canslim-screener

1# CANSLIM Stock Screener - Phase 3 (Full CANSLIM)
2 
3## Overview
4 
5This skill screens US stocks using William O'Neil's proven CANSLIM methodology, a systematic approach for identifying growth stocks with strong fundamentals and price momentum. CANSLIM analyzes 7 key components: **C**urrent Earnings, **A**nnual Growth, **N**ewness/New Highs, **S**upply/Demand, **L**eadership/RS Rank, **I**nstitutional Sponsorship, and **M**arket Direction.
6 
7**Phase 3** implements all 7 of 7 components (C, A, N, S, L, I, M), representing **100% of the full methodology**.
8 
9**Two-Stage Approach:**
101. **Stage 1 (FMP API + Finviz)**: Analyze stock universe with all 7 CANSLIM components
112. **Stage 2 (Reporting)**: Rank by composite score and generate actionable reports
12 
13**Key Features:**
14- Composite scoring (0-100 scale) with weighted components
15- **Finviz fallback** for institutional ownership data (automatic when FMP data incomplete)
16- Progressive filtering to optimize API usage
17- JSON + Markdown output formats
18- Interpretation bands: Exceptional+ (90+), Exceptional (80-89), Strong (70-79), Above Average (60-69)
19- Bear market protection (M component gating)
20 
21**Phase 3.1 Component Weights (Original O'Neil weights):**
22- C (Current Earnings): 15%
23- A (Annual Growth): 20%
24- N (Newness): 15%
25- S (Supply/Demand): 15%
26- L (Leadership/RS Rank): 20% — multi-period weighted RS (3m/6m/12m vs configurable benchmark)
27- I (Institutional): 10%
28- M (Market Direction): 5%
29 
30**Weighted RS Formula:**
31```
32…