Fidelity’s stock screener is free for all brokerage account holders — no premium subscription required. It lets you filter the entire stock market by fundamentals, technicals, dividends, ESG scores, and analyst ratings, then save screens for future use. Fidelity also provides separate screeners for ETFs, mutual funds, and options, plus access to Morningstar, CFRA, and Argus research reports.
How to Access Fidelity’s Stock Screener
- Log in to fidelity.com
- Navigate to Research → Stocks → Stock Screener
- Start with a pre-built screen or build a custom filter
- Save your screen and set up email alerts for new matches
The screener is also accessible from Fidelity’s Active Trader Pro desktop platform, where it integrates with real-time streaming quotes and watchlists.
What Fidelity’s Stock Screener Filters
Fundamental Filters
| Category | Available Criteria |
|---|---|
| Valuation | P/E ratio, forward P/E, P/B ratio, P/S ratio, EV/EBITDA |
| Profitability | Return on equity, return on assets, profit margin, operating margin |
| Growth | EPS growth (1/3/5-year), revenue growth, earnings surprise % |
| Dividends | Dividend yield, payout ratio, consecutive years of dividend growth |
| Balance sheet | Debt-to-equity, current ratio, quick ratio, interest coverage |
| Size | Market cap, share price, average daily volume |
Technical and Rating Filters
| Filter Type | Options |
|---|---|
| Analyst consensus | Strong Buy, Buy, Hold, Sell (from Refinitiv) |
| Morningstar rating | 1–5 stars |
| Performance | 52-week return, YTD return, vs. S&P 500 |
| Sector/industry | All 11 GICS sectors, 60+ industries |
| Index membership | S&P 500, Russell 1000, Dow Jones, etc. |
| ESG score | Environmental, Social, Governance ratings from MSCI |
Pre-Built Screens
Fidelity offers pre-built screens to get started quickly:
- High Dividend Yield — stocks with yields above 3%
- Strong Buy Consensus — stocks rated Strong Buy by multiple analysts
- 52-Week Lows — stocks trading near their one-year lows
- High Revenue Growth — top-line growers with strong earnings momentum
- Low P/E Value — stocks trading at discounts to the market P/E
- ESG Leaders — top-rated sustainable companies by sector
Fidelity’s ETF Screener
The ETF screener is a separate tool accessible under Research → ETFs. Key filters include:
| Filter | What It Does |
|---|---|
| Asset class | Equity, fixed income, commodity, mixed |
| Category | Large-cap growth, small-cap value, emerging markets, etc. |
| Expense ratio | Filter for low-cost ETFs (e.g., under 0.10%) |
| AUM | Filter by fund size (larger = more liquid) |
| Morningstar rating | 1–5 stars |
| 1/3/5-year return | Historical performance comparison |
| Dividend yield | Income-focused filtering |
| Issuer | Fidelity, Vanguard, BlackRock, State Street, Schwab |
Notable feature: Fidelity highlights its own zero-expense-ratio index funds (FZROX, FZILX, FZIPX, FXNAX) in the ETF screener — the only funds with a 0.00% expense ratio in the market.
Fidelity’s Mutual Fund Screener
For investors who prefer actively managed funds, Fidelity’s mutual fund screener filters by:
- Morningstar category and rating
- Expense ratio (Fidelity’s own funds run as low as 0.015%)
- Load vs. no-load
- Minimum investment
- 1/3/5/10-year return
- Manager tenure
Fidelity offers over 3,500 mutual funds with no transaction fee (NTF) and its own lineup of funds with no minimum investment.
Research Reports Available at Fidelity
The screener integrates with Fidelity’s research providers:
| Provider | What’s Covered |
|---|---|
| Morningstar | Star ratings, fair value estimates, moat ratings, analyst reports |
| CFRA | Equity reports, earnings estimates, buy/sell recommendations |
| Argus | Independent equity research with price targets |
| Refinitiv | Analyst consensus, earnings estimates, news |
| McLean Capital | Dividend sustainability analysis |
All of these reports are free for Fidelity account holders — no additional subscription required.
Worked Example: Screening for Dividend Growth Stocks
Here’s a sample screen to find quality dividend growth stocks:
- Dividend yield: 2.0% or higher
- Consecutive years of dividend growth: 10 or more
- Payout ratio: under 60% (sustainable)
- Morningstar moat: Wide (competitive advantage)
- Market cap: Over $10 billion (large-cap stability)
- Analyst consensus: Buy or Strong Buy
This type of screen typically returns 20–50 results, which you can then sort by yield, P/E, or five-year return to narrow further.
Fidelity Screener vs. Schwab vs. E*TRADE
| Feature | Fidelity | Schwab (thinkorswim) | E*TRADE |
|---|---|---|---|
| Stock screener | Yes — clean web UI | Stock Hacker — most powerful | Yes — Power E*TRADE |
| ETF screener | Yes | Yes | Yes |
| Mutual fund screener | Yes | Yes | Yes |
| Real-time scanning | ATP integration | Full real-time (TOS) | Power E*TRADE |
| Custom criteria | Yes | thinkScript — most flexible | Yes |
| Intraday alerts | Via ATP | Yes — real-time | Yes |
| Pre-built screens | Yes — beginner-friendly | Yes | Yes |
| Research integration | Morningstar, CFRA, Argus | Morningstar, Credit Suisse | Morgan Stanley |
| Cost | Free | Free | Free |
Fidelity’s screener is the best choice for long-term fundamental investors who want clean filtering with integrated research. Schwab’s thinkorswim Stock Hacker is the most powerful option for technical and active traders who want real-time scanning with custom scripted criteria.
Tips for Getting the Most from Fidelity’s Screener
- Save your screens — Fidelity allows you to save custom screens and set alerts when new matches appear
- Combine with Morningstar reports — use the screener to narrow the field, then read the Morningstar report for qualitative analysis
- Check the ESG filter if sustainable investing matters — Fidelity’s MSCI ESG integration is one of the more comprehensive at retail brokerages
- Use the ETF comparison tool alongside the screener to compare expense ratios and performance side-by-side
Related reading:
- Fidelity Zero Expense Ratio Funds
- Fidelity IRA 2026 — Account Types and How to Open
- Fidelity vs Schwab 2026
- Best Brokerage Accounts 2026
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