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Choi-Keith
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finance-quality-screen

Screen listed companies against seven financial quality indicators to exclude non-first-tier stocks.

Updated Aug 10, 2026
Search Tags:#equity research#stock screening#value investing#financial indicators#roe#free cash flow#quality filter
One-click install
npx skills add https://github.com/Choi-Keith/skill-arsenal-ultra --skill finance-quality-screen-choi-keith
Or copy as Structured Prompt for Agent▼
Please help me install this Agent Skill.
Skill: finance-quality-screen
Source: https://github.com/Choi-Keith/skill-arsenal-ultra/tree/main/plugins/finance-skills/finance-screening/skills/finance-quality-screen
Command: npx skills add https://github.com/Choi-Keith/skill-arsenal-ultra --skill finance-quality-screen-choi-keith

SYSTEM DOCUMENTATION & REQUIREMENTS

What problem does it solve? Investors waste time researching companies that fail basic quality checks. This Skill applies seven hard financial indicators (ROE, free cash flow, interest coverage, gross margin, cash conversion, net margin, share dilution) to quickly eliminate companies that do not meet first-tier standards before any deep research begins. ## Core Features & Use Cases - Seven-Indicator Screening: Tests 10-year average ROE, 5-year cumulative FCF, interest coverage, gross margin, OCF/net income ratio, net margin, and share dilution against fixed thresholds. - Three Exemption Rules: Applies strategic-investment, low-margin-by-choice, and high-turnover exemptions so quality companies like early-stage Amazon or Costco are not wrongly excluded. - Batch Modes: Screens individual stocks, entire industries, index constituents, or thematic baskets, with pass-rate statistics and sector comparisons. - Use Case: Ask to screen the China beer industry, and receive a summary table marking each listed company as passed, excluded, or exempted, plus an SVG chart ranking companies by 10-year average ROE. ## Quick Start Run the quality screen on Tencent, Meituan, and Nvidia and show which companies pass all seven indicators.

Frequently Asked Questions about finance-quality-screen

High-intent search queries and answers about installing and using this skill.

FAQPage Schema
How do I screen stocks by ROE and free cash flow?▼

Provide company names, an industry, an index, or a theme, and the screen tests each company on 10-year average ROE above 8% and positive 5-year cumulative free cash flow, plus five other indicators. Results show pass, fail, or exemption status per company.

What financial indicators does this stock screening use?▼

It uses seven indicators: 10-year average ROE, 5-year cumulative free cash flow, interest coverage ratio, gross margin, operating cash flow to net income ratio, net margin, and 5-year share count dilution. Three exemption rules prevent wrongly excluding quality companies.

Can I screen an entire industry or index at once?▼

Yes. Industry, index, and theme inputs trigger batch mode, which searches for the major listed companies in that scope and screens each one. Output adds pass-rate statistics, intra-industry rankings, and a sector quality summary.

Does the screening work for banks and insurance companies?▼

Banks and insurers are exempt from the interest coverage indicator because their business model is inherently spread-based. REITs should use core operating ROE instead of standard ROE due to property revaluation volatility.

What are the limitations of quantitative stock screening?▼

Passing the screen only means a company is not definitively poor; it does not confirm it is a good investment. Passed companies still need research on business durability, management quality, valuation, and competitive position.

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