fundamental-filter

Screen stocks by PE, PB, and ROE thresholds to generate equal-weight long signals.

Updated Apr 10, 2026
One-click install
npx skills add https://github.com/ebrahim-sani/trading-automation --skill fundamental-filter-ebrahim-sani
Or copy as Structured Prompt for Agent
Please help me install this Agent Skill.
Skill: fundamental-filter
Source: https://github.com/ebrahim-sani/trading-automation/tree/main/vibe-trading/agent/src/skills/fundamental-filter
Command: npx skills add https://github.com/ebrahim-sani/trading-automation --skill fundamental-filter-ebrahim-sani

SYSTEM DOCUMENTATION & REQUIREMENTS

What problem does it solve?

Traders and analysts need a reliable way to filter equities based on fundamental metrics such as PE, PB, and ROE to build value or growth focused portfolios, but manually gathering and applying these criteria across multiple markets is time‑consuming.

Core Features & Use Cases

  • Multi‑Market Support: Handles Chinese A‑shares via Tushare and US/HK stocks via yfinance, unifying data sources for consistent screening.
  • Configurable Thresholds: Allows custom PE, PB, ROE, and market‑cap limits to tailor value or growth filters.
  • Signal Generation: Produces equal‑weight long signals for all qualifying symbols, ready for integration with backtesting or live trading pipelines.

Quick Start

Use the fundamental-filter skill to screen a list of stock symbols based on PE, PB, and ROE thresholds and receive the selected symbols with their metrics.

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 using PE, PB, and ROE thresholds?

Stock screening by PE, PB, and ROE thresholds filters equities based on fundamental metrics to identify value or growth opportunities, generating equal-weight long signals for qualifying symbols ready for portfolio construction.

Can I filter US and HK equities with yfinance fundamental data?

Yes, you can filter US and HK equities using yfinance data sources for fundamental screening. The screening process unifies data from yfinance and Tushare to support A-share, US, and HK markets consistently.

What is fundamental stock screening for value or growth portfolios?

Fundamental stock screening for value or growth portfolios is the process of applying financial metric limits like PE, PB, and ROE to filter equities, producing a targeted list of assets for portfolio construction.

Does fundamental filtering require market-cap limits alongside PE and PB?

Fundamental filtering accepts optional market-cap filters alongside required PE, PB, and ROE thresholds. Applying market-cap limits helps tailor the value or growth filters to specific asset sizes.

How do I generate equal-weight long signals from fundamental metrics?

Generating equal-weight long signals from fundamental metrics requires setting PE, PB, and ROE thresholds to screen stocks. The screening outputs qualifying symbols assigned equal weights for live trading or backtesting pipelines.