Hi, I am constantly fighting my own demons about optimising and finding new screeners ideas to find the next big thing and optimising my AI prompt once I import my downloaded data into AI so:-

1. As a screener new settings from Felix and friends fundamentals does this look good?

Use these as a broad first pass:

• Market cap: Small + Mid + Large. * Price: Above $3 or $5. * Revenue growth: Positive, ideally above 10% if available. * EPS growth: Positive, or at least improving. * Gross/operating margin: Positive, or trending up. * P/E: Leave wide at first, or cap around 50 for growth names. * PEG: Leave wide, or under 3 if you want some valuation discipline. * Volume: Above 90-day average, not too strict. * RSI: 40 to 80. * 50-day vs 200-day MA: Either above 200-day, or at least not far below it.

Why this works

• Loose market-cap and valuation filters stop you from missing early growth stocks. * Revenue and EPS growth keep the list from becoming pure junk. * Volume and trend filters help avoid dead names without forcing only breakout stocks. * Investing.com specifically highlights growth, PEG, ROE, profit margin, momentum, market cap, and analyst upside as useful screener metrics.

Best workflow

• First screen: broad and messy. * Second screen: tighten using your uploaded document. * Final check: business quality, cash flow, balance sheet, and catalyst.

My suggested preset

• Market cap: $300M to $20B. * Revenue growth: >10%. * EPS growth: >10% or positive. * P/E: 0 to 50. * PEG: 0 to 3. * Current ratio: >1. * Debt/equity: under 1.5 if possible. * 3M price change: positive. * Avg volume: above 100k.

1. Does this AI prompt that I optimised from several different redditors will work out?

Act as a senior equity research analyst. Your task is to compile a comprehensive investment analysis report on [Company Name] (Ticker: [Ticker Symbol]). The report should be detailed, objective, and data-driven, using financial data from the last five full fiscal years and the most recent trailing twelve months (TTM).

Structure your report using the following sections:

Executive Summary:

Provide a brief overview of the company's business.

State your overall investment thesis in 2-3 sentences. Is it a buy, hold, or sell at its current valuation?

Summarize the key positive catalysts and major risks.

1. Financial Performance & Health:

Income Statement Analysis: Analyze revenue growth, gross profit margin, operating margin, and net profit margin trends over the last 5 years + TTM.

Balance Sheet Analysis: Evaluate the company's debt levels, debt-to-equity ratio, current ratio, and cash position. Is the balance sheet strong or weak?

Cash Flow Analysis: Analyze operating cash flow, capital expenditures, and free cash flow (FCF) generation. Is the company consistently FCF positive?

1. Valuation:

Multiples Analysis: Compare the company's current P/E, P/S, P/B, and EV/EBITDA ratios to:

Its own 5-year historical average.

The industry average.

Its top 3 direct competitors: [Competitor A], [Competitor B], and [Competitor C].

Conclusion: Based on this analysis, conclude whether the stock appears overvalued, undervalued, or fairly priced.

1. Business Model & Competitive Moat:

Business Segments: Briefly describe the company's core business segments and their respective contributions to revenue.

Economic Moat: Identify and explain the sources of its competitive advantage (e.g., brand, patents, network effects, cost leadership). Assess the durability and strength of this moat.

1. Growth Strategy & Future Outlook:

Growth Drivers: Identify the key catalysts that are expected to drive future growth (e.g., new products, market expansion, industry trends).

Market Opportunity: Analyze the Total Addressable Market (TAM) and the company's potential to capture a larger market share.

1. Management & Governance:

Leadership: Provide a brief overview of the CEO and the senior management team. Comment on their tenure and track record.

Capital Allocation: Evaluate management's effectiveness in allocating capital. Review their policies regarding dividends, share buybacks, and M&A activity.

Insider Ownership: Note the level of insider ownership.

1. Risk Analysis:

Idiosyncratic Risks: What are the top 3 risks specific to the company (e.g., product failure, key person risk, litigation)?

Systemic Risks: What are the top 3 external risks (e.g., recession, regulatory changes, competitive disruption)?

1. Final Recommendation:

Synthesize all the above points into a final investment conclusion. Reiterate your buy/hold/sell rating with a concise justification based on the balance of opportunities and risks at the current price.

1. “Elite Investor Stack”

If I were building a serious investing research workflow:

Core Stack

SEC filings

Earnings calls

Koyfin

Macrotrends

Reuters/Bloomberg

Investor letters

Regards.