Overview
The/v1/screen endpoint lets you check compliance for up to 50 stocks at once. This is ideal for screening a portfolio, validating a watchlist, or building a compliance dashboard.
Basic portfolio screen
Response
Filtering by compliance status
You can also screen without specific symbols — just filter the universe:Include options
Control which fields are returned per result:| Include value | What it adds | Use case |
|---|---|---|
determination | Status + confidence | Quick pass/fail check |
screens | Individual ratio results | Detailed compliance view |
stability | Stability rating + drivers | Risk assessment |
market_data | Current price + market cap | Portfolio valuation |