Stock Screener

Stock Screener

When to use

Activate when a user wants to scan a universe of DSE stocks rather than analyse one ticker: "find cheap stocks", "screen for dividend champions", "momentum stocks breaking 52-week highs with volume surge", "profitable banks with P/E under 15", or a hand-built filter set. Pair survivors with technical-analysis, fundamental-analysis or signal-synthesizer for a deeper read.

What it does

Takes a universe and applies three composable filter sources (PRD-002 REQ-039/040/114):

1. Filters — explicit fundamental and technical criteria.
2. Templates — named, pre-built filter bundles (REQ-040).
3. Natural language — a rule-based parser maps phrases to filters (REQ-114) and reports back exactly what it parsed.

Precedence: template seeds → NL query adds → explicit filters override. Survivors are ranked by a composite score (quality via ROE + momentum via 52-week position and RSI), sorted descending, and truncated to limit (default 25).

Fundamental filters: pe_max, pb_max, roe_min, de_max, div_yield_min, market_cap_min, sector. Technical filters (need ohlcv): rsi_min, rsi_max, ma_cross (golden/death, 50d vs 200d), pos_52w_min/pos_52w_max (position in 52-week range), breakout (close >= prior 40-bar high), rel_volume_min.

How to run

python3 scripts/screen.py --input universe.json --pretty
cat universe.json | python3 scripts/screen.py

Input:

{
  "universe": [
    {"ticker": "GP", "sector": "Telecom", "fundamentals": {...}, "ohlcv": [...]}
  ],
  "template": "value",
  "query": "profitable banks with p/e under 15",
  "filters": {"roe_min": 0.15},
  "limit": 25
}

ohlcv per stock is optional but is required for any technical filter. Output is a multi-ticker card (not a single Thinking Card): applied (resolved template/query/filters), count, ranked results[] (each with ticker, passes, score, matched_filters, key_metrics{pe,roe,rsi,pos_52w}), reasoning, and disclaimer.

Interpreting output

• applied.filters is the effective filter set after composition — always check it to confirm an NL query parsed as intended.
• score ranks survivors only; a stock absent from results failed at least one filter.
• An empty results with count: 0 means nothing passed — loosen the filters.

Notes

Every filter, all five templates, and the natural-language phrase mappings are documented in references/SCREENS.md. Indicator math is the shared scripts/indicators.py. Output is educational analysis only, never financial advice.