Equity Analyst Stock Screener Report
Prompt Claude as a senior equity analyst and generate a stock screening report with 10 tickers, PE, growth, moat rating, price targets, entry zones, stop-loss suggestions.
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
name: equity-analyst-stock-screener description: Prompt Claude as a senior equity analyst and generate a stock screening report with 10 tickers, PE, growth, moat rating, price targets, entry zones, stop-loss suggestions.
Equity Analyst Stock Screener Report
What This Does
The creator role-primes Claude as a senior Goldman Sachs equity analyst with 20 years of experience, gives risk tolerance, capital, horizon, and preferred sectors, then asks for a complete screening framework with 10 picks including ticker, PE, revenue growth, debt-to-equity, dividend yield, moat rating, 12-month bull and bear price targets, risk rating, entry zones, and stop-loss suggestions.
What You Get
- Persona-primed senior analyst voice
- 10-ticker shortlist per session
- entry zone plus stop-loss levels
- 12-month bull/bear price targets
- formatted screening report Excel-ready
Customize
- risk_tolerance: low, medium, high
- capital: investable amount
- horizon_years: holding period
- preferred_sectors: pharma, IT, banking, etc
- region: US, India, global
Sample Output
For a 24-year-old with 50 lakh INR and a 5-year horizon in pharma, IT, and banking, Claude drops 10 tickers with entry zones and stop-losses into an Excel screening report.
Target Audience
DIY retail investors doing systematic screening
SKILL.md preview
---
name: equity-analyst-stock-screener
description: Use when a user wants a role-primed equity screening report with ranked stock picks, valuation metrics, and price targets.
version: 1.0.0
category: Trading
author: AgentVolt
license: proprietary
tags:
- trading
- standard
---
# Equity Analyst Stock Screener Report
Role-primes as a senior equity analyst and produces a structured stock screening report tailored to the investor's risk tolerance, capital, and sectors.
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