stock-screener

name	stock-screener
description	Use when the user wants to screen for promising stock candidates using CANSLIM fundamentals combined with live technical signals from the trader CLI.

Stock Screener

Overview

Identifies growth stock candidates by combining CANSLIM fundamental scoring with live signals from the trader CLI. Uses trader scan to discover the initial universe from IBKR's live scanner, then validates each candidate with quotes, strategy signals, and news sentiment.

Two stages:

1. Universe discovery — trader scan run for IBKR live scanner results (no external services needed).
2. Signal validation — Live quotes + RSI signals + news sentiment via trader CLI, scored and ranked.

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When to Use

• "Screen for growth stocks"
• "Find CANSLIM setups"
• "What stocks have strong momentum right now?"
• "Show me stocks near 52-week highs with good earnings"
• "Run a stock screen and give me a ranked shortlist"

Do not use for:

• Pure value/dividend income screens
• Deep single-stock fundamental research
• Bear market conditions (RSI signals and MA cross will flag deterioration)

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CANSLIM Criteria (Scoring Checklist)

Each criterion scores 0–2 points (0 = fail, 1 = partial, 2 = strong). Max raw score: 14.

Letter	Criterion	Strong (2)	Partial (1)	Fail (0)
C	Current quarterly EPS growth (YoY)	≥25%	10–24%	<10%
A	Annual EPS growth (3yr trend)	≥25% CAGR	15–24%	<15%
N	Near 52-week high / new product catalyst	Within 5%	5–15% below	>15% below
S	Volume accumulation (up days > down days)	Ratio ≥1.5	1.0–1.5	<1.0
L	Relative strength vs S&P 500 (1yr)	Outperforms ≥20%	0–20%	Underperforms
I	Institutional ownership trending up	Increasing	Stable	Declining
M	Market trend (S&P 500 above 50-day MA)	Uptrend	Sideways	Downtrend

Composite score = (raw / 14) × 100. Bands:

• Exceptional (85–100): Immediate buy candidate
• Strong (70–84): Standard buy, await confirmation
• Moderate (55–69): Watchlist, buy on pullback
• Weak (<55): Skip or avoid

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Workflow

Step 1: Discover Universe — Priority Chain

Use a priority chain — stop at the first source that yields ≥10 tickers:

Priority 1 — Named watchlist (if provided or available):

uv run trader watchlist show canslim

If the command returns a JSON object with a quotes array containing ≥10 tickers (not an error key), use those tickers as the starting universe and skip scanner runs. If fewer than 10 tickers are present or the command returns {"error": ...}, fall through to Priority 2.

Priority 2 — trader scan (live IBKR scanner): Run the default CANSLIM scan set and merge/deduplicate results:

# Near 52-week highs — criterion N
uv run trader scan run HIGH_VS_52W_HL \
  --price-above 10 --avg-volume-above 200000 --ema200-above --limit 30

# Momentum gainers with volume — criteria S, L
uv run trader scan run TOP_PERC_GAIN \
  --price-above 10 --avg-volume-above 500000 --mktcap-above 300 --limit 20

# Most active by dollar volume — large liquid names
uv run trader scan run MOST_ACTIVE_USD \
  --price-above 15 --ema50-above --limit 20

Extract symbol from each result. Deduplicate. Target 15–25 unique tickers for Step 2.

Priority 3 — FinViz / web search fallback: If scanner is unavailable, use web search to source a universe from FinViz or similar:

site:finviz.com/screener "above 50-day MA" "above 200-day MA" "EPS growth"

Adjust scans based on user intent:

User asks for...	Scan type to add
Earnings plays	WSH_PREV_EARNINGS
Options activity	OPT_VOLUME_MOST_ACTIVE or HIGH_OPT_IMP_VOLAT
Gap-up setups	HIGH_OPEN_GAP
After-hours movers	TOP_AFTER_HOURS_PERC_GAIN
ETF sector plays	MOST_ACTIVE with --market ETF.EQ.US.MAJOR
International	TOP_PERC_GAIN with --market STK.EU.LSE etc.
Weak/short setups	TOP_PERC_LOSE or LOW_VS_52W_HL

Step 2: Get Live Quotes

uv run trader quotes get AAPL NVDA MSFT META [... all tickers]

Parse the JSON output. For each ticker note:

• last — current price
• bid / ask — spread
• Discard tickers that return null prices (illiquid or error).

Step 3: Run RSI Signals with News

uv run trader strategies signals \
  --tickers AAPL,NVDA,MSFT,META \
  --strategy rsi \
  --with-news

Parse output for each ticker:

• signal — buy, sell, neutral
• rsi — current RSI value (target 50–70: momentum without overbought)
• news_sentiment — sentiment score (-1.0 to 1.0)

Step 4: Score CANSLIM Criteria

For each candidate, evaluate using:

• Web search for C (current EPS), A (annual EPS), I (institutional ownership)
• Scanner result for N: HIGH_VS_52W_HL scan members score N=2; others use distance from 52wk high
• Volume ratio from scanner + quotes for S
• strategies signals --strategy rsi for L (relative strength proxy)
• strategies run TICKER --strategy ma_cross --lookback 1y for M:

uv run trader strategies run AAPL --strategy ma_cross --lookback 1y

If MA cross shows trend: uptrend → M=2. Sideways → M=1. Downtrend → M=0.

Assign scores and calculate composite (raw/14 × 100).

Step 4b: Add strong candidates to watchlist (side effect)

For any ticker scoring ≥70 (Strong or Exceptional), add to both the canslim list and the relevant sector list using this mapping:

Sector	List
Semiconductors / chip equipment	semiconductors
Energy / oil / gas	energy
Quantum computing	quantum
Defense / government tech	momentum
All others	canslim

# Always add to canslim
uv run trader watchlist add TICKER1 TICKER2 --list canslim

# Also add to sector list if applicable
uv run trader watchlist add TICKER --list semiconductors   # if semi
uv run trader watchlist add TICKER --list energy           # if energy

This populates canslim so future screener runs use it as the starting universe, and keeps sector lists current with the latest high-scoring candidates.

Prune weak scorers: For any ticker that scores <55 and was previously in a watchlist, remove it:

uv run trader watchlist remove WEAK_TICKER --list canslim

Step 5: Output Ranked Shortlist

Present results as a ranked table, then detail each top candidate.

Format:

## Stock Screener Results — YYYY-MM-DD

### Market Condition
[S&P 500 trend assessment from MA cross — overall M score]

### Ranked Shortlist

| Rank | Ticker | Score | Rating | RSI Signal | Sentiment | Notes |
|------|--------|-------|--------|------------|-----------|-------|
| 1 | NVDA | 91 | Exceptional | buy (RSI 63) | +0.72 | Near ATH, strong EPS |
| 2 | META | 82 | Strong | buy (RSI 58) | +0.41 | Annual growth solid |
| ... | ... | ... | ... | ... | ... | ... |

### Top 3 Candidates

#### 1. NVDA — Exceptional (91/100)
- C: 2 — EPS +78% QoQ
- A: 2 — 3yr CAGR ~65%
- N: 2 — 2% from 52wk high (confirmed by HIGH_VS_52W_HL scan)
- S: 2 — Volume accumulation confirmed
- L: 2 — Outperforming SPX by 45%
- I: 1 — Institutional ownership stable-high
- M: 2 — MA cross uptrend confirmed
- RSI signal: buy (63), sentiment: +0.72
- Entry consideration: Current $XXX, look for pullback to 20-day MA

[Repeat for top 3]

### Watchlist (Moderate, 55–69)
[List with brief rationale]

### Skipped
[Tickers that returned null quotes or scored <55]

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CLI Integration Reference

Purpose	Command
Scan for universe	uv run trader scan run TYPE [--filters...]
List scan types	uv run trader scan types
List markets	uv run trader scan markets
All 563 scan types	uv run trader scan params --section types
Live quotes (multi-ticker)	uv run trader quotes get T1 T2 T3 ...
RSI signals with news	uv run trader strategies signals --tickers T1,T2 --strategy rsi --with-news
Trend confirmation	uv run trader strategies run TICKER --strategy ma_cross --lookback 1y
News sentiment	uv run trader news sentiment TICKER --lookback 7d
Show CANSLIM watchlist	uv run trader watchlist show canslim
Add to CANSLIM watchlist	uv run trader watchlist add TICKER [TICKER2 ...] --list canslim

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Common Mistakes

• Too many tickers in signals — strategies signals works best with ≤15 tickers. Split into batches if needed.
• RSI overbought confusion — RSI >70 is not automatically bad in a momentum screen; check MA cross for trend health.
• Skipping M criterion — If S&P 500 is in a downtrend, CANSLIM recommends raising cash. Do not force buys.
• Scanner returns micro-caps — Add --mktcap-above 300 and --avg-volume-above 200000 to filter junk.
• News sentiment without context — A negative score on a strong-fundamentals stock may be short-term noise; weight it lightly vs. the composite.
• Comma-separated tickers — --tickers takes comma-separated values: AAPL,MSFT (no spaces).