---
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/glossary/filter-taxonomy"
last_updated: "2026-10-06"
md_url: "https://fincanva.com/glossary/filter-taxonomy.md"
---

# Filter taxonomy

Filter taxonomy is the way Fincanva organises the filters a [screener](/glossary/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.

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

## How does Fincanva handle it?

- 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](/glossary/universe); its individual fields are the [universe facets](/glossary/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](/glossary/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](/glossary/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](/glossary/aggregate-comparisons).

## 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](/glossary/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. Every filter is reached along that category → subcategory path, so the taxonomy is how you find the metric you want rather than scrolling one long list.

| 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.

## What does one filter from each category look like?

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.

Fincanva is for education and illustration only. It is not personalised financial advice, and past or simulated results do not predict future ones. [Read the Terms Addendum](https://fincanva.com/terms/addendum#section-3)