Full 7-component CANSLIM growth stock scoring (C, A, N, S, L, I, M). Composite 0-100 ratings with bear market protection. Phase 3 implements 100% of O’Neil’s methodology
Translates natural language (Japanese/English) into FinViz filter URLs. 500+ filter codes across fundamentals, technicals, and descriptives. Theme cross-screening (30+ themes × 268 sub-themes) for narrative-based searches like “AI × Logistics” or “Data Centers × Power”. Opens results in Chrome
No APIFINVIZ Optional
Value Dividend Screener
Multi-phase dividend stock screening: value characteristics (P/E, P/B), income (yield), growth (3-year trends), sustainability, and quality scoring
Scores post-earnings stocks using 5 weighted factors: Gap Size (25%), Pre-Earnings Trend (30%), Volume Trend (20%), MA200 Position (15%), MA50 Position (10%). A/B/C/D grades
FMP Required
PEAD Screener
Screens for Post-Earnings Announcement Drift patterns using weekly candle analysis. Stage-based monitoring: MONITORING, SIGNAL_READY, BREAKOUT, EXPIRED
FMP Required
FTD Detector
Detects Follow-Through Day signals for market bottom confirmation using William O’Neil’s methodology. Dual-index tracking with quality scoring (0-100)
FMP Required
Institutional Flow Tracker
Tracks institutional ownership changes using 13F SEC filings. Tier-based quality framework weights superinvestors (Berkshire, Baupost) higher than index funds
FMP Required
2. Market Analysis
Skill
Description
API Requirements
Sector Analyst
Analyzes sector/industry performance charts to assess market positioning and rotation patterns based on market cycle theory (Early/Mid/Late Cycle, Recession)
No API
Breadth Chart Analyst
Analyzes S&P 500 Breadth Index and Uptrend Stock Ratio charts for market health. Identifies bull market phases: Healthy Breadth, Narrowing, Distribution
No API
Technical Analyst
Pure technical analysis of weekly price charts. Identifies trends, support/resistance, chart patterns, and momentum indicators. Covers Elliott Wave, Dow Theory, candlesticks
Quantifies market breadth health using a data-driven 6-component scoring system (0-100) from publicly available CSV data
No API
Uptrend Analyzer
Diagnoses breadth health using Uptrend Ratio Dashboard tracking ~2,800 US stocks across 11 sectors. 5-component composite scoring with warning overlays
No API
Macro Regime Detector
Detects structural macro regime transitions (1-2 year horizon) using 6-component cross-asset ratio analysis (RSP/SPY, yield curve, credit, size factor, sector rotation)
Data-driven bubble risk assessment using Minsky/Kindleberger framework. Two-phase evaluation: quantitative scoring (0-12) + strict qualitative adjustment (0-3). Five risk phases
No API
Market Top Detector
Detects market top probability using O’Neil Distribution Days, Minervini Leading Stock Deterioration, and Defensive Rotation. 6-component tactical timing system
Risk-based position sizing using Fixed Fractional, ATR-based, and Kelly Criterion methods. Portfolio constraints (max position %, max sector %). Works offline
Comprehensive US equity research: fundamentals, technicals, peer comparisons, and structured investment memos with bull/bear cases
No API
Earnings Calendar
Fetches upcoming earnings announcements via FMP API. Focuses on mid-cap+ companies (>$2B market cap), organized by date and timing (BMO/AMC)
FMP Required
Economic Calendar Fetcher
Fetches economic events (FOMC, NFP, CPI, GDP) for 7-90 days via FMP API. Impact assessment (High/Medium/Low) with market implications analysis
FMP Required
5. Dividend Investing
Skill
Description
API Requirements
Kanchi Dividend SOP
Converts Kanchi-style 5-step dividend investing into a repeatable US-stock workflow. Screening, quality checks, valuation mapping, profit filters, pullback entry planning
No API
Kanchi Dividend Review Monitor
Forced-review anomaly detection for T1-T5 triggers with deterministic OK/WARN/REVIEW outputs. Local rule-engine script with unit tests for trigger boundaries
No API
Kanchi Dividend US Tax Accounting
US dividend tax classification and account-location workflow. Qualified vs ordinary assumptions, holding-period checks, and account placement tradeoffs
No API
6. Edge Research Pipeline
Skill
Description
API Requirements
Edge Candidate Agent
Converts daily market observations into reproducible research tickets. Exports strategy.yaml + metadata.json with interface contract validation
No API
Edge Hint Extractor
Extracts hints from market summary and anomaly data into hints.yaml for downstream concept synthesis
No API
Edge Concept Synthesizer
Synthesizes research tickets and hints into unified edge_concepts.yaml for strategy design
No API
Edge Strategy Designer
Designs strategy drafts (strategy_drafts/*.yaml) from edge concepts with entry/exit rules and risk parameters
Orchestrates the full edge research pipeline end-to-end with review-revision feedback loop (max 2 iterations). Supports resume, review-only, and dry-run modes
No API
7. Quality & Workflow
Skill
Description
API Requirements
Data Quality Checker
Validates market analysis documents for price scale inconsistencies, date/weekday mismatches, allocation total errors, and unit mismatches. Advisory mode (warnings only)
No API
Dual-Axis Skill Reviewer
Reviews skill quality using dual-axis method: deterministic auto scoring (5-category, 0-100) + optional LLM deep review. Powers the automated skill improvement loop
No API
Weekly Trade Strategy
Structured template and workflow for weekly trade strategy reports