Screen equities against stated criteria

The challenge

Screeners return lists without reasoning, so a result cannot be reproduced or argued with.

The scenario

An analyst wants profitable mid-caps with falling debt and rising margin, and wants tomorrow's run to mean the same thing.

What goes in

Screen criteria

The conditions, written explicitly.

What you can ask

Illustrative prompts. Results depend on your own data and are not deterministic.

• “Screen for profitable mid-caps with falling debt and rising margin.”Copy
• “Why did this company match?”Copy
• “Re-run this screen as of last quarter.”Copy

How Clearception approaches it

How the work is structured. Each step shows what its output is grounded in.

1. 1

   Record the criteria

   Source

   Write the screen so it can be reproduced.

2. 2

   Apply across the universe

   Observed

   Evaluate every instrument against the criteria.

3. 3

   Show the measures

   Observed

   Attach the values that qualified each result.

What you get

The shape of what comes back — not a promised result.

• Screen results

  Observed

  Matching instruments with the qualifying measures shown.

Why it matters

Reproducible

The same criteria give the same universe next week.

Arguable

A colleague can disagree with a criterion rather than a black box.