Claw-Screener
A stock screener that combines technical analysis (Williams %R oversold signals) with Warren Buffett-style fundamental analysis using SEC data. Supports US (S&P 500) and Thai (SET) markets.
When to Use This Skill
Use this skill when you need to:
- Find oversold stocks with strong fundamentals
- Screen for quality stocks using Buffett's 10 formulas
- Screen for long-term compounders using Carlson filters (ROIC, growth, buybacks)
- Analyze individual stocks for investment decisions
- Get daily stock screening results in text, JSON, or Telegram format
Tools
This skill provides the following capabilities:
1. Combined Screening
Finds stocks that are both technically oversold (Williams %R < -80) and fundamentally strong (Buffett score >= threshold).
Command:
bun run src/screening.ts [options]
Options:
| Flag | Description | Default |
|---|---|---|
--market | Market: us or bk | us |
--min-score | Minimum Buffett score (0-10) | 5 |
--top-n | Number of results to show | 10 |
--format | Output: text, json, telegram | text |
Examples:
bun run src/screening.ts
bun run src/screening.ts --market us --min-score 7 --top-n 5
bun run src/screening.ts --market bk
bun run src/screening.ts --format json
bun run src/screening.ts --format telegram
2. Technical Only Scan
Fast oversold scan using Williams %R indicator only. No SEC data required. Works for both US and Thai markets.
Command:
bun run src/technicalOnly.ts [options]
Options:
| Flag | Description | Default |
|---|---|---|
--market | Market: us or bk | us |
--threshold | Williams %R threshold | -80 |
--top-n | Number of results to show | 20 |
--format | Output: text, json, telegram | text |
Examples:
bun run src/technicalOnly.ts
bun run src/technicalOnly.ts --threshold -70 --top-n 50
bun run src/technicalOnly.ts --market bk
3. Analyze Stock
Deep analysis of a single stock using Buffett's 10 formulas.
Command:
bun run src/analyze.ts <ticker> [options]
Options:
| Flag | Description | Default |
|---|---|---|
--format | Output: text, json, telegram | text |
Examples:
bun run src/analyze.ts AAPL
bun run src/analyze.ts MSFT --format telegram
bun run src/analyze.ts GOOGL --format json
bun run src/analyze.ts PTT.BK
4. Compounding Machine
Screens for "compounders" using Carlson-style filters:
- Revenue and net income YoY trend strength
- ROIC threshold (default >15%)
- Share count reduction over 3 years (buyback signal)
- Operating margin threshold (default >20%)
- Includes current yield vs 5-year average and a simple 10-year DCF context
Command:
bun run src/compoundingMachine.ts [options]
Options:
| Flag | Description | Default |
|---|---|---|
--market | Market universe: us or bk | us |
--tickers | Comma-separated tickers (overrides market universe) | - |
--max-tickers | Limit universe size | all |
--top-n | Number of passing stocks to show | 25 |
--concurrency | Parallel fetch workers | 4 |
--format | Output: text or json | text |
--db-path | SQLite cache path | sec_cache.db |
--ttl-days | Cache TTL in days | 7 |
--min-roic | ROIC threshold (%) | 15 |
--min-op-margin | Operating margin threshold (%) | 20 |
--min-buyback | Required 3Y share reduction (%) | 2 |
--show-rejected | Include failed tickers with reasons in output | off |
Examples:
bun run src/compoundingMachine.ts
bun run src/compoundingMachine.ts --tickers AAPL,MSFT,NVDA --top-n 10
bun run src/compoundingMachine.ts --format json --max-tickers 100
bun run src/compoundingMachine.ts --tickers PLTR --show-rejected
Runtime / Caching Notes:
- First uncached run on full US universe can take ~20-30+ minutes.
- This is expected: each ticker requires multiple Yahoo fundamentals/quote requests and retry backoff for rate-limit resilience.
- Subsequent runs are much faster due to SQLite caching (
sec_cache.db, TTL default 7 days). - For quick checks, run smaller scans first (for example
--max-tickers 50or specific--tickers).
Agent Guidance for User Messaging:
- If user runs full-universe Compounding Machine scan, explicitly warn that initial run may take ~20-30 minutes.
- Suggest quick-test alternatives while waiting:
bun run src/compoundingMachine.ts --max-tickers 50bun run src/compoundingMachine.ts --tickers AAPL,MSFT,NVDA
5. Watchlist Management
Track stocks you're interested in and get alerts when they become oversold or overbought.
Command:
bun run src/watchList.ts <command> [options]
Commands:
| Command | Description |
|---|---|
add <ticker> | Add a stock to your watchlist |
remove <ticker> | Remove a stock from your watchlist |
list | Show all watched stocks |
Options:
| Flag | Description | Default |
|---|---|---|
--market us|th | Market: us (US) or th (Thai) | us |
--notes '...' | Optional notes for the stock | - |
--alert-threshold | Williams %R threshold for alerts | - |
Examples:
bun run src/watchList.ts add AAPL
bun run src/watchList.ts add AAPL --market us --notes 'Big tech'
bun run src/watchList.ts add PTT.BK --market th
bun run src/watchList.ts remove AAPL
bun run src/watchList.ts list
bun run src/watchList.ts list --market us
Storage: Watchlist is saved to ~/.claw-screener-watchlist.json
Buffett's 10 Formulas
The fundamental analysis evaluates stocks against Warren Buffett's criteria:
| # | Formula | Target | Description |
|---|---|---|---|
| 1 | Cash Test | > Total Debt | Cash covers all debt |
| 2 | Debt-to-Equity | < 0.5 | Low leverage |
| 3 | Return on Equity | > 15% | Efficient use of capital |
| 4 | Current Ratio | > 1.5 | Short-term liquidity |
| 5 | Operating Margin | > 12% | Operational efficiency |
| 6 | Asset Turnover | > 0.5 | Asset efficiency |
| 7 | Interest Coverage | > 3x | Ability to pay interest |
| 8 | Earnings Stability | Positive | Consistent profitability |
| 9 | Free Cash Flow | > 0 | Cash generation |
| 10 | Capital Allocation | > 15% ROE | Management effectiveness |
Scoring: Each passing formula earns 1 point. Maximum score: 10/10.
Technical Indicator
Williams %R (Williams Percent Range)
- Range: -100 to 0
- Oversold: < -80 (potential buy signal)
- Overbought: > -20 (potential sell signal)
Combined Score Formula
Combined score = (Technical Score × 0.3) + (Fundamental Score × 0.7)
- Technical Score: (Williams %R + 100) / 100
- Fundamental Score: (Buffett Score / 10) × 100
Data Sources
- US Stocks: SEC EDGAR for fundamentals, Yahoo Finance for prices
- Thai Stocks: Yahoo Finance only (no SEC data available)
Installation
Runtime Requirements
- Bun (>=1.3.1) - Required runtime for executing TypeScript scripts
- Node.js is NOT required as Bun provides all necessary runtime functionality
Install Bun
If you don't have Bun installed, run:
# macOS/Linux
curl -fsSL https://bun.sh/install | bash
# Windows (PowerShell)
iwr https://bun.sh/install -outfile "install.ps1"; ./install.ps1
Install Dependencies
bun install
File Persistence
This skill creates and manages the following files:
| File | Location | Purpose | TTL |
|---|---|---|---|
| Watchlist | ~/.claw-screener-watchlist.json | User's stock watchlist | Permanent |
| SEC Cache | sec_cache.db | Cached SEC EDGAR financial data | 7 days (default) |
| Price Cache | price_cache.db | Cached stock price data | 1 day (default) |
Cache Management
- Cache files are automatically created on first run
- Use
--ttl-daysflag with compounding machine to adjust cache TTL - Cache files can be deleted to force fresh data fetch
- Cache improves performance significantly on subsequent runs
Notes
- First run on full US universe can take ~20-30+ minutes (expected behavior)
- Subsequent runs are much faster due to caching
- For quick tests, use
--max-tickers 50or specific--tickers
Bun Scripts
bun run dev # Run screening (alias for bun run src/screening.ts)
bun run screening # Run combined screening
bun run technical # Run technical-only scan
bun run analyze # Analyze a stock (requires ticker argument)
bun run compounder # Run Compounding Machine screener
bun run watchlist:add # Add stock to watchlist
bun run watchlist:remove # Remove stock from watchlist
bun run watchlist:list # List watched stocks
Output Format Examples
Text (Default)
📊 Combined Quality Screening (US (S&P 500))
Technical: Oversold signals (Williams %R < -80)
Fundamental: Warren Buffett's 10 formulas on SEC data
Minimum Buffett Score: 5/10
Results:
Total Scanned: 503
Oversold Found: 42
Quality Stocks: 8 (Buffett ≥5/10)
Top 10 Opportunities:
1. AAPL — Combined: 85.2% | Buffett: 8/10 | WR: -82.3
2. MSFT — Combined: 79.1% | Buffett: 7/10 | WR: -85.1
Telegram
📊 Combined Quality Screening (US (S&P 500))
Scanned: 503 stocks
Oversold: 42
Quality (Buffett ≥5/10): 8
🌟 Top 10 Quality Opportunities:
1. **AAPL** — Combined: 85% | Buffett: 8/10 | WR: -82.3
2. **MSFT** — Combined: 79% | Buffett: 7/10 | WR: -85.1