Automated Stock Discovery

THE CHALLENGE

The Problem: Idea Hunting Was Eating Their Day

Our client was spending hours each week:

• Manually screening stocks in the S&P and Russell 2000
• Jumping between websites, charting tools, and watchlists
• Writing their own notes and summaries on each name

The bigger issue was consistency. Some days they had time to dig deep. Other days, busy schedules meant no structured process at all. They needed something that ran the same way every day, whether they were at their desk or not.

OUR SOLUTION

A Fully Automated Daily Stock Scout

We built a daily script and AI workflow that:

1. Scans the market each morning
   Our script looks across a universe of stocks drawn from the S&P and Russell 2000.
2. Selects a focused list of candidates
   The system narrows the universe down to 10 qualified stocks.
3. Highlights 3 top picks
   The script selects the 3 strongest opportunities for that day.
4. Runs everything through our AI model
   Producing:
   • Concise summaries
   • Key technical insights
   • Readable narratives instead of raw data
5. Delivers a clean email summary
   Every morning, our client receives:
   • The 10-stock list
   • The top 3 picks
   • AI-generated commentary

HOW IT WORKS

Under the Hood (At a High Level)

The engine behind the workflow looks like this:

• Data Layer: Pulls fresh market data daily.
• Screening Engine: Applies rules and filters.
• Ranking Module: Scores and sorts candidates.
• AI Insight Layer: Converts raw data into summaries.
• Delivery Layer: Sends formatted results via email.

BENEFITS

What Our Client Gets Every Day

• Time back: No more manual scanning.
• Consistency: A stable, repeatable process.
• Focus: A curated list rather than noise.
• Clarity: AI summaries simplify decision-making.
• Flexibility: Filters evolve with strategy.