Idea Generation

Screen stocks using quantitative filters, thematic analysis, and pattern recognition.

Updated May 3, 2026
One-click install
npx skills add https://github.com/sammyTI/dotcompany-template --skill idea-generation-sammyti
Or copy as Structured Prompt for Agent
Please help me install this Agent Skill.
Skill: Idea Generation
Source: https://github.com/sammyTI/dotcompany-template/tree/main/plugins/vertical-plugins/equity-research/skills/idea-generation
Command: npx skills add https://github.com/sammyTI/dotcompany-template --skill idea-generation-sammyti

SYSTEM DOCUMENTATION & REQUIREMENTS

What problem does it solve?

This Skill helps investors and analysts identify promising stock ideas by combining quantitative filters, thematic research, and pattern recognition to streamline the idea generation process.

Core Features & Use Cases

  • Stock Screening: Applies valuation, growth, quality, or short-selling criteria to filter stocks.
  • Thematic Research: Assists in uncovering companies benefiting from specific market themes like AI or demographic shifts.
  • Use Case: An investor conducts a thematic sweep on AI infrastructure beneficiaries, sourcing potential long and short candidates with detailed metrics and theses.

Quick Start

Ask the AI to screen stocks based on selected criteria, then review detailed idea summaries and key risks for decision-making.

Frequently Asked Questions about Idea Generation

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

FAQPage Schema
How do I screen stocks based on specific investment criteria?

You can screen stocks by applying quantitative filters for valuation, growth, quality, or short-selling criteria to generate promising investment ideas. This process systematically filters stock data to identify candidates matching your specific investment thesis.

What is thematic research for stock idea generation?

Thematic research for stock idea generation involves uncovering companies benefiting from specific market themes like AI infrastructure or demographic shifts. It maps patterns to identify potential long and short candidates with detailed metrics and theses.

Can I use this to find both long and short investment candidates?

Yes, you can find both long and short investment candidates by applying valuation, growth, quality, or short-selling criteria to filter stocks. The screening process outputs detailed idea summaries and key risks for active investors.

How do I start generating stock ideas using quantitative filters?

To start generating stock ideas, ask the AI to screen stocks based on your selected criteria, then review the detailed idea summaries and key risks provided. This streamlines the idea generation process through computational analysis and data filtering.

Does systematic stock screening require prior valuation data?

Systematic stock screening uses computational analysis and data filtering to apply quantitative screens to existing stock data. It processes valuation, growth, and quality metrics to map thematic patterns and present actionable investment ideas.

What are the limitations of using pattern recognition for thematic analysis?

Pattern recognition for thematic analysis relies on quantitative screens and data filtering to map market themes, meaning it requires comprehensive stock data to function accurately. It serves as a research tool that outputs actionable ideas and key risks for decision-making.