/market-screener

name: market-screener
description: "Screen equities, ETFs, and bonds using fundamental, technical, and quantitative criteria with multi-factor ranking and sector filtering."
version: "1.0.0"
metadata:
  author: CoWork OS Contributors <info@coworkosapp.com>

Market Screener

Purpose

Screen equities, ETFs, and bonds using fundamental, technical, and quantitative criteria with multi-factor ranking and sector filtering.

Routing

• Use when: Use when the user asks to screen or filter stocks, find investment ideas based on criteria, rank equities by metrics, build watchlists, or apply fundamental/technical screening rules to a market universe.
• Do not use when: Do not use when the request is about analyzing a single known company (use Earnings Analyzer or DCF Valuation), optimizing a portfolio, or performing risk analysis.
• Outputs: Outcome from Market Screener: ranked list of securities matching the screening criteria with composite scores, key metrics, and investment rationale for each match.
• Success criteria: Returns a clearly ranked list of securities that match all specified criteria, with supporting metrics, sector classification, and brief rationale for inclusion.

Trigger Examples

Positive

• Use the market-screener skill for this request.
• Help me with market screener.
• Use when the user asks to screen or filter stocks, find investment ideas based on criteria, rank equities by metrics, build watchlists, or apply fundamental/technical screening rules to a market universe.
• Market Screener: provide an actionable result.

Negative

• Do not use when the request is about analyzing a single known company (use Earnings Analyzer or DCF Valuation), optimizing a portfolio, or performing risk analysis.
• Do not use market-screener for unrelated requests.
• This request is outside market screener scope.
• This is conceptual discussion only; no tool workflow is needed.

Parameters

| Name | Type | Required | Description | | ---------- | ------ | -------- | ------------------------------------------------------------------- | | assetClass | select | Yes | Asset class to screen | | criteria | string | Yes | Screening criteria (e.g., P/E < 15, ROE > 20%, dividend yield > 3%) | | question | string | Yes | Your specific screening question | | market | select | Yes | Market region to screen | | maxResults | select | Yes | Maximum number of results to return |

Runtime Prompt

• Current runtime prompt length: 1111 characters.
• Runtime prompt is defined directly in `../market-screener.json`.