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When to use: The user wants to find stocks matching specific criteria:value stocks, momentum leaders, quality companies, or multi-factor ranked candidates. Any query about “find stocks”, “screen for”, “filter by”, “which stocks have”, or “rank stocks by” should use this tool. What it returns: A ranked list of stock tickers with scores and fundamental/technical metrics. Results are capped at 30 stocks. If no stocks pass the filter, returns an empty list with a suggestion to relax criteria.

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Parameters

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universe
string
default:"sp500"
Stock universe to screen. Options: sp500, russell2000, nasdaq100
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screen_type
string
default:"fundamental_screen"
Screening method. See Screen Types below.
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config
object | null
default:"null"
Screen-specific parameters. All fields optional:sensible defaults are used if omitted.
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date
string | null
default:"null"
Screen date in YYYY-MM-DD format. Defaults to the most recent trading day.

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Screen Types

{
  "pe_lt": 15,
  "roe_gt": 12,
  "debt_equity_lt": 1.0,
  "revenue_growth_gt": 0.05
}
All config fields are optional. Omit any you don’t want to filter by.
{
  "roe_gt": 15,
  "debt_equity_lt": 0.5,
  "profit_margin_gt": 0.1
}
Filters on profitability (ROE, profit margin) and leverage (debt-to-equity). Unlike fundamental_screen, this focuses on financial health rather than valuation.
{
  "lookback_days": 200,
  "top_pct": 0.2
}
Returns the top top_pct fraction of stocks by momentum score over the lookback window.
{
  "pe_lt": 20,
  "top_n": 30
}

{
  "weights": {
    "value": 0.3,
    "momentum": 0.3,
    "quality": 0.2,
    "volatility": 0.2
  },
  "top_n": 20
}
Scores each stock across factors and returns the top top_n by composite score.
{
  "rsi_period": 14,
  "sma_short": 50,
  "sma_long": 200
}

{
  "lookback_days": 60,
  "z_threshold": -1.5
}
Returns stocks whose recent price is more than z_threshold standard deviations below the lookback mean.

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Example Response

{
  "screen_type": "fundamental_screen",
  "universe": "sp500",
  "date": "2024-12-31",
  "config": { "pe_lt": 15, "roe_gt": 12 },
  "universe_size": 503,
  "count": 23,
  "showing": 23,
  "results": [
    { "ticker": "VTRS", "pe_ratio": 7.2, "roe": 0.18, "debt_to_equity": 0.95 },
    { "ticker": "MOS", "pe_ratio": 8.1, "roe": 0.22, "debt_to_equity": 0.41 },
    { "ticker": "BG", "pe_ratio": 9.4, "roe": 0.16, "debt_to_equity": 0.73 }
  ]
}

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What to do next

Backtest the screen

Pass the same screen_type and config to backtest_strategy as a pipeline stage to test the strategy historically.

Compare universes

Run the same screen on sp500, russell2000, and nasdaq100 to see where opportunities concentrate.

Refine criteria

If too many results, tighten the config. If too few, relax it.