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Idea Generation

Generate investment ideas via quantitative stock screens and thematic research.

145|36|Updated Feb 26, 2026
Search Tags:#investment#quantitative analysis#idea generation#finance#stock screening#thematic research
One-click install
npx skills add https://github.com/w95/awesome-claude-corporate-skills --skill idea-generation-w95
Or copy as Structured Prompt for Agent▼
Please help me install this Agent Skill.
Skill: Idea Generation
Source: https://github.com/w95/awesome-claude-corporate-skills/tree/main/02-finance-accounting/idea-generation
Command: npx skills add https://github.com/w95/awesome-claude-corporate-skills --skill idea-generation-w95

SYSTEM DOCUMENTATION & REQUIREMENTS

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

What problem does it solve?

This Skill automates the process of finding investment opportunities by systematically screening stocks based on user-defined criteria.

Core Features & Use Cases

  • Systematic Stock Screening: Apply quantitative filters for value, growth, quality, and short opportunities.
  • Thematic Research: Identify companies benefiting from specific market trends.
  • Idea Presentation: Delivers concise summaries of potential investments, including thesis, risks, and next steps.
  • Use Case: A portfolio manager needs to find 5 new long ideas in the technology sector with a market cap over $10 billion, focusing on growth stocks.

Quick Start

Use the idea generation skill to find long ideas in the technology sector.

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 investment ideas using quantitative stock screening?▼

Generate investment ideas by applying quantitative stock screens that filter for value, growth, quality, and short opportunities based on your defined criteria, market cap, and sector.

What is thematic research for stock investing and how does it work?▼

Thematic research identifies companies benefiting from specific market trends. It works by systematically screening stocks to isolate equities aligned with your targeted investment themes.

Can I screen for growth stocks in the technology sector with a specific market cap?▼

Yes, you can screen for growth stocks in the technology sector by defining your quantitative filters, including a minimum market cap over $10 billion, to prioritize matching opportunities.

What output format should I expect from an automated stock screening process?▼

Stock screening outputs prioritized lists of investment opportunities, delivering concise one-page summaries that include the core thesis, key risks, and suggested next steps.

Does quantitative idea generation support different geographies and market caps?▼

Yes, quantitative idea generation supports identifying both long and short positions across various market caps, sectors, investment styles, and international geographies.

What's the best way to find new long ideas for a portfolio manager?▼

Portfolio managers can find new long ideas by using systematic stock screening to apply quantitative filters for specific sectors, styles, and market caps to output prioritized investment summaries.

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