Who should use the Screen Stocks workflow?
Teams or solo builders working on finance & legal tasks who want a repeatable process instead of one-off tool experiments.
AI Workflow · Finance & Legal
Practical execution plan for screen stocks with clear steps, mapped tools, and delivery-focused outcomes.
Deliverable outcome
A prioritized list of top 3–5 stocks with clear buy rationale.
30-90 minutes
Includes setup plus initial result generation
Free to start
You can swap tools by pricing and policy requirements
A prioritized list of top 3–5 stocks with clear buy rationale.
Use each step output as the input for the next stage
Step map
Instead of relying on a single generic AI model, this pipeline connects specialized tools to maximize quality. First, you'll use Trade Ideas to a clear set of screening parameters saved in your screener tool. Then, you pass the output to Trade Ideas to a shortlist of 20–100 stocks that pass your basic filters. Then, you pass the output to Bloomberg Terminal to a refined list of 10–30 stocks with solid fundamentals. Then, you pass the output to Trade Ideas to a list of 5–15 stocks with favorable technical setups. Then, you pass the output to MarketWatch to a final watchlist of 3–8 stocks with positive or neutral sentiment. Finally, Ziggma is used to a prioritized list of top 3–5 stocks with clear buy rationale.
Define Screening Criteria
A clear set of screening parameters saved in your screener tool.
Run Initial Screen
A shortlist of 20–100 stocks that pass your basic filters.
Perform Fundamental Analysis
A refined list of 10–30 stocks with solid fundamentals.
Apply Technical Analysis
A list of 5–15 stocks with favorable technical setups.
Evaluate Sentiment and News
A final watchlist of 3–8 stocks with positive or neutral sentiment.
Rank and Prioritize
A prioritized list of top 3–5 stocks with clear buy rationale.
Start by specifying the investment universe (e.g., S&P 500, NASDAQ) and the key financial or technical filters (e.g., P/E ratio < 15, market cap > $2B, RSI > 30). Use a stock screener tool to input these parameters. This step ensures you only consider stocks that match your strategy.
Why Trade Ideas: Trade Ideas is a dedicated stock screening tool with alerting and backtesting, directly matching the need for defining screening criteria.
Execute the screener with your defined criteria to generate a raw list of candidate stocks. Review the output for obvious data errors or outliers (e.g., stocks with zero volume or stale prices). This step reduces the universe to a manageable shortlist.
Why Trade Ideas: Trade Ideas is purpose-built for running stock screens with alerting and backtesting capabilities.
For each stock on the shortlist, examine key financial statements (income, balance sheet, cash flow) and ratios (ROE, EPS growth, debt levels). Use a financial data platform to pull 5-year trends. This step weeds out companies with weak fundamentals.
Why Bloomberg Terminal: Bloomberg Terminal provides deep fundamental data, financial modeling, and portfolio risk analysis for thorough fundamental analysis.
Load price charts for each remaining stock and identify support/resistance levels, trend direction, and volume patterns. Use charting tools to apply indicators like moving averages or Bollinger Bands. This step confirms entry timing and avoids stocks in downtrends.
Why Trade Ideas: Trade Ideas includes backtesting and alerting, which are key for applying and validating technical analysis strategies.
Scan recent news headlines, earnings call transcripts, and social media sentiment for each candidate. Use a sentiment analysis tool or manually review sources like Seeking Alpha or Twitter. This step catches negative catalysts (e.g., lawsuits, regulatory issues) that numbers miss.
Why MarketWatch: MarketWatch provides real-time ticker monitoring and AI-driven news sentiment scoring, directly addressing sentiment and news evaluation.
Assign a composite score to each remaining stock based on fundamental strength, technical setup, and sentiment. Use a simple spreadsheet or scoring model (e.g., 1–5 for each category). Sort by score to produce a ranked list ready for portfolio allocation.
Why Ziggma: Ziggma offers portfolio tracking, optimization, and AI scores, which directly supports ranking and prioritizing stocks.
§ Before you start
Teams or solo builders working on finance & legal tasks who want a repeatable process instead of one-off tool experiments.
No. Start with the top pick for each step, then replace tools only if they do not fit your pricing, compliance, or output needs.
Open the mapped task page and compare top options side by side. Prioritize output quality, integration fit, and predictable cost before scaling.
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