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fundamental-filter

Screen stocks using PE, PB, and ROE thresholds for value or growth.

2|Updated May 13, 2026
Search Tags:#portfolio management#valuation#fundamental analysis#stock screening#finance analysis
One-click install
npx skills add https://github.com/thanhtai040805/AI_Invest --skill fundamental-filter-thanhtai040805
Or copy as Structured Prompt for Agent▼
Please help me install this Agent Skill.
Skill: fundamental-filter
Source: https://github.com/thanhtai040805/AI_Invest/tree/main/ai-engine/app/domain/services/quant/skills_data/fundamental-filter
Command: npx skills add https://github.com/thanhtai040805/AI_Invest --skill fundamental-filter-thanhtai040805

SYSTEM DOCUMENTATION & REQUIREMENTS

💡 This Skill requires pandas, numpy, yfinance, and includes scripts (resource) and references (resource) and assets (resource) components.

What problem does it solve?

The Skill solves the problem of identifying undervalued or growing stocks by filtering a selection of stocks using various financial metrics like PE, PB, and ROE.

Core Features & Use Cases

  • Fundamental Factor Screening: Uses PE, PB, and ROE as factors to screen stocks.
  • Market Support: Supports Vietnam stocks using vnstock PF reports and market cap data.
  • Optional Filters: Allows optional filters like growth selection for backtesting.

Quick Start

Apply the 'fundamental-filter' skill to analyze the stock universe.

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 financial metrics?▼

Fundamental stock screening applies PE, PB, and ROE metrics to filter equities against user-defined thresholds, isolating undervalued or growing targets for data-driven investment decisions.

What is fundamental stock filtering for value or growth selection?▼

Fundamental stock filtering applies PE, PB, and ROE metrics to separate value or growth equities, solving the problem of identifying undervalued or expanding companies within a broader market universe.

Can I use yfinance and pandas for fundamental analysis of Vietnam stocks?▼

Yes, fundamental analysis using pandas and yfinance supports Vietnam equities by leveraging vnstock PF reports and market cap data, enabling localized financial metric filtering for regional investment decisions.

Does this fundamental analysis approach support backtesting growth strategies?▼

Yes, fundamental analysis supports backtesting growth strategies through optional growth selection filters, enabling historical performance evaluation of expanding companies based on fundamental metrics.

What are the limitations of using PE, PB, and ROE for stock screening?▼

Stock screening limited to PE, PB, and ROE factors restricts fundamental analysis to these specific valuation metrics, potentially excluding other relevant financial indicators required for comprehensive risk assessment.

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