菜单
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.
用 Codex 或 Claude 帮你安装 复制这段 Prompt，粘贴到 Codex、Claude 或其他助手里，让它检查 Skill 页面并帮你完成安装。
基于 SOC 职业分类
Use this skill when the user asks to backtest a strategy, evaluate historical performance, compare strategies, interpret Sharpe ratio or drawdown, validate a strategy's statistical reliability, or run walk-forward analysis. Also use when recommending any systematic trading strategy that should be validated against historical data before being proposed.
Use this skill when the user asks how much to invest, wants to plan or enter a trade, mentions position sizing, asks about their trading discipline or losses, or reviews their trade journal. Also use before endorsing any specific entry the user proposes.
Use this skill when the user asks about pair trading, statistical arbitrage, cointegrated pairs, spread trading, hedge ratios, or market-neutral strategies.
Use this skill when the user asks about position sizing, stop-loss levels, portfolio risk, VaR, drawdown limits, risk/reward ratios, or when you are about to recommend an entry point for any trade. Always apply this skill before stating a specific price target, stop, or position size.
Use this skill when the user asks which strategy to use, how to build a trading system, how to select between trend-following and mean-reversion, what works in the current market regime, or when designing an entry/exit/stop framework for any equity or ETF. Also use when the user describes market conditions and wants a structured approach.
Use this skill when the user asks how a stock behaves around earnings, wants an earnings calendar, is planning a trade into or after an earnings report, or mentions post-earnings drift (PEAD).
| 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 |
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.
| 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 |
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.
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).
