Stock Screener and Watchlist Builder

Prompt

Build a systematic stock screening framework and populate a watchlist based on my investment criteria.

My investment style: [VALUE / GROWTH / GARP / DIVIDEND / QUALITY / MOMENTUM]
Geographic focus: [US / GLOBAL / EMERGING MARKETS]
Market cap preference: [MEGA / LARGE / MID / SMALL / MICRO]
Holding period: [SHORT / MEDIUM / LONG TERM]
Sectors I favor: [LIST]
Sectors I avoid: [LIST]
Risk tolerance: [CONSERVATIVE / MODERATE / AGGRESSIVE]

**SCREENING CRITERIA**
Build a screen with quantitative and qualitative filters:

1. **Quantitative Filters** — For my investment style, define the ideal ranges for:
   - Revenue growth (1-year and 3-year)
   - Operating margin
   - P/E, P/FCF, EV/EBITDA
   - Debt/EBITDA
   - Return on equity / Return on invested capital
   - Dividend yield (if applicable)

2. **Quality Filters** — How to screen for:
   - Earnings quality (accruals ratio)
   - Management alignment (insider ownership)
   - Competitive moat signals (gross margin stability, ROIC vs. WACC)

3. **Watchlist Structure** — Design a tracking sheet with columns for: company, ticker, entry criteria met, current price, target price, thesis summary, review date.

4. **Research Prioritization** — From a broad screen result, how to prioritize which names to research deeply first.

5. **Exit Criteria** — Pre-defined conditions for removing a stock from the watchlist.