Stock Screener

Skill: stock-screener

Purpose

Find stocks matching user-defined criteria using EODHD's screener endpoint, then enrich top results with detailed fundamentals and price data for comparison.

Trigger

Activate when the user asks for:

• Stock screening or filtering ("find stocks with P/E under 15")
• "Best dividend stocks" or "cheap growth stocks"
• Sector-specific stock lists
• Signal-based screening (new highs, oversold, etc.)
• Comparative analysis of filtered stocks
• "What should I invest in?" (screen first, then analyze)

Workflow

1. Translate criteria to filters — map user language to EODHD screener JSON filters
2. Run screener — screener endpoint with filters, sort, signals, limit
3. Review results — present initial list with key metrics
4. Enrich top picks — fundamentals for detailed data on top 5-10 results
5. Add price context — eod for recent price trends
6. Compile screener report

Filter Format (critical)

filters is a JSON array of [field, operation, value] triples — NOT dot-notation (market_capitalization.gte) and NOT a JSON object. If the shape is wrong, the EODHD API silently ignores the filter and returns unfiltered, irrelevant results.

Operations: =, !=, >, >=, <, <=, match. A JSON object is rejected with HTTP 422.

[["market_capitalization",">=",10000000000],["sector","=","Technology"]]

Sort: --sort field.direction (e.g. market_capitalization.desc, pe.asc). A bare field name is rejected with HTTP 422 ("sort.0.direction is required").

Currency caveat (important): absolute-money fields — market_capitalization, revenue, ebitda — are in each listing's local currency, not USD. A raw threshold leaks huge non-USD companies (e.g. a Vietnam-listed firm at "3.88T" ₫ ≈ $150M passes >= 10B). Each result row has a currency_symbol field indicating its currency. So:

• Filtering/sorting by an absolute-money field → scope to one market with ["exchange","=","us"] (or the intended exchange) so the threshold is currency-consistent.
• Multi-market screens → don't compare raw caps across rows; group/label by currency_symbol.
• Ratio/percent fields (pe, pb, ps, peg, roe, roa, beta, dividend_yield) are currency-independent and safe to compare across markets.

Instrument-type noise (the screener has NO type filter — ["type",...] → HTTP 422): the combined ["exchange","=","us"] includes OTC foreign cross-listings (codes ending F/Y, broken 55–110% dividend_yield) and preferred shares (codes with a -, e.g. JPM-PD). For a clean common-stock screen: scope to a real venue (["exchange","=","nyse"]/"nasdaq"), add ["dividend_yield","<=",0.25] on dividend screens, and post-filter result rows whose code contains -.

Available Filters

The screener supports these filter fields:

• market_capitalization — market cap in the listing's local currency (see currency caveat; scope by exchange for a consistent threshold)
• earnings_share — EPS
• dividend_yield — dividend yield as a fraction (0.03 = 3%, not 3)
• sector — sector name (exact match)
• industry — industry name (exact match)
• exchange — exchange code (e.g., us)
• pe — P/E ratio
• wallstreet_target_price — analyst target price
• Plus many more fundamental fields (see endpoint reference)

Each result row also returns currency_symbol (currency of the absolute-money fields) and exchange — surface these when presenting caps.

Available Signals

• 50d_new_hi / 50d_new_lo — 50-day new high/low
• 200d_new_hi / 200d_new_lo — 200-day new high/low
• bookvalue_neg — negative book value
• wallstreet_lo / wallstreet_hi — at analyst low/high

Output Structure

Stock Screener Results — [Criteria Description]

Filter Applied

{filters_used}

Results ([N] matches)

Show the currency_symbol alongside Mkt Cap; never render a non-USD cap as USD. If the screen spans multiple currencies, say so in the Summary caveats.

Top Picks — Detailed Analysis For each top 5 result:

• Valuation metrics (P/E, P/S, P/B, EV/EBITDA)
• Growth metrics (Revenue growth, EPS growth)
• Profitability (margins, ROE)
• 30-day price trend
• Analyst target vs current price

Sector Distribution

Summary

• Key themes in results
• Caveats and limitations

This is not financial advice. Data is for informational purposes only.

Example Filters

# High-dividend large caps (dividend_yield is a fraction: 0.03 = 3%; nyse avoids OTC junk; <=0.25 caps broken yields)
python eodhd_client.py --endpoint screener --filters '[["dividend_yield",">=",0.03],["dividend_yield","<=",0.25],["market_capitalization",">=",10000000000],["exchange","=","nyse"]]' --sort dividend_yield.desc --limit 20
# then drop rows whose code contains '-' (preferred shares)

# Undervalued growth stocks
python eodhd_client.py --endpoint screener --filters '[["market_capitalization",">=",1000000000],["earnings_share",">=",1],["exchange","=","us"]]' --signals 200d_new_lo --limit 20

# Tech sector screening
python eodhd_client.py --endpoint screener --filters '[["sector","=","Technology"],["market_capitalization",">=",5000000000],["exchange","=","us"]]' --sort market_capitalization.desc --limit 30

Endpoints Used

References

• ../eodhd-api/references/endpoints/stock-screener-data.md
• ../eodhd-api/references/endpoints/fundamentals-data.md
• ../eodhd-api/references/endpoints/historical-stock-prices.md