Description

Debs and Graham build an investment screen with Claude and run it across the S&P 500. The prompt was two lines: produce a value and momentum screen, pull fundamentals from the SEC API and market data from a free source. Claude chose the factors, built the scoring and generated the dashboard. Debs, who is quick to point out she is not a coder, did the setup in Power Query.

Learning Objectives

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1. Understand what an investment screen is and why investors use one.
2. Build a value and momentum screen from a two line prompt.
3. Recall the factors Claude chose and why value alone is not enough.
4. Understand where factor choices exclude viable companies.
5. Learn why a screen is a starting point, not a buy list.
6. Determine what institutions still have: proprietary data and trading costs.