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Undervalued stock screening. EquityQuery-based screening without a predefined stock list. Searches for undervalued stocks across 60+ regions including Japan, US, ASEAN, Hong Kong, Korea, and Taiwan using P/E, P/B, dividend yield, ROE, and more.
Codex 또는 Claude로 설치 이 Prompt를 복사해 Codex, Claude 또는 다른 어시스턴트에 붙여 넣으면 Skill 페이지를 검토하고 설치를 진행할 수 있습니다.
SOC 직업 분류 기준
Natural language queries to the knowledge graph. Search past reports, screenings, trades, research, and market context.
Investment note management. Record, retrieve, and delete investment theses, concerns, and lessons.
Deep research on stocks, industries, markets, and business models. Integrates Grok API (X/Web search) and yfinance for multi-angle analysis reports.
Plan Mode — Orchestrator oversees workflow design, execution, autonomous loop, and review. Activated when told "in plan mode."
Portfolio management. Display holdings, record trades, and analyze portfolio structure. Input data foundation for stress tests.
Detailed report for individual stocks and ETFs. Generates a financial analysis report from a ticker symbol. Individual stocks show valuation, undervaluation score, and shareholder return rate. ETFs show expense ratio, AUM, and fund size.
| name | screen-stocks |
| description | Undervalued stock screening. EquityQuery-based screening without a predefined stock list. Searches for undervalued stocks across 60+ regions including Japan, US, ASEAN, Hong Kong, Korea, and Taiwan using P/E, P/B, dividend yield, ROE, and more. |
| argument-hint | [region] [preset] [--sector SECTOR] e.g.: japan value, us high-dividend, asean quality, hk value --sector Technology |
| allowed-tools | Bash(python3 *) |
Parse $ARGUMENTS to determine region, preset, and sector, then run the following command.
python3 /Users/kikuchihiroyuki/stock-skills/.claude/skills/screen-stocks/scripts/run_screen.py --region <region> --preset <preset> [--sector <sector>] [--theme <theme>] [--top <N>] [--mode <query|legacy>]
For natural language → skill selection, see .claude/rules/intent-routing.md.
Major regions: jp, us, sg, th, my, id, ph, hk, kr, tw, cn, gb, de, fr, in, au, br, ca, etc. (~60 regions)
| Exchange | Code |
|---|---|
| Tokyo Stock Exchange | JPX |
| NASDAQ | NMS |
| NYSE | NYQ |
| Singapore Exchange | SES |
| Stock Exchange of Thailand | SET |
| Bursa Malaysia | KLS |
| Indonesia Stock Exchange | JKT |
| Philippine Stock Exchange | PHS |
| Hong Kong Stock Exchange | HKG |
| Korea Stock Exchange | KSC/KOE |
| Taiwan Stock Exchange | TAI |
Use --theme <theme> in combination with any preset to narrow screening to a specific theme.
trending/pullback/alpha presets do not support --theme.
| Theme Key | Description | Target Industries (excerpt) |
|---|---|---|
ai | AI & Semiconductors | Semiconductors, Software—Infrastructure, Electronic Components |
ev | EV & Next-Gen Vehicles | Auto Manufacturers, Electrical Equipment & Parts |
cloud-saas | Cloud & SaaS | Software—Application, Software—Infrastructure |
cybersecurity | Cybersecurity | Software—Infrastructure (security-focused) |
biotech | Biotech & Drug Development | Biotechnology, Drug Manufacturers |
renewable-energy | Renewable Energy | Solar, Utilities—Renewable |
fintech | Fintech | Software—Application (finance-focused), Capital Markets |
defense | Defense & Aerospace | Aerospace & Defense |
healthcare | Healthcare & Medical Devices | Medical Devices, Health Information Services |
Theme definitions are managed in config/themes.yaml.
Use --auto-theme to automatically detect trending themes via the Grok API (X/Web search) and run screening for each theme sequentially.
themes.yaml; only supported themes are executed (unsupported themes show a skip notice)--auto-theme and --theme are mutually exclusivetrending/pullback/alpha presetsXAI_API_KEY required (exits with error if not set)trending Preset--preset trending | --auto-theme | |
|---|---|---|
| Detection target | Trending individual stocks on X | Trending themes / sectors |
| Granularity | Stock-level | Theme-level |
| Screening | Fundamental evaluation | Any preset within each theme |
# Screen for undervalued stocks in Japanese trending themes
python3 .../run_screen.py --region japan --preset value --auto-theme
# High-growth stocks in US trending themes
python3 .../run_screen.py --region us --preset high-growth --auto-theme
# Global trending themes with default preset
python3 .../run_screen.py --preset value --auto-theme
--mode query (default): EquityQuery mode. Uses yfinance's EquityQuery API to search for qualifying stocks directly without a predefined list. Works across all regions. Fast.--mode legacy: Stock list mode. Uses the legacy ValueScreener. Fetches and evaluates stocks from a predefined list (Nikkei 225, S&P 500, etc.) one by one. Japan/US/ASEAN only.--with-pullback: Add pullback filter. Applies technical pullback detection on top of any preset (value, high-dividend, etc.). No need to combine with --preset pullback (pullback preset takes priority). Output uses the same column format as Pullback mode.value: Traditional value investing (low P/E, low P/B, ROE ≥ 5%)high-dividend: High-dividend stocks (dividend yield ≥ 3%)growth: Pure growth stocks (high ROE ≥ 15%, revenue growth ≥ 10%; no P/E constraint; selected by growth strength regardless of valuation)growth-value: Growth-value blend (growth potential + undervaluation)deep-value: Deep value (very low P/E and P/B)quality: Quality value (ROE ≥ 15% + undervaluation; stricter ROE threshold than value at 5% → 15%; limited to highly profitable undervalued stocks)pullback: Pullback entry (temporary correction during an uptrend; 3-stage pipeline: EquityQuery → technical → SR; takes longer to run)alpha: Alpha signal (3-axis integration: undervaluation + change quality + pullback; 4-stage pipeline: EquityQuery → change quality → pullback detection → 2-axis scoring; takes longer to run)trending: X-trending stocks (discover trending stocks on X via Grok API → evaluate fundamentals via Yahoo Finance; --theme filtering available; XAI_API_KEY required)long-term: Long-term investment suitability (ROE ≥ 15%, EPS growth ≥ 10%, dividend ≥ 2%, P/E ≤ 25, P/B ≤ 3, market cap ≥ ¥100B; searches for stable growth stocks suitable for long-term holding)shareholder-return: Shareholder return focus (ranked by total return rate: dividend yield + buyback yield; with stability assessment: ✅Stable/📈Increasing/⚠️Temporary/📉Declining)high-growth: High-growth stocks (profit-agnostic; revenue growth ≥ 20%, recent quarterly revenue growth ≥ 10%, PSR ≤ 20, gross margin ≥ 20%; includes unprofitable growth companies; uses PSR instead of P/E to prevent bubble selection) (KIK-432)small-cap-growth: Small-cap high-growth (market cap ≤ ¥100B; revenue growth ≥ 20%, PSR ≤ 15, gross margin ≥ 20%; targets 10x candidates undiscovered by institutions; auto-adjusts market cap threshold by region; Risk ★★★★) (KIK-437)contrarian: Contrarian candidates (technically oversold × valuationally cheap × fundamentally sound; 3-axis 100-point scoring; detects "market overreaction," the opposite of value traps) (KIK-504)momentum: Momentum surge stocks (4-axis scoring: RSI/MACD/momentum rate/volume surge; detects stocks in uptrends; --submode selects stable acceleration vs. surge) (KIK-506)| Classification | Condition | Description |
|---|---|---|
| 🟢 Accelerating | Score 40–69 | Steady upward momentum; high continuity with no overheating |
| 🟡 Surging | Score 70–89 | Rapid price rise; high short-term attention but watch for correction |
| 🔴 Overheated | Score 90–100 | Overheated state; high return potential but elevated correction risk |
--submode ParameterUse --submode to filter by classification.
| Value | Shows | Recommended Use Case |
|---|---|---|
stable (default) | 🟢 Accelerating only | When you want stable uptrend stocks |
surge | 🟡 Surging + 🔴 Overheated | When you also want short-term surge stocks |
| Axis | Max | Condition |
|---|---|---|
| RSI strength | 25 | RSI ≥ 60 |
| MACD cross | 25 | MACD > signal line (bullish cross) |
| Momentum rate | 25 | 20-day price change rate exceeds threshold |
| Volume surge | 25 | 5-day avg volume / 20-day avg volume ≥ 1.3 |
Total score ≥ 40 qualifies as a momentum stock.
Display results in Markdown table format. EquityQuery mode adds a Sector column.
Rank / Symbol / Sector / Price / P/E / P/B / Div Yield / ROE / Score
Rank / Symbol / Price / P/E / P/B / Div Yield / ROE / Score
Rank / Symbol / Price / P/E / Pullback% / RSI / Volume Ratio / SMA50 / SMA200 / Score
Rank / Symbol / Price / P/E / P/B / Underval / Change / Total / Pullback / α / Accel / FCF / ROE Trend
Rank / Symbol / Sector / Price / P/E / P/B / EPS Growth / Revenue Growth / ROE
Rank / Symbol / Trending Reason / Price / P/E / P/B / Div Yield / ROE / Score / Judgment
Rank / Symbol / Price / P/E / P/B / RSI / SMA200 Dev / Tech / Val / Fund / Total / Judgment
Rank / Symbol / Price / P/E / RSI / MACD / Momentum Rate / Volume Ratio / Momentum Score / Total Score / Classification
Rank / Symbol / Price / Div Yield / Buyback Yield / Total Return / Stability / ROE / P/E
# Japanese undervalued stocks (default)
python3 .../run_screen.py --region japan --preset value
# US high-dividend technology stocks
python3 .../run_screen.py --region us --preset high-dividend --sector Technology
# Hong Kong value stocks
python3 .../run_screen.py --region hk --preset value
# ASEAN growth-value stocks (runs sg, th, my, id, ph sequentially)
python3 .../run_screen.py --region asean --preset growth-value
# Legacy mode US screening
python3 .../run_screen.py --region us --preset value --mode legacy
# Japanese pullback candidates
python3 .../run_screen.py --region japan --preset pullback
# Japanese alpha signals (undervaluation + change + pullback)
python3 .../run_screen.py --region japan --preset alpha
# US alpha signals
python3 .../run_screen.py --region us --preset alpha
# Japanese undervalued stocks + pullback filter
python3 .../run_screen.py --region japan --preset value --with-pullback
# US high-dividend stocks + pullback filter
python3 .../run_screen.py --region us --preset high-dividend --with-pullback
# Trending Japanese stocks on X (Twitter)
python3 .../run_screen.py --region japan --preset trending
# Trending AI-related US stocks on X
python3 .../run_screen.py --region us --preset trending --theme "AI"
# Trending semiconductor-related stocks on X
python3 .../run_screen.py --region japan --preset trending --theme "semiconductors"
# Japanese long-term investment candidates
python3 .../run_screen.py --region japan --preset long-term
# US long-term investment candidates
python3 .../run_screen.py --region us --preset long-term
# Japanese pure growth stocks (no valuation constraint)
python3 .../run_screen.py --region japan --preset growth
# US pure growth stocks
python3 .../run_screen.py --region us --preset growth
# Japanese high-return stocks
python3 .../run_screen.py --region japan --preset shareholder-return
# US high-return stocks
python3 .../run_screen.py --region us --preset shareholder-return
# US high-growth stocks (profit-agnostic, PSR-based)
python3 .../run_screen.py --region us --preset high-growth
# Japanese high-growth stocks
python3 .../run_screen.py --region japan --preset high-growth
# AI-related undervalued stocks (US)
python3 .../run_screen.py --region us --preset value --theme ai
# Semiconductor high-growth stocks (US)
python3 .../run_screen.py --region us --preset high-growth --theme ai
# Defense-related stocks (US, undervalued)
python3 .../run_screen.py --region us --preset value --theme defense
# EV-related growth stocks (US)
python3 .../run_screen.py --region us --preset growth --theme ev
# Biotech high-growth stocks
python3 .../run_screen.py --region us --preset high-growth --theme biotech
# Japanese small-cap high-growth stocks (market cap ≤ ¥100B)
python3 .../run_screen.py --region japan --preset small-cap-growth
# US small-cap high-growth stocks (auto-adjusted to ≤ $1B)
python3 .../run_screen.py --region us --preset small-cap-growth
# AI-related small-cap growth stocks
python3 .../run_screen.py --region us --preset small-cap-growth --theme ai
# Japanese contrarian candidates (oversold × fundamentally sound)
python3 .../run_screen.py --region japan --preset contrarian
# US contrarian candidates
python3 .../run_screen.py --region us --preset contrarian
# Technology sector contrarian candidates
python3 .../run_screen.py --region japan --preset contrarian --sector Technology
# Japanese momentum stocks (stable acceleration only, default)
python3 .claude/skills/screen-stocks/scripts/run_screen.py --preset momentum --region japan --top 10
# US momentum screening including surge stocks
python3 .claude/skills/screen-stocks/scripts/run_screen.py --preset momentum --region us --top 5 --submode surge
# Technology sector momentum stocks
python3 .../run_screen.py --region japan --preset momentum --sector Technology
Screening results are automatically annotated with markers based on investment notes and trade history.
| Marker | Meaning | Trigger |
|---|---|---|
| ⚠️ | Has concern note | Investment note type=concern |
| 📝 | Has lesson note | Investment note type=lesson |
| 👀 | On watch | Investment note type=observation + keywords like "pass", "waiting" |
Stocks sold within the last 90 days are automatically excluded from screening results. The exclusion count is shown in a message.
When get_context.py output contains the following, integrate with screening results: