OPEN-SOURCE SCRIPT
Fund + Pullback Screener v5
Fund + Pullback Screener — fundamental filter + pullback entry signal
WHAT IT DOES
This indicator combines fundamental screening and technical entry timing in a single tool. The logic is two-stage: a stock is first checked against fundamental criteria, then against a pullback setup (a retracement within an uptrend). All checks are displayed in an on-chart table: value, threshold, pass/fail.
PRESETS
5 built-in fundamental filter modes (switchable in settings):
- GARP — quality companies at a reasonable price: P/E 8–35, ROE > 15%, operating margin > 15%, EPS growth > 10%, Debt/Equity < 1, PEG < 2
- Growth — profitable companies with aggressive growth: P/E up to 120, EPS growth > 25%, revenue growth > 20%, PEG < 3
- Deep Value — cheap and profitable: P/E 5–18, PEG < 1.2, Debt/Equity < 0.7
- Emerging Growth — pre-profit hypergrowth (P/E, PEG, EPS, ROE are not used): revenue growth > 30%, revenue acceleration, gross margin > 40%, improving operating margin, Rule of 40, share dilution < 8%
- Custom — manual thresholds
SIGNAL LOGIC
Status in the table: NO / WATCH / ENTRY.
- Trend filter: weekly timeframe, price above SMA200 and SMA50 above SMA200. For young companies without 200 weeks of history, it automatically falls back to SMA50.
- WATCH: fundamentals passed, uptrend intact, RSI below 50, price within 4 ATR of support (pivot low or SMA50). A candidate to monitor.
- ENTRY: RSI in the 30–50 zone turning up, price within 1.5 ATR above support (an undercut down to 0.5 ATR is allowed). Shown as a triangle below the bar.
Distances are measured in ATR units, so the logic automatically adapts to each instrument's volatility.
HANDLING UNAVAILABLE DATA (N/A POLICY)
Some sectors structurally lack certain metrics (e.g., gross margin for insurers). Lenient mode (default) skips up to 2 unavailable metrics, marking them with a gray "–" and showing a skip counter. Core metrics (market cap, revenue growth) are never skipped. Strict mode: any unavailable metric = fail.
HOW TO USE
1. Recommended timeframe — daily.
2. Pick the preset matching the company type: mature names — GARP/Deep Value, expensive growers — Growth, pre-profit — Emerging Growth.
3. Shortlist candidates with the native TradingView screener, add them to a watchlist and flip through the charts — the table instantly shows the full picture for each ticker.
4. All thresholds are configurable in the settings.
LIMITATIONS
- Works on stocks only — crypto, forex and futures have no fundamental data.
- EPS and revenue growth are computed from the history of quarterly reports accumulated on the chart: full history is required (at least 8–9 quarters), otherwise growth metrics show n/a.
- Fundamental data updates quarterly as reports are released.
- The indicator is informational only and is not investment advice.
WHAT IT DOES
This indicator combines fundamental screening and technical entry timing in a single tool. The logic is two-stage: a stock is first checked against fundamental criteria, then against a pullback setup (a retracement within an uptrend). All checks are displayed in an on-chart table: value, threshold, pass/fail.
PRESETS
5 built-in fundamental filter modes (switchable in settings):
- GARP — quality companies at a reasonable price: P/E 8–35, ROE > 15%, operating margin > 15%, EPS growth > 10%, Debt/Equity < 1, PEG < 2
- Growth — profitable companies with aggressive growth: P/E up to 120, EPS growth > 25%, revenue growth > 20%, PEG < 3
- Deep Value — cheap and profitable: P/E 5–18, PEG < 1.2, Debt/Equity < 0.7
- Emerging Growth — pre-profit hypergrowth (P/E, PEG, EPS, ROE are not used): revenue growth > 30%, revenue acceleration, gross margin > 40%, improving operating margin, Rule of 40, share dilution < 8%
- Custom — manual thresholds
SIGNAL LOGIC
Status in the table: NO / WATCH / ENTRY.
- Trend filter: weekly timeframe, price above SMA200 and SMA50 above SMA200. For young companies without 200 weeks of history, it automatically falls back to SMA50.
- WATCH: fundamentals passed, uptrend intact, RSI below 50, price within 4 ATR of support (pivot low or SMA50). A candidate to monitor.
- ENTRY: RSI in the 30–50 zone turning up, price within 1.5 ATR above support (an undercut down to 0.5 ATR is allowed). Shown as a triangle below the bar.
Distances are measured in ATR units, so the logic automatically adapts to each instrument's volatility.
HANDLING UNAVAILABLE DATA (N/A POLICY)
Some sectors structurally lack certain metrics (e.g., gross margin for insurers). Lenient mode (default) skips up to 2 unavailable metrics, marking them with a gray "–" and showing a skip counter. Core metrics (market cap, revenue growth) are never skipped. Strict mode: any unavailable metric = fail.
HOW TO USE
1. Recommended timeframe — daily.
2. Pick the preset matching the company type: mature names — GARP/Deep Value, expensive growers — Growth, pre-profit — Emerging Growth.
3. Shortlist candidates with the native TradingView screener, add them to a watchlist and flip through the charts — the table instantly shows the full picture for each ticker.
4. All thresholds are configurable in the settings.
LIMITATIONS
- Works on stocks only — crypto, forex and futures have no fundamental data.
- EPS and revenue growth are computed from the history of quarterly reports accumulated on the chart: full history is required (at least 8–9 quarters), otherwise growth metrics show n/a.
- Fundamental data updates quarterly as reports are released.
- The indicator is informational only and is not investment advice.
Open-source script
In true TradingView spirit, the creator of this script has made it open-source, so that traders can review and verify its functionality. Kudos to the author! While you can use it for free, remember that republishing the code is subject to our House Rules.
Disclaimer
The information and publications are not meant to be, and do not constitute, financial, investment, trading, or other types of advice or recommendations supplied or endorsed by TradingView. Read more in the Terms of Use.
Open-source script
In true TradingView spirit, the creator of this script has made it open-source, so that traders can review and verify its functionality. Kudos to the author! While you can use it for free, remember that republishing the code is subject to our House Rules.
Disclaimer
The information and publications are not meant to be, and do not constitute, financial, investment, trading, or other types of advice or recommendations supplied or endorsed by TradingView. Read more in the Terms of Use.