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  5. Mastering the AI Screener: A Step-by-Step Guide
an image showing intellectia AI screener feature to find market opportunities

Mastering the AI Screener: A Step-by-Step Guide

2025-05-083minsHuman written
author
Written byJenny Miler
Content

As an investor, it can be a grueling process when deciding which stocks to invest in, and it's even harder figuring out which stocks are the creme of the crop among the hundreds you do find.

That’s why we built the AI Screener: a powerful, intelligent tool designed to simplify your research, speed up decision-making, and surface relevant ideas based on your specific needs.

Our screener acts as an intuitive and customizable solution that greatly minimizes the gap between novice and professional investors screening relevant stocks based on complex selection criteria.

Step 1: Start with Curated Insights

an image showing AI Screener of IntellectiaAI

When you first open the AI Screener, you’ll see a collection of featured lists grouped by asset type and strategy. These AI-generated suggestions are built using predictive models trained on large volumes of historical data, highlighting assets with patterns similar to previous market trends.

an image showing stocks bullish candidates from AI Screener of IntellectiaAI

Each list provides a snapshot of key metrics like predicted movement probability, estimated return, and recent performance. While these rankings are for reference only, they serve as a great starting point for spotting directional momentum or market themes.

Step 2: Sort, Filter, and Explore

an image showing sort and filter from AI Screener of IntellectiaAI

Each list allows you to sort by factors like predicted return, price, market cap, or probability. You can also apply filters to narrow the list based on your own investment preferences—for example, screening for assets above a certain market cap or below a target price range.

This flexible sorting and filtering system allows you to move quickly from broad insights to focused, actionable candidates.

Step 3: Use the Interactive Table View

an image showing bullish option sentiments from AI Screener of IntellectiaAI

For data-rich lists, the results appear in a sortable table. You can click any column header to organize assets by the metric that matters most to you.

an image showing WSO stock price performance from AI Screener of IntellectiaAI

On the PC version, hover over the asset ticker in the results table, and you’ll instantly see a price snapshot. This snapshot will show you the current price trend and performance, giving you a quick visual understanding of how the asset is moving throughout the day.

an image showing a list of stocks from AI Screener of IntellectiaAI

Additionally, on the far right of the table, there’s a Company Info column. By clicking the "Details" button, you can view a brief description of each asset, which can help you make more informed decisions.

This makes it easy to assess both numbers and context before making a decision.

Step 4: Enter Your Own Screening Idea

an image showing customized screener from AI Screener of IntellectiaAI

Didn’t find what you were looking for? Scroll down to the custom query bar.

Here, you can type in a natural-language request—anything from “low-volatility ETFs with strong volume” to “cryptos under $1 with positive momentum.”

an image showing AI advisor answers the question “low-volatility ETFs with strong volume”

Once submitted, our AI advisor will interpret your idea and search the database for assets that match your logic. The result is a fresh set of screening outcomes tailored to your specific investment style, instantly generated by the model.

Why the AI Screener Works

  • Easy to use: Built for both new and experienced investors
  • Deeply customizable: Adaptable to any style or strategy
  • Powered by AI: Combines pattern recognition and financial logic to deliver smarter suggestions
  • Designed for action: Helps you move from idea to decision faster than traditional tools

Our screener not only helps you identify potential opportunities but also provides deeper expert financial advice to help guide your financial goals.

Ready to Get Started?

Try it now! Whether you’re looking for growth stocks, reliable ETFs, or the next big crypto opportunity, our screener will make your search smarter and faster. Start a conversation with our AI today and see how it can transform your investment strategy!

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