claw-screener

SKILL.md

Claw-Screener

A stock screener that combines technical analysis (Williams %R oversold signals) with Warren Buffett-style fundamental analysis using SEC data. Supports US (S&P 500) and Thai (SET) markets.

When to Use This Skill

Use this skill when you need to:

  • Find oversold stocks with strong fundamentals
  • Screen for quality stocks using Buffett's 10 formulas
  • Screen for long-term compounders using Carlson filters (ROIC, growth, buybacks)
  • Analyze individual stocks for investment decisions
  • Get daily stock screening results in text, JSON, or Telegram format

Tools

This skill provides the following capabilities:

1. Combined Screening

Finds stocks that are both technically oversold (Williams %R < -80) and fundamentally strong (Buffett score >= threshold).

Command:

bun run src/screening.ts [options]

Options:

Flag Description Default
--market Market: us or bk us
--min-score Minimum Buffett score (0-10) 5
--top-n Number of results to show 10
--format Output: text, json, telegram text

Examples:

bun run src/screening.ts
bun run src/screening.ts --market us --min-score 7 --top-n 5
bun run src/screening.ts --market bk
bun run src/screening.ts --format json
bun run src/screening.ts --format telegram

2. Technical Only Scan

Fast oversold scan using Williams %R indicator only. No SEC data required. Works for both US and Thai markets.

Command:

bun run src/technicalOnly.ts [options]

Options:

Flag Description Default
--market Market: us or bk us
--threshold Williams %R threshold -80
--top-n Number of results to show 20
--format Output: text, json, telegram text

Examples:

bun run src/technicalOnly.ts
bun run src/technicalOnly.ts --threshold -70 --top-n 50
bun run src/technicalOnly.ts --market bk

3. Analyze Stock

Deep analysis of a single stock using Buffett's 10 formulas.

Command:

bun run src/analyze.ts <ticker> [options]

Options:

Flag Description Default
--format Output: text, json, telegram text

Examples:

bun run src/analyze.ts AAPL
bun run src/analyze.ts MSFT --format telegram
bun run src/analyze.ts GOOGL --format json
bun run src/analyze.ts PTT.BK

4. Compounding Machine

Screens for "compounders" using Carlson-style filters:

  • Revenue and net income YoY trend strength
  • ROIC threshold (default >15%)
  • Share count reduction over 3 years (buyback signal)
  • Operating margin threshold (default >20%)
  • Includes current yield vs 5-year average and a simple 10-year DCF context

Command:

bun run src/compoundingMachine.ts [options]

Options:

Flag Description Default
--market Market universe: us or bk us
--tickers Comma-separated tickers (overrides market universe) -
--max-tickers Limit universe size all
--top-n Number of passing stocks to show 25
--concurrency Parallel fetch workers 4
--format Output: text or json text
--db-path SQLite cache path sec_cache.db
--ttl-days Cache TTL in days 7
--min-roic ROIC threshold (%) 15
--min-op-margin Operating margin threshold (%) 20
--min-buyback Required 3Y share reduction (%) 2
--show-rejected Include failed tickers with reasons in output off

Examples:

bun run src/compoundingMachine.ts
bun run src/compoundingMachine.ts --tickers AAPL,MSFT,NVDA --top-n 10
bun run src/compoundingMachine.ts --format json --max-tickers 100
bun run src/compoundingMachine.ts --tickers PLTR --show-rejected

Runtime / Caching Notes:

  • First uncached run on full US universe can take ~20-30+ minutes.
  • This is expected: each ticker requires multiple Yahoo fundamentals/quote requests and retry backoff for rate-limit resilience.
  • Subsequent runs are much faster due to SQLite caching (sec_cache.db, TTL default 7 days).
  • For quick checks, run smaller scans first (for example --max-tickers 50 or specific --tickers).

Agent Guidance for User Messaging:

  • If user runs full-universe Compounding Machine scan, explicitly warn that initial run may take ~20-30 minutes.
  • Suggest quick-test alternatives while waiting:
    • bun run src/compoundingMachine.ts --max-tickers 50
    • bun run src/compoundingMachine.ts --tickers AAPL,MSFT,NVDA

5. Watchlist Management

Track stocks you're interested in and get alerts when they become oversold or overbought.

Command:

bun run src/watchList.ts <command> [options]

Commands:

Command Description
add <ticker> Add a stock to your watchlist
remove <ticker> Remove a stock from your watchlist
list Show all watched stocks

Options:

Flag Description Default
--market us|th Market: us (US) or th (Thai) us
--notes '...' Optional notes for the stock -
--alert-threshold Williams %R threshold for alerts -

Examples:

bun run src/watchList.ts add AAPL
bun run src/watchList.ts add AAPL --market us --notes 'Big tech'
bun run src/watchList.ts add PTT.BK --market th
bun run src/watchList.ts remove AAPL
bun run src/watchList.ts list
bun run src/watchList.ts list --market us

Storage: Watchlist is saved to ~/.claw-screener-watchlist.json

Buffett's 10 Formulas

The fundamental analysis evaluates stocks against Warren Buffett's criteria:

# Formula Target Description
1 Cash Test > Total Debt Cash covers all debt
2 Debt-to-Equity < 0.5 Low leverage
3 Return on Equity > 15% Efficient use of capital
4 Current Ratio > 1.5 Short-term liquidity
5 Operating Margin > 12% Operational efficiency
6 Asset Turnover > 0.5 Asset efficiency
7 Interest Coverage > 3x Ability to pay interest
8 Earnings Stability Positive Consistent profitability
9 Free Cash Flow > 0 Cash generation
10 Capital Allocation > 15% ROE Management effectiveness

Scoring: Each passing formula earns 1 point. Maximum score: 10/10.

Technical Indicator

Williams %R (Williams Percent Range)

  • Range: -100 to 0
  • Oversold: < -80 (potential buy signal)
  • Overbought: > -20 (potential sell signal)

Combined Score Formula

Combined score = (Technical Score × 0.3) + (Fundamental Score × 0.7)

  • Technical Score: (Williams %R + 100) / 100
  • Fundamental Score: (Buffett Score / 10) × 100

Data Sources

  • US Stocks: SEC EDGAR for fundamentals, Yahoo Finance for prices
  • Thai Stocks: Yahoo Finance only (no SEC data available)

Installation

Runtime Requirements

  • Bun (>=1.3.1) - Required runtime for executing TypeScript scripts
  • Node.js is NOT required as Bun provides all necessary runtime functionality

Install Bun

If you don't have Bun installed, run:

# macOS/Linux
curl -fsSL https://bun.sh/install | bash

# Windows (PowerShell)
iwr https://bun.sh/install -outfile "install.ps1"; ./install.ps1

Install Dependencies

bun install

File Persistence

This skill creates and manages the following files:

File Location Purpose TTL
Watchlist ~/.claw-screener-watchlist.json User's stock watchlist Permanent
SEC Cache sec_cache.db Cached SEC EDGAR financial data 7 days (default)
Price Cache price_cache.db Cached stock price data 1 day (default)

Cache Management

  • Cache files are automatically created on first run
  • Use --ttl-days flag with compounding machine to adjust cache TTL
  • Cache files can be deleted to force fresh data fetch
  • Cache improves performance significantly on subsequent runs

Notes

  • First run on full US universe can take ~20-30+ minutes (expected behavior)
  • Subsequent runs are much faster due to caching
  • For quick tests, use --max-tickers 50 or specific --tickers

Bun Scripts

bun run dev              # Run screening (alias for bun run src/screening.ts)
bun run screening        # Run combined screening
bun run technical        # Run technical-only scan
bun run analyze          # Analyze a stock (requires ticker argument)
bun run compounder       # Run Compounding Machine screener
bun run watchlist:add    # Add stock to watchlist
bun run watchlist:remove # Remove stock from watchlist
bun run watchlist:list   # List watched stocks

Output Format Examples

Text (Default)

📊 Combined Quality Screening (US (S&P 500))
Technical: Oversold signals (Williams %R < -80)
Fundamental: Warren Buffett's 10 formulas on SEC data
Minimum Buffett Score: 5/10

Results:
  Total Scanned: 503
  Oversold Found: 42
  Quality Stocks: 8 (Buffett ≥5/10)

Top 10 Opportunities:

1. AAPL   — Combined: 85.2% | Buffett: 8/10 | WR: -82.3
2. MSFT   — Combined: 79.1% | Buffett: 7/10 | WR: -85.1

Telegram

📊 Combined Quality Screening (US (S&P 500))
Scanned: 503 stocks
Oversold: 42
Quality (Buffett ≥5/10): 8

🌟 Top 10 Quality Opportunities:

1. **AAPL** — Combined: 85% | Buffett: 8/10 | WR: -82.3
2. **MSFT** — Combined: 79% | Buffett: 7/10 | WR: -85.1
Weekly Installs
6
GitHub Stars
55
First Seen
7 days ago
Installed on
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