Build an AI Stock Screener in 60 Seconds (No Coding Needed)

Build Your Own AI Stock Screener (No Code Required)

Use this plug-and-play prompt to create a custom AI stock screener in under 60 seconds - no coding, no spreadsheets.

✍️ Editor’s Note

Ever wish you could build your own stock screener - one that only shows you the opportunities you actually care about? Today’s newsletter shows you how to use AI to build a fully customized screener… with zero code, zero spreadsheets, and zero subscriptions. All you need is one smart prompt.

🎯 Today’s Mission: Build a Personalized Stock Screener with AI

Traditional screeners are rigid. You pick a few filters… and get 150 results that mostly miss the mark.

This AI-powered method lets you build a screener that’s:

• Dynamic

• Specific to your goals

• Fast and fun to use

Let’s do it.

🤖 AI Prompt of the Week: Custom Stock Screener

Use this prompt inside ChatGPT (Plus) or Claude Opus, and make sure it has access to current market data (via browsing or plug-ins).

Build a custom stock screener for U.S. stocks that meet the following criteria:

• Market cap between $500M and $5B

• Positive revenue and earnings growth year-over-year

• Trading below 15x forward earnings

• Momentum: Stock is up at least 10% over the past 90 days

• Optional: Recent insider buying or strong institutional ownership

List the top 10 companies that fit. For each, show:

1. Company name and ticker

2. Market cap

3. PE ratio

4. 90-day price change %

5. 1-sentence summary of why it fits the screen

Want to refine it further? Ask the AI follow-ups like:

“Now filter for companies in the cybersecurity sector.”
“Exclude anything with more than 2 analyst downgrades in the last 30 days.”

✅ How to Verify This Prompt’s Results

Use these tools to validate the output:

1. TradingView – For chart performance and price change data

2. Seeking Alpha – For PE ratios, growth rates, and sector comparisons

3. Tikr.com – For deep-dive financials, insider buys, and valuation metrics

4. Google Finance – Quick ticker checks for headlines and sentiment

Cross-check at least 2 sources before acting on any AI-generated screen.

🧰 Tool of the Week: Koyfin

If you want a more visual version of your custom screener, try Koyfin. The free version lets you:

• Build multi-factor watchlists

• Visualize performance vs. benchmarks

• Chart valuation, margins, and sector performance

Use your AI output to seed a Koyfin watchlist and track everything in real time.

💡 Expert Tip: Save Time With “Prompt Templates”

Once you find a screener prompt you love, save it to a Google Doc or Notion page with variations like:

• “Undervalued growth stocks under $10B”

• “Dividend stocks with rising payout ratios”

• “AI stocks under $20 showing recent breakout momentum”

Rotate prompts weekly or monthly to surface fresh picks.

🧠 Closing Thought

You don’t need a Bloomberg Terminal or complex spreadsheets to find your next investment idea. You just need a clear strategy, a smart prompt, and a reliable way to verify.

Vaulting Your Wealth Forward,
– T. D. Thompson

AI Investing Vault

The content above is for educational and informational purposes only and does not constitute financial advice or a solicitation to buy or sell any financial instruments. Trading and investing involve significant risk of loss, and past performance is not indicative of future results. Always consult with a licensed financial advisor or conduct your own research before making any investment decisions. Use of AI tools and strategies mentioned above is at your own discretion and risk. AI Investing Vault may receive compensation if you purchase tools or services mentioned in this email, at no additional cost to you.