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Screener Panel

# Screener Panel

The Screener Panel displays asset screening results in Agent. When the AI Agent runs a screen based on your criteria, the matching results appear here as a sortable, interactive table.

How to Trigger It

Just describe what you're looking for in the conversation — the Agent handles the rest and opens the panel automatically.

Example prompts:

"Find US stocks with market cap over $10B, ROE above 20%, and net margin above 15%."

"Screen for large-cap US stocks where RSI is below 30."

"Find dividend stocks with yield above 4% and payout ratio below 60%."

"Screen HK stocks with P/E below 10 and earnings growth above 15%."

"Find crypto with unusually high trading volume."

Panel Layout

Header

Shows the market being screened and the result count — for example:

US Stocks · 25 of 8,432 matches

This tells you how many assets passed the filters out of the total universe screened.

Filter Chips

A row of tags showing every filter condition applied in the current screen, for example:

Mkt Cap  ≥  $10B     P/E  ≤  20     Net Mgn  >  15%

If the results are sorted by a specific field, a sort tag also appears on the right: Sort: ROE ↓

Results Table

Symbol Column

The first column in every row shows:

• Ticker (bold) — Click to open the Asset Panel for that asset
• Exchange (small grey text) — e.g. NASDAQ, NYSE
• Company name (second line, smaller text)

Hovering over the ticker underlines it to indicate it's clickable.

Data Columns

Columns are generated automatically based on the fields returned by the screen. Common fields include:

Price & Performance

Technical Indicators

Fundamentals

Classification

Sorting

Click any numeric column header to sort by that field:

• First click — Sort descending (highest first)
• Second click — Toggle to ascending (lowest first)

The active sort column shows a ↑ or ↓ arrow. Text columns like Sector and Industry are not sortable.

Color Coding

Directional fields — change %, margins, and returns — are color-coded:

• Green — Positive values
• Red — Negative values
• Gray — Neutral numeric values (prices, multiples, etc.)

Result Limit

The Agent returns up to 50 results per screen. If the match count is large, refine your criteria in the conversation to narrow it down — or ask the Agent to filter further from the current results.

Supported Markets