Agent skill · business finance · anthropics
idea-generation
Systematic stock screening and investment idea sourcing. Combines quantitative screens, thematic research, and pattern recognition to surface new long and short ideas. Use when looking for new ideas, running screens, or conducting thematic sweeps. Triggers on "idea generation", "stock screen", "find ideas", "what looks interesting", "screen for", "new ideas", or "pitch me something".
Why this skill is useful
Provides a structured methodology for systematic stock screening that includes specific quantitative metrics and thematic research approaches not commonly known to AI.
What it needs
About 2k tokens when loaded. Last updated 2026-08-04. 34,059 stars on the source repository.
What this skill does
Idea Generation Workflow Step 1: Define Search Criteria Ask the user for parameters: Direction: Long ideas, short ideas, or both Market cap: Large, mid, small, micro Sector: Specific sector or cross-sector Style: Value, growth, quality, special situation, event-driven Geography: US, international, global Theme: Any specific thematic angle (AI, reshoring, aging demographics, etc.) Step 2: Quantitative Screens Run screens based on the style: Value Screen P/E below sector median EV/EBITDA below historical average Free cash flow yield >5% Price/book below 1.5x Insider buying in last 90 days Dividend yield above market average Growth Screen Revenue growth >15% YoY Earnings growth >20% YoY Revenue acceleration (growth rate increasing) Expanding margins High return on invested capital (>15%) Strong net retention (>110% for SaaS) Quality Screen Consistent revenue growth (5+ years) Stable or expanding margins ROE >15% Low debt/equity High free cash flow conversion Insider ownership >5% Short Screen Declining revenue or decelerating growth Margin compression Rising receivables / inventory vs. sales Insider selling Valuation premium to peers without justification High short interest with deteriorating fundamentals Accounting red flags (auditor changes, restatements) Special Situation Screen Recent IPOs / SPACs with lockup expirations Spin-offs in last 12 months Companies emerging from restructuring Activist involvement Management changes at underperforming companies Step 3: Thematic Sweep For thematic ideas, research the theme and identify beneficiaries: 1. Define the thesis (e.g., "AI infrastructure spending accelerates through 2026") 2. Map the value chain — who benefits directly vs. indirectly? 3. Identify pure-play vs. diversified exposure 4. Assess which names are already "priced in" vs. under-appreciated 5. …
How to use it
Reference it in AdaL, Claude Code, Cursor or any coding agent — nothing to install:
@skills anthropics/idea-generation