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fundamental-filter

Filter financial assets by quantitative valuation and profitability thresholds.

Updated Jun 30, 2026
Search Tags:#quantitative-finance#fundamental-analysis#financial-data#stock-screening#investment-strategy
One-click install
npx skills add https://github.com/20YN04/vibe-trading-macos --skill fundamental-filter-20yn04
Or copy as Structured Prompt for Agent▼
Please help me install this Agent Skill.
Skill: fundamental-filter
Source: https://github.com/20YN04/vibe-trading-macos/tree/main/agent/src/skills/fundamental-filter
Command: npx skills add https://github.com/20YN04/vibe-trading-macos --skill fundamental-filter-20yn04

SYSTEM DOCUMENTATION & REQUIREMENTS

💡 This Skill requires pandas, numpy, yfinance.

What problem does it solve?

This skill addresses the challenge of manually identifying high-quality stocks by automating the filtering process based on complex financial statements and valuation metrics.

Core Features & Use Cases

  • Multi-Market Screening: Filter A-shares using Tushare data or US/HK stocks using YFinance metrics.
  • Customizable Logic: Apply value-based filters (PE/PB/ROE) or growth-oriented criteria to build investment universes.
  • Use Case: A quantitative researcher can use this to automatically generate a daily list of stocks that meet specific profitability and valuation thresholds for backtesting.

Quick Start

Use the fundamental-filter skill to screen the provided stock list for companies with a PE ratio under 20 and an ROE above 8 percent.

Frequently Asked Questions about fundamental-filter

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

FAQPage Schema
How do I screen stocks by financial metrics like PE and ROE?▼

Stock screening by financial metrics applies quantitative thresholds to valuation and profitability data. You can filter assets using criteria like a PE ratio under 20 and an ROE above 8 percent to identify high-quality targets.

Can I screen A-shares and US stocks in the same workflow?▼

Multi-market stock screening supports A-shares via Tushare and international equities via YFinance. You can apply value-based filters across different markets to build a unified investment universe.

Does fundamental stock screening require Tushare or YFinance?▼

Fundamental screening requires Tushare for A-shares or YFinance for international equities. The underlying data integration depends on pandas and numpy to process financial statements and apply valuation thresholds.

What is the best way to automate value and growth investment signals?▼

Automated investment signal generation applies customizable value and growth logic to financial data. By setting quantitative thresholds for metrics like PE, PB, and ROE, you generate daily stock lists meeting your strategy criteria.

How do I use financial statement data for quantitative stock filtering?▼

Financial statement data for quantitative stock filtering is processed using pandas and numpy. The system applies thresholds to complex valuation metrics, automating the identification of stocks meeting specific profitability conditions.

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