All skills
tradermonty avatar

/us-undervalued-growth-screener

@b9ca9a4

Autonomously screen NYSE, Nasdaq, and NYSE American operating-company stocks for undervalued-growth/GARP opportunities using forward same-basis valuation, driver-derived EPS/FCF forecasts, primary-source financial verification, SBC and dilution controls, sector and cycle normalization, auditable candidate-pool coverage, and fail-closed final reporting. Use when asked to find, screen, rank, or refresh US undervalued-growth stocks, including minimal requests with no ticker list or parameters.

Use this Skill: https://skilld.dev/gh/tradermonty/claude-trading-skills/us-undervalued-growth-screener

This session only. Nothing lands on disk.

referencesreview-regression-matrix.md

≈2k tokens on demand. Your agent reads this file only when SKILL.md points to it.

Review Regression Matrix — v3.6

The first section records inherited contract-3.5 controls; the final section covers the v3.6 Claude Code acquisition architecture.

Observed failure Prevention Regression/release check
Default USD 500M–20B request was silently changed to USD 3B–4B Immutable user_requested_scope, separate executed_scope, and explicit authorization gate scope-preservation and unauthorized-reduction tests
One-session volume was labeled as ADDV and used to build the pool Shared average-liquidity validator requires provider average or 20+ trading days and source IDs single-session rejection and 20-day/provider-average acceptance tests
FRMI-like outer-year EPS produced a misleading 4x current Forward P/E Estimate normalizer requires a resolving NTM/FY1 horizon and clears canonical values for outer-year/pre-operating/zero-crossing data normalizer outer-year, FY1-horizon, and FRMI regression tests
Five selected names were later reduced to two by model preference Selected-set SHA-256 commitment; every selected symbol must reach a terminal verified record; budget changes require re-screening selected-commitment and all-selected completion tests
Intermediate output asked the user whether to continue or choose a subset Exit code 2 is an internal continuation signal; run-state next action is deterministic and never requires user confirmation autonomous-continuation and no-user-choice tests
A cached v3.1 package produced artifacts after v3.5 was installed Single-source runtime metadata and fingerprint in every audit/snapshot; hard mismatch rejection; --version on all entry points stale-runtime and cross-script version tests
LLM replaced deterministic broad-screen rules with an 8% revenue gate Script output is authoritative; soft misses remain guideline_misses; near-miss/high-growth/cyclical routing preserved broad-screen near-miss and high-growth tests
Cyclicals were rejected instead of normalized Cycle 3–5 or peak_profit_risk=true forces sourced normalization before eligibility peak-profit and cyclical normalization tests
A bounded 20-name pool was treated as a full-market conclusion Explicit conclusion scope and validated generation audit; bounded ranking/no-candidate wording bounded-pool completion and scoped no-candidate tests
Candidate pool stayed unresolved while run claimed final Exhausted + all resolved + queue zero required; checkpoint and evaluator recompute unresolved-pool finality tests
Forecast bridge passed because numerator was set to EPS × shares Driver-derived revenue/margin/interest/tax/share reconstruction; numerator is cross-check only circular-numerator rejection and valid driver bridge tests
Adjusted EPS bridge did not tie back to GAAP Driver GAAP EPS and after-tax adjustments must tie to GAAP reconciliation adjusted bridge reconciliation tests
biopharma alias bypassed LOE controls Sector aliases normalize to commercial_biopharma; concentration/LOE/6x/8x evidence required biopharma alias LOE test
Peak-profit risk was flagged but normalization was marked unnecessary peak_profit_risk=true overrides a low numeric cyclicality score peak-profit normalization test
EV/FCF text used manual cash while evaluator could not classify cash Ordinary cash normalization; payments/custodial cash separation; evaluator-calculated EV only cash normalization and payments cash tests
Data-quality score was 100 despite missing ROIC/EBITDA evidence Source-linked ROIC/EBITDA evidence required; fail-closed quality cap financial-quality evidence-cap test
TTM FCF periods cited only the latest 10-Q Every TTM method/component requires resolving period source IDs TTM period-source test
Funnel said preflight passed 0 although selected candidates passed Evaluator recomputes selected-candidate preflight and completion counts funnel-count consistency test
Report mixed 2Y base with 3Y stress Explicit 2Y/3Y base and 2Y/3Y contraction columns scenario-rendering regression
Official-statistics label pointed to a nonofficial domain Source kind/domain validation official-domain validation test
Standalone and overlay packages differed Build package once from canonical source, embed identical bytes, compare SHA-256 and logical contents release packaging checks
Global priority selected only one factor style Four deterministic selection lanes with quotas, sector cap, and backfill multi-lane opportunity-type test
Candidate serializer dropped average-volume provenance Broad-screen metrics preserve average_volume and liquidity_source_ids serializer provenance test
Provider share-volume filters were called full-universe enumeration Retrieval-filter inspection downgrades conclusion scope and enumeration claim provider-prefilter scope test
DKS-like low-P/E name ranked despite EV/FCF 79x and sub-1% adjusted FCF yield Post-score quality eligibility gate routes severe weak-FCF names to review low-FCF quality-gate test
Driver margins were solved backwards to consensus EPS Per-driver provenance and target_solved=false contract target-solved bridge rejection test
SEC browse page stood in for an immutable filing Accession-specific SEC Archives URL required SEC browse-page rejection test
Generic TTM support label stood in for four discrete quarters Exact period support paths required discrete-period support test
Recent spin-off was hard-excluded as an invalid special case Corporate-transition normalization routes to review recent-spin-off migration test
One eligible name was forced into every final-three category Category-specific thresholds and nullable labels nullable final-three test
Final ZIP contained only summaries, not audit evidence Prepublication audit plus deterministic complete-run bundle bundle completeness test
Final prose asked the user to continue Prepublication prose audit rejects unfinished-run language continue-language rejection test

v3.6 Claude Code direct-FMP regressions

Observed failure v3.6 prevention Regression/release check
Bulk FMP JSON consumed the model context before underwriting Direct Python pipeline writes provider payloads to disk and prints a compact summary only direct-pipeline compact-summary test
Existing skills duplicated FMP transport, fallback, and retry logic GARP client is generated from the repository-level scripts/fmp_client/ registry/special-template source of truth generator-source/package equivalence check
Repeated runs refetched unchanged provider data SQLite response cache with dataset TTLs persistent-cache cross-client test
Company-screener responses silently truncated at the provider limit Adaptive overlapping market-cap-band splitting; scope is complete only when every leaf is unsaturated saturated-band enumeration test
Per-symbol liquidity work was allocated before economic relevance was known Bulk EOD first; fallback exact-liquidity targets are chosen round-robin from the four GARP lanes direct-pipeline lane-target test
Overlapping core/high-growth symbols made the provider-pool audit report too few represented lanes Lane coverage is calculated from final candidate memberships, not only the insertion loop overlapping-lane provider-pool test
Full FMP packets still burdened the model after discovery Full payloads remain under provider/candidate-data; projected packets contain only underwriting-relevant fields and artifact paths candidate-packet size/content review
Claude stopped and requested another user turn NEXT_ACTION.json sets user_confirmation_required=false; Claude Code command forbids “Continue” handoff command contract and prepublish phrase gate

Source: SKILL.md on GitHub

No alerts5d3 checks · Risk SAFE
  • Gen Agent Trust Hub5d

    The skill is a professional-grade stock screening tool that implements rigorous data integrity checks and professional financial modeling. It uses local Python scripts to handle large data payloads from well-known financial APIs (Financial Modeling Prep and the SEC), keeping raw data out of the AI's immediate context. Security features include proactive filtering to prevent the inclusion of secrets or environment files in generated audit bundles.

  • Socket5d

    No alerts

  • Snyk5d

    Risk: LOW · No issues

Signed by skilld at b9ca9a4. This ties the file your Agent reads to that commit on GitHub. It does not review the instructions.

Last checked against GitHub 18 hours ago.

Activeupdated last week

README badge

README badge for tradermonty/claude-trading-skills/us-undervalued-growth-screener