Stock screening for Canadian investors
Screening means narrowing a large list of names with clear rules. For many Canadians that list mixes CAD and USD tickers, sits beside TFSA or RRSP holdings, and is reviewed after the close — not as a same-day trade ticket.
What “screening” actually is
A screen is a filter: market, size, liquidity, sector, earnings calendar, or a checklist status you define. It does not tell you what to buy. It only shortens the set you will read more carefully.
In Canada, self-directed investors often need that filter to span TSX / TSXV and U.S. listings in one place, with currency visible, because brokerage accounts routinely hold both.
A Canada-minded checklist
- Currency on the row — CAD vs USD so you do not confuse price levels or position size when accounts are mixed.
- Last close, not live theatre — many investors review after Toronto’s session ends; a daily refresh fits that habit better than a flashing quote board.
- Holdings context — screens are more useful when you can see what you already own, including account labels such as TFSA for your own organization (not tax advice).
- A written plan before size — entry idea, invalidation, and position size belong in a workbook step, separate from “the screen said Ready.”
How InvestVision fits
Trade Radar and related views are built as a decision-practice desk: CAD/USD listings, a daily checklist after 17:00 Toronto, optional read-only brokerage sync, and UI languages English, فارسی, and ਪੰਜਾਬੀ. Labels such as Ready are checklist status — not a recommendation and not an order.
