ETRADE’s stock screener is free for all account holders, accessible through **Power ETRADE** — the browser-based active trading platform. It covers fundamental and technical filters, and integrates Morgan Stanley institutional research — one of ETRADE’s strongest competitive advantages since Morgan Stanley’s 2020 acquisition. ETRADE also provides dedicated ETF and options screeners, and the Snapshot Analysis tool for quick options evaluation.

Accessing E*TRADE’s Screener

  1. Log in to etrade.com
  2. Navigate to Research → Stocks → Stock Screener (standard)
  3. Or open Power E*TRADEScreeners tab for the full suite
  4. For advanced active trading tools, apply for E*TRADE Pro (30+ trades/quarter)

What E*TRADE’s Stock Screener Filters

Fundamental Criteria

Category Filters Available
Valuation P/E, forward P/E, P/B, P/S, EV/EBITDA
Profitability ROE, ROA, gross margin, operating margin
Growth EPS growth (1/3/5yr), revenue growth, earnings surprise
Dividends Yield, payout ratio, ex-dividend date
Balance sheet Debt-to-equity, current ratio, cash per share
Size Market cap, price, volume

Technical and Analyst Criteria

Filter Options
Analyst rating Buy, Hold, Sell (from TipRanks aggregate)
Morgan Stanley rating Overweight, Equal Weight, Underweight
52-week performance % from high, % from low
RSI Overbought/oversold levels
Moving average Price vs. 50-day and 200-day MA
Sector All 11 GICS sectors
Index S&P 500, Russell, Nasdaq

Pre-Built Screens in Power E*TRADE

E*TRADE offers pre-built screens to get started:

  • Top Analyst Picks — stocks with multiple Buy ratings from Morgan Stanley and TipRanks
  • Dividend Growth — stocks with 5+ years of consecutive dividend increases
  • Momentum — stocks with strong recent price performance and volume
  • Undervalued — low P/E with strong earnings growth
  • 52-Week High Breakouts — stocks recently setting new highs

E*TRADE’s ETF Screener

The ETF screener in Power E*TRADE filters by:

Filter Options
Category US equity, international, fixed income, commodity
Expense ratio Min/max threshold
AUM Filter by fund size
Morningstar rating 1–5 stars
1/3/5-year return Historical performance
Dividend yield Income focus
Premium/discount to NAV Trading efficiency

E*TRADE does not have its own proprietary ETFs, but it offers commission-free trading on all ETFs from Vanguard, BlackRock, Schwab, Fidelity, and others.

E*TRADE’s Options Screener

The Power E*TRADE options screener is a standout feature:

Filter What It Does
Implied volatility Filter for high or low IV stocks
IV rank / IV percentile Compare current IV to historical range
Options volume Find highly liquid options
Open interest Identify popular contracts
Call/put ratio Gauge market sentiment
Upcoming earnings Screen for stocks with earnings in X days

Snapshot Analysis — unique to E*TRADE — provides an instant visual P&L diagram for any options position across price scenarios. This is useful for quickly evaluating risk/reward before placing a trade, without having to manually calculate the Greeks.

Morgan Stanley Research — E*TRADE’s Key Differentiator

After Morgan Stanley’s acquisition of E*TRADE, all account holders gain access to Morgan Stanley’s institutional equity research:

Research Type Description
Equity reports Detailed analyst reports with price targets and thesis
Sector analysis Morgan Stanley sector outlooks and recommendations
Global macro International economic and market perspective
Thematic research Research on themes like AI, clean energy, healthcare innovation
TipRanks integration Aggregated analyst ratings from 100+ Wall Street analysts

Morgan Stanley is one of the top global investment banks — having this research available at no additional cost is a genuine competitive advantage over other retail brokers, particularly for investors who want institutional-level stock analysis.

Worked Example: Screening for High-Quality Growth Stocks

Using ETRADE’s Power ETRADE screener:

  1. EPS growth (3-year): 15% or higher
  2. Forward P/E: Under 25 (growth at reasonable price)
  3. Return on equity: 15%+
  4. Debt-to-equity: Under 0.75
  5. Morgan Stanley rating: Overweight
  6. Market cap: Over $5 billion

This combination typically surfaces 15–30 quality growth companies that Morgan Stanley analysts rate favourably, with solid fundamentals and manageable debt.

E*TRADE Screener vs. Fidelity vs. Schwab

Feature E*TRADE Fidelity Schwab
Screener platform Power E*TRADE Web screener + ATP Web + thinkorswim
Real-time scanning Yes Via ATP Stock Hacker (best)
Options screener Yes — Snapshot Analysis Yes Yes
Research integration Morgan Stanley Morningstar, CFRA, Argus Morningstar, Credit Suisse
Proprietary ratings TipRanks aggregate None Schwab Equity Ratings
Custom criteria Limited Limited thinkScript (most flexible)
ETF screener Yes Yes Yes — ETF Center
Cost Free Free Free

For research depth via Morgan Stanley, E*TRADE has an edge. For real-time technical scanning with maximum customisation, Schwab’s thinkorswim wins. For clean fundamental screening with integrated third-party research, Fidelity is the most approachable for long-term investors.


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WealthVieu
Written by WealthVieu

WealthVieu researches and writes data-driven personal finance guides using primary sources including the IRS, Bureau of Labor Statistics, Federal Reserve, and Census Bureau.

The content on Wealthvieu is for informational purposes only and should not be considered financial, tax, or investment advice. Consult a qualified professional before making financial decisions. Full disclaimer · Editorial policy