Investment Idea Generation
Screen stocks and generate investment ideas with quantitative filters.
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Finance AI Skills are instruction files for AI agents. They do not constitute financial, legal, tax, or investment advice. Always verify AI-generated outputs with a qualified professional before acting on them. Finatune is not responsible for outcomes resulting from use of these skill files.
This official Anthropic equity research skill screens stocks using quantitative and qualitative criteria to generate investment ideas. It applies quantitative and qualitative filters, builds watchlists from screened opportunities, and generates idea sourcing reports for equity research teams. Part of the Anthropic financial-services equity-research vertical plugin. From the official Anthropic financial-services repository. For educational and productivity use only. Always verify AI-generated outputs with a qualified professional before acting on them.
Compatible Agents
Use Cases
- ✓Screen stocks and generate investment ideas
- ✓Apply quantitative and qualitative filters
- ✓Build watchlists from screened opportunities
- ✓Generate idea sourcing reports for investment teams
Trigger Phrases
“Generate investment ideas”“Screen stocks for ideas”“/screen”“Investment idea sourcing”
How to Install
Copy the skill content, paste it into your AI agent's system prompt or project instructions, then describe your task.
Requirements
- Claude Code or Claude Cowork
- Stock universe and screening criteria
- Financial data connector