Spend your research time on the right companies
A list of matches is only the start. You still need to narrow it down and check the evidence.
Too many matches
A broad screen can leave you with hundreds of companies and no clear place to start.
Scattered research
Comparing companies across tabs and spreadsheets makes a simple screen harder to maintain.
Figures to verify
AI-generated answers still need sources you can open and numbers you can check.
What is an AI stock screener?
An AI stock screener turns your description into filters you can review. Vexton applies those criteria and explains why each company matches.
Example screen
“Find US software companies with positive free cash flow and more cash than debt.”
Illustrative walkthrough with fictional companies and sample figures.
01
Review the filters
Your request becomes four clear rules to review before running.
Screening criteria
- Market
- United States
- Industry
- Software
- Free cash flow
- Greater than $0
- Balance sheet
- Cash > total debt
02
Inspect each match
Two companies pass. See the figures behind each match.
First run · 2 matches
Harbor Analytics
US · Software
- Free cash flow
- $42m
- Cash
- $180m
- Debt
- $60m
Meridian Cloud
US · Software
- Free cash flow
- $18m
- Cash
- $95m
- Debt
- $20m
03
Keep it running
The same screen runs next week and flags a new match.
Weekly screen
Every Monday
Following Monday
2 → 3 matches
+ 1 new match
Cedar Systems
US · Software
- Free cash flow
- $9m
- Cash
- $35m
- Debt
- $15m
Harbor and Meridian still match.
From screening to deeper research
Run your criteria once, keep watching for matches, and investigate the companies that interest you.
AI stock screeners
- Describe your criteria and review the filters before you run.
- Combine financial filters with AI analysis of qualitative criteria.
- Inspect each match, open its sources, and export the results.
Scheduled screening
- Run daily, on selected weekdays, or on a monthly schedule.
- Compare reports to see what changed between runs.
- Pause or resume a schedule whenever you need.
Screener Backtest
- Replay your criteria at quarter ends from 2005, over periods of at least 90 days.
- See why each company passed in each quarter.
- Tests screening criteria, not investment returns. Uses today’s company universe, so delisted companies may be absent.
Deeper company research
- Turn a promising match into an investment thesis.
- Use the 46-point checklist across business quality, financials and management.
- Choose the questions that matter and set how often to revisit them.
Keep screening and research connected
See how a connected workflow changes the work between finding a company and researching it.
- Set criteriaSet filters in one tool and carry the results into another.Describe your criteria, then review and edit the filters.
- Check the evidenceCollect supporting sources alongside your screening results.Open the sources attached to each candidate’s analysis.
- Follow new matchesRerun or schedule your screen, then compare research separately.Schedule screening and compare the latest two reports.
- Review past matchesHistorical screening depends on the tools and data you use.Replay criteria at quarter ends from 2005 and inspect why each match passed.
Frequently Asked Questions
How does an AI stock screener work?
Describe what you want to own in plain words. Vexton compiles it into readable filters and a judgment step, and shows the plan first. Each name in the shortlist carries an explanation. Rerun it, schedule it, backtest it, or build a thesis.
How is this different from a stock screener or ChatGPT?
Vexton connects your criteria, screening results and company research in one workflow. Review the filters, check the sources behind each match, and schedule the screen. You decide which companies to investigate.
Can I backtest a stock screener in Vexton?
Yes. Start on or after 1 January 2005 with a window of 90 days or more. Results group by quarter end with 'Why it passed' per match. A backtest replays criteria; it does not simulate returns.
Does Vexton pick stocks or trade for me?
No. It screens, researches and reports; you decide. It never places a trade. Citations help you verify an answer; they do not guarantee an AI interpretation is correct.
Start with your own investment criteria
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