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, share price, sector and industry, 13F filer count and its change, short interest, days to cover, the squeeze and insider-sentiment scores, net insider buying, the going-concern flag, and the derived fundamentals: trailing P/E, dividend yield, revenue growth YoY, gross margin, average daily dollar volume, and TTM net income (minNetIncome=0keeps profitable companies only). Every bound is optional, and a bound on a metric drops stocks with no data on that axis. - See who owns it.
GetTopHoldersfor the biggest institutions;GetTopInstitutionalBuyersSellersfor 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.
SearchDocumentsorGetEarningsBrieffor the qualitative picture.
Prompt
Screen the Technology sector for profitable companies above a $2B market cap, trading under 25× trailing earnings, growing revenue at least 15% year over year, and liquid enough to trade — at least $10M of average daily dollar volume. 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.