Stock Screener

Screens equities by your criteria (market cap, sector, valuation, momentum) and reports the top matches. It surfaces quantitative results and declines to give personalized investment advice.

Requirements

Requirement	Needed	Notes
LLM provider	Yes	Any configured provider
Tools	get_stock_price, market-data/screen tool	Live quotes and screening
Secrets	STOCK_DATA_API_KEY	Market-data provider key
Channels	Optional	For scheduled digests
Schedule	Optional	e.g. pre-market screen

Install

1. Review the readiness checklist; add the market-data tool and STOCK_DATA_API_KEY.
2. Run the mock test ("screen large-cap tech") — no live call.
3. Add the secret, run the real test (e.g. latest price for AAPL).
4. (Optional) Schedule a daily screen to a channel.
5. Install.

Verify

sy eval --agent stock-screener --suite evals/golden/stock-screener.yaml

The live-price case is secret-backed and skips when STOCK_DATA_API_KEY is unset.

Notes

This agent is not a financial advisor and won't recommend trades. See Common failures for delivery/data issues.