---
name: market-screener
description: "Screen equities, ETFs, and bonds using fundamental, technical, and quantitative criteria with multi-factor ranking and sector filtering."
version: "1.0.0"
metadata:
  author: CoWork OS Contributors <info@coworkosapp.com>
---

# Market Screener

## Purpose

Screen equities, ETFs, and bonds using fundamental, technical, and quantitative criteria with multi-factor ranking and sector filtering.

## Routing

- Use when: Use when the user asks to screen or filter stocks, find investment ideas based on criteria, rank equities by metrics, build watchlists, or apply fundamental/technical screening rules to a market universe.
- Do not use when: Do not use when the request is about analyzing a single known company (use Earnings Analyzer or DCF Valuation), optimizing a portfolio, or performing risk analysis.
- Outputs: Outcome from Market Screener: ranked list of securities matching the screening criteria with composite scores, key metrics, and investment rationale for each match.
- Success criteria: Returns a clearly ranked list of securities that match all specified criteria, with supporting metrics, sector classification, and brief rationale for inclusion.

## Trigger Examples

### Positive

- Use the market-screener skill for this request.
- Help me with market screener.
- Use when the user asks to screen or filter stocks, find investment ideas based on criteria, rank equities by metrics, build watchlists, or apply fundamental/technical screening rules to a market universe.
- Market Screener: provide an actionable result.

### Negative

- Do not use when the request is about analyzing a single known company (use Earnings Analyzer or DCF Valuation), optimizing a portfolio, or performing risk analysis.
- Do not use market-screener for unrelated requests.
- This request is outside market screener scope.
- This is conceptual discussion only; no tool workflow is needed.

## Parameters

| Name       | Type   | Required | Description                                                         |
| ---------- | ------ | -------- | ------------------------------------------------------------------- |
| assetClass | select | Yes      | Asset class to screen                                               |
| criteria   | string | Yes      | Screening criteria (e.g., P/E < 15, ROE > 20%, dividend yield > 3%) |
| question   | string | Yes      | Your specific screening question                                    |
| market     | select | Yes      | Market region to screen                                             |
| maxResults | select | Yes      | Maximum number of results to return                                 |

## Runtime Prompt

- Current runtime prompt length: 1111 characters.
- Runtime prompt is defined directly in `../market-screener.json`.