Global Asset Search & Filters

FinImpulse offers an advanced, multi-layered search and filtering system that enables users to explore, screen, and analyze over 600,000 global assets.

There are two standard ways to search:

  1. Top search bar — available throughout the dashboard. Search by company name, fund name, or ticker symbol. Returns exact and partial matches.
  2. Search criteria bar — provides quick access to the most commonly used filters and advanced filters. Detailed descriptions are provided in the sections below.

Screenshot of the FinImpulse Search Assets page with two elements highlighted in red: (1) the top search bar with a Search button, and (2) the Search Criteria bar showing 7 default filters — Quote Type, Market (Exchange), Price USD (Intraday), % Change in Price, Forward Dividend Yield %, Market Cap USD, and Volume — along with an Add Filters button. The search results table is visible below.

You can combine both — run a search via the top search bar and then refine results using filters in the search criteria bar.

FinImpulse also provides an AI-assisted search, which allows querying assets in natural language.

1. Filter Library

The search criteria bar displays 7 basic filters visible by default. To access the full filter library, press “Add Filters”.

Screenshot of the Add More Filters dialog in FinImpulse, showing the Popular category selected with 8 filters listed: Market (Exchange), Quote Type, Price (Intraday), Price USD (Intraday), Volume, Market Cap, Market Cap USD, and Forward Dividend Yield %. A search bar is visible at the top, and Apply and Reset buttons are at the bottom.

The dialog contains all available filters, including the basic, organized into 5 categories:

  • Popular: Frequently used filters.
  • Market Data: Asset identification, market classification, and core trading metrics.
  • Performance: Price trends, return, and dividend metrics.
  • Financials: Filters for screening assets by financial data availability and founding year.
  • Other: Technical and system-level filters.

To quickly find a specific filter, use the search bar in the top-left of the dialog.

1.1. Filter Types and Behaviors

FinImpulse supports several filter logic types to accommodate different investor workflows.

1.1.1. Text-Based Filters

These filters use checkbox or multi-select logic. Any number of values can be selected simultaneously and applied as either Include (show only the selected) or Exclude (remove the selected from the results).

Examples: Quote Type, Market, Sector.

1.1.2. Numeric Filters

For numeric values, FinImpulse supports comparison operators: More Than, Less Than, Equal, and Between.

Example: Price (Intraday) → More than → type 10

1.1.3. Predefined Quick Filters

It is a special type of numeric filter that provides predefined threshold options for common metrics (e.g., Change vs 50-Day Average %, 1-Year Return).

However, custom values can also be defined by selecting the “Custom” option.

1.1.4. Public Financial Reports & Company Name Availability Filters

For these filters, you can only select between two predefined options. There is no ability to enter or set a custom value.

2. Managing Filters

2.1. Adding Filters

You can add filters in two ways:

  • To add a basic filter: Select the one you need → Configure the value → Click ”Apply”.
  • To add any filter: Press “Add Filters” → The dialog appears → Select a category → Choose the desired filter → Configure its value → Click ”Apply”.

Basic filters are configured and applied individually. In the advanced filter dialog, multiple filters can be configured in sequence and applied in a single action.

2.2. Editing Filters

Editing is available in two ways as well:

  • To edit a basic filter: Click the desired filter → Adjust its value → Press ”Apply”.
  • To edit any filter: Press “Add Filters” → The dialog appears → Click the ”Active Filters” chip → Choose the desired filter → Adjust its value → Press ”Apply”.

Multiple filters can be adjusted one by one within the dialog, with all changes applied in a single action.

2.3. Removing Filters

All active filters are displayed as tags above the basic filters.

  • To remove a single filter: Press the “X” icon on the filter chip.
  • To remove all filters at once: Press “Clear All” (right corner).

3. Custom Screeners

You can create your own screeners (sets of filters) directly from the ”Search Criteria” section.

For complete details, please read the My Screeners Guide.

4. Search Results

On the search assets page, there is a search results table that displays all assets that match your search criteria. This table allows you to view, sort, and access tickers.

For detailed information, see the Search Results Manual.