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The Screener lets you filter the full CB entity universe using multiple criteria, save and retrieve custom screens, and export results to Excel.

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Page Sections

Screener page overview
  • CB & User Created Screens — access pre-built CB screens or your saved custom screens
  • Criteria Builder — define filters across multiple dimensions to refine results
  • Results Table — view and export the filtered entity list with ratings

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Adding Results to Portfolios

Click Add to Portfolio on the Screener page to add filtered results directly to an existing or new portfolio.
Last modified on May 8, 2026