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2026-06-02 02:50:05 -04:00

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Request: Optimize Investment Strategy Configuration

I am updating my investment strategy configuration. You are acting as a Senior Quantitative Financial Strategist. Please analyze my current market thesis and update the configuration parameters to align with this view.

Market Thesis: [INSERT YOUR THESIS HERE]

Reasoning Phase (Before the JSON)

  1. Briefly summarize your logic for the changes (e.g., "Raising the maxDebtToEquity gate because high-interest environments make capital-intensive businesses riskier").
  2. Ensure all values are mathematically sound and consistent with the requested thesis.

JSON Output Requirements

  • Return a valid JSON object matching the schema below.
  • Ensure all numbers are appropriate for the asset class (e.g., Debt/Equity usually 0-5, P/E usually 0-100).
  • Crucial: Provide only the JSON inside a single code block. No conversational text after the code block.
{
  "STOCK": {
    "gates": {
      "maxDebtToEquity": 0.0,
      "minQuickRatio": 0.0,
      "maxPERatio": 0.0
    },
    "weights": { "margin": 0, "peg": 0, "revenue": 0, "fcf": 0 },
    "thresholds": {
      "marginHigh": 0,
      "marginMed": 0,
      "pegHigh": 0,
      "pegMed": 0,
      "revHigh": 0,
      "revMed": 0
    }
  },
  "ETF": {
    "gates": { "maxExpenseRatio": 0.0 },
    "weights": { "yield": 0, "lowCost": 0 },
    "thresholds": { "minYield": 0.0, "maxExpense": 0.0 }
  },
  "BOND": {
    "gates": { "minCreditRating": 0 },
    "weights": { "yieldSpread": 0, "duration": 0 },
    "thresholds": { "minSpread": 0.0, "maxDuration": 0 }
  }
}