Product Description
About this Product
Research and Screening of global Equities and Sectors:
- Advanced analytics with 40+ valuation, risk, and tech. indicators.
- Personalized strategies with filters, ratings, and automated alerts.
- Highly flexible: integrate in-house documents, lists, and views.
About theScreener
Founded in 2000, theScreener is a Swiss fintech pioneer providing quantitative research for finance professionals. Using AI-driven analysis, it delivers unbiased ratings and actionable insights on equities, funds/ETFs, sectors, indices and markets. theScreener enhances investment decisions with transparent, systematic analysis and intuitive reports. Available via Web, API, XML, or PDF, updates occur twice weekly. Clients include wealth advisors, portfolio managers, and digital platforms, benefiting from cost-effective licensing and easy integration into existing workflows. theScreener enables faster, smarter investment decisions, improving client engagement and trust.
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Serving RIAs Since
Discount for Schwab Clients?
0719-93C0
API integration is available through Schwab OpenView Gateway®, which is provided by Performance Technologies, Inc. (“PTI”). Single sign-on is provided by PTI. Daily data files and trading integration are available through Charles Schwab & Co., Inc. ("CS&Co"), a registered broker-dealer and member SIPC. Not all third party providers listed on this site have integration agreements with Schwab. Schwab OpenView Gateway® and Schwab OpenView MarketSquare™ are services of PTI.
References to third parties on this site (whether such parties are vendors participating in a service of PTI or independent advisors using a service of a participating vendor) are not an endorsement or recommendation of, or an opinion (favorable or unfavorable), or advice about, or a referral to any product or service of any third party. Advisors are solely responsible for evaluating, selecting, and purchasing products and services offered by third party vendors. Unless indicated otherwise, third parties are independent and not affiliated with PTI or its affiliates.
Schwab Advisor Services includes the custody, trading, and support services of Charles Schwab & Co., Inc. ("CS&Co"), a registered broker-dealer and member SIPC, and the technology products and services of PTI. PTI and CS&Co are separate companies affiliated as subsidiaries of The Charles Schwab Corporation, but their products and services are independent of each other. PTI’s integration solutions integrate data about accounts custodied at CS&Co.
Access to Electronic Services may be limited or unavailable during periods of peak demand, market volatility, systems upgrade, maintenance, or for other reasons.