finance-screen

Investment screening to build a model portfolio is automated by selecting a pre-built strategy like Dividend Growth or Three-Fund Index, entering your investable amount and risk tolerance, and generating a FINANCE-SCREEN.md report with allocations and tickers.

Pre-built portfolio construction strategies include Dividend Growth, Three-Fund Index Portfolio, Bond Allocation, REITs, International Diversification, and ESG screens. Each delivers ticker lists, allocation weights, expected returns, and rebalancing notes.

Custom criteria for investment screening can be combined with pre-built strategies by applying user-defined filters and risk constraints. This generates a tailored model portfolio with expected returns and expense ratios in the output report.

To generate a portfolio allocation model, you need to provide your strategy choice, investable amount, time horizon, risk tolerance, age, account type, and existing holdings. The screen outputs ticker examples and rebalancing notes.

Investment screening for ESG and international diversification is supported through dedicated pre-built strategies. These screens produce model portfolios with specific ticker examples, allocation weights, and expense ratios.

Automated portfolio screening outputs a FINANCE-SCREEN.md report. This markdown file contains the complete model portfolio, including ticker lists, allocation weights, expected returns, expense ratios, and rebalancing notes.