30 by 6-mo relative strength
The names leading a sector that's in your rotation overweight.
Screen 5: Low-debt growth compounder
D/E < 0.3 + Revenue YoY > 15% + Earnings YoY > 15% + ROE > 18% + 5-yr CAGR > 15%
Long-term compounder candidates.
Save + share via URL
Every filter combo encoded in URL. Bookmark daily scans. Share URL with peer groups for collaborative idea generation.
There is no live paid saved-screen tier today. Bookmark/share the encoded URL for repeat scans; named saved screens and new-match alerts should be treated as roadmap until they appear in-product.
Common mistakes
- Too many filters. 8+ filters = 0 results 90% of time.
- Curve-fitting. Optimising filters for past data destroys forward performance.
- Ignoring market regime. Same filters fail in bear, win in bull. Add market-regime filter (Nifty > 200-DMA for long screens).
- Not validating results. Spot-check 3-5 matches in detail (fundamental + technical + news). Don't blindly buy screener output.
Pair with scorecard guide for individual stock validation. Use Position Sizing calculator for entry sizing on screen-derived candidates.