SEC Screener
Browse the US SEC EDGAR universe before or alongside an assessment.
CAPTURED
Column names, row actions, filter options, starter-screen templates, the metric vocabulary and the
FLWS row are verbatim from the live screener. What is designed is the
arrangement — which control sits in which row, the sticky first column and the pagination footer.
Three cells the capture did not return are marked † where they sit.
Purpose
Start the InvestorOS research funnel with company discovery and observation marks.
Sources
Company identity and filing facts come from SEC EDGAR. EOD price context comes from the Finnhub cache when a current record exists.
Use it to
Search or filter the directory, then mark a company for observation or start an assessment.
Search the directoryLookup only
Browse the current page of the US SEC EDGAR universe. Sector and industry values remain
Not available when no matching source record is held.
Starter screenCriteria you choose
RevenueRevenue CAGRGross margin
Operating marginFCF margin
ROIC approximationReturn on equity
Net debtShare-count trendTotal assets
Public floatEOD price
Market capitalizationP/EEV / EBIT
EV / salesFCF yieldDividend yield
Current ratioQuick ratioDebt / equity
Interest coverageAsset turnover
Gross-profit growthOperating-income growth
Net-income growthFCF growth
CAPEX / salesCash conversion
Accrual…
Templates are starting criteria, not shortlists. A template fills the metric and threshold beside
it; nothing is pre-selected on your behalf, and the template name describes the test, not the companies
that pass it. The metric list above is captured verbatim and the capture ends inside it —
Accrual… is where it was cut, so the remainder is left out rather than guessed.
Threshold is a designed label: the capture shows the metric list and the Add filter
control, but not the comparator field between them.
RULE
This screen filters and sorts on criteria you chose. It does not produce a best, top or recommended
list, and the order of the rows carries no judgement — change the sort and the same companies come
back in a different order. Outside current filters is a statement about your criteria, not about
the company.
Directory
1 row shown
Sorted by company A–Z
Eight columns. The table scrolls sideways inside this panel; Company stays pinned.
| Company | EOD price | Match | Why matched | Completeness | Missing | User mark | Actions |
|---|---|---|---|---|---|---|---|
| 1 800 FLOWERS COM INC FLWS |
$3.80
As of 2026-07-10 Data: Finnhub |
Outside current filters | Not available | 64% † | Sector, Industry † | Not marked † | Start assessment |
One row is shown because one row is what the capture confirms. Further directory rows
render identically.
Reading the columns. Match states whether the row clears the criteria you set, nothing
more — Outside current filters is the captured wording. Why matched reads
Not available when nothing matched, the same phrase the product uses wherever no source record
is held. Completeness counts the fields EDGAR actually returned for this company; it measures
the data, not the business. Missing names the fields it did not. User mark is an action
you take; the app never assigns a company a mark, a grade or an order of preference.
Start assessment is the transition into First Pass — until you take it on some row,
First Pass has no company and shows its empty state.
† Completeness, Missing and User mark are the product’s own column names, but the capture returned only this row’s identity, price and match state. The three values shown are illustrative and marked as such.
† Completeness, Missing and User mark are the product’s own column names, but the capture returned only this row’s identity, price and match state. The three values shown are illustrative and marked as such.
What each row action doesYour record
1
Mark watch — keeps the company
in view with today’s date and no obligation. It is also a directory filter, so a mark is how you
find it again.
Reversible
2
Add to list — files the company
under a list you keep. A list is a container you named, not a ranking.
Reversible
3
Start assessment — opens
First Pass against that company and begins a
dated record you can be held to.
Creates a record
All three verbs are captured row actions. The one-line description under each is designed. None of the
three ripens into another on its own — a mark never becomes an assessment without you.
Additional contextData context
Facts already available to OwnerMind are shown here. A missing field is a source gap for this company, not a global statement.
The heading is captured on this page; this copy is the same named component captured on the Business
Quality page, reused here rather than invented. Confirm it before build.
Global markets contextHeading only
This section exists on the live screener — the heading is in the capture — but its body was cut off before it was read. Nothing is drawn here rather than inventing a market panel this product may not have.
Needs one more capture. Flagged rather than filled, because a markets panel is exactly the kind of
surface that grows a verdict if nobody is watching.