<!--
doc:
  owner: direct-web-services
  docType: overview
  api: screener-equities
  version: v1
  lastUpdated: 2026-04-20
-->
# Screener - Equities

Powerful, criteria-based screening for equities using flexible filtering logic. {.sub-title___devsite}

<nav class="md-docs-tabs-action___devsite">

* [Overview](#overview)
* [Key Capabilities](#key-capabilities)
* [How It Works](#how-it-works)
* [Related Content](#related-content)
</nav>

## Overview

The **Screener API for Equities** allows you to build sophisticated rules-based screeners using exact matches, ranges, exclusions, and multi-factor logic. It acts as a flexible research and discovery layer by returning performance IDs and selected data fields for downstream analysis or integration into investment workflows.

## Key Capabilities

* Apply complex filtering logic with **and/or/not**, numeric comparisons, and value inclusion/exclusion.
* Retrieve **performance IDs** and additional metadata needed for downstream API requests.
* Define **custom output fields** for precise control of returned data.
* Sort results and use **token-based pagination** to work efficiently with large result sets.

## How It Works

**1. Build Your Screening Criteria**
Define filter conditions using comparison operators (`eq`, `gt`, `lt`, `gte`, `lte`, `in`, etc.) and combine them with logical operators to shape your screening universe.

**2. Select Output Fields**
Specify the attributes you want returned—such as identifiers, fundamentals, or classifications—to optimize payload size and processing.

**3. Submit the Screener Request**
Specify the attributes you want returned to optimize payload size and processing.

**4. Retrieve and Iterate**
Responses include a matching records, metadata, and a pagination token. Use the token to retrieve additional batches until all records are returned.

## Related Content

* [Getting Started](/direct-web-services/documentation/direct-web-services/screener---equities/getting-started)
* [Guides](/direct-web-services/documentation/direct-web-services/screener---equities/guides)
* [API Requests](/direct-web-services/documentation/direct-web-services/screener---equities/api-requests)
* [OpenAPI Specification](/direct-web-services/documentation/direct-web-services/screener---equities/openapi-specification)