80 lines
3.6 KiB
Markdown
80 lines
3.6 KiB
Markdown
---
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name: stock-screener
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description: Multi-factor A-share stock screening workflow for medium-to-short-term selection
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---
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## What I Do
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Guide the agent through a structured stock screening process:
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1. Understand user preferences (industry, market cap, holding period)
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2. Assess market environment via `market-overview` skill
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3. Call screening tools to find candidates
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4. Score and rank candidates by multi-factor model
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5. Output **Top 3-5** picks with rationale, position sizing, and cost estimates
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## Capital Context (CRITICAL)
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**The user has ~5万 RMB capital.** Every recommendation must account for this:
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- **Stock price filter**: each recommended stock must cost ¥10–¥50 per share so the user can afford at least 1手 (100 shares). Stocks >¥200 need explicit justification (concentrated bet). Stocks >¥500 are completely inaccessible — never recommend them.
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- **Portfolio concentration**: default output is 3–5 stocks, not 10+. The user holds 2–4 stocks max.
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- **Position sizing**: for each recommended stock, suggest a specific lot count and total cost in RMB.
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- **Transaction cost**: for each recommended position, calculate estimated one-way cost (commission + stamp tax). Surface it alongside the position suggestion.
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### Position Sizing Table (5万 context)
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| Market Signal | Total Exposure | Max Per Stock | Holding Count |
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|---------------|---------------|---------------|---------------|
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| Strong uptrend | 35,000–40,000 (70–80%) | 10,000–15,000 | 3–4 positions |
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| Neutral/sideways | 15,000–25,000 (30–50%) | 5,000–10,000 | 2–3 positions |
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| Weak/downtrend | <15,000 (<30%) | <5,000 | 1–2 positions |
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### Affordability Check
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Before recommending any stock, verify:
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```
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股价 × 100 shares ≤ 计划分配给该股的仓位金额
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```
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Example: ¥38 stock × 100 = ¥3,800. With ¥10,000 allocation, the user can buy 2手 (200 shares, ¥7,600).
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## Screening Dimensions
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- **Technical (35%)**: Trend strength, moving average alignment, volume-price coordination, RSI position
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- **Capital Flow (30%)**: Main fund net inflow trend, northbound capital, large order ratio
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- **Fundamental (25%)**: PE percentile, ROE, profit growth, revenue growth
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- **Sentiment (10%)**: News heat, analyst rating direction
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## When to Use Me
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Use when the user asks to:
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- Find/screen stocks for investment
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- Get stock recommendations
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- Filter stocks by any criteria
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## Workflow
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1. Ask the user about preferences if not specified (sector, style, time horizon)
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2. Load `market-overview` skill to check if market is favorable and get position sizing signal
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3. Use `stock-screen` tools to filter candidates (default top_n=5)
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4. For each top candidate, verify affordability:
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- Check share price, calculate minimum buy cost (price × 100)
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- Cross-check against the position sizing budget
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- Filter out any stock the user cannot afford
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5. For remaining candidates, run quick analysis with relevant tools
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6. Present a ranked list with:
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- Rank and composite score (0-100)
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- Key strengths (why buy?) and risks (what can go wrong?)
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- Suggested position: lot count × share price = total cost
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- Estimated transaction cost for this position
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- Stop-loss price in both ¥ and percentage
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### Output Format Example
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| Rank | Stock | Price | Score | Position | Cost | Stop-Loss | Rationale |
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|------|-------|-------|-------|----------|------|-----------|-----------|
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| 1 | 600XXX | ¥28.5 | 82 | 3手 (300股) = ¥8,550 | 交易费~¥14 | ¥25.7 (-10%, -¥855) | 放量突破+主力净流入 |
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## Risk Disclaimer
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Always remind: results are for reference only. Past performance does not guarantee future results. The user bears all trading risk.
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