Stock Screener
Surface investment ideas via quantitative screens or thematic sweeps.
Step 1: Define Screen
If user provides criteria, use them. Otherwise ask:
- Market: AR (BYMA panel general/lider, CEDEARs) / US / Both
- Direction: Long / Short / Both
- Style: Value / Growth / Momentum / Income / Quality
- Sector/Theme: (optional) specific sector or thematic filter
- Size: Large / Mid / Small / Any
- Constraints: (optional) liquidity minimums, max P/E, min dividend, etc.
Step 2: Quantitative Screen
Apply filters based on style:
Value: P/E < sector median, P/B < 1.5, EV/EBITDA below peers, FCF yield > 5%
Growth: Revenue growth > 15% YoY, EPS growth > 20%, expanding margins
Momentum: Price > 50-day MA > 200-day MA, RSI 50-70, positive earnings revisions
Income: Dividend yield > 3%, payout ratio < 70%, dividend growth > 5% CAGR
Quality: ROE > 15%, debt/equity < 1.0, consistent earnings (no losses in 5yr)
AR-specific filters:
- CEDEARs: check premium/discount vs ADR parity — flag opportunities where discount > 5%
- BYMA local: volume filter (>$1M ARS daily), exclude penny stocks
- Bonds: TIR vs inflation expectations, duration bucket, credit quality
Step 3: Results Table
| # |
Ticker |
Name |
Market |
Price |
Key Metric 1 |
Key Metric 2 |
Key Metric 3 |
Signal |
|
|
|
|
|
|
|
|
|
Step 4: Quick Thesis for Top 3-5
For each top idea, provide:
- Why it passes: 2-3 sentences on what the screen caught
- Bull case: best scenario in 1 sentence
- Bear case: worst scenario in 1 sentence
- Catalyst: what could move it in next 3-6 months
- Risk: primary risk factor
Step 5: Output
═══ SCREEN: [criteria summary] ═══
Market: [AR/US/Both]
Style: [value/growth/momentum/income/quality]
Results: [N] names passed filters
Date: [today]
[Results table]
TOP IDEAS:
1. [TICKER] — [one-liner thesis]
2. [TICKER] — [one-liner thesis]
3. [TICKER] — [one-liner thesis]
Notes
- ALWAYS use current market data — never training data prices
- For AR screens, note if market was open/closed and last trading date
- CEDEARs: always show both CEDEAR price (ARS) and underlying price (USD) with CCL
- Screens are idea generators, not buy recommendations — each needs full thesis development
- If using Cotiza API for AR data, note the data source
1---2name: screen-23description: Run quantitative or thematic stock screens to surface investment ideas. Supports AR (BYMA, CEDEARs) and US markets. Triggers on "screen", "stock screen", "find stocks", "investment ideas", "what looks interesting".4---5
6# Stock Screener
7
8Surface investment ideas via quantitative screens or thematic sweeps.
9
10## Step 1: Define Screen
11
12If user provides criteria, use them. Otherwise ask:
13- **Market:** AR (BYMA panel general/lider, CEDEARs) / US / Both
14- **Direction:** Long / Short / Both
15- **Style:** Value / Growth / Momentum / Income / Quality
16- **Sector/Theme:** (optional) specific sector or thematic filter
17- **Size:** Large / Mid / Small / Any
18- **Constraints:** (optional) liquidity minimums, max P/E, min dividend, etc.
19
20## Step 2: Quantitative Screen
21
22Apply filters based on style:
23
24**Value:** P/E < sector median, P/B < 1.5, EV/EBITDA below peers, FCF yield > 5%
25**Growth:** Revenue growth > 15% YoY, EPS growth > 20%, expanding margins
26**Momentum:** Price > 50-day MA > 200-day MA, RSI 50-70, positive earnings revisions
27**Income:** Dividend yield > 3%, payout ratio < 70%, dividend growth > 5% CAGR
28**Quality:** ROE > 15%, debt/equity < 1.0, consistent earnings (no losses in 5yr)
29
30**AR-specific filters:**
31- CEDEARs: check premium/discount vs ADR parity — flag opportunities where discount > 5%
32- BYMA local: volume filter (>$1M ARS daily), exclude penny stocks
33- Bonds: TIR vs inflation expectations, duration bucket, credit quality
34
35## Step 3: Results Table
36
37| # | Ticker | Name | Market | Price | Key Metric 1 | Key Metric 2 | Key Metric 3 | Signal |
38|---|--------|------|--------|-------|-------------|-------------|-------------|--------|
39| | | | | | | | | |
40
41## Step 4: Quick Thesis for Top 3-5
42
43For each top idea, provide:
44- **Why it passes:** 2-3 sentences on what the screen caught
45- **Bull case:** best scenario in 1 sentence
46- **Bear case:** worst scenario in 1 sentence
47- **Catalyst:** what could move it in next 3-6 months
48- **Risk:** primary risk factor
49
50## Step 5: Output
51
52```
53═══ SCREEN: [criteria summary] ═══
54Market: [AR/US/Both]
55Style: [value/growth/momentum/income/quality]
56Results: [N] names passed filters
57Date: [today]
58
59[Results table]
60
61TOP IDEAS:
621. [TICKER] — [one-liner thesis]
632. [TICKER] — [one-liner thesis]
643. [TICKER] — [one-liner thesis]
65```
66
67## Notes
68
69- ALWAYS use current market data — never training data prices
70- For AR screens, note if market was open/closed and last trading date
71- CEDEARs: always show both CEDEAR price (ARS) and underlying price (USD) with CCL
72- Screens are idea generators, not buy recommendations — each needs full thesis development
73- If using Cotiza API for AR data, note the data source
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