---
title: "Filter taxonomy"
description: "Filter taxonomy is how a screener's 118 filters are organised: three categories — Fundamental 84, Technical 20, Market & Sector 14 — across 20 subcategories."
canonical_url: "https://fincanva.com/docs/screeners/filter-taxonomy"
last_updated: "2026-07-25"
md_url: "https://fincanva.com/docs/screeners/filter-taxonomy.md"
---

# Filter taxonomy

Filter taxonomy is the way Fincanva organises the filters a [screener](/docs/getting-started/screener) can use: **118 filters** in three categories — **Fundamental** (84), **Technical** (20), and **Market & Sector** (14) — split across **20 subcategories**. The category tells you what kind of data a filter reads; the subcategory tells you which part of that data. Every filter is reached along that path, so the taxonomy is how you find the metric you want rather than scrolling one long list.

**Also seen as:** filter categories, filter families, filter catalogue

## What do the three filter categories read?

Each category reads a different subject, and that changes what the filter can tell you about an instrument.

| Category | Filters | What it reads | Example filter |
|---|---|---|---|
| Fundamental | 84 | The company's own reported financials, and the ratios built from them. | ROE |
| Technical | 20 | The instrument's own price and volume history. | RSI |
| Market & Sector | 14 | The market index, or the instrument's sector, rather than the instrument itself. | Mkt Median PE |

Market & Sector filters behave differently from the other two because their reading does not belong to the instrument. A **market** filter (its name starts with `Mkt`) tests one figure for the whole market, so it is a regime gate: either the condition holds and every instrument still in the running stays, or it fails and the screener returns nothing. A **sector** filter (`Sec`) tests the condition once per sector and keeps the instruments belonging to the sectors that passed.

## What are the 20 subcategories?

The subcategory is the second column in the **Add filter** flyout, and it narrows a category to one area of measurement.

| Category | Subcategories (filters each) |
|---|---|
| Fundamental | Profile (3), Income Statement (23), Balance Sheet (16), Cash Flow Statement (12), Operating Margin (3), Profitability (4), Liquidity (2), Solvency (3), Valuation Ratios (9), Dividends (9) |
| Technical | Momentum (5), Volatility (2), Relations (4), Risk-Reward (3), Indicators (4), Market Liquidity (2) |
| Market & Sector | Market Technical (5), Market Fundamental (2), Sector Technical (6), Sector Fundamental (1) |

Ten subcategories under Fundamental, six under Technical, four under Market & Sector — twenty in total.

## Defaults in Fincanva

- The **Add filter** flyout lists **Universe** alongside the three categories in its first column. Universe is not a filter category: it restricts which instruments the screener considers at all, before any metric filter runs. See [universe](/docs/getting-started/universe); its individual fields are the [universe facets](/docs/screeners/universe-facets).
- Category names are translated by the app; subcategory names are shown in English in every language, because they come straight from the filter catalogue.
- Each [filter](/docs/getting-started/filter) carries its own description in the flyout — the catalogue is the source of truth for what an individual filter measures, and this page does not repeat those descriptions.
- Which filters a screener can use depends on its [asset type](/docs/getting-started/asset-type): some filters apply to stocks only, others to stocks, ETPs, and crypto alike.
- Market and sector figures are also available *as comparison targets* on many instrument-level filters, which is a different mechanism from the Market & Sector category; see [aggregate comparisons](/docs/screeners/aggregate-comparisons).

## Worked example: one filter from each category

Three conditions, one per category, on the same screener.

- **Fundamental → Profitability → ROE.** Reads each company's return on equity from its own financial reports. `ROE > 15%` keeps the companies earning more than 15% on their equity.
- **Technical → Indicators → RSI.** Reads each instrument's own price history. It says nothing about the company's accounts — two instruments with identical financials can sit at opposite ends of the RSI range.
- **Market & Sector → Market Fundamental → Mkt Median PE.** Reads the market's median price/earnings ratio, not the instrument's. Set a condition on it and the whole screen is gated on the market's valuation level: when the condition fails on a given date, the screener has no matches at all, however cheap the individual companies look.

Read together, the three answer three different questions — how profitable the company is, where its price sits in its own recent range, and what the market as a whole is doing.