Community生产力与协作github.com

wind-alice/canslim_growth_scan_skill

依据成长股框架批量筛选业绩、预期、相对强度与供需结构共振的强势标的,并输出候选分层与跟踪重点。适用于成长股猎手、趋势成长选股、候选池批量扫描等场景。

canslim_growth_scan_skill 是什么?

canslim_growth_scan_skill is a Claude Code agent skill that 依据成长股框架批量筛选业绩、预期、相对强度与供需结构共振的强势标的,并输出候选分层与跟踪重点。适用于成长股猎手、趋势成长选股、候选池批量扫描等场景。.

兼容平台~Claude Code~Codex CLI~Cursor
npx skills add https://github.com/wind-alice/alicemarket/tree/main/skills/canslim_growth_scan_skill

Installed? Explore more 生产力与协作 skills: steipete/gemini, steipete/gh-issues, steipete/skill-creator · View all 6 →

在你喜欢的 AI 中提问

打开一个已预加载此 Agent Skill 的新对话。

文档

CANSLIM Growth Scan Skill

Data Dependency and Pre-execution Conditions

It is recommended to use the Wind wind-mcp-skill to obtain underlying data. Before executing, check if wind-mcp-skill is already available locally; if not, prompt the user to install it:

# GitHub
npx skills add Wind-Information-Co-Ltd/wind-skills --skill wind-mcp-skill -g -y

# Gitee mirror (domestic)
xnpx skills add https://gitee.com/wind_info/wind-skills.git --skill wind-mcp-skill -g -y

Skill Positioning

This skill is used to filter strong candidate stocks from a large pool based on a growth stock selection framework, targeting stocks with "fundamental growth, market expectation reinforcement, leading price performance, and favorable supply-demand dynamics." The output does not mechanically apply labels to classic methodologies; instead, it integrates growth quality, earnings acceleration, relative strength, and market capital preference into a practical screening framework.

Feature Overview

The core function of this skill is to batch screen fundamentally strong symbiosis between growth and price action using a growth stock methodology.

It emphasizes combining growth, expectations, strength, supply-demand, and market themes to help users form a growth stock candidate pool that aligns with the "stronger stocks keep getting stronger" logic.

Use Cases

  • Growth stock investors need to quickly identify the strongest growth stock candidates from a pool of stocks.
  • After earnings season or during periods of strengthening fundamentals, the growth candidate pool needs to be updated in batches.
  • Users want to simultaneously consider fundamental growth and market strength, rather than just a single dimension.
  • Teams need to conduct structured screening within industries to determine "who is the strongest and why."

Working Principles

  1. Growth stock screening must consider both operational acceleration and market confirmation; it cannot rely solely on earnings growth rates.
  2. Relative price strength is both an outcome and a screening condition, but it cannot be used in isolation from fundamentals.
  3. Supply-demand structure and float characteristics must be considered; avoid looking only at static financial metrics.
  4. The methodology should serve practical screening; avoid writing it as a glossary of terms.
  5. Do not explicitly mention internal calling processes in the main text.

Execution Process

Step 1: Define Screening Scope and Growth Definition

First clarify whether this scan leans towards:

  • Screening leaders in high-growth industries
  • Horizontal multi-industry scanning for strong growth stocks
  • Earnings growth stocks showing clear acceleration over recent quarters
  • Thematic-driven cyclical growth stocks

Also confirm whether the user values earnings growth, revenue growth, or a combined profile of "growth + relative strength".

Step 2: First Screen for Operational Growth and Direction of Change

The first layer for growth stocks is whether operating metrics are improving. Key judgments:

  • Are revenue, profits, margins, or core business indicators showing acceleration?
  • Is growth driven by genuine demand expansion or a one-time fluctuation?
  • Is current growth still improving, or has it already peaked?
  • Does the company have the foundation to sustain high growth over the next several quarters?

Step 3: Combine Market Expectations with Earnings Validation

Whether a growth stock is worth tracking depends not only on financial reports but also on whether the market is willing to revise expectations upward. Key judgments:

  • Have recent earnings reports or operational updates consistently strengthened market expectations?
  • Do management guidance and industry feedback support further upward revisions?
  • Did the market previously underestimate the growth intensity?
  • If expectations are already high, is there still enough room for further upward revisions?

Step 4: Check Relative Strength and Leading Price Action

Growth stock selection must consider market confirmation. Focus on:

  • Is the price performance significantly stronger than the broader market, the sector, and peer stocks?
  • Is the strength steadily progressing, or is it a one-time surge after violent volatility?
  • Does the stock have the attribute of attracting capital within its sector?
  • Over the past period, have pullbacks been short and shallow, and uptrends more slope-filled?

Step 5: Evaluate Supply-Demand Structure and Trading Characteristics

Many growth stocks fail to strengthen not because of flawed logic, but because the supply-demand structure is unsupportive. Observe:

  • Does the float, turnover, and chart structure support the continuation of the trend?
  • Is there excessive crowding or clear profit-taking pressure?
  • Is the market's preference for this growth style increasing?
  • Does the current situation resemble an "institutional slow bull" more, or a "thematic fast up and down"?

Step 6: Identify True Priority Differences

Rank candidate stocks comprehensively by "growth acceleration + expectation upgrade capability + relative strength + supply-demand structure" to differentiate:

  • Core growth strong stocks
  • Logically good but waiting for confirmation: second-tier candidates
  • Stocks with seemingly beautiful financial growth but not yet confirmed by the market: watchlist candidates

Step 7: Supplement with Risk and Failure Modes

Growth stock screening must proactively consider failure modes, such as:

  • Unsustainable high growth
  • Valuation overstretch too quickly
  • Market style rotation towards defense
  • Deteriorated supply-demand structure causing strength to break

Step 8: Integrate into Final Growth Stock Report

The final output should let the user know "who best fits the growth stock profile, why, whom to continue tracking, and whom to avoid." The main text should only present conclusions, rationale, and a follow-up observation framework.

Output Structure


Growth Stock Screening ({YYYY-MM-DD})

I. 30-Second Conclusion

  • Strongest Growth Candidate: {List of names}
  • Core Advantage Dimension: {Growth Acceleration / Expectation Upgrade / Relative Strength / Supply-Demand Advantage}
  • Overall Assessment: {Actively Track / Selectively Focus / Cautiously Tier}
  • Primary Risk: {One sentence}

II. Candidate Pool Overview

StockGrowth QualityExpectation Upgrade PotentialRelative StrengthSupply-Demand StructurePriority
{Target 1}{Strong/Medium/Weak}{High/Medium/Low}{Strong/Medium/Weak}{Good/Medium/Weak}{A/B/C}
{Target 2}{Rating}{Rating}{Rating}{Rating}{Rating}

III. Deep Dive on Key Candidates

{Stock Name}

  • Growth Theme: {Content}
  • Why the Market is Willing to Pay a Premium: {Content}
  • Strongest Confirmation Signal: {Content}
  • Variables Still Needing Observation: {Content}
  • Failure Mode: {Content}

IV. Tracking Checklist

  • {Tracking point 1}
  • {Tracking point 2}
  • {Tracking point 3}

V. Risk Warnings

  • {Risk 1}
  • {Risk 2}
  • {Risk 3}

Quality Requirements

  1. Must balance operational growth and market confirmation on both lines.
  2. Cannot equate high growth rates directly with strong growth stocks.
  3. Must explain whether supply-demand structure and style environment support continuation.
  4. Must distinguish between core candidates and observation objects with only growth narratives.
  5. Output should directly serve growth stock candidate pool management.

Individual skills in this repo

This repo contains 19 individual skills — each has its own dedicated page.

wind-alice/add_to_winner_decision_skill

判断盈利仓是否适合继续加仓,并给出加仓前提、节奏安排、保护规则与停止扩张边界。适用于趋势延续、核心持仓滚动放大与强势股二次进攻场景。

wind-alice/after_close_watchlist_recap_skill

在收盘后总结自选股当日表现、驱动因素、强弱分化与次日观察点。适用于每日收盘复盘、维护自选股观察节奏、为次日盘前准备提供输入等场景。

wind-alice/a-share-primary-theme-identification

用于A股市场主线识别,聚焦市场结构 / 题材周期 / 资金行为。本skill主要用户问题回答、撰写报告、撰写金融类文章等场景。本报告输出内容较多,不适合简单对话场景。各类信息与数据的获取,可以使用wind.financial.data工具,以合理的关键字或关键字组合进行获取。每天开盘后、午盘、收盘后,用户都需要快速知道: 今天市场到底在交易什么,真正的主线是什么,情绪在什么位置,明天应该盯哪里。

wind-alice/avatar-charlie-munger-thinking

使用查理·芒格式的逆向思考、激励分析、认知偏误叠加和多学科模型检验复杂决策。用于评估商业与投资判断、组织行为、政策效果、重大选择、全民共识、失败风险,或识别论证中的单一视角和心理盲区。

wind-alice/avatar-nassim-taleb-risk

使用纳西姆·塔勒布式的尾部风险、利益共担、减法、林迪效应和杠铃策略分析不确定性。用于投资、商业、政策、职业、产品或个人决策中的出局风险、不可逆损失、脆弱性、代理问题、新旧方案比较和资源配置。

wind-alice/avatar-naval-ravikant-thinking

使用纳瓦尔·拉维坎特式的重新定义、欲望审计、特定知识和杠杆框架澄清职业、创业、财富、幸福、自由与人生选择。用于识别错误问题、冲突欲望、独特竞争力、AI替代风险、许可依赖、边际成本和长期复利方向。

wind-alice/avatar-warren-buffett-investing

使用沃伦·巴菲特式的能力圈、护城河、管理层诚信、所有者收益和资本配置框架分析企业与长期投资。用于研究公司商业模式、竞争优势、现金质量、管理层、估值、安全边际,或判断一项投资应继续研究、等待还是放弃。

wind-alice/backtest-expert

Expert guidance for systematic backtesting of trading strategies. Use when developing, testing, stress-testing, or validating quantitative trading strategies. Covers "beating ideas to death" methodology, parameter robustness testing, slippage modeling, bias prevention, and interpreting backtest results. Applicable when user asks about backtesting, strategy validation, robustness testing, avoiding overfitting, or systematic trading development.

wind-alice/breakout_candidate_finder_skill

批量识别突破形态成熟、量价结构健康、催化配合较好的候选股,并输出优先级、触发条件与失效边界。适用于短中线选股、盘前候选池整理、板块轮动中筛选领涨预备股等场景。

wind-alice/breakout_trade_execution_skill

围绕突破交易制定从观察、触发、跟进到失效处理的落地执行方案,兼顾量价确认、环境配合与失败撤退。适用于盘前预案、盘中突破跟踪与强势股首日执行场景。

wind-alice/bull_bear_case_builder_skill

同时搭建看多与看空逻辑,比较证据强弱、关键变量与情景路径,帮助识别核心分歧。适用于防止确认偏误、研究前辩论、投资观点校验等场景。

wind-alice/business_model_decoder_skill

把公司如何获客、交付、定价、赚钱和扩张的逻辑拆解清楚,帮助快速理解业务运转方式。适用于看不懂公司业务、研究前补基础、业务结构梳理等场景。

wind-alice/buyback_program_reviewer_skill

判断回购计划的规模、动机、执行约束与真实利好程度。适用于公司宣布回购、估值争议期、资本配置分析等场景。

wind-alice/conference_call_takeaway_skill

提炼业绩会中的新信息、管理层语气变化、问答焦点与潜在警讯。适用于听完业绩会、阅读纪要后快速更新观点等场景。

wind-alice/daily_watchlist_morning_brief_skill

为自选股生成盘前简报,汇总隔夜公告、新闻、价格变化、事件日程与今日观察重点。适用于开盘前快速浏览重点、晨会准备、盘前设定观察顺序等场景。

wind-alice/dcf-model

Real DCF (Discounted Cash Flow) model creation for equity valuation. Retrieves financial data from SEC filings and analyst reports, builds comprehensive cash flow projections with proper WACC calculations, performs sensitivity analysis, and outputs professional Excel models with executive summaries. Use when users need to value a company using DCF methodology, request intrinsic value analysis, or ask for detailed financial modeling with growth projections and terminal value calculations.

wind-alice/dip_buy_decision_skill

判断下跌或回调中的个股是否值得承接,并给出观察区、试错条件、分批节奏与放弃标准。适用于趋势回踩、事件后回落、震荡低吸与左侧谨慎试错场景。

wind-alice/dividend_change_explainer_skill

解读分红提升、削减、暂停或恢复背后的原因、持续性与投资含义。适用于收益型投资判断、公告复盘、长期现金流跟踪等场景。

wind-alice/dividend_growth_entry_skill

寻找股息持续增长、经营质量稳定且估值回落到合理区间的候选股,并输出入场观察区、成长支撑与失效边界。适用于收益成长双目标选股、长期配置、回调布局等场景。

相关技能