Abstract

A batch US equity screener that fuses CNN Markets and Finviz analyst forecasts into a proprietary ASR (Analyst Synthesis Rating), then emits a score-weighted portfolio — a fast Python CLI for quantitative screening workflows.

Highlights

—Batch US equity scan comparing CNN Markets and Finviz analyst forecasts
—Proprietary ASR (Analyst Synthesis Rating) scoring per ticker
—Outputs score-weighted portfolio recommendations via Python CLI

PythonCLIFinvizQuantitative FinanceStock Screener

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README

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Multi-Source Analyst Stock Screener

Batch scanner for US equities comparing CNN Markets and Finviz analyst forecasts, scoring each stock with a proprietary ASR (Analyst Synthesis Rating), and outputting a score-weighted portfolio.

Stack

Python 3.10+ (stdlib + optional tqdm)
CNN — 1Y price targets + analyst rating counts
Finviz — consensus target price + recommendation (1=Strong Buy … 5=Sell)
NASDAQ symbol directories (~5.4k common stocks)

Usage

python3 run_screener.py
python3 run_lightweight.py          # rescore from cache
python3 run_screener.py --from-cache

python3 run_screener.py --min-analysts 15 --min-asr 70 --min-agreement 70

ASR Rating (proprietary, 0–100)

Component	Weight	Source
Upside	30 pts	CNN + Finviz consensus, 6M scaled
Risk	20 pts	CNN low-target floor, target spread
Coverage	15 pts	CNN analyst count
Consensus	20 pts	CNN vs Finviz agreement
Sentiment	15 pts	CNN buy % + Finviz recommendation

Grades: A+ (90+) → F (<45). Labels: Strong Buy, Buy, Moderate Buy, Hold/Watch, Weak, Avoid.

Filters (defaults)

Param	Default
Min CNN analysts	15
Min ASR score	65
Min source agreement	60%
Min 1Y median upside	15%
Max 1Y median upside	80%
Max low-target downside	15%

When both CNN and Finviz data exist, stocks must show bullish consensus and sufficient agreement.

Pipeline

Load ticker universe
Fetch CNN forecast + ratings, Finviz target/recommendation (cached)
Build cross-source consensus
Compute ASR score, filter, rank
Allocate $ budget across top picks

Output

output/
  portfolio_report.html
  latest_scan.json
  forecast_cache.json
  sheets/01_scan_summary.csv
  sheets/02_portfolio_buys.csv
  sheets/03_top_picks_all.csv

Layout

screener/
  cnn.py         CNN forecast + ratings
  finviz.py      Finviz analyst data
  consensus.py   cross-source comparison
  rating.py      ASR proprietary score
  scoring.py     filter + rank
  scanner.py     orchestration
  report.py      html/csv export