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SKILL.md

trader-screener

Agent skill fromJakeschincariol/trader-skill

The Stock Screener. Checks a list of companies against the user's own rules (revenue growth, margins, EPS, P/E, earnings yield, sector, anything in the metrics file), says exactly which rule each company passes or fails and by how much, and ranks the ones that pass into a shortlist. Reads the metrics /trader-analyst writes from SEC filings, or any CSV. Use when the user says "screen for stocks", "find me companies that", "filter my watchlist", "which of these pass my rules", "shortlist candidates", "rank these stocks", or "growing companies under 30 times earnings".

How to install trader-screener

install trader-screener
# install the trader-skill pack with the skills CLI
npx skills add Jakeschincariol/trader-skill

# or add only this skill to Claude Code: copy the folder

trader-screener/

# into

~/.claude/skills/trader-screener/ (all projects)

.claude/skills/trader-screener/ (one project)

trader-screener/SKILL.md

MITFull file
1# trader-screener
2
3A screen turns "I want profitable companies that are still growing and not
4too expensive" into rules a computer can check, and shows its work: every
5pass and every fail comes with the number and the threshold.
6
7Tool in this folder (standard library Python, no network):
8
9```bash
10python3 "${CLAUDE_SKILL_DIR}/screen.py" --help
11```
12
13## What it reads and writes
14
15- Metrics: `trader/metrics.json` from `/trader-analyst` (`facts.py --metrics`),
16 or any JSON list or CSV with a `ticker` column. CSV numbers may carry `$`,
17 `%` and commas.
18- Prices (optional): `trader/prices.json` (`{"prices": {"AAPL": 341.27}}`,
19 any source; `/trader-alerts` writes it). With prices it adds `price`, `pe`
20 (price / trailing EPS, only when EPS is positive) and `earnings_yield`.
21- Rules: a JSON file, `rules.example.json` in this folder to start from.
22- Writes `trader/shortlist.json` with `--out`: who passed, their score and
23 why, who failed and why.
24
25## The rules file
26
27```json
28{"name": "Growing, profitable, not priced for perfection",
29 "rules": [{"metric": "revenue_growth_yoy", "op": ">=", "value": 10},
30 {"metric": "operating_margin", "op": ">=", "value": 25},
31 {"metric": "pe", "op": "<=", "value": 35}],
32 "rank": [{"metric": "revenue_growth_yoy", "order": "desc", "weight": 2},
33 {"metric": "pe", "order": "asc", "weight": 1}],
34 "missing": "fail"}
35```
36
37Ops: `>`, `>=`, `<`, `<=`, `==`, `!=`, `between` ([low, high]), `in` and
38…

Excerpt shown under the repository's MIT license.

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