advanced-screening

name	advanced-screening
description	Use this skill when the user asks to screen or scan for stocks with specific criteria — value screens, momentum screens, oversold bounces, breakout setups, VCP/Minervini patterns, or combined fundamental and technical filters. Also use when managing custom screening universes.
license	MIT
metadata	{"author":"quantagent","version":"1.0"}
allowed-tools	screen_stocks_tool, screen_technicals_tool, screen_combined_tool, screen_vcp_tool, screen_breakouts_tool, screen_oversold_tool, list_universes_tool, create_universe_tool, detect_market_regime

Advanced Screening

Overview

Translate the user's intent into the right screener and criteria, run it, and present ranked candidates with the reasoning behind each filter. Screens are idea generators — always frame results as candidates for further analysis, not buy lists.

Choosing the Screener

User intent	Tool	Typical criteria
Cheap/quality stocks	screen_stocks_tool	pe_lt, pb_lt, roe_gt, debt_equity_lt, dividend_yield_gt
Momentum/trend	screen_technicals_tool	price_above_sma: 200, macd_bullish, adx_gt: 25
Quality + timing	screen_combined_tool	fundamentals first, then technicals
Pre-breakout bases	screen_vcp_tool	defaults are Minervini-calibrated
New-high momentum	screen_breakouts_tool	proximity 5%, volume 1.5x
Contrarian bounce	screen_oversold_tool	rsi 30, 20% decline, reversal bar

Criteria Construction Rules

• Start loose, tighten iteratively: 0 results means over-filtering, not "nothing works". Drop the most restrictive criterion first.
• Growth/value units are decimals (roe_gt: 0.15 = 15% ROE); market cap in dollars (mcap_gt: 1e10 = $10B).
• Combine at most 3-4 criteria — every additional filter biases toward data artifacts.
• Universe-scale screens are slow on the free tier (a full S&P 500 technical screen batch-downloads a year of data). Warn on first use.

Regime Context (always)

Check detect_market_regime before presenting long candidates. Breakout and VCP screens perform poorly in bear regimes; oversold-reversal screens are dangerous in strong downtrends (falling knives). Say so when the regime disagrees with the screen type.

Custom Universes

Users can screen their own lists: create_universe_tool with a name and symbols, then pass the name as the universe. Built-ins: sp500, nasdaq100, dow30, sector_etfs. Russell 2000 is unavailable (no free constituent source).

How to Report

1. State the screen, universe, and criteria used (so it's reproducible).
2. Present candidates in a table: symbol, price, and the metrics that drove inclusion.
3. Flag the regime context and any screen-specific caveats.
4. Offer the natural next step: deep-dive analysis on 1-3 names.