What problem does it solve?
Analysts and portfolio managers often struggle to consistently validate investment theses and surface relevant stock ideas from large universes. This skill provides an AI-powered thematic stock screener that efficiently validates theses and uncovers candidate stocks through a disciplined, multi-layer analysis.
Core Features & Use Cases
- Layer 0 Thesis validation: scores investment theses from 0-10 to gauge strength.
- Layer 1 Discovery: finds relevant tickers by sector/keywords.
- Layer 2 Quantitative screening: evaluates valuation, growth, momentum, and quality.
- Layer 3 Smart money detection: detects volume anomalies and options activity signals.
- Layer 4 AI ranking: generates summaries and ranked recommendations.
- Knowledge Base Integration: mandatory use of local knowledge materials to inform results and cite sources.
- Use Case: surface top thematic stock ideas (e.g., AI chips, clean energy) with supporting data.
Quick Start
Run the screen_thesis.py script with your investment thesis to retrieve top stock picks.