Value Investing Screening Criteria Form

Streamline Your Value Investing Strategy with Paperform

For financial advisors, wealth managers, and investment professionals who rely on systematic value investing approaches, this Value Investing Screening Criteria Form provides a structured way to capture and document screening parameters for identifying undervalued stocks and investment opportunities.

Built with Paperform's flexible form builder, this template helps you collect detailed fundamental analysis preferences from clients or define internal screening criteria for portfolio management. Whether you're running a value-focused investment fund, providing advisory services, or managing personal portfolios, this form ensures consistency in your investment selection process.

Why Value Investors Choose Paperform

The doc-style editor makes it simple to customize screening criteria fields, add conditional logic for different investment strategies, and integrate directly with your CRM or portfolio management tools. Connect responses to Stepper to automatically trigger screening reports, update investment databases, or route high-priority opportunities to senior analysts for review.

With calculations built in, you can validate ratio inputs in real-time and ensure screening parameters fall within acceptable ranges. For advisory firms managing multiple client portfolios, this form helps document each client's unique value investing philosophy and risk tolerance—all while maintaining SOC 2 Type II compliance and professional data security standards.

Whether you're screening for deep value opportunities, dividend aristocrats, or quality companies trading below intrinsic value, this template adapts to your methodology and integrates seamlessly with the investment tools you already use.