quantitative-screening

quantitative-screening is a skill for Claude Code from agentii-ai/agentii-investment-intelligence. It costs 42 tokens per session (1,714 once invoked), scanned A, original, Apache-2.0.

A stock-screening skill that filters companies using financial statements, valuation measures, earnings growth, and cash-flow quality. It combines forward-looking checks, such as valuation relative to growth, with historical validation of reported results.

In plain words
What is it for?
Use it to screen stocks, examine PEG ratios, assess earnings growth and free-cash-flow conversion, compare turnaround candidates with value traps, and reduce bias from incomplete data.
Why use it?
It helps narrow a large set of stocks using repeatable financial rules instead of reviewing every company manually. Historical checks can also expose weak earnings quality or cases where a cheap stock may be a value trap.

Skill for Claude Code

Written for Claude Code: allowed-tools in frontmatter.

Part of the idea-generation plugin — 5 skills shipped together

Good fit Use it to screen stocks, examine PEG ratios, assess earnings growth and free-cash-flow conversion, compare turnaround candidates with value traps, and reduce bias from incomplete data.

Compare 6 skills from other repositories ↓
Install with agentmods
npx agentmods add skills/agentii-ai/agentii-investment-intelligence/quantitative-screening
Install

Getting it into your agent

One page per mod, every tool's command on it. A separate URL per tool would split the same page into five that compete with each other.

Any agent
npx skills add agentii-ai/agentii-investment-intelligence --skill quantitative-screening
Clone the repo
git clone --depth 1 https://github.com/agentii-ai/agentii-investment-intelligence

Made for: Claude Code.

Or install idea-generation, the plugin that ships this one along with the rest of its 5 skills.

Wrote this? Show the measurements

A badge with what this costs and how it scanned, read live from this page, so it follows the numbers instead of freezing them. Markdown for a README, HTML for a documentation site or a project page.

agentmods badge for quantitative-screening

README.md
[![agentmods](https://agentmods.dev/badge/skills/agentii-ai/agentii-investment-intelligence/quantitative-screening/github.svg)](https://agentmods.dev/skills/agentii-ai/agentii-investment-intelligence/quantitative-screening)
Your own site
<a href="https://agentmods.dev/skills/agentii-ai/agentii-investment-intelligence/quantitative-screening"><img src="https://agentmods.dev/badge/skills/agentii-ai/agentii-investment-intelligence/quantitative-screening/github.svg" alt="Measured on agentmods" height="20"></a>

Or the 80×15 button, for a site that already has a row of RSS and ATOM ones. Only the verdict fits; the numbers stay here.

agentmods 80×15 button for quantitative-screening

Your own site · 80×15
<a href="https://agentmods.dev/skills/agentii-ai/agentii-investment-intelligence/quantitative-screening"><img src="https://agentmods.dev/badge/skills/agentii-ai/agentii-investment-intelligence/quantitative-screening.svg" alt="Reviewed on agentmods" width="80" height="20"></a>
Per session 42 Skills are progressive disclosure: only the name and description are preloaded; the body loads when the skill is used.
When invoked 1,714 The whole file, excluding the scripts and references it only reads on demand.
Security scan A 0 findings. A grade says what 26 rules found in the file — not that it is safe. Third-party audits
  • NVIDIA SkillSpector pass 7 Sept 2026
How audits are shown
Origin original No closer match found in the catalogue.
Token cost

What it costs to keep this loaded

Counted locally with the o200k_base tokenizer, which is exact for GPT models; Claude uses its own tokenizer and its counts differ. Treat this as one consistent yardstick across the catalogue rather than a bill. Prices are per million input tokens.

ModelPer sessionOnce invoked
Fable 5.1 $0.00042 $0.01714
Opus 5 $0.00021 $0.00857
Sonnet 5 $0.00008 $0.00343
Haiku 4.5 $0.00004 $0.00171

Measured 5d ago against content hash 49ae234b65e4, method: parsed. Prices are Anthropic first-party input rates as of 2026-09-10, from the pricing page.

Security

Grade A, and why

quantitative-screening scanned grade A with 0 findings against 26 rules in 11 categories — prompt injection, anti-refusal, data exfiltration, privilege escalation, supply chain, agent snooping, system-prompt leakage, SSRF and excessive agency — measured 5d ago.

A static scan of the body, not an audit. Every finding is printed with the line that produced it so you can judge whether it matters here. A mod is markdown that instructs an agent; that is exactly why what it instructs is worth reading.

Nothing flagged

None of the 26 patterns this scan looks for appear in this file: no shell pipes, no recursive deletes, no credential paths, no hidden text, no instruction-override or anti-refusal phrasing, no agent-config snooping. That is not a guarantee, it is the absence of the things that are checkable.

plugins/vertical-plugins/idea-generation/skills/agentii/quantitative-screening/SKILL.md · 130 lines

How it starts

The opening of the file, as written. The whole thing — 130 lines — stays where its author put it; the contents beside it link to each section on GitHub.

Methodology fused from professional trading and investment frameworks; all text is an original paraphrase.

Defaults

Parameter Default Value Rationale
screening_universe S&P 500 + Russell 1000 liquid Broad enough for diversity, liquid enough for execution
historical_years 5 Minimum years of financial data for trend analysis
peg_threshold 1.0 PEG < 1.0 suggests undervaluation relative to growth
fcf_conversion_min 70% FCF/Net Income below 70% flags earnings quality issues
earnings_beat_threshold 70% Beat frequency above 70% suggests conservative guidance

Preflight

Run canonical pre-flight per contracts/preflight.md. Propagate X-Agentii-Trace per contracts/x-agentii-trace-header.md.

Data Source Priority

  1. Quantitative methodology — references/quant-methodology.md (bundled screening framework)
  2. Financial data — SEC XBRL facts via agentii MCP for historical financials
  3. Market data — ~~market_data placeholder for real-time valuation multiples
  4. Strategy frameworks — search_investment_strategies(domain=fundamental, kind=screening)

Methodology

Retrieval Scope

structured_only

Retrieval Strategy

Ownership & insider signals: search_institutional_holdings (top-10 holders + whale portfolios, direction=accumulating|reducing|new|exited) and search_insider_trades (Form-4 transactions with SEC URLs) are available as signal inputs.

Branch (a) Structured Data Query from contracts/retrieval.md: primary retrieval via XBRL facts for financial statement data. Supplement with search_investment_strategies for screening methodology validation. Detailed methodology in references/quant-methodology.md.

Temporal Scope

See frontmatter temporal_scope block.

Tool Allowlist

See frontmatter allowed_tools.

Protocol

This skill implements a two-directional screening process: forward-looking valuation discovery and backward-looking financial statement validation. Core principle: the market is mostly efficient. An outlier exists because either the market is wrong (your edge) or you are missing something. Non-participation is always an option.

Read the full file on GitHub · 130 lines

Files

What ships with it

3 files beside SKILL.md in the same directory: the scripts, references and assets a skill reads on demand. Not counted in the per-session cost; read them before you install if any of them is executable.

Changes

What this file has done since we first saw it

Hashed on every crawl. A supply-chain change to an agent config is a question of when, not whether, so the history is kept rather than the latest state alone.

  1. 5d ago First seen · 130 lines · 42 tokens per session scan A 49ae234b65e4

Subscribe to this mod's changes

quantitative-screening is a skill published in the GitHub repository agentii-ai/agentii-investment-intelligence (203 stars, last pushed yesterday), licensed Apache-2.0. It adds 42 tokens to every session and 1,714 once invoked, about $0.0002 per session on Opus 5. A static security scan graded it A with 0 findings. No closer match exists in the catalogue, so it is treated as the original; first seen 2026-09-05.

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