Triage a long screener result

Desk seat: Price Map / Technicals

The problem

Screeners return 200 names and you can only study 5.

What the agent does

Groups and ranks screener output by your priorities and flags data oddities.

Copy-paste prompt

Here is my screener output (CSV): [paste]. Group the names by industry, flag any with data anomalies (e.g. one-time gains, missing values), and shortlist 10 that best match these priorities: [list], explaining each in one line. Do not give buy/sell/hold advice or price targets; label facts vs. inferences and cite sources.

Works with

Grok, ChatGPT, Claude, Gemini, or any similar assistant.

Linked tools

Finviz: Fast stock screening and market maps
ChatGPT: All-round role-playing of every desk agent
Airtable: A structured journal that automations can write to

Linked roles

Watchlist Curator, Data Checker

Limitations

Screener data can contain errors; verify shortlisted names. AI can be wrong, so verify before relying on any output.

Source

Finviz

Educational only. Not financial advice. The Agentic Trader teaches how to organize AI agents around your own research and review process. Nothing here is a recommendation to buy, sell, or hold any security or asset. We do not endorse any broker, platform, or asset. AI output can be wrong, so verify everything and make your own decisions. Trading and investing involve risk of loss.