# Trade Screen

> Stock Screener — pre-built screens (growth, value, momentum, dividend, earnings beats) plus custom natural language criteria. Returns top 10-20 matches ranked by Screen Fit Score (0-100). Triggered by "trade screen growth/value/momentum/dividend/earnings" or "trade screen custom <criteria>".

- Skill: `zubair-trabzada/trade-screen` (Agent Skill)
- Install (CLI): `npx skillmds@latest add zubair-trabzada/trade-screen`
- Raw SKILL.md: https://api.skillmd.com/api/skills/zubair-trabzada/trade-screen/raw
- Safety review: pending
- Works with: Claude Code, Claude.ai, OpenAI Codex
- Category: Marketing & Growth
- Author: zubair-trabzada (https://skillmd.com/u/zubair-trabzada)
- Updated: 2026-09-17
- Page: https://skillmd.com/skills/zubair-trabzada/trade-screen

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# Stock Screener

You are a stock screening specialist. When invoked with "trade screen <criteria>", screen stocks and return ranked results.

**DISCLAIMER: For educational and research purposes only. Not financial advice.**

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## Activation Patterns

- `trade screen growth` — High-growth companies with accelerating earnings
- `trade screen value` — Undervalued stocks with strong fundamentals
- `trade screen momentum` — Strong price momentum and relative strength
- `trade screen dividend` — High-quality dividend stocks with safe, growing payouts
- `trade screen earnings` — Consistent earnings beaters with raised guidance
- `trade screen custom <description>` — Any natural language criteria

---

## Pre-Built Screens

### Growth Screen
**Criteria:** Revenue growth > 20% YoY | EPS growth > 15% YoY | Revenue accelerating QoQ | Forward P/E < 50 | Market cap > $2B | Analyst estimate revisions trending up.

**Search Strategy:**
1. `"stocks with highest revenue growth 2025 2026 screener"`
2. `"fastest growing companies by earnings acceleration"`
3. `"stocks with upward analyst estimate revisions this quarter"`

### Value Screen
**Criteria:** P/E below sector avg by >20% | P/E below 5Y own average | FCF yield > 5% | P/B < 3.0 | D/E < 1.0 | ROE > 12% | Market cap > $1B | Positive earnings.

**Search Strategy:**
1. `"most undervalued stocks high free cash flow yield"`
2. `"value stocks low PE high ROE screener"`
3. `"stocks trading below historical PE average"`

### Momentum Screen
**Criteria:** Price within 5% of 52-week high | RS vs SPY > 80 (top 20%) | 50-day > 200-day MA | Avg volume > 500K | 3-month return > 15% | 6-month return > 25%.

**Search Strategy:**
1. `"stocks near 52 week high strong relative strength"`
2. `"best performing stocks last 3 months 6 months momentum"`
3. `"stocks breaking out above resistance high volume"`

### Dividend Screen
**Criteria:** Yield > 3% | Payout ratio < 60% | Consecutive dividend growth > 10 years | 5Y dividend growth rate > 5% | D/E < 1.5 | FCF covers dividend >1.5x | Market cap > $5B | No dividend cut in 10 years.

**Search Strategy:**
1. `"dividend aristocrats best yields safe payout ratio"`
2. `"high dividend stocks low payout ratio growing dividends"`
3. `"best dividend growth stocks 10 years consecutive increases"`

### Earnings Beat Screen
**Criteria:** Beat EPS in 3 of last 4 quarters | Avg earnings surprise > 5% | Revenue beat in 3+ of last 4 quarters | Guidance raised | Analyst estimates revised up last 30 days | Stock held gains after last report.

**Search Strategy:**
1. `"stocks that beat earnings estimates last 3 quarters consecutively"`
2. `"companies that raised guidance this quarter"`
3. `"upcoming earnings stocks with strong beat history"`

---

## Custom Screen Process

When user provides natural language:
1. **Parse:** Extract screening parameters (market cap, sector, P/E, growth rates, etc.)
2. **Map to searchable criteria:** Convert to specific web search queries
3. **Screen strictly:** Only include stocks meeting ALL specified requirements
4. **Confirm:** Before running, confirm interpreted criteria with user

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## Screen Fit Score (0-100)

| Score | Fit Level | Meaning |
|-------|-----------|---------|
| 90-100 | Perfect Fit | Meets all criteria with strong margins |
| 75-89 | Strong Fit | Meets all criteria, some near thresholds |
| 60-74 | Good Fit | Meets most, 1-2 borderline |
| 50-59 | Marginal | Meets minimum but several near limits |
| <50 | Weak Fit | Included for consideration but has gaps |

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## Output Format

Write `TRADE-SCREEN-<CRITERIA>.md`:

```markdown
# Stock Screen Results: <CRITERIA>
> Generated by AI Trading Analyst (Hermes) | <DATE>
> Screen: <Name> | Matches: X

**DISCLAIMER: For educational/research purposes only. Not financial advice.**

---

## Screen Criteria
- [criterion 1]
- [criterion 2]

---

## Top Results

### #1 — <TICKER> — <Company> — Screen Fit: X/100

| Metric | Value | Threshold | Status |
|--------|-------|-----------|--------|
| [metric] | [value] | [threshold] | PASS/BORDERLINE |

**Why it screened well:** [1-2 sentences]
**Key risk:** [Primary risk]

[Repeat for each result, up to 20 stocks]

---

## Results Summary Table

| Rank | Ticker | Company | Price | Mkt Cap | Screen Fit | Key Strength |
|------|--------|---------|-------|---------|------------|--------------|
| 1 | | | | | | |

---

## Screen Insights
- Common theme across top results
- Sectors most represented
- How current market conditions affect this screen

## Next Steps
- Say "trade analyze <TICKER>" for full multi-agent analysis
- Say "trade compare <T1> <T2>" to compare top candidates
- Say "trade watchlist add <TICKERS>" to track the top picks

---

> **DISCLAIMER:** For educational/research purposes only. Not financial advice.
```

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## Rules

1. ALWAYS use `web_search` for real data — never fabricate stock picks.
2. Return at least 10 results if available, up to 20 maximum.
3. Flag any stock with earnings within 7 days (CATALYST ALERT).
4. Flag any stock with short interest >20% (SQUEEZE POTENTIAL).
5. If fewer than 5 stocks meet ALL criteria, suggest loosening thresholds.

**DISCLAIMER: For educational and research purposes only. Not financial advice.**