--- title: Building an Exclusionary List Using Company Screener description: A guide that will allow the user to screen based on specific values or metrics to build an exclusionary list to make recommendations on companies that best fit their positions. --- [Skip to content](https://help.yourstake.org/knowledge/building-an-exclusionary-list-using-company-screener#main-content) English Show submenu for translations [More support](https://help.yourstake.org/knowledge/kb-tickets/new?hsLang=en) ![YourStake Logo White](https://help.yourstake.org/hs-fs/hubfs/YourStake%20Logo%20White.png?width=200&height=51&name=YourStake%20Logo%20White.png) Open main navigation Close main navigation - English Show submenu for translations - [More support](https://help.yourstake.org/knowledge/kb-tickets/new) - [Back to Platform](https://www.yourstake.org/ui/advisor/home) [Back to Platform](https://www.yourstake.org/ui/advisor/home?hsLang=en) Welcome to the Help Center. How can we help you? - There are no suggestions because the search field is empty. 1. [Help Center](https://help.yourstake.org/knowledge?hsLang=en) 2. [Investment Screeners](https://help.yourstake.org/knowledge/investment-screeners?hsLang=en) 3. [Company Screener](https://help.yourstake.org/knowledge/investment-screeners?hsLang=en#company-screener) # Building an Exclusionary List Using Company Screener ## A guide that will allow the user to screen based on specific values or metrics to build an exclusionary list to make recommendations on companies that best fit their positions. 1\. Starting on the YourStake [Home](https://www.yourstake.org/advisor-dashboard/?hsLang=en) tab, select the Company Screener tab on the left of the site. 2\. At the top left of the site page, there is a folder icon underneath the title “Filter Screens”. ![Building an Exclusionary List Using Company Screener (1)](https://help.yourstake.org/hs-fs/hubfs/Building%20an%20Exclusionary%20List%20Using%20Company%20Screener%20(1).png?width=670&height=308&name=Building%20an%20Exclusionary%20List%20Using%20Company%20Screener%20(1).png) 3\. There are general screens created based off the YourStake persona value sets, or the user can search for a custom-created screen in the search bar that can be found below “Name”. To add a screener, the user will select “Open” to the right of the chosen screen. ![Building an Exclusionary List Using Company Screener (2)](https://help.yourstake.org/hs-fs/hubfs/Building%20an%20Exclusionary%20List%20Using%20Company%20Screener%20(2).png?width=509&height=485&name=Building%20an%20Exclusionary%20List%20Using%20Company%20Screener%20(2).png) 4\. The pre-set “universe” that the system selects is the S&P 500, but this starting benchmark can be changed using the edit icon below the listed universe in the top right of the Company Screener page (Note: There is an option to download in all universes - see step 6). ![Building an Exclusionary List Using Company Screener (3)](https://help.yourstake.org/hs-fs/hubfs/Building%20an%20Exclusionary%20List%20Using%20Company%20Screener%20(3).png?width=670&height=300&name=Building%20an%20Exclusionary%20List%20Using%20Company%20Screener%20(3).png) 5\. The universe can be selected by choosing a specific client portfolio or by switching tabs at the top, the user can select the universe based off a specific fund. ![Building an Exclusionary List Using Company Screener (4)](https://help.yourstake.org/hs-fs/hubfs/Building%20an%20Exclusionary%20List%20Using%20Company%20Screener%20(4).png?width=670&height=389&name=Building%20an%20Exclusionary%20List%20Using%20Company%20Screener%20(4).png) 6\. To download the selected screens, hover over the “Download” button for options to download the companies that are flagged, the flagged companies with individual percentages based on the selected screen, or to download the screen across all universes. ![Building an Exclusionary List Using Company Screener (5)](https://help.yourstake.org/hs-fs/hubfs/Building%20an%20Exclusionary%20List%20Using%20Company%20Screener%20(5).png?width=670&height=283&name=Building%20an%20Exclusionary%20List%20Using%20Company%20Screener%20(5).png) - [Portfolio Intelligence](https://help.yourstake.org/knowledge/portfolio-intelligence?hsLang=en) - [Meeting Assistant](https://help.yourstake.org/knowledge/meeting-assistant?hsLang=en) - [Values Core](https://help.yourstake.org/knowledge/values-core?hsLang=en#main-content) - [Value Sets](https://help.yourstake.org/knowledge/values-core?hsLang=en#value-sets) - [Values Questionnaire](https://help.yourstake.org/knowledge/values-core?hsLang=en#values-questionnaire) - [Values Reports](https://help.yourstake.org/knowledge/values-core?hsLang=en#values-reports) - [Portfolios](https://help.yourstake.org/knowledge/portfolios?hsLang=en) - [People/Integrations](https://help.yourstake.org/knowledge/people-integrations?hsLang=en#main-content) - [People](https://help.yourstake.org/knowledge/people-integrations?hsLang=en#people) - [Integrations](https://help.yourstake.org/knowledge/people-integrations?hsLang=en#integrations) - [Document Assistant](https://help.yourstake.org/knowledge/document-assistant?hsLang=en) - [VADIS](https://help.yourstake.org/knowledge/vadis?hsLang=en) - [Investment Screeners](https://help.yourstake.org/knowledge/investment-screeners?hsLang=en#main-content) - [Fund Screener](https://help.yourstake.org/knowledge/investment-screeners?hsLang=en#fund-screener) - [Company Screener](https://help.yourstake.org/knowledge/investment-screeners?hsLang=en#company-screener) - [Compliance](https://help.yourstake.org/knowledge/compliance?hsLang=en) # YourStake yourstake.org Help Center Copyright © 2026, YourStake