Screening & Ideas¶

screen_stocks¶

Screen stocks by valuation score with optional consensus on top candidates.

tickers: ["AAPL", "MSFT", "GOOGL"]  # or use market
market: "moex"                        # auto-fetch tickers (moex, kase)
top_n: 10
filters: {"pe_ratio": "<15", "roe": ">0.10"}  # optional metric filters

Supported filter operators: <, >, <=, >=, =, min..max (range).

Two-stage process:

Quick scoring — concurrent metric fetch (asyncio.gather + Semaphore(10)) for all tickers
Consensus — concurrent agent analysis for top N candidates

For market="kase", tickers are discovered dynamically (~87 actively traded shares). Progress is reported via MCP notifications during both stages.

generate_investment_idea¶

Generate a comprehensive investment idea with charts.

ticker: "AAPL"
period: "2y"
format: "html"        # opens interactive HTML with Plotly charts

Returns: consensus, fundamentals, scenarios (bull/base/bear), FCF waterfall, catalysts, risks, price chart.

Default format is "html" — opens a self-contained HTML file in the browser with interactive Plotly charts, dark theme, and EN/RU toggle.

parse_report¶

Parse a financial report PDF and extract structured data.

source: "https://example.com/report.pdf"  # URL or local path
ticker: "AAPL"

Works with English and Russian (IFRS/MSFO) reports. Extracts income statement, balance sheet, and cash flow data via pdfplumber.