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claude-code

Claude-trading-skills finviz-screener

Build and open FinViz screener URLs from natural language requests. Use when user wants to screen stocks, find stocks matching criteria, filter by fundamentals or technicals, or asks to open FinViz with specific conditions. Supports both Japanese and English input (e.g., "高配当で成長している小型株を探したい", "Find oversold large caps with high ROE").

install
source · Clone the upstream repo
git clone https://github.com/tradermonty/claude-trading-skills
Claude Code · Install into ~/.claude/skills/
T=$(mktemp -d) && git clone --depth=1 https://github.com/tradermonty/claude-trading-skills "$T" && mkdir -p ~/.claude/skills && cp -r "$T/skills/finviz-screener" ~/.claude/skills/tradermonty-claude-trading-skills-finviz-screener && rm -rf "$T"
manifest: skills/finviz-screener/SKILL.md
source content

FinViz Screener

Overview

Translate natural-language stock screening requests into FinViz screener filter codes, build the URL, and open it in Chrome. No API key required for public screener; FINVIZ Elite is auto-detected from 

$FINVIZ_API_KEY
for enhanced functionality.

Key Features:

  • Natural language → filter code mapping (Japanese + English)
  • URL construction with view type and sort order selection
  • Elite/Public auto-detection (environment variable or explicit flag)
  • Chrome-first browser opening with OS-appropriate fallbacks
  • Strict filter validation to prevent URL injection

When to Use This Skill

Explicit Triggers:

  • "高配当で成長している小型株を探したい"
  • "Find oversold large caps near 52-week lows"
  • "テクノロジーセクターの割安株をスクリーニングしたい"
  • "Screen for stocks with insider buying"
  • "FinVizでブレイクアウト候補を表示して"
  • "Show me high-growth small caps on FinViz"
  • "配当利回り5%以上でROE15%以上の銘柄を探して"

Implicit Triggers:

  • User describes stock screening criteria using fundamental or technical terms
  • User mentions FinViz screener or stock filtering
  • User asks to find stocks matching specific financial characteristics

When NOT to Use:

  • Deep fundamental analysis of a specific stock (use us-stock-analysis)
  • Portfolio review with holdings (use portfolio-manager)
  • Chart pattern analysis on images (use technical-analyst)
  • Earnings-based screening (use earnings-trade-analyzer or pead-screener)

Workflow

Step 1: Load Filter Reference

Read the filter knowledge base:

cat references/finviz_screener_filters.md

Step 2: Interpret User Request

Map the user's natural-language request to FinViz filter codes. Use the Common Concept Mapping table below for quick translation, and reference the full filter list for precise code selection.

Note: For range criteria (e.g., "dividend 3-8%", "P/E between 10 and 20"), use the 

{from}to{to}
range syntax as a single filter token (e.g., 
fa_div_3to8
, 
fa_pe_10to20
) instead of combining separate 
_o
and 
_u
filters.

Common Concept Mapping:

User Concept (EN)User Concept (JP)Filter Codes
High dividend高配当
fa_div_o3
or 
fa_div_o5
Small cap小型株
cap_small
Mid cap中型株
cap_mid
Large cap大型株
cap_large
Mega cap超大型株
cap_mega
Value / cheap割安
fa_pe_u20,fa_pb_u2
Growth stock成長株
fa_epsqoq_o25,fa_salesqoq_o15
Oversold売られすぎ
ta_rsi_os30
Overbought買われすぎ
ta_rsi_ob70
Near 52W high52週高値付近
ta_highlow52w_b0to5h
Near 52W low52週安値付近
ta_highlow52w_a0to5l
Breakoutブレイクアウト
ta_highlow52w_b0to5h,sh_relvol_o1.5
Technologyテクノロジー
sec_technology
Healthcareヘルスケア
sec_healthcare
Energyエネルギー
sec_energy
Financial金融
sec_financial
Semiconductors半導体
ind_semiconductors
Biotechnologyバイオテク
ind_biotechnology
US stocks米国株
geo_usa
Profitable黒字
fa_pe_profitable
High ROE高ROE
fa_roe_o15
or 
fa_roe_o20
Low debt低負債
fa_debteq_u0.5
Insider buyingインサイダー買い
sh_insidertrans_verypos
Short squeezeショートスクイーズ
sh_short_o20,sh_relvol_o2
Dividend growth増配
fa_divgrowth_3yo10
Deep valueディープバリュー
fa_pb_u1,fa_pe_u10
Momentumモメンタム
ta_perf_13wup,ta_sma50_pa,ta_sma200_pa
Defensiveディフェンシブ
ta_beta_u0.5
or 
sec_utilities,sec_consumerdefensive
Liquid / high volume高出来高
sh_avgvol_o500
or 
sh_avgvol_o1000
Pullback from high高値からの押し目
ta_highlow52w_10to30-bhx
Near 52W low reversal安値圏リバーサル
ta_highlow52w_10to30-alx
Fallen angel急落後反発
ta_highlow52w_b20to30h,ta_rsi_os40
AI themeAIテーマ
--themes "artificialintelligence"
Cybersecurity themeサイバーセキュリティ
--themes "cybersecurity"
AI + CybersecurityAI＆サイバーセキュリティ
--themes "artificialintelligence,cybersecurity"
AI Cloud sub-themeAIクラウド
--subthemes "aicloud"
AI Compute sub-themeAI半導体
--subthemes "aicompute"
Yield 3-8% (trap excluded)配当3-8%（トラップ除外）
fa_div_3to8
Mid-range P/E適正PER帯
fa_pe_10to20
EV undervaluedEV割安
fa_evebitda_u10
Earnings next week来週決算
earningsdate_nextweek
IPO recent直近IPO
ipodate_thismonth
Target price above目標株価以上
targetprice_a20
Recent news最新ニュースあり
news_date_today
High institutional機関保有率高
sh_instown_o60
Low float浮動株少
sh_float_u20
Near all-time high史上最高値付近
ta_alltime_b0to5h
High ATR高ボラティリティ
ta_averagetruerange_o1.5

Step 3: Present Filter Selection

Before executing, present the selected filters in a table for user confirmation:

| Type | Value | Meaning |
|---|---|---|
| Theme | artificialintelligence | Artificial Intelligence |
| Sub-theme | aicloud | AI - Cloud & Infrastructure |
| Filter | cap_small | Small Cap ($300M–$2B) |
| Filter | fa_div_o3 | Dividend Yield > 3% |
| Filter | fa_pe_u20 | P/E < 20 |
| Filter | geo_usa | USA |

View: Overview (v=111)
Mode: Public / Elite (auto-detected)

Ask the user to confirm or adjust before proceeding.

Step 4: Execute Script

Run the screener script to build the URL and open Chrome:

python3 scripts/open_finviz_screener.py \
  --filters "cap_small,fa_div_o3,fa_pe_u20,geo_usa" \
  --view overview

# Theme-only screening (no --filters required)
python3 scripts/open_finviz_screener.py \
  --themes "artificialintelligence,cybersecurity" \
  --url-only

# Theme + sub-theme + filters combined
python3 scripts/open_finviz_screener.py \
  --themes "artificialintelligence" \
  --subthemes "aicloud,aicompute" \
  --filters "cap_midover" \
  --url-only

Script arguments:

  • --filters
    (optional): Comma-separated filter codes. Note: 
    theme_*
    and 
    subtheme_*
    tokens are not allowed here — use 
    --themes
    / 
    --subthemes
    instead.
  • --themes
    (optional): Comma-separated theme slugs (e.g., 
    artificialintelligence,cybersecurity
    ). Accepts bare slugs or 
    theme_
    -prefixed values.
  • --subthemes
    (optional): Comma-separated sub-theme slugs (e.g., 
    aicloud,aicompute
    ). Accepts bare slugs or 
    subtheme_
    -prefixed values.
  • --elite
    : Force Elite mode (auto-detected from 
    $FINVIZ_API_KEY
    if not set)
  • --view
    : View type — overview, valuation, financial, technical, ownership, performance, custom
  • --order
    : Sort order (e.g., 
    -marketcap
    , 
    dividendyield
    , 
    -change
    )
  • --url-only
    : Print URL without opening browser

At least one of 

--filters
, 
--themes
, or 
--subthemes
must be provided.

Step 5: Report Results

After opening the screener, report:

  1. The constructed URL
  2. Elite or Public mode used
  3. Summary of applied filters
  4. Suggested next steps (e.g., "Sort by dividend yield", "Switch to Financial view for detailed ratios")

Usage Recipes

Real-world screening patterns distilled from repeated use. Each recipe includes a starter filter set, recommended view, and tips for iterative refinement.

Recipe 1: High-Dividend Growth Stocks (Kanchi-Style)

Goal: High yield + dividend growth + earnings growth, excluding yield traps.

--filters "fa_div_3to8,fa_sales5years_pos,fa_eps5years_pos,fa_divgrowth_5ypos,fa_payoutratio_u60,geo_usa"
--view financial
Filter CodePurpose
fa_div_3to8
Yield 3-8% (caps high-yield traps)
fa_sales5years_pos
Positive 5Y revenue growth
fa_eps5years_pos
Positive 5Y EPS growth
fa_divgrowth_5ypos
Positive 5Y dividend growth
fa_payoutratio_u60
Payout ratio < 60% (sustainability)
geo_usa
US-listed stocks

Iterative refinement: Start broad with 

fa_div_o3
→ review results → add 
fa_div_3to8
to cap yield → add 
fa_payoutratio_u60
to exclude traps → switch to 
financial
view for payout and growth columns.

Recipe 2: Minervini Trend Template + VCP

Goal: Stocks in a Stage 2 uptrend with volatility contraction (VCP setup).

--filters "ta_sma50_pa,ta_sma200_pa,ta_sma200_sb50,ta_highlow52w_0to25-bhx,ta_perf_26wup,sh_avgvol_o300,cap_midover"
--view technical
Filter CodePurpose
ta_sma50_pa
Price above 50-day SMA
ta_sma200_pa
Price above 200-day SMA
ta_sma200_sb50
200 SMA below 50 SMA (uptrend)
ta_highlow52w_0to25-bhx
Within 25% of 52W high
ta_perf_26wup
Positive 26-week performance
sh_avgvol_o300
Avg volume > 300K
cap_midover
Mid cap and above

VCP tightening filters (add to narrow): 

ta_volatility_wo3,ta_highlow20d_b0to5h,sh_relvol_u1
— low weekly volatility, near 20-day high, below-average relative volume (contraction signal).

Recipe 3: Unfairly Sold-Off Growth Stocks

Goal: Fundamentally strong companies with recent sharp declines — potential mean reversion candidates.

--filters "fa_sales5years_o5,fa_eps5years_o10,fa_roe_o15,fa_salesqoq_pos,fa_epsqoq_pos,ta_perf_13wdown,ta_highlow52w_10to30-bhx,cap_large,sh_avgvol_o200"
--view overview
Filter CodePurpose
fa_sales5years_o5
5Y sales growth > 5%
fa_eps5years_o10
5Y EPS growth > 10%
fa_roe_o15
ROE > 15%
fa_salesqoq_pos
Positive QoQ sales growth
fa_epsqoq_pos
Positive QoQ EPS growth
ta_perf_13wdown
Negative 13-week performance
ta_highlow52w_10to30-bhx
10-30% below 52W high
cap_large
Large cap
sh_avgvol_o200
Avg volume > 200K

After review: Switch to 

valuation
view to check P/E and P/S for entry attractiveness.

Recipe 4: Turnaround Stocks

Goal: Companies with previously declining earnings now showing recovery — bottom-fishing with fundamental confirmation.

--filters "fa_eps5years_neg,fa_epsqoq_pos,fa_salesqoq_pos,ta_highlow52w_b30h,ta_perf_13wup,cap_smallover,sh_avgvol_o200"
--view performance
Filter CodePurpose
fa_eps5years_neg
Negative 5Y EPS growth (prior decline)
fa_epsqoq_pos
Positive QoQ EPS growth (recovery)
fa_salesqoq_pos
Positive QoQ sales growth (recovery)
ta_highlow52w_b30h
Within 30% of 52W high (not at bottom)
ta_perf_13wup
Positive 13-week performance
cap_smallover
Small cap and above
sh_avgvol_o200
Avg volume > 200K

Recipe 5: Momentum Trade Candidates

Goal: Short-term momentum leaders near 52W highs with increasing volume.

--filters "ta_sma50_pa,ta_sma200_pa,ta_highlow52w_b0to3h,ta_perf_4wup,sh_relvol_o1.5,sh_avgvol_o1000,cap_midover"
--view technical
Filter CodePurpose
ta_sma50_pa
Price above 50-day SMA
ta_sma200_pa
Price above 200-day SMA
ta_highlow52w_b0to3h
Within 3% of 52W high
ta_perf_4wup
Positive 4-week performance
sh_relvol_o1.5
Relative volume > 1.5x
sh_avgvol_o1000
Avg volume > 1M
cap_midover
Mid cap and above

Recipe 6: Theme Screening (AI + Sub-theme Drill-Down)

Goal: Find mid-cap+ AI stocks focused on cloud infrastructure and compute acceleration.

--themes "artificialintelligence"
--subthemes "aicloud,aicompute"
--filters "cap_midover"
--view overview
TypeValuePurpose
Theme
artificialintelligence
AI theme universe
Sub-theme
aicloud
Cloud & Infrastructure vertical
Sub-theme
aicompute
Compute & Acceleration vertical
Filter
cap_midover
Mid cap and above

Multi-theme example: 

--themes "artificialintelligence,cybersecurity"
selects stocks tagged with either theme (OR logic via 
|
grouping).

Tips: Iterative Refinement Pattern

Screening works best as a dialogue, not a one-shot query:

  1. Start broad — use 3-4 core filters to get an initial result set
  2. Review count — if too many results (>100), add tightening filters; if too few (<5), relax constraints
  3. Switch views — start with 
    overview
    for a quick scan, then switch to 
    financial
    or 
    valuation
    for deeper inspection
  4. Layer in technicals — after confirming fundamental quality, add 
    ta_
    filters to time entries
  5. Save and iterate — bookmark the URL, then adjust one filter at a time to understand its impact

Resources

  • references/finviz_screener_filters.md
    — Complete filter code reference with natural language keywords (includes industry code examples; full 142-code list is in the Industry Codes section)
  • scripts/open_finviz_screener.py
    — URL builder and Chrome opener