When to Activate

Activate this skill when the user requests:

"Find me value stocks"
"Screen for high-growth companies"
"What are the best dividend stocks?"
"Pick stocks with strong momentum"
"Screen for quality companies"
"Find undervalued stocks"
"Stock screener for [criteria]"

Process

Define Criteria: Establish screening parameters based on user request
Select Universe: Determine stock universe (S&P 500, all stocks, sector)
Apply Filters: Run quantitative screens
Score Results: Calculate composite scores
Rank Candidates: Order by overall attractiveness
Present Findings: Display results with key metrics

Preset Screens

1. Value Screen

Objective: Find undervalued quality companies

Criteria:

Metric	Requirement
P/E Ratio	< 15
P/B Ratio	< 2.0
Dividend Yield	> 2%
ROE	> 12%
Debt/Equity	< 1.0
5Y Earnings Growth	> 0%

Best For: Patient investors seeking undervalued, dividend-paying stocks

2. Growth Screen

Objective: Find high-growth opportunities

Criteria:

Metric	Requirement
Revenue Growth (YoY)	> 20%
EPS Growth (YoY)	> 25%
PEG Ratio	< 2.0
ROE	> 15%
Gross Margin	> 40%
Price > 200-day SMA	Yes

Best For: Growth-oriented investors accepting higher valuations

3. Quality Screen

Objective: Find financially strong companies

Criteria:

Metric	Requirement
ROE	> 20%
Operating Margin	> 15%
Debt/Equity	< 0.5
Current Ratio	> 1.5
Interest Coverage	> 10x
5+ Years Positive Earnings	Yes

Best For: Conservative investors prioritizing financial stability

4. Dividend Screen

Objective: Find reliable dividend payers

Criteria:

Metric	Requirement
Dividend Yield	3% - 8%
Payout Ratio	< 70%
Dividend Growth (5Y)	> 5%
Consecutive Dividend Years	> 10
Debt/Equity	< 1.0
FCF > Dividends	Yes

Best For: Income-focused investors seeking sustainable dividends

5. Momentum Screen

Objective: Find stocks with strong price momentum

Criteria:

Metric	Requirement
Price > 200-day SMA	Yes
Price > 50-day SMA	Yes
RSI (14)	50 - 70
3-Month Return	> 10%
12-Month Return	> 20%
Volume > 20-day Avg	Yes

Best For: Trend-following traders seeking momentum

6. GARP Screen (Growth at Reasonable Price)

Objective: Find growth at reasonable valuations

Criteria:

Metric	Requirement
PEG Ratio	< 1.5
EPS Growth (5Y Est)	> 15%
P/E Ratio	< 25
ROE	> 15%
Debt/Equity	< 1.0

Best For: Balanced investors seeking growth with valuation discipline

7. Small Cap Value Screen

Objective: Find undervalued small caps

Criteria:

Metric	Requirement
Market Cap	$500M - $2B
P/E Ratio	< 15
P/B Ratio	< 1.5
ROE	> 10%
Insider Ownership	> 10%
Debt/Equity	< 0.75

Best For: Investors seeking undiscovered small cap opportunities

8. Oversold Quality Screen (超卖的好公司)

Objective: Find quality companies temporarily beaten down

Technical Criteria (Oversold):

Metric	Requirement
RSI (14)	< 30
Price vs 52-Week High	< -20%
Price vs 200-day SMA	< -10%
Volume	> 1.5x 20-day avg

Quality Criteria (Good Company):

Metric	Requirement
ROE	> 15%
Operating Margin	> 10%
Debt/Equity	< 1.0
Current Ratio	> 1.2
3+ Years Positive Earnings	Yes
Free Cash Flow	> 0

Best For: Contrarian investors seeking mean-reversion opportunities in quality names

9. Deep Oversold Quality Screen

Objective: Find extremely oversold quality companies

Criteria:

Metric	Requirement
RSI (14)	< 25
RSI (5)	< 20
Price vs 52-Week High	< -30%
ROE	> 20%
Operating Margin	> 15%
Debt/Equity	< 0.5
Current Ratio	> 1.5

Best For: High-conviction contrarian plays on quality names at extreme levels

Scoring System

Factor Weights

Factor	Weight	Components
Valuation	25%	P/E, P/B, P/S, EV/EBITDA, FCF Yield
Quality	25%	ROE, margins, debt ratios, earnings stability
Growth	20%	Revenue growth, EPS growth, FCF growth
Technical	15%	Trend, momentum, volume
Risk	15%	Beta, volatility, drawdown

Scoring Scale

Score	Interpretation
9-10	Exceptional - Strongly passes all criteria
7-8	Strong - Passes most criteria well
5-6	Average - Mixed results
3-4	Weak - Fails multiple criteria
1-2	Poor - Fails most criteria

Output Format

Screening Results Report

# 📊 Stock Screening Results

**Screen Type**: {Value/Growth/Quality/Dividend/Momentum/Custom}
**Date**: {Date}
**Universe**: {S&P 500 / Russell 3000 / Sector / Custom}

## Screening Criteria Applied

| Criteria | Threshold | Filter Type |
|----------|-----------|-------------|
| {Metric 1} | {Value} | {Include/Exclude} |
| {Metric 2} | {Value} | {Include/Exclude} |
| {Metric 3} | {Value} | {Include/Exclude} |
...

## Filter Funnel

{Universe Size} stocks in universe ↓ {Filter 1} {Count} passed ({%}) ↓ {Filter 2} {Count} passed ({%}) ↓ {Filter 3} {Count} passed ({%}) ... ↓ Final filters {Final Count} stocks in results


## Top 20 Results (Ranked by Composite Score)

| Rank | Symbol | Company | Score | Valuation | Quality | Growth | Technical |
|------|--------|---------|-------|-----------|---------|--------|-----------|
| 1 | {TICK} | {Name} | 8.5 | 8.2 | 9.0 | 8.5 | 8.3 |
| 2 | {TICK} | {Name} | 8.3 | 7.8 | 8.5 | 8.8 | 8.1 |
| 3 | {TICK} | {Name} | 8.1 | 8.5 | 8.2 | 7.9 | 7.8 |
...

## Detailed View - Top 5

### #1: {TICKER} - {Company Name}
**Score**: 8.5/10 | **Sector**: {Sector} | **Market Cap**: ${X}B

| Key Metrics | Value | vs Industry |
|-------------|-------|-------------|
| P/E | XX.X | {Better/Worse} |
| ROE | XX.X% | {Better/Worse} |
| Growth | XX.X% | {Better/Worse} |
| Dividend | X.X% | {Better/Worse} |

**Why It Passed**: {1-2 sentence explanation}
**Key Risk**: {Main risk factor}

---

### #2: {TICKER} - {Company Name}
[Similar format]

...

## Sector Distribution

| Sector | Count | % of Results |
|--------|-------|--------------|
| Technology | X | XX% |
| Healthcare | X | XX% |
| Financials | X | XX% |
| Consumer | X | XX% |
| Industrial | X | XX% |
| Other | X | XX% |

## Market Cap Distribution

| Size | Count | % of Results |
|------|-------|--------------|
| Large Cap (>$10B) | X | XX% |
| Mid Cap ($2-10B) | X | XX% |
| Small Cap (<$2B) | X | XX% |

## Key Observations

1. **Sector Concentration**: {Observation about sector distribution}
2. **Valuation Range**: {Observation about valuation spreads}
3. **Quality Metrics**: {Observation about quality characteristics}
4. **Technical Setup**: {Observation about technical patterns}

## Watch List Recommendations

Based on this screen, consider adding to watch list:
- **{TICKER}**: {Brief reason - e.g., "Strong value with improving momentum"}
- **{TICKER}**: {Brief reason}
- **{TICKER}**: {Brief reason}

## Screening Notes

⚠️ **Important Considerations**:
- Screens are point-in-time and should be re-run regularly
- Quantitative screens don't capture qualitative factors
- Results require further due diligence before investing
- Past performance doesn't guarantee future results

---
*Screen run on {Date} at {Time}*
*Data as of {Data Date}*

Custom Screening

Users can request custom criteria:

Example: "Screen for stocks with P/E under 20, ROE over 15%, and positive momentum"

Response: Apply custom filters and present results using standard format.

Common Custom Criteria

Market cap ranges
Sector/industry filters
Geographic filters
Index membership
Specific ratio thresholds
Technical conditions
Dividend requirements

Constraints

Use current market data (note staleness)
Results are for research, not recommendations
Quantitative screens have limitations
Note missing data for any stock
Screens should be re-run periodically
Do your own due diligence on results

stock-picker

Stock Picker Skill

Capabilities