Find stock investment candidates by combining financial filters with research into investment themes. Produce five to ten long or short ideas, each with a rationale and risks, plus a comparison table and priorities for further research.
Systematic stock screening and investment idea sourcing. Combines quantitative screens, thematic research, and pattern recognition to surface new long and short ideas. Use when looking for new ideas, running screens, or conducting thematic sweeps. Triggers on "idea generation", "stock screen", "find ideas", "what looks interesting", "screen for", "new ideas", or "pitch me something".
Review the instructions the agent will receive before you install.
Ask the user for parameters:
Run screens based on the style:
Value Screen
Growth Screen
Quality Screen
Short Screen
Special Situation Screen
For thematic ideas, research the theme and identify beneficiaries:
For each idea that passes the screen, present:
[Company Name] — [Long/Short] — [One-Line Thesis]
| Metric | Value | vs. Peers |
|---|---|---|
| Market cap | ||
| EV/EBITDA (NTM) | ||
| P/E (NTM) | ||
| Revenue growth | ||
| EBITDA margin | ||
| FCF yield |
Thesis (3-5 bullets):
Key Risks:
Suggested Next Steps:
No reviews yet. Tell others what you thought.
No login needed. Share how it worked for you, ask a question, or note where it did not run.
No comments yet. Be the first to write one.
Complete an existing financial model template by entering historical data and forecast assumptions, then linking the income statement, balance sheet, and cash flow statement with formulas. Check statement balances, cash consistency, and scenario behavior as each section is completed.
Prepare a period-end accrual schedule for expenses incurred but not yet fully recorded. Apply company policy, subtract amounts already booked, cite supporting records, and draft journal entries for controller approval, including reversal notes where required.
Review quarterly updates and financials across portfolio companies to identify practical AI opportunities. Rank them by estimated profit impact, speed, and feasibility, then outline first steps and approaches that other companies can reuse.
Check spreadsheet formulas for errors, broken references, inconsistent calculations, and unit mismatches. Review a selected range, one sheet, or an entire financial model, then receive findings ranked by severity with suggested fixes.
Analyze price differences between bond futures and cash bonds, identify the cheapest bond to deliver, and compare implied financing rates with market rates. Present valuation tables and historical context to assess potential basis trades.
Assess whether bonds are expensive, cheap, or fairly priced by comparing yields with government rates and credit risk benchmarks. Combine spread breakdowns, historical context, and interest rate scenarios into tables and a recommendation.