screen

name	screen
description	Run quantitative or thematic stock screens to surface investment ideas. Supports AR (BYMA, CEDEARs) and US markets. Triggers on "screen", "stock screen", "find stocks", "investment ideas", "what looks interesting".

Stock Screener

Surface investment ideas via quantitative screens or thematic sweeps.

Step 1: Define Screen

If user provides criteria, use them. Otherwise ask:

• Market: AR (BYMA panel general/lider, CEDEARs) / US / Both
• Direction: Long / Short / Both
• Style: Value / Growth / Momentum / Income / Quality
• Sector/Theme: (optional) specific sector or thematic filter
• Size: Large / Mid / Small / Any
• Constraints: (optional) liquidity minimums, max P/E, min dividend, etc.

Step 2: Quantitative Screen

Apply filters based on style:

Value: P/E < sector median, P/B < 1.5, EV/EBITDA below peers, FCF yield > 5% Growth: Revenue growth > 15% YoY, EPS growth > 20%, expanding margins Momentum: Price > 50-day MA > 200-day MA, RSI 50-70, positive earnings revisions Income: Dividend yield > 3%, payout ratio < 70%, dividend growth > 5% CAGR Quality: ROE > 15%, debt/equity < 1.0, consistent earnings (no losses in 5yr)

AR-specific filters:

• CEDEARs: check premium/discount vs ADR parity — flag opportunities where discount > 5%
• BYMA local: volume filter (>$1M ARS daily), exclude penny stocks
• Bonds: TIR vs inflation expectations, duration bucket, credit quality

Step 3: Results Table

#	Ticker	Name	Market	Price	Key Metric 1	Key Metric 2	Key Metric 3	Signal

Step 4: Quick Thesis for Top 3-5

For each top idea, provide:

• Why it passes: 2-3 sentences on what the screen caught
• Bull case: best scenario in 1 sentence
• Bear case: worst scenario in 1 sentence
• Catalyst: what could move it in next 3-6 months
• Risk: primary risk factor

Step 5: Output

═══ SCREEN: [criteria summary] ═══
Market: [AR/US/Both]
Style: [value/growth/momentum/income/quality]
Results: [N] names passed filters
Date: [today]

[Results table]

TOP IDEAS:
1. [TICKER] — [one-liner thesis]
2. [TICKER] — [one-liner thesis]
3. [TICKER] — [one-liner thesis]

Notes

• ALWAYS use current market data — never training data prices
• For AR screens, note if market was open/closed and last trading date
• CEDEARs: always show both CEDEAR price (ARS) and underlying price (USD) with CCL
• Screens are idea generators, not buy recommendations — each needs full thesis development
• If using Cotiza API for AR data, note the data source