fundamental-filter

Screen stocks by fundamental financial metrics using customizable logic to filter large universes based on specific valuation criteria. You can isolate stock profiles by applying value filters such as PE, PB, and ROE ratios to identify investment opportunities.

Yes, you can screen HK and US stocks for fundamental valuation using yfinance. The skill supports multi-market screening, allowing you to filter international equities by daily valuation-based signals without manual spreadsheet analysis.

Filter A-share stocks by point-in-time financial statements using integrated data providers like Tushare. This approach satisfies requirements for historical financial statement analysis, enabling accurate quantitative screening and backtesting without survivorship bias.

Yes, the fundamental stock screening approach supports backtesting investment strategies. It generates daily valuation-based signals from point-in-time financial data, allowing you to test filtering criteria like PE under 20 and ROE above 8 percent historically.

Generate a list of undervalued stocks by applying custom PE and PB ratio thresholds as value filters. For example, input a stock universe and filter for a PE ratio below 15 and a PB ratio under 3 to quickly isolate potentially undervalued equities.

Yes, you need pandas and numpy to run quantitative stock screening filters. These dependencies handle the data manipulation and numerical calculations required to process financial statements and apply multi-market screening logic across your stock universe.