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Equity & Bond Screener

Excel Screener

This spreadsheet application allows the user to find (screen) US bonds by type, maturity, rating, yield and more. It also allows the user to search for (screen) US stocks by valuation metrics, share performance, analyst estimates, dividends and much more. These tools are particularly well suited for Microsoft Excel 2003 and 2007.


Note: This application is for educational purposes only. We believe the spreadsheet to be correct, but do not guarantee the results.

Web Screeners

There are many stock and bond screeners available for use on the web. Below are a few suggested links for Canadian and US equities and bond screeners.

Thanks to Burgundy Asset Management for their vision and generous support of the Resource Centre, which benefits practitioners and scholars worldwide.