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This example uses screen_stocks alone. No backtest needed:the user just wants to see today’s candidates.

User prompt

“Find S&P 500 stocks trading below 12x earnings with return on equity above 15%“

Tool call

Tool response

Values below are illustrative, from a screen run on 2025-03-05. Your results will differ based on current market data.

Agent interpretation

14 S&P 500 stocks pass the screen. A few observations:
  1. VTRS (Viatris) is the standout at 7.2x PE with 18.3% ROE:extremely cheap on paper.
  2. ABBV has exceptional ROE (47.2%) but the high leverage (5.73x debt/equity) is inflating it. High ROE from a small equity base, not operational efficiency.
  3. MOS looks most interesting: low PE (8.1x), strong ROE (22.1%), conservative leverage (0.41x), and double-digit revenue growth (11%):the full package.

Next steps

Backtest this screen

Take these same criteria and test them as a recurring strategy with backtest_strategy.