Finviz Screener

# 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:

```bash
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 high | 52週高値付近 | `ta_highlow52w_b0to5h` |
| Near 52W low | 52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 theme | AIテーマ | `--themes "artificialintelligence"` |
| Cybersecurity theme | サイバーセキュリティ | `--themes "cybersecurity"` |
| AI + Cybersecurity | AI＆サイバーセキュリティ | `--themes "artificialintelligence,cybersecurity"` |
| AI Cloud sub-theme | AIクラウド | `--subthemes "aicloud"` |
| AI Compute sub-theme | AI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 undervalued | EV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:

```markdown
| 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:

```bash
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 Code | Purpose |
|---|---|
| `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 Code | Purpose |
|---|---|
| `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 Code | Purpose |
|---|---|
| `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 Code | Purpose |
|---|---|
| `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 Code | Purpose |
|---|---|
| `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
```

| Type | Value | Purpose |
|---|---|---|
| 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