score_tickers
Score tickers across 5 dimensions (thesis, valuation, momentum, catalyst, technical) for rotation analysis, supporting manual overrides and multiple investment styles.
Instructions
Score tickers across 5 dimensions for rotation analysis.
Dimensions (0-100 each):
Thesis Integrity (manual via overrides)
Valuation Attractiveness (auto with financials, or manual)
Fundamental Momentum (auto from prices + financials)
Catalyst Proximity (manual via overrides)
Technical Trend (auto from prices: MA crossovers, RSI, relative strength)
Args: tickers: Comma-separated tickers to score (e.g. "AAPL,MSFT,NVDA,META"). prices_json: JSON string of price data from fetch_prices (the "prices" array). benchmark: Benchmark ticker for relative strength (default "SPY"). financials_json: Optional JSON string of financials from fetch_financials. overrides_json: Optional JSON string of manual overrides, e.g. '{"AAPL": {"thesis": 75, "catalyst": 60}, "MSFT": {"thesis": 70}}'. holdings: Comma-separated current holding tickers for action labeling. style: Investment style -- "garp", "value", "growth", "momentum", or "event_driven".
Returns: JSON with scored tickers: [{ticker, thesis, valuation, momentum, catalyst, technical, composite, action, style, auto_dimensions, manual_dimensions}, ...].
Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| tickers | Yes | ||
| prices_json | Yes | ||
| benchmark | No | SPY | |
| financials_json | No | ||
| overrides_json | No | ||
| holdings | No | ||
| style | No | garp |
Output Schema
| Name | Required | Description | Default |
|---|---|---|---|
| result | Yes |