Screen Stocks by Investment Thesis

Add the FutureSearch connector if you haven't already. Then upload your S&P 500 CSV and ask Claude:

Screen to find companies with high-quality recurring revenue business models (>75% recurring) that would also benefit from escalating US-China tensions over Taiwan. Include CHIPS Act beneficiaries, defense contractors, cybersecurity, reshoring plays. Exclude companies dependent on Taiwan manufacturing or with significant China revenue at risk.

Results take about 15.5 minutes.

Go to futuresearch.ai/app, upload your S&P 500 CSV, and enter:

Screen to find companies with high-quality recurring revenue business models (>75% recurring) that would also benefit from escalating US-China tensions over Taiwan. Include CHIPS Act beneficiaries, defense contractors, cybersecurity, reshoring plays. Exclude companies dependent on Taiwan manufacturing or with significant China revenue at risk.

Screening is binary classification: use classify() with categories=["yes", "no"] and only passing rows are returned.

pip install futuresearch
export FUTURESEARCH_API_KEY=your_key_here  # Get one at futuresearch.ai/app/api-key

import asyncio
import pandas as pd
from futuresearch import create_session
from futuresearch.ops import classify

stocks = pd.read_csv("sp500.csv")

async def main():
    async with create_session(name="Stock Screening: Investment Thesis") as session:
        result = await classify(
            session=session,
            task="""
                Find companies with high-quality recurring revenue business models
                that would also benefit from escalating US-China tensions over Taiwan.

                Recurring revenue >75%: Subscription services, long-term contracts,
                maintenance agreements, royalty streams.

                Taiwan tensions beneficiary: CHIPS Act beneficiaries, defense contractors,
                cybersecurity, reshoring plays, alternative supply chain providers.
            """,
            categories=["yes", "no"],
            input=stocks,
        )
        return result.data

results = asyncio.run(main())