idea-screener

Screens investment ideas into scored candidate shortlists with preliminary ratings and risks.

Updated May 9, 2026
One-click install
npx skills add https://github.com/122yjs/invest_harness --skill idea-screener-122yjs
Or copy as Structured Prompt for Agent▼
Please help me install this Agent Skill.
Skill: idea-screener
Source: https://github.com/122yjs/invest_harness/tree/main/plugins/vertical-plugins/invest-research/skills/idea-screener
Command: npx skills add https://github.com/122yjs/invest_harness --skill idea-screener-122yjs

SYSTEM DOCUMENTATION & REQUIREMENTS

What problem does it solve? It turns open-ended investment idea or theme requests into a structured, reproducible screening process, producing candidate universes, scorecards, and shortlists instead of ad-hoc stock tips. ## Core Features & Use Cases - Criteria Structuring: Parses the user's raw screening prompt into explicit inclusion/exclusion conditions, market scope, and reference date saved to screen-criteria.md. - Candidate Universe & Scoring: Builds a candidate list from DART/KRX, yfinance, IR, and exchange sources, then scores each on six dimensions (Thesis Fit, Market Tailwind, Financial Quality, Valuation/Risk-Reward, Catalyst Clarity, Data Confidence) with a 0-5 scale. - Shortlist with Preliminary Ratings: Produces a 3-10 name shortlist with preliminary Buy-to-Sell ratings, key risks, and recommended next analysis steps (/analyze, /comps, /dcf, /earnings). - Use Case: A user asks for Korean semiconductor suppliers benefiting from AI demand; the skill records the criteria, gathers candidates, scores them, and writes a ranked shortlist to ${ACTIVE_WORKSPACE}/00_screen/ for follow-up deep-dive reports. ## Quick Start Ask the agent to screen investment ideas for a theme such as US grid-infrastructure beneficiaries and save the scored shortlist to the active workspace.

Frequently Asked Questions about idea-screener

High-intent search queries and answers about installing and using this skill.

FAQPage Schema
How do I screen stocks by theme or investment idea?▼

Provide a natural-language screening prompt with your theme, market scope, conditions, and exclusions. The skill parses these into explicit criteria, gathers candidates from DART/KRX or yfinance and public sources, scores them, and writes a ranked shortlist to the workspace.

What criteria are used to score stock screening candidates?▼

Each candidate is scored 0-5 on six dimensions: Thesis Fit, Market Tailwind, Financial Quality, Valuation/Risk-Reward, Catalyst Clarity, and Data Confidence. If evidence is insufficient, the score is recorded as data-insufficient rather than guessed.

Does the screening support Korean and US stocks?▼

Yes. Korean companies are sourced preferentially from DART/KRX or the korea-stock capability, while US and global names use yfinance, official IR pages, exchanges, and filings. Each candidate records name, ticker, exchange, and currency.

Is the preliminary rating from screening a final investment recommendation?▼

No. The preliminary rating (Buy through Sell) is a screening-stage signal, not the final rating of a deep-dive report. It must be accompanied by rationale and limitations, and results feed into follow-up steps like /analyze, /comps, /dcf, or /earnings.

What are the limitations of theme-based stock screening?▼

Screening output is not a substitute for a full research report and depends on data availability and source verifiability. Ambiguous prompts are interpreted conservatively with a wider candidate net, and all assumptions are documented in screen-criteria.md.