Undervalued Stock Screening Skill

Parse $ARGUMENTS to determine region, preset, and sector, then run the following command.

Execution Command

python3 /Users/kikuchihiroyuki/stock-skills/.claude/skills/screen-stocks/scripts/run_screen.py --region <region> --preset <preset> [--sector <sector>] [--theme <theme>] [--top <N>] [--mode <query|legacy>]

Natural Language Routing

For natural language → skill selection, see .claude/rules/intent-routing.md.

Available Region Codes (yfinance EquityQuery)

Major regions: jp, us, sg, th, my, id, ph, hk, kr, tw, cn, gb, de, fr, in, au, br, ca, etc. (~60 regions)

Available Exchange Codes

Theme Screening (KIK-439)

Use --theme <theme> in combination with any preset to narrow screening to a specific theme. trending/pullback/alpha presets do not support --theme.

Theme definitions are managed in config/themes.yaml.

Trend Theme Auto-Detection (KIK-440)

Use --auto-theme to automatically detect trending themes via the Grok API (X/Web search) and run screening for each theme sequentially.

Pipeline

1. Grok API detects 3–5 trending themes from X/Web (with confidence scores)
2. Cross-reference with keys in themes.yaml; only supported themes are executed (unsupported themes show a skip notice)
3. Run the specified preset screening for each theme

Constraints

• --auto-theme and --theme are mutually exclusive
• Cannot be combined with trending/pullback/alpha presets
• XAI_API_KEY required (exits with error if not set)

Difference from trending Preset

Execution Examples

# Screen for undervalued stocks in Japanese trending themes
python3 .../run_screen.py --region japan --preset value --auto-theme

# High-growth stocks in US trending themes
python3 .../run_screen.py --region us --preset high-growth --auto-theme

# Global trending themes with default preset
python3 .../run_screen.py --preset value --auto-theme

Screening Modes

• --mode query (default): EquityQuery mode. Uses yfinance's EquityQuery API to search for qualifying stocks directly without a predefined list. Works across all regions. Fast.
• --mode legacy: Stock list mode. Uses the legacy ValueScreener. Fetches and evaluates stocks from a predefined list (Nikkei 225, S&P 500, etc.) one by one. Japan/US/ASEAN only.
• --with-pullback: Add pullback filter. Applies technical pullback detection on top of any preset (value, high-dividend, etc.). No need to combine with --preset pullback (pullback preset takes priority). Output uses the same column format as Pullback mode.

Presets

• value: Traditional value investing (low P/E, low P/B, ROE ≥ 5%)
• high-dividend: High-dividend stocks (dividend yield ≥ 3%)
• growth: Pure growth stocks (high ROE ≥ 15%, revenue growth ≥ 10%; no P/E constraint; selected by growth strength regardless of valuation)
• growth-value: Growth-value blend (growth potential + undervaluation)
• deep-value: Deep value (very low P/E and P/B)
• quality: Quality value (ROE ≥ 15% + undervaluation; stricter ROE threshold than value at 5% → 15%; limited to highly profitable undervalued stocks)
• pullback: Pullback entry (temporary correction during an uptrend; 3-stage pipeline: EquityQuery → technical → SR; takes longer to run)
• alpha: Alpha signal (3-axis integration: undervaluation + change quality + pullback; 4-stage pipeline: EquityQuery → change quality → pullback detection → 2-axis scoring; takes longer to run)
• trending: X-trending stocks (discover trending stocks on X via Grok API → evaluate fundamentals via Yahoo Finance; --theme filtering available; XAI_API_KEY required)
• long-term: Long-term investment suitability (ROE ≥ 15%, EPS growth ≥ 10%, dividend ≥ 2%, P/E ≤ 25, P/B ≤ 3, market cap ≥ ¥100B; searches for stable growth stocks suitable for long-term holding)
• shareholder-return: Shareholder return focus (ranked by total return rate: dividend yield + buyback yield; with stability assessment: ✅Stable/📈Increasing/⚠️Temporary/📉Declining)
• high-growth: High-growth stocks (profit-agnostic; revenue growth ≥ 20%, recent quarterly revenue growth ≥ 10%, PSR ≤ 20, gross margin ≥ 20%; includes unprofitable growth companies; uses PSR instead of P/E to prevent bubble selection) (KIK-432)
• small-cap-growth: Small-cap high-growth (market cap ≤ ¥100B; revenue growth ≥ 20%, PSR ≤ 15, gross margin ≥ 20%; targets 10x candidates undiscovered by institutions; auto-adjusts market cap threshold by region; Risk ★★★★) (KIK-437)
• contrarian: Contrarian candidates (technically oversold × valuationally cheap × fundamentally sound; 3-axis 100-point scoring; detects "market overreaction," the opposite of value traps) (KIK-504)
• momentum: Momentum surge stocks (4-axis scoring: RSI/MACD/momentum rate/volume surge; detects stocks in uptrends; --submode selects stable acceleration vs. surge) (KIK-506)

Momentum Screening Details (KIK-506)

#### 3-Stage Momentum Classification

#### --submode Parameter

Use --submode to filter by classification.

#### 4-Axis Scoring

Total score ≥ 40 qualifies as a momentum stock.

Output

Display results in Markdown table format. EquityQuery mode adds a Sector column.

EquityQuery Mode Columns

Rank / Symbol / Sector / Price / P/E / P/B / Div Yield / ROE / Score

Legacy Mode Columns

Rank / Symbol / Price / P/E / P/B / Div Yield / ROE / Score

Pullback Mode Columns

Rank / Symbol / Price / P/E / Pullback% / RSI / Volume Ratio / SMA50 / SMA200 / Score

Alpha Mode Columns

Rank / Symbol / Price / P/E / P/B / Underval / Change / Total / Pullback / α / Accel / FCF / ROE Trend

Growth Mode Columns

Rank / Symbol / Sector / Price / P/E / P/B / EPS Growth / Revenue Growth / ROE

Trending Mode Columns

Rank / Symbol / Trending Reason / Price / P/E / P/B / Div Yield / ROE / Score / Judgment

Contrarian Mode Columns

Rank / Symbol / Price / P/E / P/B / RSI / SMA200 Dev / Tech / Val / Fund / Total / Judgment

Momentum Mode Columns

Rank / Symbol / Price / P/E / RSI / MACD / Momentum Rate / Volume Ratio / Momentum Score / Total Score / Classification

Shareholder Return Mode Columns

Rank / Symbol / Price / Div Yield / Buyback Yield / Total Return / Stability / ROE / P/E

Execution Examples

# Japanese undervalued stocks (default)
python3 .../run_screen.py --region japan --preset value

# US high-dividend technology stocks
python3 .../run_screen.py --region us --preset high-dividend --sector Technology

# Hong Kong value stocks
python3 .../run_screen.py --region hk --preset value

# ASEAN growth-value stocks (runs sg, th, my, id, ph sequentially)
python3 .../run_screen.py --region asean --preset growth-value

# Legacy mode US screening
python3 .../run_screen.py --region us --preset value --mode legacy

# Japanese pullback candidates
python3 .../run_screen.py --region japan --preset pullback

# Japanese alpha signals (undervaluation + change + pullback)
python3 .../run_screen.py --region japan --preset alpha

# US alpha signals
python3 .../run_screen.py --region us --preset alpha

# Japanese undervalued stocks + pullback filter
python3 .../run_screen.py --region japan --preset value --with-pullback

# US high-dividend stocks + pullback filter
python3 .../run_screen.py --region us --preset high-dividend --with-pullback

# Trending Japanese stocks on X (Twitter)
python3 .../run_screen.py --region japan --preset trending

# Trending AI-related US stocks on X
python3 .../run_screen.py --region us --preset trending --theme "AI"

# Trending semiconductor-related stocks on X
python3 .../run_screen.py --region japan --preset trending --theme "semiconductors"

# Japanese long-term investment candidates
python3 .../run_screen.py --region japan --preset long-term

# US long-term investment candidates
python3 .../run_screen.py --region us --preset long-term

# Japanese pure growth stocks (no valuation constraint)
python3 .../run_screen.py --region japan --preset growth

# US pure growth stocks
python3 .../run_screen.py --region us --preset growth

# Japanese high-return stocks
python3 .../run_screen.py --region japan --preset shareholder-return

# US high-return stocks
python3 .../run_screen.py --region us --preset shareholder-return

# US high-growth stocks (profit-agnostic, PSR-based)
python3 .../run_screen.py --region us --preset high-growth

# Japanese high-growth stocks
python3 .../run_screen.py --region japan --preset high-growth

# AI-related undervalued stocks (US)
python3 .../run_screen.py --region us --preset value --theme ai

# Semiconductor high-growth stocks (US)
python3 .../run_screen.py --region us --preset high-growth --theme ai

# Defense-related stocks (US, undervalued)
python3 .../run_screen.py --region us --preset value --theme defense

# EV-related growth stocks (US)
python3 .../run_screen.py --region us --preset growth --theme ev

# Biotech high-growth stocks
python3 .../run_screen.py --region us --preset high-growth --theme biotech

# Japanese small-cap high-growth stocks (market cap ≤ ¥100B)
python3 .../run_screen.py --region japan --preset small-cap-growth

# US small-cap high-growth stocks (auto-adjusted to ≤ $1B)
python3 .../run_screen.py --region us --preset small-cap-growth

# AI-related small-cap growth stocks
python3 .../run_screen.py --region us --preset small-cap-growth --theme ai

# Japanese contrarian candidates (oversold × fundamentally sound)
python3 .../run_screen.py --region japan --preset contrarian

# US contrarian candidates
python3 .../run_screen.py --region us --preset contrarian

# Technology sector contrarian candidates
python3 .../run_screen.py --region japan --preset contrarian --sector Technology

# Japanese momentum stocks (stable acceleration only, default)
python3 .claude/skills/screen-stocks/scripts/run_screen.py --preset momentum --region japan --top 10

# US momentum screening including surge stocks
python3 .claude/skills/screen-stocks/scripts/run_screen.py --preset momentum --region us --top 5 --submode surge

# Technology sector momentum stocks
python3 .../run_screen.py --region japan --preset momentum --sector Technology

Annotation Features (KIK-418/419)

Screening results are automatically annotated with markers based on investment notes and trade history.

Marker Legend

Auto-Exclusion of Sold Stocks

Stocks sold within the last 90 days are automatically excluded from screening results. The exclusion count is shown in a message.

Data Sources

1. Neo4j knowledge graph (preferred)
2. JSON files (fallback when Neo4j is not connected)

Knowledge Integration Rules (KIK-466)

When get_context.py output contains the following, integrate with screening results:

• Recurring stocks (SURFACED 3+ times): "Top 3 consecutive screenings → consistently rated undervalued; detailed report recommended"
• Held stocks: If screening results include held stocks, "Currently held: consider as additional investment material"
• Concern notes: If a result stock has a concern note, append "⚠️ Has concern note"
• Sold stocks: If a previously sold stock reappears at the top, "Previously sold → consider re-entry"