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 (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

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When to Use This Skill

Explicit Triggers:

• "Find oversold large caps near 52-week lows"
• "Screen for tech sector value stocks"
• "Show me high-growth small caps on FinViz"
• "Screen for stocks with insider buying"
• "Show me FinViz breakout candidates"
• "Find stocks with dividend yield > 5% and ROE > 15%"

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)

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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 | Filter Codes | |---|---| | High dividend | fa_div_o3 or fa_div_o5 | | Small cap | cap_small | | Mid cap | cap_mid | | Large cap | cap_large | | Mega cap | cap_mega | | Value / cheap | fa_pe_u20,fa_pb_u2 | | Growth stock | fa_epsqoq_o25,fa_salesqoq_o15 | | Oversold | ta_rsi_os30 | | Overbought | ta_rsi_ob70 | | Near 52W high | ta_highlow52w_b0to5h | | Near 52W low | ta_highlow52w_a0to5l | | Breakout | ta_highlow52w_b0to5h,sh_relvol_o1.5 | | Technology | sec_technology | | Healthcare | sec_healthcare | | Energy | sec_energy | | Financial | sec_financial | | Semiconductors | ind_semiconductors | | Biotechnology | ind_biotechnology | | US stocks | geo_usa | | Profitable | fa_pe_profitable | | High ROE | fa_roe_o15 or fa_roe_o20 | | Low debt | fa_debteq_u0.5 | | Insider buying | sh_insidertrans_verypos | | Short squeeze | sh_short_o20,sh_relvol_o2 | | Dividend growth | fa_divgrowth_3yo10 | | Deep value | fa_pb_u1,fa_pe_u10 | | Momentum | ta_perf_13wup,ta_sma50_pa,ta_sma200_pa | | Defensive | ta_beta_u0.5 or sec_utilities,sec_consumerdefensive | | Liquid / high volume | sh_avgvol_o500 or sh_avgvol_o1000 | | Pullback from high | ta_highlow52w_10to30-bhx | | Near 52W low reversal | ta_highlow52w_10to30-alx | | Fallen angel | ta_highlow52w_b20to30h,ta_rsi_os40 | | AI theme | --themes "artificialintelligence" | | Cybersecurity theme | --themes "cybersecurity" | | AI + Cybersecurity | --themes "artificialintelligence,cybersecurity" | | AI Cloud sub-theme | --subthemes "aicloud" | | AI Compute sub-theme | --subthemes "aicompute" | | Yield 3-8% (trap excluded) | fa_div_3to8 | | Mid-range P/E | fa_pe_10to20 | | EV undervalued | fa_evebitda_u10 | | Earnings next week | earningsdate_nextweek | | IPO recent | ipodate_thismonth | | Target price above | targetprice_a20 | | Recent news | news_date_today | | High institutional | sh_instown_o60 | | Low float | sh_float_u20 | | Near all-time high | ta_alltime_b0to5h | | High ATR | 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  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 "fasales5yearso5,faeps5yearso10,faroeo15,fasalesqoqpos,faepsqoqpos,taperf13wdown,tahighlow52w10to30-bhx,caplarge,shavgvol_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 "faeps5yearsneg,faepsqoqpos,fasalesqoqpos,tahighlow52wb30h,taperf13wup,capsmallover,shavgvol_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 "tasma50pa,tasma200pa,tahighlow52wb0to3h,taperf4wup,shrelvolo1.5,shavgvolo1000,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

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## 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

## Source & license

This open-source skill is cataloged on AgentStack and links to its original source — we do not rehost the code.

- **Author:** [xonevn-ai](https://github.com/xonevn-ai)
- **Source:** [xonevn-ai/xone-trading-skills](https://github.com/xonevn-ai/xone-trading-skills)
- **License:** MIT
- **Homepage:** https://xone.vn

Install and usage instructions live in the source repository linked above.