/finance screen — Investment Screener

DISCLAIMER: For educational/informational purposes only. Not financial advice. This is not a recommendation to buy any specific security.

Purpose

Help the user build or refine an investment portfolio using proven, evidence-based screens. Output is a model portfolio with specific ticker examples, allocation weights, and expected behavior — not a buy/sell recommendation.

When To Trigger

• User types /finance screen <strategy> or /finance screen (then prompts for strategy)
• User asks "what should I invest in?", "build me a portfolio", "what ETFs for X?", "low cost index fund portfolio"
• User wants to add diversification to existing holdings

Pre-Built Screens

1. Dividend Growth Screen

Goal: Companies with rising dividends, sustainable payout ratios, durable moats.