Screening

Online Research requires an EconomicInvestor.com account.

FREE: Composite Macro Risk Index Ratings (CMRI) and Economic Influence percentage (R²) for all covered stocks, funds, and indices.
FREE: Traditional Analysis (Beta+ and Performance Reports) for all covered stocks, funds, and indices.
FREE: CMRI and Beta screening for stocks.
Subscriptions are available at multiple levels for access to EconomicInvestor Climate Ratings, portfolio analysis, and additional screening features (including screening for mutual funds and filtering by Climate Ratings).

[Sign Up for a Free Account | Forgot Password ]

Online research requires log in.

Basic Screening Tool

With the Basic Screening Tool you can search for stocks and/or mutual funds based on the CMRI, EconomicInvestor Climate Rating, the Economy's Influence (R²), and Standard Beta.

The free version allows for screening stocks and does not include the Climate Rating.

Advanced Screening Tool

The Advanced Screening Tool is available with a Plus or Premium level subscription. This powerful tool gives you the ability to screen for stocks or funds based on:

Market Exchange
Security Type (stock, ETF, closed-end fund, etc.)
CMRI
Economic Climate Rating
Economy's Influence
Standard, Up-Market, and Down-Market Alpha and Beta
Unlimited Results (with a Premium level subscription)

In addition, you can:

Sort results based on the statistics above
Apply screen settings to a custom buylist instead of all stocks/funds (for example, the list of mutual funds available through your broker or the list of recommended stocks from other research)