Proactive Stock Shortlisting and Ranking

Problem

In stock-related conversations, users often receive a list of candidate tickers without a clear view of which few names deserve attention today, why they rank higher, and which should be skipped. Proactive Stock Shortlisting and Ranking is not intended to simply restate a candidate file such as a_share_agent_top5.csv. It moves the output closer to an executable decision: narrow the candidate pool to 2–3 names and assign them priorities, trade styles, and exclusion reasons.

How It Works

The skill follows a candidate pool → secondary screening → refinement workflow:
- Generate or load candidates: collect the stock universe from existing results or a workspace candidate file.
- Rerank proactively: avoid treating every candidate as equally actionable; distinguish breakout-type, pullback-buying, high-priority, and low-priority names.
- Use a default short-term framework: when holding period, risk tolerance, or account size are missing, provide an initial executable ranking and note how to make it more aggressive or conservative.
- Propose next refinements: suggest splitting triggers for intraday execution, keeping a close-of-day buy / next-day sell version, or excluding sectors and rerunning.

Boundaries

This is useful for short-term opportunity narrowing, not as a substitute for final trading advice. If data retrieval fails, the output should say that it can only refine based on available results. When market data, liquidity context, or user risk preferences are absent, conclusions should remain conditional and include adjustable assumptions.