3. Unified Screener - KPI Tracking, Trackers, Data Source KPIs, Exploding Trends, Upcoming Earnings
Screen KPI estimates, alternative-data indicators, trends, catalysts, and earnings context for investment research.
Alternative-data screening for investment research
The Unified Screener organizes available KPI tracking, trackers, source-level indicators, trend discovery, catalysts, and earnings context. Available modes depend on plan and entitlement.
Available customer-facing modes include:
Forecasts (KPI Tracking)
Trackers
Data Source KPIs
Exploding Trends
Catalysts
Upcoming Earnings
Access by role and tier
KPI Tracking Suite — eligible KPI Tracking, Trackers, Data Source KPIs, trend, catalyst, earnings, and private-market research views.
TickerTrends Core — eligible Data Source KPIs and Exploding Trends views.
Free — Limited preview of platform.
Each available mode answers a different question.
KPI Tracking — How do available estimates compare with consensus context?
Trackers — Which directional indicators are changing?
Data Source KPIs — Which source-level indicators are available?
Exploding Trends — Which terms show notable growth or outlier indicators?
Catalysts — Which detected events warrant research?
Upcoming Earnings — Which covered reports need review?
Shared screener workflow
Available modes follow the same core layout.
On the left, users refine the universe with filters such as:
Universe — public, private, or both where relevant
Sector
Country
Market Cap
Catalyst Signals
Additional filters appear depending on the tab. These include items such as:
Market Expectation
Max Avg MOE
Funnel Momentum
Tracker Type
Acceleration
Direction
Trend Type
Category / Sector
Match Strictness
Chart Period
Moving Average
At the top of the screener, users can also:
Apply a preset
Type a plain-English request into the prompt bar
Click Apply filters
Toggle Generate summary
Save a view
Customize visible columns
Natural language search
The prompt bar supports semantic search across the screener. Describe the companies, signals, or trend behavior you want to find. TickerTrends maps the request to a relevant mode and filter set.
For example, search for changing consumer demand signals or accelerating awareness indicators. Review applied filters before using results.
Example searches:
"Which beverages are going viral on TikTok right now?"
"Consumer usage trackers that have been accelerating over the last 3 months"
Numeric filters
Use numeric filters to set explicit thresholds for the active mode. Depending on the mode, this includes market capitalization, market expectations, average margin of error, acceleration, and growth values.
Presets
Presets apply a saved set of filters. Use them to start from a common research workflow, then refine the results as needed.
Generated summaries
Enable Generate summary to create a concise summary of the active results. The summary adds context to the screen and helps highlight notable signals.
Saved-view query launching
Users can launch a saved screener view directly from a query. This opens the saved filters and layout without rebuilding the screen manually.
Saved views and custom columns
Save a view to preserve its filters, sorting, and layout. Customize visible columns to focus the table on the metrics relevant to your workflow.
Public and private universes
Use the Universe control to screen public companies, private companies, or both where supported. Available universe choices depend on the active mode and access level.
Sorting and filtering
Sort and filter tickers to narrow large result sets and prioritize the most relevant names.
Catalyst Feed
The Catalyst Feed surfaces detected events and narrative changes for research review.
Each result provides context for the detected catalyst. Review the related company, affected signals, and timing before using it in research.
Exploding Trends
The Exploding Trends tab is the least modeled keyword-discovery view.
It surfaces raw, fast-moving terms from the selected dataset and ranks them using breakout logic such as outlier score and growth across multiple time windows.
Use this tab to source terms for further research.
What it shows
Users can scan keywords by:
1W
3M
6M
1Y
2Y
Started
Users can also switch between:
Table
Cards
Heat map
And optionally show:
Category
Ticker
Trend type coverage
The data type picker spans many source groups, including:
Search and discovery
Social media
Social accounts
Web and traffic
Mobile apps
This allows users to run the same workflow across Google Search, TikTok views, Reddit mentions, Web Traffic, mobile app usage, and many other data types.
Filters
Exploding Trends supports detailed controls such as:
Direction — up or down
Trend Type
Category / Sector
Match Strictness
Chart Period
Moving Average
Chart Options
Sort by outlier score
In Cards view, each result also shows:
A mini chart
Related categories
Related tickers
Start date
A direct Analyze action
This makes the tab useful for both scanning and immediate follow-up research.
Categories and filters
Category selection and filtering have been polished. This makes it easier to refine a trend universe and focus on relevant terms.
Retrieval-quality notices
Exploding Trends displays notices when result retrieval may affect data quality or completeness. Review these notices before drawing conclusions from a screen.
Upcoming earnings
The Upcoming Earnings tab is a forward calendar for covered tickers over the next 14 days.
It is designed to help users prioritize which reports are worth deeper work right now.
What it shows
The screen organizes companies by reporting day and displays:
Ticker and company
Number of detected catalysts
Whether a catalyst is new
Estimate and consensus context where available
KPI-level estimated values where available
Users can also toggle Report Time Est. where available.
This turns the calendar into a pre-earnings triage tool rather than just a schedule.
Email alerts and daily digest
Users can subscribe to receive alerts whenever KPI forecast revisions are published.
Alerts include:
An updated estimate where available
Revision detail
A direct link for deeper analysis
Users can also enable the Daily Digest Email from the alert controls in the top-right of the platform.
This is useful for staying current on:
New revisions
Fresh catalysts
Screen changes
Platform-wide updates
Best use cases
Compare available estimates with consensus context
Rank changing directional indicators
Review modeled outputs with source-level context
Discover terms for further research
Prioritize covered reports for review
All screener outputs are research indicators. They may be estimated, transformed, incomplete, delayed, or revised. They do not guarantee financial or investment outcomes.
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