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This guide covers fundamental screening, finding stocks that match financial criteria you care about. Instead of clicking through filter menus, you describe what you are looking for in plain language and Driven returns the names that fit. The Skill behind this workflow is Stock Screener.

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When to use this

  • Finding investment candidates that meet specific financial criteria
  • Narrowing a large universe to a workable shortlist
  • Discovering quality companies you would not have thought to look at

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Step 1: Describe your criteria

Tell the Agent what a candidate looks like to you:
Example:

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Step 2: Read the shape of the results

Look at what comes back before tightening. If you get 50 names, the screen is too loose; if you get zero, it is too tight. Adjust the binding constraint:

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Step 3: Hand the shortlist to deeper analysis

A screen produces candidates, not conclusions. Take the best names deeper:

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Common mistakes

  • Over-filtering. Stacking too many constraints can leave you with nothing or with statistical flukes. Start loose.
  • Screening on one factor. A single-metric screen (“cheap stocks”) surfaces value traps. Combine quality with valuation.
  • Trusting the screen as the answer. A screen is a starting list. The research happens after.

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Prompt variations