value-dividend-screener
Screen US stocks for high-quality dividend opportunities combining value characteristics (P/E ratio under 20, P/B ratio under 2), attractive yields (3% or higher), and consistent growth (dividend/revenue/EPS trending up over 3 years). Supports two-stage screening using FINVIZ Elite API for efficient pre-filtering followed by FMP API for detailed analysis. Use when user requests dividend stock screening, income portfolio ideas, or quality value stocks with strong fundamentals.
Security Assessment
About value-dividend-screener
value-dividend-screener identifies high-quality US dividend stocks by combining value characteristics (P/E under 20, P/B under 2), attractive yields (3%+), and consistent multi-year growth in dividends, revenue, and EPS. It solves the problem of dividend-trap and value-trap avoidance by layering quality and sustainability filters (payout ratios, free-cash-flow coverage, debt-to-equity, current ratio, ROE, and profit margins) on top of the basic screen, then ranking candidates by a composite quality score.
The skill implements a two-stage workflow driven by a Python script (`scripts/screen_dividend_stocks.py`). Stage one optionally uses the FINVIZ Elite API to pre-filter the universe cheaply; stage two runs detailed fundamental analysis through the Financial Modeling Prep (FMP) API, computing 3-year CAGRs, sustainability flags, and a 0-100 composite score before emitting a ranked JSON report. Using FINVIZ pre-screening is documented to cut FMP API calls by around 90%, which matters for free-tier users. Configuration covers top-N output, custom output paths, and explicit key passing. A reference methodology document details every threshold and scoring rule, and a test suite exercises the FMP integration.
It is aimed at income and value investors, portfolio builders, and quantitatively minded traders who want a reproducible, criteria-driven screen rather than ad hoc stock picking. API keys are read from environment variables (FMP_API_KEY, FINVIZ_API_KEY) following standard setup practice, and the tooling only reads market data — it performs no trading, ordering, or account actions.
FAQ
What API keys and subscriptions do I need?
An FMP (Financial Modeling Prep) API key is required, supplied via the FMP_API_KEY environment variable or a command flag. The recommended two-stage mode additionally needs a FINVIZ Elite subscription (about $40/month or $330/year) and its FINVIZ_API_KEY.
How do I run a screen?
Execute the Python script, e.g. `python3 scripts/screen_dividend_stocks.py --use-finviz --top 50`; it pre-screens with FINVIZ, runs FMP fundamental analysis, scores and ranks candidates, and writes results to a JSON file.
What does it actually evaluate?
Valuation ratios, dividend yield and 3-year dividend growth, revenue and EPS trends, dividend sustainability (payout and FCF payout ratios), financial health (debt-to-equity, current ratio), and a quality score from ROE and profit margins, combined into a 100-point composite.
What are the limitations?
It covers US equities only, depends on paid/third-party API data and quotas, and produces a screening report for research — it does not place trades or give personalized investment advice.
Install value-dividend-screener
Quick Setup:
- Copy the skill folder to
.claude/skills/ - Claude will automatically detect and use the skill
Repository
tradermonty/claude-trading-skills