finviz-screener

---
name: finviz-screener
description: Use when the user describes stock-screening criteria (English or Japanese) and wants a FinViz screener URL built and shared, e.g. high-yield small caps or oversold large caps.
category: Screening
version: 1.0.0
tools: []
---

# FinViz Screener

Translate a natural-language stock screening request (English or Japanese) into FinViz screener filter codes, assemble the resulting screener URL, and hand it to the user as a clickable link. No API key is required for the public screener; FINVIZ Elite unlocks enhanced views if the user has a subscription.

## When to Use
Explicit triggers include requests like "高配当で成長している小型株を探したい," "Find oversold large caps near 52-week lows," "テクノロジーセクターの割安株をスクリーニングしたい," "Screen for stocks with insider buying," "Show me high-growth small caps on FinViz," or "配当利回り5%以上でROE15%以上の銘柄を探して." Implicit triggers: the user describes screening criteria in fundamental or technical terms, or asks to filter/find stocks by financial characteristics. Not a fit for: deep single-stock fundamental analysis, portfolio review of existing holdings, chart-pattern analysis on an image, or earnings-based screening — hand those to a more specialized skill or teammate.

## Filter Code Mapping
For range criteria (e.g. "dividend 3-8%", "P/E between 10 and 20"), use the `{from}to{to}` syntax as a single filter token (e.g. `fa_div_3to8`, `fa_pe_10to20`) rather than combining separate over/under filters.

| Concept (EN / JP) | Filter Code(s) |
|---|---|
| High dividend / 高配当 | `fa_div_o3` or `fa_div_o5` |
| Small / mid / large / mega cap | `cap_small` / `cap_mid` / `cap_large` / `cap_mega` |
| Value / cheap / 割安 | `fa_pe_u20,fa_pb_u2` |
| Growth stock / 成長株 | `fa_epsqoq_o25,fa_salesqoq_o15` |
| Oversold / 売られすぎ | `ta_rsi_os30` |
| Overbought / 買われすぎ | `ta_rsi_ob70` |
| Near 52W high/low | `ta_highlow52w_b0to5h` / `ta_highlow52w_a0to5l` |
| Breakout / ブレイクアウト | `ta_highlow52w_b0to5h,sh_relvol_o1.5` |
| Sector (Tech/Health/Energy/Financial) | `sec_technology` / `sec_healthcare` / `sec_energy` / `sec_financial` |
| Industry (Semis/Biotech) | `ind_semiconductors` / `ind_biotechnology` |
| US stocks / 米国株 | `geo_usa` |
| Profitable / 黒字 | `fa_pe_profitable` |
| High ROE / 高ROE | `fa_roe_o15` or `fa_roe_o20` |
| Low debt / 低負債 | `fa_debteq_u0.5` |
| Insider buying | `sh_insidertrans_verypos` |
| Short squeeze | `sh_short_o20,sh_relvol_o2` |
| Dividend growth / 増配 | `fa_divgrowth_3yo10` |
| Deep value | `fa_pb_u1,fa_pe_u10` |
| Momentum / モメンタム | `ta_perf_13wup,ta_sma50_pa,ta_sma200_pa` |
| Defensive / ディフェンシブ | `ta_beta_u0.5` or `sec_utilities,sec_consumerdefensive` |
| High volume / 高出来高 | `sh_avgvol_o500` or `sh_avgvol_o1000` |
| Pullback from high | `ta_highlow52w_10to30-bhx` |
| Fallen angel / 急落後反発 | `ta_highlow52w_b20to30h,ta_rsi_os40` |
| AI theme | theme: `artificialintelligence` |
| AI Cloud / AI Compute sub-theme | sub-theme: `aicloud` / `aicompute` |
| Yield 3-8% (trap excluded) | `fa_div_3to8` |
| Mid-range P/E | `fa_pe_10to20` |
| EV undervalued | `fa_evebitda_u10` |
| Earnings next week | `earningsdate_nextweek` |
| Recent IPO | `ipodate_thismonth` |
| High institutional / 機関保有率高 | `sh_instown_o60` |
| Low float / 浮動株少 | `sh_float_u20` |
| Near all-time high | `ta_alltime_b0to5h` |
| High volatility (ATR) | `ta_averagetruerange_o1.5` |

## Workflow
1. **Interpret the request** — map it to filter codes using the table above (or the fuller underlying filter reference if a code isn't listed here).
2. **Present the selection for confirmation** before building the URL, e.g.:

| Type | Value | Meaning |
|---|---|---|
| Theme | artificialintelligence | Artificial Intelligence |
| Filter | cap_small | Small Cap ($300M-$2B) |
| Filter | fa_div_o3 | Dividend Yield > 3% |
| Filter | fa_pe_u20 | P/E < 20 |
| Filter | geo_usa | USA |

Note the view (Overview/Valuation/Financial/Technical/Ownership/Performance) and whether Elite or Public mode applies, then ask the user to confirm or adjust before proceeding.
3. **Build the URL** by joining the confirmed filter codes with commas and setting the view parameter (the Overview view is `v=111`); present it as a link the user can open directly rather than trying to open a browser yourself.
4. **Report** the constructed URL, which mode was used, a summary of applied filters, and suggested next steps (e.g. "sort by dividend yield," "switch to Financial view for detailed ratios").

## Usage Recipes
**High-Dividend Growth (yield-trap-excluded)**: `fa_div_3to8,fa_sales5years_pos,fa_eps5years_pos,fa_divgrowth_5ypos,fa_payoutratio_u60,geo_usa`, Financial view. Refine iteratively: start with `fa_div_o3` → add `fa_div_3to8` to cap yield → add `fa_payoutratio_u60` to exclude traps → switch to Financial view for payout/growth columns.

**Minervini Trend Template + VCP** (Stage-2 uptrend with volatility contraction): `ta_sma50_pa,ta_sma200_pa,ta_sma200_sb50,ta_highlow52w_0to25-bhx,ta_perf_26wup,sh_avgvol_o300,cap_midover`, Technical view. Tighten toward a true VCP with `ta_volatility_wo3,ta_highlow20d_b0to5h,sh_relvol_u1` (low weekly volatility, near 20-day high, below-average relative volume = contraction).

**Unfairly Sold-Off Growth** (mean-reversion candidates): `fa_sales5years_o5,fa_eps5years_o10,fa_roe_o15,fa_salesqoq_pos,fa_epsqoq_pos,ta_perf_13wdown,ta_highlow52w_10to30-bhx,cap_large,sh_avgvol_o200`, Overview view, then switch to Valuation to check P/E and P/S.

**Turnaround Stocks** (recovering after prior decline): `fa_eps5years_neg,fa_epsqoq_pos,fa_salesqoq_pos,ta_highlow52w_b30h,ta_perf_13wup,cap_smallover,sh_avgvol_o200`, Performance view.

**Momentum Trade Candidates**: `ta_sma50_pa,ta_sma200_pa,ta_highlow52w_b0to3h,ta_perf_4wup,sh_relvol_o1.5,sh_avgvol_o1000,cap_midover`, Technical view.

**Theme Screening (AI + sub-theme drill-down)**: theme `artificialintelligence`, sub-themes `aicloud,aicompute`, filter `cap_midover`, Overview view. Multiple themes (e.g. `artificialintelligence,cybersecurity`) select stocks tagged with either theme.

## Iterative Refinement
Treat screening as a dialogue, not a one-shot query: start broad with 3-4 core filters; if results are too many (>100) add tightening filters, if too few (<5) relax constraints; start with the Overview view for a quick scan then switch to Financial or Valuation for deeper inspection; layer in technical (`ta_`) filters after confirming fundamental quality to time entries; adjust one filter at a time so the user can see each filter's impact.