Financial Screener

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Overview

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Planned Capabilities

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How It Will Work

1. Natural Language Input - You ask a screening question in plain English
2. Query Analysis - LLM interprets your criteria and identifies required metrics
3. SQL Generation - Agent translates to optimized DuckDB SQL query
4. Data Retrieval - Executes query against fundamentals database
5. Results Formatting - Returns matching stocks in table format with key metrics
6. Streaming Response - Results stream back in real-time

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Example Queries (Planned)

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Simple Sector Filter

Question: Find tech stocks with market cap over $100B

Result:
| Ticker | Company | Market Cap | Sector | P/E Ratio |
|--------|---------|------------|--------|----------|
| AAPL   | Apple   | $2.8T      | Technology | 28.5 |
| MSFT   | Microsoft | $2.7T    | Technology | 34.2 |
| GOOGL  | Alphabet | $1.6T     | Technology | 25.8 |
| NVDA   | NVIDIA  | $1.1T      | Technology | 62.4 |
...

**4 stocks match your criteria.**

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Multi-Criteria Screen

Question: Find healthcare stocks with:
- Market cap between $5B and $50B
- P/E ratio under 25
- Revenue growth over 15%

Result:
| Ticker | Company | Market Cap | P/E | Revenue Growth | Profit Margin |
|--------|---------|------------|-----|----------------|---------------|
| DDOG   | Datadog | $42B | 18.5 | 23% | 12% |
| SNOW   | Snowflake | $38B | 22.1 | 31% | -8% |
...

**7 stocks match your criteria.**

SQL Query Used:
SELECT ticker, company_name, market_cap, pe_ratio, revenue_growth, profit_margin
FROM fundamentals
WHERE sector = 'Healthcare'
  AND market_cap BETWEEN 5000000000 AND 50000000000
  AND pe_ratio < 25
  AND revenue_growth > 0.15
ORDER BY market_cap DESC;

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Comparative Screen

Question: Find stocks growing faster than $MSFT with lower P/E ratios

Result:
**Microsoft Benchmarks:**
- Revenue Growth: 16% YoY
- P/E Ratio: 34.2

**Stocks Matching Criteria:**
| Ticker | Company | Revenue Growth | P/E Ratio | Sector |
|--------|---------|----------------|-----------|--------|
| NVDA   | NVIDIA  | 122% | 62.4 | Technology |
| META   | Meta    | 23% | 28.1 | Technology |
| AMD    | AMD     | 18% | 31.5 | Technology |
...

**12 stocks match your criteria.**

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Planned Features

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Available Metrics (Planned)

• P/E Ratio (Price-to-Earnings)
• P/B Ratio (Price-to-Book)
• P/S Ratio (Price-to-Sales)
• EV/EBITDA
• PEG Ratio

• Revenue Growth (YoY, QoQ)
• Earnings Growth
• EPS Growth
• Free Cash Flow Growth

• Gross Margin
• Operating Margin
• Net Profit Margin
• Return on Equity (ROE)
• Return on Assets (ROA)

• Debt-to-Equity Ratio
• Current Ratio
• Quick Ratio
• Cash Position
• Free Cash Flow

• Dividend Yield
• Dividend Growth Rate
• Payout Ratio
• Dividend History

• Market Capitalization
• Stock Price
• 52-Week High/Low
• Volume

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DuckDB Backend

• In-memory processing: Fast queries over large datasets
• SQL interface: LLM generates optimized SQL from natural language
• Columnar storage: Efficient for analytical workloads
• No external database: Embedded analytics engine

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LLM-to-SQL Translation

1. Parse natural language query
2. Identify required metrics and filters
3. Generate syntactically correct DuckDB SQL
4. Execute query and format results
5. Provide natural language summary of findings

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Technical Architecture (Planned)

User Query: "Find tech stocks with P/E < 20"
  ↓
Screener Agent
  ↓
LLM Query Analysis:
  - Sector: Technology
  - Filter: P/E ratio < 20
  - Metrics to return: ticker, company, market cap, P/E, revenue growth
  ↓
SQL Generation:
  SELECT ticker, company_name, market_cap, pe_ratio, revenue_growth
  FROM fundamentals
  WHERE sector = 'Technology' AND pe_ratio < 20
  ORDER BY market_cap DESC;
  ↓
DuckDB Execution → Results
  ↓
Response Formatting:
  - Table with matching stocks
  - Count of results
  - SQL query used (for transparency)

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Data Sources (Planned)

• Fundamentals Database: Company financial metrics, updated quarterly
• Market Data: Stock prices, market cap, volume
• Company Metadata: Sector, industry, description
• Coverage: S&P 500 and major public companies initially

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Development Status

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API Endpoint (Planned)

POST /screener/query/stream
{
  "query": "Find healthcare stocks with market cap over $10B and revenue growth over 20%"
}

{
  "type": "screener_start",
  "message": "Analyzing screening criteria..."
}

{
  "type": "sql_generated",
  "data": {
    "sql": "SELECT ... FROM fundamentals WHERE ..."
  }
}

{
  "type": "result",
  "data": {
    "answer": "7 stocks match your criteria.",
    "results": [...],
    "count": 7
  }
}

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Limitations (Planned)

• Quarterly Data Lag: Fundamentals updated quarterly, not real-time
• No Technical Analysis: Focus is on fundamentals (P/E, revenue, margins), not chart patterns
• No Real-Time Prices: Screening uses end-of-day or end-of-quarter data
• SQL Constraints: Complex queries may require multiple passes or manual refinement

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Roadmap

• Core screening with basic metrics (P/E, market cap, sector)
• Single-criteria queries
• Table-formatted results

• Multi-criteria support
• Comparative screening (“better than X”)
• Growth and profitability metrics

• Dividend screening
• Financial health metrics
• Industry average comparisons

• Historical screening (“stocks that had P/E < 15 in 2023”)
• Backtesting capabilities
• Saved screens and alerts

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Related Features

• Earnings Transcripts - For quarterly earnings analysis
• SEC Filings - For annual 10-K financial data
• Real-Time News - For current market developments