Discover how to swap fund universes in the company screener
On the right side of the Company Research page, you will see that the S&P 500 is the default Starting Universe.
To change the starting universe, click the
icon and select or upload a portfolio or fund:
You can now use any portfolio you've uploaded that contains individual stocks as a starting universe. In the screenshot below, I uploaded a portfolio called "Top Holdings", so it now shows as an option for my starting universe.
You can also search for any fund ticker symbol, and use the holdings of that fund as your starting universe. In the example below, I searched for IWB to use the Russell 1000 as my starting universe.