Go from thousands of tickers to one thesis: filter the universe, then pull everything on the most interesting name.
The flow
- Screen.
ScreenStockscombines range filters across market cap, price, 13F filer count and its change, short interest, days to cover, the squeeze and insider-sentiment scores, net insider buying, and the going-concern flag. - See who owns it.
GetTopHoldersfor the biggest institutions;GetTopBuyersSellersfor who added and trimmed last quarter. - Check the insiders and Congress.
GetInsiderTransactionsandGetInsiderSentimentScores, plusGetCongressionalTrades. - Read the fundamentals and valuation.
GetFinancialStatementandGetValuationMultiplesin context of the industry. - Get the story.
SearchCompanyDocumentsorGetEarningsBrieffor the qualitative picture.
Prompt
Screen for profitable $2B+ software names trading under 6× EV/Revenue, then give me the full picture on the most interesting one — top holders, recent insider activity, last quarter's numbers, and how its valuation compares to peers.
What you get
A shortlist you set the rules for, then a one-name deep dive that would otherwise take a dozen tabs — ownership, insider signal, fundamentals, and valuation, all sourced.