# Screener - Managed Investments Powerful, criteria-based screening for managed investments using flexible filtering logic. {.sub-title___devsite} ## Overview The **Screener API for Managed Investments** 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 Data Points** Specify the attributes you want returned to optimize payload size and processing. **3. Submit the Screener Request** Call the Screener endpoint with your filters, projection, sort rules, and optional pagination token. **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---managed-investments/getting-started) * [Guides](/direct-web-services/documentation/direct-web-services/screener---managed-investments/guides) * [API Requests](/direct-web-services/documentation/direct-web-services/screener---managed-investments/api-requests) * [OpenAPI Specification](/direct-web-services/documentation/direct-web-services/screener---managed-investments/openapi-specification)