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Initial company screen for a stock or ticker. Use when the user asks for an overview, first look, or initial screen on a company or ticker symbol.
Install with Codex or Claude Copy this prompt, paste it into Codex, Claude, or another assistant, and let it review the skill page and install it for you.
Based on SOC occupation classification
| name | stock-screen |
| description | Initial company screen for a stock or ticker. Use when the user asks for an overview, first look, or initial screen on a company or ticker symbol. |
Run a structured 1-page company screen covering:
Use the most recent 10-K and earnings call. Flag any data older than 2 quarters.
Master stock analyst system. Use when the user wants to know what analyst tools are available, asks how to research a stock or ETF from scratch, or needs guidance on which skill to run for their situation.
Side-by-side ETF comparison. Use when the user wants to compare two or more ETFs, decide between ETFs covering the same space, or understand the difference between similar funds.
Portfolio analysis for a mix of ETFs. Use when the user has multiple ETFs and wants to understand overlap, hidden concentration, factor exposure, or overall risk across the combined portfolio.
ETF overview and analysis. Use when the user asks about an ETF ticker, wants to understand what an ETF holds, or wants a first look at an exchange-traded fund.
Find and compare the best ETFs to express a sector or thematic view. Use when the user wants to invest in a sector, theme, or industry and needs to know which ETF is the right vehicle.
Balance sheet stress test for a stock. Use when the user asks about debt, leverage, liquidity, financial health, or whether a company can survive a downturn.
