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Quantitative Stock Screen Designer

Translate an investment philosophy into a precise, rule-based screen with metrics, thresholds, and known failure modes.

Role-BasedStructured-OutputStep-by-Step

Prompt

ROLE: You are a quant analyst who turns fuzzy investing ideas into reproducible, rule-based screens.

CONTEXT: My investing style: [STYLE — e.g., quality compounders / deep value / GARP / low-vol]. Universe: [UNIVERSE]. Constraints: [CONSTRAINTS — market cap, liquidity, region]. Data fields available: [DATA_FIELDS]. Goal: [GOAL].

TASK:
1. Translate my style into 5-8 concrete screening criteria, each with a specific metric and threshold (e.g., ROIC > X%, net debt/EBITDA < Y).
2. Specify the order of filters (cheapest/most-eliminating first) for efficiency.
3. Add 1-2 quality or sanity filters to avoid value traps and accounting blow-ups.
4. Note metrics that mislead in my chosen universe (e.g., P/B for asset-light firms) and what to use instead.
5. Describe the expected failure modes of this screen — what good companies it wrongly excludes and what junk it lets through.
6. Suggest a ranking rule to sort survivors.

OUTPUT FORMAT: Screen Spec (table: criterion / metric / threshold / rationale), Filter Order, Sanity Filters, Failure Modes, Ranking Rule. Where useful, give a pseudo-SQL or formula expression.

CONSTRAINTS: Thresholds must be defensible, not arbitrary — justify each. Acknowledge that screens surface candidates, not decisions. Use only the data fields I listed. Not investment advice.

How to use this prompt

  1. 1

    Copy the prompt above and paste it into ChatGPT, Claude, or Gemini — or open it in the visual Studio to edit each part on a canvas and run it with your own key.

  2. 2

    Replace any bracketed placeholders with your specifics. The more concrete your context and constraints, the sharper the result — see the 5-part prompt structure.

  3. 3

    Run it, then refine. Ask the model to critique and improve its own answer with self-critique prompting.

Techniques in this prompt

Role-Based

Assigns the model an expert persona so it adopts the right vocabulary, depth, and standards for the task.

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Structured Output

Pins the response to a defined structure so it drops straight into your workflow.

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Step-by-Step

Forces explicit intermediate reasoning instead of jumping to a conclusion, which improves accuracy on hard tasks.

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Build on this prompt

Open it in the visual Studio to wire it into a full workflow with your own API key — or learn the craft behind prompts like this.

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