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