Classic Screener

Classic Screener

The Classic Screener skill bridges the gap between old-school technical filtering and AI execution. It allows you to speak in traditional, legacy scanner parameters (like P/E ratios, moving average crossovers, and RSI levels) and command Pierce to hunt down matching stocks across the entire market.

What is a Classic Screener?

For decades, retail traders have used rigid, web-based tools like Finviz to hunt for trade setups. You would manually build a scan by checking boxes: "P/E under 15," "Price crossed above the 50-day moving average," and "RSI is oversold (under 30)."

While effective, these tools require tedious manual configuration and usually cannot combine complex fundamental data with specific geometric chart patterns in a single pass.

The Classic Screener skill upgrades this workflow. It acts as an intelligent translator. You provide a list of visual or fundamental parameters using plain English, and Pierce automatically constructs a massive algorithmic query, fetches the raw data from its backend datasets, and mathematically filters the market down to your precise specifications.

How Pierce AI Executes It

When you ask Pierce to run a classic parameter screen, it performs a hybrid fundamental/technical extraction:

1. Parameter Translation: Pierce parses your natural language request (e.g., "Find me tech stocks with a PEG ratio under 1 and an RSI under 30") and maps it to underlying financial data points.
2. Fundamental Filtration: It first hits the broad market database, instantly eliminating any stocks that do not meet the hard fundamental criteria (like P/E limits, Return on Equity constraints, or Debt-to-Equity thresholds).
3. Technical Overlay: If you requested specific chart configurations (like moving average crossovers or relative strength index values), Pierce takes the surviving fundamental list and dynamically fetches live charting data, running secondary technical checks on each ticker individually.
4. Data Aggregation: Pierce consolidates the results, discarding any tickers that failed the secondary technical checks.
5. Tabular Delivery: Unlike traditional conversational AI, Pierce outputs your results in a classic, structured markdown table, exactly like the classic web-based screeners you are accustomed to.

Key Metrics & Deliverables

By running the Classic Screener, you receive a clean, structured output of specific financial targets:

• Structured Tables: A clear results grid showing the Ticker, Company, Market Cap, Price, and the exact metrics you requested.
• Fit & Match Strength Scoring: Results are evaluated against your exact parameters:
  • Fit Score: Displays how many of your specified criteria the stock passed (e.g., 3/4).
  • Match Strength (0-100%): Measures how comfortably the stock satisfies your boundaries. For example, if you ask for a P/E under 15, a stock with a P/E of 8 will have a 100% match strength, while a P/E of 14.8 will have a match strength closer to 50%. The final Match Strength is averaged across all your filters.
  • Sorting: Results are automatically sorted by Fit Score, then Match Strength, ensuring the best setups are at the top.
• Approximation Flags: If a specific legacy parameter is unavailable in modern data feeds, Pierce will intelligently approximate it and explicitly warn you of the substitution (e.g., "RSI(14) was approximated using recent momentum oscillators").

Example Prompts & Use Cases

You can push Pierce to replicate almost any traditional stock screen using conversational parameters:

• "Find me large-cap stocks with a P/E under 15, ROE over 20%, and price currently trading above their 200-day moving average."
• "Screen the market for tech stocks showing an RSI under 30 and a PEG ratio under 1."
• "I need a list of companies with zero debt and profit margins over 40%. Format the results in a table."
• "Run a classic screen: Price > $50, Volume > 1M, and trading within 5% of their 52-week high."

By explicitly stating your numerical boundaries, you force Pierce to act as a rigorous quantitative filter.

Methodology Notes & Limitations

The Classic Screener is highly flexible, but keep these data limitations in mind:

• Complex Conditional Logic: While Pierce can handle "A and B", asking for highly complex conditional nesting (e.g., "Find stocks where the 50-day is above the 200-day BUT only if the RSI was over 70 three days ago") may require Pierce to break the query into multiple longer steps.
• Scan Speeds: Because Pierce might have to pull fundamental data first and then manually check the technical charts of 100 surviving stocks sequentially, highly complex screens combining dozens of parameters may take up to a minute to fully execute.
• Not a Black Box: If you want a specific trading methodology (like CANSLIM or VCP), it is better to use those dedicated skills. The Classic Screener is best used when you want absolute control over the exact numerical inputs of the scan.

Built for the Quantitative Tinkerer

If you know exactly what numerical edge you are looking for—whether it's deep fundamental value or hyper-specific momentum crossovers—the Classic Screener skill gives you the power to query the entire stock market using nothing but conversational English. It replaces rigid checkbox forms with intelligent, dynamic data extraction.

Note: The Classic Screener requires multi-pass querying of fundamental and technical datasets, and is included in the PayGo tier and above.