Fundamentals Screen
ol_fundamentals_screenThreshold screen over up to 10 caller-supplied tickers (extras named in dropped) on latest-year SEC EDGAR XBRL fundamentals. Optional criteria: min_revenue, min_free_cash_flow, min_ebit_margin_pct, min_gross_margin_pct, max_debt_to_assets_pct, min_current_ratio, min_net_income (whole USD; *_pct as percentage numbers). Each result carries verdict: pass, fail (a reported value misses a threshold, in failed_criteria) or unknown (a metric not filed for the latest year, in unevaluated_criteria; unknown is not a fail). Not a universe screen; a fundamentals filter, NOT a buy signal. Source: SEC EDGAR company-facts XBRL.
Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| tickers | Yes | 2-10 candidate ticker symbols to screen (hard-capped at 10). | |
| min_revenue | No | Min latest-year revenue (USD). | |
| min_net_income | No | Min latest-year net income (USD). | |
| min_current_ratio | No | Min current ratio. | |
| min_free_cash_flow | No | Min latest-year free cash flow (USD). | |
| min_ebit_margin_pct | No | Min EBIT margin (percent). | |
| min_gross_margin_pct | No | Min gross margin (percent). | |
| max_debt_to_assets_pct | No | Max debt-to-assets (percent). |