idea-generation

Combine quantitative filters, thematic research, and pattern recognition to rank stock ideas with theses and risks.

Updated Aug 23, 2026

Search Tags:#pattern-recognition #quantitative-analysis #idea-generation #stock-screen #equity-research #long-short #theme-research

Ready to run

npx skills add https://github.com/brianping7/volc-financial-services-skill-sets --skill idea-generation-brianping7

💬 Prompt for ChatGPT / Claude Chat▼

Please help me install this Agent Skill.
Skill: idea-generation
Source: https://github.com/brianping7/volc-financial-services-skill-sets/tree/main/equity-research/idea-generation
Command: npx skills add https://github.com/brianping7/volc-financial-services-skill-sets --skill idea-generation-brianping7

SYSTEM DOCUMENTATION & REQUIREMENTS

What problem does it solve?

Combines quantitative screening, thematic research, and pattern recognition to systematically uncover new long and short investment ideas, helping equity researchers quickly identify opportunities and reduce manual filtering time.

Core Features & Use Cases

Quantitative screening with parameterized filters across sectors and market caps to prioritize candidates.
Thematic scanning and pattern recognition to map beneficiaries and second-order players, generating investable themes.
Idea presentation templates that provide clear theses, key metrics, and catalysts for each idea.
Quick-start case: generate 5-10 ideas with business rationale and risks for rapid research.

Quick Start

Directly request stock ideas generation: specify direction, market cap, industry, style, geography, and themes and receive a ranked list of ideas.

Frequently Asked Questions about idea-generation

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

FAQPage Schema

How do I generate long and short stock ideas using quantitative screening and thematic research?▼

To generate long and short stock ideas, input your desired direction, market cap range, industry, style, geography, and themes. The system applies quantitative filters and pattern recognition to return a ranked list of ideas with concise theses and risk factors.

What is the best way to find investable themes and second-order stock beneficiaries?▼

The best way to find investable themes and second-order beneficiaries is through thematic scanning and pattern recognition. This maps related players and generates a diverse set of stock ideas across different sectors and regions.

Can I filter equity research candidates by market cap, geography, and style?▼

Yes, you can filter equity research candidates by specifying market cap range, geography, style, and industry. These parameterized quantitative filters prioritize candidates to reduce manual filtering time.

How do I get a ranked list of stock ideas with business rationale and risks for rapid research?▼

You get a ranked list of stock ideas with business rationale and risks by requesting idea generation directly. Specify your parameters and the system outputs concise investment theses, key metrics, and catalysts for each opportunity.

Does this systematic stock screening approach work for both long and short directions?▼

Yes, this systematic stock screening approach works for long, short, or both directions. You specify the direction as an input, and it applies the workflow across various market caps and regions to generate diverse ideas.

What are the limitations of using quantitative filters and pattern recognition for stock screening?▼

A limitation of using quantitative filters and pattern recognition for stock screening is that it focuses on systematic parameterized outputs. Users must still evaluate the generated concise theses, key metrics, and risk factors manually before investing.