screen_estimate_revisions
Screen tickers for material estimate revisions by comparing latest EPS and revenue estimates against a baseline, filtering by direction and materiality thresholds.
Instructions
Screen a ticker universe for material estimate momentum.
Compares latest estimates against a lookback snapshot (days ago) and
returns per-ticker deltas/direction. By default, trivial revisions are
filtered out unless either EPS changed by at least 1% of baseline consensus
or revenue changed by at least 0.5% of baseline consensus. If tickers is
omitted, screens the full stored universe.
Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| days | No | Lookback window for baseline comparison (default: 30). | |
| period | No | Estimate horizon: - "quarter": Quarterly estimates (default) - "annual": Annual estimates | quarter |
| tickers | No | Optional tickers as JSON array or comma-separated string. Example: '["AAPL","MSFT"]' or "AAPL,MSFT". | |
| direction | No | Filter direction: - "up": Positive estimate revisions only - "down": Negative estimate revisions only - "all": Return all directions (default) | all |
| min_eps_delta_pct | No | Minimum absolute EPS change as decimal fraction of baseline EPS consensus. Default 0.01 = 1%. | |
| include_immaterial | No | If true, return rows below materiality thresholds annotated with `is_material=false` instead of filtering them. | |
| min_revenue_delta_pct | No | Minimum absolute revenue change as decimal fraction of baseline revenue consensus. Default 0.005 = 0.5%. |
Output Schema
| Name | Required | Description | Default |
|---|---|---|---|
No arguments | |||