Canslim Screener
Screen growth stocks with William O’Neil’s seven-factor CANSLIM framework before committing capital or building a watchlist.
Overview
CANSLIM Screener is an agent skill for the Idea phase that applies William O’Neil’s seven-factor CANSLIM methodology to growth stock research and screening.
Install
npx skills add https://github.com/tradermonty/claude-trading-skills --skill canslim-screenerWhat is this skill?
- Full CANSLIM breakdown: Current earnings, Annual earnings, New products/management, Supply/demand, Leader/laggard, Insti
- O’Neil rules such as ~18–20%+ current quarterly EPS growth versus the prior-year quarter
- Weights fundamentals (for example Current Quarterly Earnings at 15% in the documented framework)
- Growth-stock philosophy: emerging leaders in confirmed uptrends, not chasing extended moves
- Historical IBD-style performance context cited in the methodology overview for multi-bagger research
- CANSLIM defines 7 selection components (C-A-N-S-L-I-M)
- Current Quarterly Earnings criterion documented at 15% weight in the framework
- O’Neil guidance cites at least 18–20% current quarterly EPS growth versus the prior-year quarter
Adoption & trust: 736 installs on skills.sh; 1.8k GitHub stars; 2/3 security scanners passed (skills.sh audits).
What problem does it solve?
You want growth exposure but lack a repeatable fundamental and technical checklist to separate emerging leaders from noisy momentum names.
Who is it for?
Indie traders and builder-operators researching US-style growth equities who want CANSLIM vocabulary baked into agent-assisted screening.
Skip if: Passive index investors, crypto-only strategies, or anyone expecting licensed IBD data feeds or trade execution inside the skill.
When should I use this skill?
User asks for CANSLIM screening, O’Neil/IBD growth stock selection, or fundamental momentum checks on equities.
What do I get? / Deliverables
You get a structured CANSLIM evaluation across all seven components so watchlists and agent screeners follow O’Neil/IBD-style rules instead of vague themes.
- CANSLIM-scored candidate list or narrative screen per component
- Structured notes on earnings, leadership, sponsorship, and market direction alignment
Recommended Skills
Journey fit
CANSLIM screening is fundamental research that happens before you validate a trade thesis or automate a portfolio workflow. The skill encodes O’Neil/IBD-style equity research criteria—earnings, sales, new products, supply/demand—classic idea-phase discovery work.
How it compares
Methodology and screening checklist skill—not an MCP market-data server or automated brokerage integration.
Common Questions / FAQ
Who is canslim-screener for?
Solo builders and traders researching growth stocks with agent help who want O’Neil’s CANSLIM framework spelled out criterion by criterion.
When should I use canslim-screener?
Use it during Idea research when building a watchlist, scoring earnings momentum, or drafting screening prompts before you validate a strategy or automate alerts in Build.
Is canslim-screener safe to install?
Review the Security Audits panel on this Prism page; treat outputs as educational research assistance, not financial advice, and verify numbers against your data vendor.
SKILL.md
READMESKILL.md - Canslim Screener
# CANSLIM Methodology - William O'Neil's Growth Stock Selection System ## Overview CANSLIM is a proven growth stock selection methodology developed by William O'Neil, founder of Investor's Business Daily (IBD). Based on comprehensive analysis of the greatest winning stocks from 1953 to the present, CANSLIM identifies 7 common characteristics that multi-bagger stocks exhibit before their major price advances. **Historical Performance**: IBD's studies show that stocks exhibiting all 7 CANSLIM traits delivered average gains of 100-300% over 1-3 year periods, with many producing returns exceeding 1,000%. **Investment Philosophy**: CANSLIM focuses on identifying emerging growth leaders at the beginning of their major price advances - not after they've already run. The methodology emphasizes buying quality growth stocks during brief consolidations or pullbacks in confirmed market uptrends. --- ## The 7 CANSLIM Components ### C - Current Quarterly Earnings (15% Weight) **O'Neil's Rule**: "Look for companies whose current quarterly earnings per share are up at least 18-20% compared to the same quarter the prior year." #### Why It Matters Earnings are the primary fundamental driver of stock prices. Companies with accelerating quarterly earnings signal business momentum, competitive advantages, and management execution. O'Neil's research found that 3 out of 4 winning stocks showed EPS growth of at least 70% in the quarter before their major price advance began. #### Quantitative Criteria - **Minimum**: 18% year-over-year (YoY) quarterly EPS growth - **Preferred**: 25%+ YoY growth - **Exceptional**: 50%+ YoY growth with accelerating trend #### Scoring Formula (0-100 Points) ``` 100 points: EPS growth >= 50% AND revenue growth >= 25% (explosive acceleration) 80 points: EPS growth 30-49% AND revenue growth >= 15% (strong growth) 60 points: EPS growth 18-29% AND revenue growth >= 10% (meets minimum) 40 points: EPS growth 10-17% (below threshold) 0 points: EPS growth < 10% or negative ``` #### Revenue Growth Verification **Critical Check**: EPS growth must be supported by revenue growth. If EPS grows significantly faster than revenue, investigate whether growth is driven by cost-cutting, share buybacks, or accounting adjustments rather than genuine business expansion. **Red Flag**: EPS growth > 30% while revenue growth < 10% suggests unsustainable earnings quality. #### Historical Examples - **AAPL (2009 Q3)**: EPS +45% YoY (iPhone 3GS launch), stock gained 200% over next 2 years - **NFLX (2013 Q1)**: EPS +278% YoY (streaming acceleration), stock up 400% in 18 months - **TSLA (2020 Q3)**: EPS turned positive (first sustained profitability), stock up 700% in 12 months - **NVDA (2023 Q2)**: EPS +429% YoY (AI chip demand), stock up 240% YTD --- ### A - Annual Earnings Growth (20% Weight) **O'Neil's Rule**: "Annual earnings per share should be up 25% or more in each of the last three years." #### Why It Matters While current quarterly earnings (C) signal near-term momentum, annual earnings growth (A) validates sustained competitive advantages and business model strength. One-quarter wonders rarely sustain price gains. Multi-year consistency separates authentic growth companies from cyclical or temporary winners. #### Quantitative Criteria - **Minimum**: 25% annual EPS CAGR over 3 years - **Preferred**: 30-40% annual CAGR - **Exceptional**: 40%+ annual CAGR with no down years #### 3-Year CAGR Calculation ```python # Compound Annual Growth Rate formula EPS_CAGR = ((EPS_current / EPS_3_years_ago) ^ (1/3)) - 1 # Example: MSFT 2017-2020 # EPS: $3.25 (2017) → $5.76 (2020) # CAGR = (5.76 / 3.25) ^ (1/3) - 1 = 21.0% ``` #### Scoring Formula (0-100 Points) ``` 90 points: EPS CAGR >= 40% AND stable (no down years) AND revenue CAGR >= 20% 70 points: EPS CAGR 30-39% AND stable 50 points: EPS CAGR 25-29% (meets CANSLIM minimum) 30 points: EPS CAGR 15-24% (below threshold) 0 points: EPS CAGR < 15% or erratic (down years pr