idea-generation

Screen stocks by quantitative and thematic parameters to generate long and short investment ideas.

26|2|Updated Apr 30, 2026
One-click install
npx skills add https://github.com/ViviennaMAO/money_banking_financial_market --skill idea-generation-viviennamao
Or copy as Structured Prompt for Agent
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Skill: idea-generation
Source: https://github.com/ViviennaMAO/money_banking_financial_market/tree/main/financial-services-main/plugins/vertical-plugins/equity-research/skills/idea-generation
Command: npx skills add https://github.com/ViviennaMAO/money_banking_financial_market --skill idea-generation-viviennamao

SYSTEM DOCUMENTATION & REQUIREMENTS

💡 This Skill includes scripts (resource) and references (resource) components.

What problem does it solve?

This Skill addresses the challenge of finding new investment ideas by combining quantitative screens, thematic research, and pattern recognition.

Core Features & Use Cases

  • Quantitative Screens: Apply screens based on style, market cap, sector, geography, and theme.
  • Thematic Sweep: Identify beneficiaries of specific themes.
  • Idea Presentation: Present ideas with metrics, thesis, risks, and next steps.
  • Output: Provide a shortlist of ideas with one-page summaries and documentation.

Quick Start

Run the idea generation skill with parameters for long ideas, market cap, sector, style, geography, and theme.

Frequently Asked Questions about idea-generation

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

FAQPage Schema
How do I generate systematic investment ideas using quantitative screens?

To generate systematic investment ideas, apply quantitative screens based on direction, market cap, sector, style, and geography to identify new long and short stock opportunities.

Can I screen stocks based on specific investment themes?

Yes, you can screen stocks based on specific investment themes. The tool conducts a thematic sweep to identify and extract beneficiaries of specific themes from the broader market.

What is the best way to source new long and short stock ideas?

The best way to source new long and short stock ideas is by combining quantitative analysis with thematic research and pattern recognition to systematically filter the market.

What outputs do I get when running a thematic stock screening process?

Running a thematic stock screening process outputs a shortlist of investment ideas complete with one-page summaries, metrics, thesis, risks, and documentation for next steps.

What parameters do I need to provide for quantitative investment idea generation?

For quantitative idea generation, you need to provide parameters including trade direction, market capitalization, sector, investment style, geography, and the target research theme.

Does idea generation work for both thematic research and quantitative pattern recognition?

Yes, idea generation works for both approaches by applying quantitative screens alongside thematic research to identify new long and short investment ideas through pattern recognition.