stock-screener

Validates investment theses and ranks stock picks by AI-driven, multi-layer analysis.

Updated Aug 23, 2026
One-click install
npx skills add https://github.com/harryhuang0719/Skills-for-Cathay --skill stock-screener-harryhuang0719
Or copy as Structured Prompt for Agent
Please help me install this Agent Skill.
Skill: stock-screener
Source: https://github.com/harryhuang0719/Skills-for-Cathay/tree/main/skills/stock-screener
Command: npx skills add https://github.com/harryhuang0719/Skills-for-Cathay --skill stock-screener-harryhuang0719

SYSTEM DOCUMENTATION & REQUIREMENTS

💡 This Skill requires requests, and includes scripts (resource) components.

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.

Frequently Asked Questions about stock-screener

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

FAQPage Schema
How do I screen stocks based on an investment thesis?

Thematic stock screening validates investment theses by scoring thesis strength, discovering relevant tickers by sector or keywords, and applying multi-layer quantitative analysis. It surfaces top thematic stock ideas like AI chips or clean energy with supporting data and detailed factor scores.

What quantitative factors are analyzed during thematic stock screening?

Smart money detection in stock screening identifies volume anomalies and options activity signals. By combining these smart money signals with quantitative valuation, growth, momentum, and quality factors, the screener generates AI-ranked summaries and supporting data for thematic stock ideas.

Do I need a specific environment setup to run the AI stock screener?

Yes, thematic stock screening requires a running screener service, local knowledge base integration, and the SCREENER_ROOT environment variable. You must also install the requests Python dependency to execute the screening scripts and retrieve ranked stock picks.

How does knowledge base integration work with the stock screening process?

The AI stock screener uses mandatory knowledge base integration to inform results and cite local knowledge materials. This ensures thesis validation, quantitative screening, and smart money detection layers ground their ranked stock picks and detailed factor scores in provided documentation.

What are the limitations of using an AI-powered stock screener for thematic analysis?

AI stock screening depends on a running screener service, the SCREENER_ROOT environment variable, and local knowledge base materials. If the knowledge base lacks relevant sector or keyword data, thesis validation and ticker discovery may return incomplete or less accurate stock recommendations.