Ranked Stock Screen and Entry Plan
Get up to 10 ranked stocks with sourced metrics, scenario targets, entry zones, and position sizes tied to downside risk.
Before & after
Same prompt, same agent — the only difference is the skill.
I'd be glad to help you think about stock screening, though I should note I'm not a licensed financial advisor and this isn't investment advice. For a 5-year horizon across pharma, IT, and banking, you'd typically want to look at companies with: - Strong balance sheets and manageable debt - Consistent revenue growth - Reasonable valuations relative to peers - Competitive advantages in their sector Some well-known large caps in those sectors include major pharmaceutical companies, established IT services firms, and large banks. You'd want to research current financials for any of these. I'd recommend consulting with a financial advisor and doing your own due diligence before making any investment decisions.
EQUITY SCREENING REPORT — illustrative sample output Profile: 5-year horizon · moderate risk · pharma / IT / banking Figures below are sample formatting, not live market data. SCREENING FRAMEWORK APPLIED PE below sector median · revenue growth >8% 3yr CAGR · D/E under 1.0 · moat rating 3+ · dividend optional · excluded: pending litigation >2% of mkt cap ROW 1 OF 10 — full format Ticker SAMPLE-PH1 Sector Pharma PE (TTM) 18.4 Sector median 24.1 Rev growth 3yr 11.2% CAGR Debt/Equity 0.42 Dividend yield 1.8% Moat rating 4/5 — patent cliff not until 2032, two phase-3 assets 12mo bull +34% Thesis: pipeline readout clears 12mo bear −18% Thesis: generic entry pulls forward Risk rating Medium Entry zone accumulate on weakness below sector-median PE Stop-loss 12% below entry, trailing REMAINING 9 ROWS follow the identical 11-field format across the three sectors (4 pharma · 3 IT · 3 banking), ranked by moat rating then PE gap. PORTFOLIO NOTES Sector caps at 40% · no position above 12% · staged entry across 3 tranches EXPORT Excel-ready, one row per ticker, all 11 fields as columns. Screening output only — not personalized investment advice.
About this skill
A stock list is hard to use when its P/E ratios mix reporting periods, its targets lack calculations, and every position gets the same stop. This workflow builds a ranked shortlist of up to 10 equities, makes the valuation assumptions visible, and translates entry prices into bounded position sizes.
What it does
- Screens a defined market and sector universe against liquidity, financial quality, and investor constraints.
- Compares P/E, revenue growth, debt-to-equity, dividend yield, and moat evidence while replacing misleading metrics for banks or loss-making companies.
- Calculates bear, base, and bull targets from explicit earnings, multiples, or other suitable valuation drivers.
- Separates attractive businesses from attractive entry prices, with conditional entry bands and thesis invalidation criteria.
- Sizes hypothetical positions using capital, downside distance, position limits, and sector concentration limits.
- Labels stale, missing, and unverified data instead of manufacturing a complete-looking table.
What you get
An Excel-ready screening table with rankings, metric periods, valuation scenarios, entry conditions, risk ratings, and hypothetical capital allocations. Supporting notes show the calculations, evidence gaps, and reasons to reject or wait on each candidate.
Best for
DIY equity investors comparing several stocks within a market or sector and wanting a repeatable research shortlist before making investment decisions.
SKILL.md preview
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name: ranked-stock-screen-and-entry-plan
description: Builds an evidence-labeled shortlist of up to 10 equities using sector-appropriate metrics, explicit scenario valuations, and risk-based entry and position sizing. Use when the user says "screen stocks for me", "find 10 stocks in these sectors", "rank these tickers", "give me entry zones and stops", "how should I split this capital", "my stock screener keeps picking value traps", or "these price targets look made up".
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# Ranked Stock Screen and Entry Plan
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