Screen Stocks by Economic Sensitivity
Screen the S&P 500 for companies whose profit margins compress when oil prices rise. Each company is evaluated via web research for energy-intensive operations, transportation dependence, consumer discretionary sensitivity, and historical correlation with oil price spikes.
| Metric | Value |
|---|---|
| Rows processed | 502 |
| Rows passing | 150 (29.9%) |
| Total cost | $17.22 |
| Time | 17.5 minutes |
Add FutureSearch to Claude Code if you haven't already:
claude mcp add futuresearch --scope project --transport http https://mcp.futuresearch.ai/mcp
With your S&P 500 CSV in the working directory, tell Claude:
Screen this S&P 500 dataset to find companies whose profit margins fall when
oil prices go up. Consider energy-intensive operations, transportation dependence,
consumer discretionary sensitivity, and historical correlation with oil price spikes.
Exclude energy companies and those with strong pricing power.
Claude calls FutureSearch's classify MCP tool:
Tool: futuresearch_classify
├─ task: "Find large cap companies whose profit margins fall when oil prices go up..."
├─ input_csv: "/Users/you/sp500.csv"
└─ categories: ["yes", "no"]
→ Submitted: 502 rows for classification.
Session: https://futuresearch.ai/sessions/c460711d-cb8c-44e2-aac7-b5d6bae2e02b
Task ID: a8c9...
Tool: futuresearch_progress
→ Running: 0/502 complete (30s elapsed)
...
Tool: futuresearch_progress
→ Completed: 502/502 (0 failed) in 1048s.
Tool: futuresearch_results
├─ task_id: "a8c9..."
├─ output_path: "/Users/you/oil_sensitive_stocks.csv"
→ Saved 150 rows to /Users/you/oil_sensitive_stocks.csv
Add the FutureSearch connector if you haven't already. Then upload your S&P 500 CSV and ask Claude:
Screen to find companies whose profit margins fall when oil prices go up. Consider energy-intensive operations, transportation dependence, consumer discretionary sensitivity, and historical correlation with oil price spikes. Exclude energy companies and those with strong pricing power.
Results take about 17.5 minutes.
Go to futuresearch.ai/app, upload your S&P 500 CSV, and enter:
Screen to find companies whose profit margins fall when oil prices go up. Consider energy-intensive operations, transportation dependence, consumer discretionary sensitivity, and historical correlation with oil price spikes. Exclude energy companies and those with strong pricing power.
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: Oil Margin Sensitivity") as session:
result = await classify(
session=session,
task="""
Find large cap companies whose profit margins fall when oil prices go up.
Criteria: High energy costs, transportation dependence, consumer
discretionary sensitivity, energy-intensive manufacturing, historical
correlation with oil price spikes.
Exclude: Energy companies, strong pricing power, minimal energy exposure,
effective energy hedging.
""",
categories=["yes", "no"],
input=stocks,
)
return result.data
results = asyncio.run(main())
Results
150 of 502 companies are margin-sensitive to oil prices.
| Sector | Passing |
|---|---|
| Consumer Discretionary | 39 |
| Industrials | 39 |
| Consumer Staples | 28 |
| Materials | 18 |
| Health Care | 11 |
Sample passing companies:
| Ticker | Company | Sector |
|---|---|---|
| AMZN | Amazon | Consumer Discretionary |
| WMT | Walmart | Consumer Staples |
| UNP | Union Pacific | Industrials |
| DAL | Delta Air Lines | Industrials |
| FDX | FedEx | Industrials |
| NUE | Nucor | Materials |
For Amazon: "Retail business is highly transportation-dependent, with billions in shipping and fulfillment costs. Analysts note profits can be 'hammered' by higher gas and diesel prices."