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/**
* Screener module for advanced stock screening and filtering with predefined strategies.
*
* This module provides access to Yahoo Finance's stock screener with predefined screening
* criteria for various investment strategies. Essential for finding stocks that match
* specific financial criteria, market conditions, or investment themes.
*
* ### Available modules
*
* See {@linkcode PredefinedScreenerModules}.
*
* @example Basic Usage - Day Gainers
* ```typescript
* import YahooFinance from "yahoo-finance2";
* const yahooFinance = new YahooFinance();
*
* // Get today's biggest gainers (with optional query overrides)
* const gainers = await yahooFinance.screener("day_gainers");
* const gainers = await yahooFinance.screener("day_gainers", { count: 10 });
* const gainers = await yahooFinance.screener({
* scrIds: "day_gainers",
* count: 10
* });
*
* console.log(`Found ${gainers.total} gainers, showing top ${gainers.count}:`);
* gainers.quotes.forEach((stock, index) => {
* const change = stock.regularMarketChangePercent.toFixed(2);
* console.log(`${index + 1}. ${stock.symbol}: +${change}%`);
* });
* ```
*
* @example Growth Technology Stocks
* ```typescript
* // Screen for growth technology stocks
* const growthTech = await yahooFinance.screener("growth_technology_stocks");
*
* console.log('Growth Technology Stocks:');
* growthTech.quotes.forEach(stock => {
* console.log(`${stock.symbol}: $${stock.regularMarketPrice.toFixed(2)}`);
* console.log(` Market Cap: $${(stock.marketCap / 1e9).toFixed(2)}B`);
* console.log(` PE Ratio: ${stock.trailingPE?.toFixed(2) || 'N/A'}`);
* });
* ```
*
* @example Most Active Stocks
* ```typescript
* // Find the most actively traded stocks
* const mostActive = await yahooFinance.screener("most_actives");
*
* console.log('Most Active Stocks:');
* mostActive.quotes.forEach(stock => {
* const volume = (stock.regularMarketVolume / 1e6).toFixed(2);
* console.log(`${stock.symbol}: ${volume}M shares traded`);
* });
* ```
*
* @example Undervalued Large Caps
* ```typescript
* // Screen for potentially undervalued large-cap stocks
* const undervalued = await yahooFinance.screener("undervalued_large_caps");
*
* // Analyze value metrics
* console.log('Undervalued Large Cap Analysis:');
* undervalued.quotes.forEach(stock => {
* const pe = stock.trailingPE;
* const pb = stock.priceToBook;
* const marketCap = stock.marketCap / 1e9;
*
* console.log(`${stock.symbol}:`);
* console.log(` Market Cap: $${marketCap.toFixed(2)}B`);
* console.log(` P/E: ${pe?.toFixed(2) || 'N/A'}`);
* console.log(` P/B: ${pb?.toFixed(2) || 'N/A'}`);
* });
* ```
*
* @example Small Cap Gainers
* ```typescript
* // Find small-cap stocks with strong performance
* const smallCapGainers = await yahooFinance.screener("small_cap_gainers");
*
* // Filter by market cap and volume for liquidity
* const liquidSmallCaps = smallCapGainers.quotes.filter(stock =>
* stock.marketCap > 300e6 && // > $300M market cap
* stock.regularMarketVolume > 100000 // > 100k daily volume
* );
*
* console.log('Liquid Small Cap Gainers:');
* liquidSmallCaps.forEach(stock => {
* const marketCap = (stock.marketCap / 1e6).toFixed(0);
* const change = stock.regularMarketChangePercent.toFixed(2);
* console.log(`${stock.symbol}: +${change}% (${marketCap}M cap)`);
* });
* ```
*
* @example High Yield Bonds Analysis
* ```typescript
* // Screen for high-yield bond funds
* const highYieldBonds = await yahooFinance.screener("high_yield_bond", { count: 10 });
*
* console.log('High Yield Bond Analysis:');
* highYieldBonds.quotes.forEach(fund => {
* const yield = fund.trailingAnnualDividendYield;
* if (yield) {
* console.log(`${fund.symbol}: ${(yield * 100).toFixed(2)}% yield`);
* }
* });
* ```
*
* @example Regional Market Screening
* ```typescript
* // Screen stocks in different regions
* const regions = [
* { region: 'US', lang: 'en-US' },
* { region: 'GB', lang: 'en-GB' },
* { region: 'DE', lang: 'de-DE' }
* ];
*
* for (const regionConfig of regions) {
* const dayGainers = await yahooFinance.screener({
* scrIds: "day_gainers",
* count: 5,
* ...regionConfig
* });
*
* console.log(`\nTop gainers in ${regionConfig.region}:`);
* dayGainers.quotes.forEach(stock => {
* const change = stock.regularMarketChangePercent.toFixed(2);
* console.log(`${stock.symbol}: +${change}%`);
* });
* }
* ```
*
* @example Most Shorted Stocks Analysis
* ```typescript
* // Analyze heavily shorted stocks
* const mostShorted = await yahooFinance.screener("most_shorted_stocks");
*
* console.log('Most Shorted Stocks Analysis:');
* mostShorted.quotes.forEach(stock => {
* const price = stock.regularMarketPrice.toFixed(2);
* const change = stock.regularMarketChangePercent.toFixed(2);
*
* console.log(`${stock.symbol}: $${price} (${change}%)`);
*
* // Additional analysis could include short interest ratio
* // This would require additional API calls to get detailed data
* });
* ```
*
* @example Conservative Investment Screening
* ```typescript
* // Screen for conservative investments
* const conservativeFunds = await yahooFinance.screener("conservative_foreign_funds");
* const portfolioAnchors = await yahooFinance.screener("portfolio_anchors");
*
* console.log('Conservative Investment Options:');
* console.log('\nConservative Foreign Funds:');
* conservativeFunds.quotes.slice(0, 5).forEach(fund => {
* console.log(`${fund.symbol}: ${fund.shortName}`);
* });
*
* console.log('\nPortfolio Anchors:');
* portfolioAnchors.quotes.slice(0, 5).forEach(stock => {
* console.log(`${stock.symbol}: ${stock.shortName}`);
* });
* ```
*
* @example Mutual Fund Analysis
* ```typescript
* // Analyze top-performing mutual funds
* const topMutualFunds = await yahooFinance.screener("top_mutual_funds");
* const solidLargeGrowth = await yahooFinance.screener("solid_large_growth_funds");
* const solidMidcap = await yahooFinance.screener("solid_midcap_growth_funds");
*
* console.log('Mutual Fund Analysis:');
* [
* { name: 'Top Mutual Funds', data: topMutualFunds },
* { name: 'Large Growth Funds', data: solidLargeGrowth },
* { name: 'Midcap Growth Funds', data: solidMidcap }
* ].forEach(category => {
* console.log(`\n${category.name}:`);
* category.data.quotes.slice(0, 3).forEach(fund => {
* console.log(` ${fund.symbol}: ${fund.shortName}`);
* });
* });
* ```
*
* @example Aggressive Growth Strategy
* ```typescript
* // Screen for aggressive growth opportunities
* const aggressiveSmallCaps = await yahooFinance.screener({
* scrIds: "aggressive_small_caps",
* count: 30
* });
*
* // Filter for strong recent performance
* const strongPerformers = aggressiveSmallCaps.quotes.filter(stock =>
* stock.regularMarketChangePercent > 2 && // Up more than 2% today
* stock.regularMarketVolume > 500000 && // Good volume
* stock.marketCap > 100e6 // Minimum $100M market cap
* );
*
* console.log('Aggressive Small Cap Opportunities:');
* strongPerformers.forEach(stock => {
* const change = stock.regularMarketChangePercent.toFixed(2);
* const marketCap = (stock.marketCap / 1e6).toFixed(0);
* const volume = (stock.regularMarketVolume / 1e3).toFixed(0);
*
* console.log(`${stock.symbol}: +${change}% | ${marketCap}M cap | ${volume}k vol`);
* });
* ```
*
* @remarks
* **Available Screen IDs**: The module supports multiple predefined screens:
* - `day_gainers` / `day_losers` - Daily price movers
* - `most_actives` - Highest volume stocks
* - `growth_technology_stocks` - Tech growth companies
* - `undervalued_large_caps` / `undervalued_growth_stocks` - Value opportunities
* - `aggressive_small_caps` / `small_cap_gainers` - Small-cap opportunities
* - `most_shorted_stocks` - Heavily shorted stocks
* - `portfolio_anchors` - Stable large-cap stocks
* - `high_yield_bond` - High-yield bond funds
* - `top_mutual_funds` / `solid_large_growth_funds` / `solid_midcap_growth_funds` - Fund categories
* - `conservative_foreign_funds` - Conservative international funds
*
* **Data Quality**: Screening results are updated regularly but may have slight
* delays. Always verify current prices before making investment decisions.
*
* **Regional Support**: Most screens support regional parameters for
* international markets (US, GB, DE, etc.).
*
* **Result Limits**: The `count` parameter controls how many results to return.
* Higher counts may take longer to process.
*
* **Filtering**: Results can be further filtered in your code based on specific
* criteria like market cap, volume, price ranges, or financial ratios.
*
* @see {@link quote} for detailed stock information
* @see {@link quoteSummary} for comprehensive fundamental data
*
* @module screener
*/
import type { ModuleOptionsWithValidateFalse, ModuleOptionsWithValidateTrue, ModuleThis } from "../lib/moduleCommon.js";
export interface ScreenerResultBase {
id: string;
title: string;
description: string;
canonicalName: string;
criteriaMeta: ScreenerCriteriaMeta;
rawCriteria: string;
start: number;
count: number;
total: number;
quotes: ScreenerQuote[];
useRecords: boolean;
predefinedScr: boolean;
versionId: number;
creationDate: number;
lastUpdated: number;
isPremium: boolean;
iconUrl: string;
}
export interface ScreenerResultAggressiveSmallCaps extends ScreenerResultBase {
canonicalName: "AGGRESSIVE_SMALL_CAPS";
criteriaMeta: ScreenerCriteriaMeta & {
includeFields: ScreenerCriteriaFieldDaily[];
};
}
export type ScreenerCriteriaFieldsFund = "fundnetassets" | "sold_proportion" | "annualreportnetexpenseratio" | "performanceratingoverall" | "intradaypricechange" | "bought_proportion" | "fiftytwowkhigh" | "fiftydaymovingavg" | "ticker" | "longname_us_en-us" | "percentchange" | "companyshortname" | "intradayprice" | "annualreturnnavy5" | "day_open_price" | "annualreturnnavy3" | "annualreturnnavy1" | "annualreportgrossexpenseratio" | "twohundreddaymovingavg" | "pe_ttm" | "yield_ttm" | "exchange" | "fiftytwowklow" | "riskratingoverall" | "trailing_ytd_return" | "trailing_3m_return" | "annualreturnnavy1categoryrank" | "categoryname" | "performanceratingoverall" | "exchange" | "riskratingoverall" | "initialinvestment";
export interface ScreenerResultConservativeForeignFunds extends ScreenerResultBase {
canonicalName: "CONSERVATIVE_FOREIGN_FUNDS";
criteriaMeta: ScreenerCriteriaMeta & {
includeFields: ScreenerCriteriaFieldsFund[];
};
}
type ScreenerCriteriaFieldDaily = "change_in_number_of_institutional_holders" | "trading_central_last_close_price_to_fair_value" | "intradaypricechange" | "estimated_revenue_growth" | "intradaymarketcap" | "morningstar_previous_rating" | "fiftytwowkhigh" | "fiftytwowkpercentchange" | "pctheldinst" | "morningstar_last_close_price_to_fair_value" | "shares_bought_by_funds" | "ror_percent" | "morningstar_rating" | "sector" | "peratio.lasttwelvemonths" | "bullish_proportion" | "percent_change_in_number_of_institutional_holders" | "number_of_institutional_sellers" | "morningstar_stewardship" | "lastclosetevebit.lasttwelvemonths" | "percentchange" | "morningstar_economic_moat" | "percent_of_shares_outstanding_bought_by_institutions" | "day_open_price" | "morningstar_rating_change" | "number_of_institutional_holders" | "percent_in_funds_holding" | "exchange" | "percent_of_shares_outstanding_sold_by_institutions" | "dayvolume" | "bearish_proportion" | "morningstar_fair_value" | "sold_proportion" | "industry" | "morningstar_uncertainty" | "shares_sold_by_funds" | "fair_value" | "bought_proportion" | "percent_in_top_ten_holdings" | "avgdailyvol3m" | "last_close_price_to_nnwc_per_share" | "estimated_earnings_growth" | "ticker" | "longname_us_en-us" | "percent_change_in_shares_held_by_funds" | "number_of_institutional_buyers" | "companyshortname" | "intradayprice" | "change_in_shares_held_by_funds" | "indices" | "neutral_proportion" | "latest_holdings_report_date" | "fiftytwowklow" | "value_description" | "average_analyst_rating" | "intradaymarketcap" | "percentchange" | "intradayprice" | "region" | "dayvolume" | "epsgrowth.lasttwelvemonths" | "quarterlyrevenuegrowth.quarterly" | "pegratio_5y";
export interface ScreenerResultDayGainers extends ScreenerResultBase {
canonicalName: "DAY_GAINERS";
criteriaMeta: ScreenerCriteriaMeta & {
includeFields: ScreenerCriteriaFieldDaily[];
};
}
export interface ScreenerResultDayLosers extends ScreenerResultBase {
canonicalName: "DAY_LOSERS";
criteriaMeta: ScreenerCriteriaMeta & {
includeFields: ScreenerCriteriaFieldDaily[];
};
}
export interface ScreenerResultGrowthTechnologyStocks extends ScreenerResultBase {
canonicalName: "GROWTH_TECHNOLOGY_STOCKS";
criteriaMeta: ScreenerCriteriaMeta & {
includeFields: ScreenerCriteriaFieldDaily[];
};
}
export interface ScreenerResultMostActives extends ScreenerResultBase {
canonicalName: "MOST_ACTIVES";
criteriaMeta: ScreenerCriteriaMeta & {
includeFields: ScreenerCriteriaFieldDaily[];
};
}
export interface ScreenerResultHighYieldBond extends ScreenerResultBase {
canonicalName: "HIGH_YIELD_BOND";
criteriaMeta: ScreenerCriteriaMeta & {
includeFields: ScreenerCriteriaFieldsFund[];
};
}
export interface ScreenerResultMostShortedStocks extends ScreenerResultBase {
canonicalName: "MOST_SHORTED_STOCKS";
criteriaMeta: ScreenerCriteriaMeta & {
includeFields: ScreenerCriteriaFieldDaily[];
};
}
export interface ScreenerResultPortfolioAnchors extends ScreenerResultBase {
canonicalName: "PORTFOLIO_ANCHORS";
criteriaMeta: ScreenerCriteriaMeta & {
includeFields: ScreenerCriteriaFieldsFund[];
};
}
export interface ScreenerResultSmallCapGainers extends ScreenerResultBase {
canonicalName: "SMALL_CAP_GAINERS";
criteriaMeta: ScreenerCriteriaMeta & {
includeFields: ScreenerCriteriaFieldDaily[];
};
}
export interface ScreenerResultSolidLargeGrowthFunds extends ScreenerResultBase {
canonicalName: "SOLID_LARGE_GROWTH_FUNDS";
criteriaMeta: ScreenerCriteriaMeta & {
includeFields: ScreenerCriteriaFieldsFund[];
};
}
export interface ScreenerResultSolidMidcapGrowthFunds extends ScreenerResultBase {
canonicalName: "SOLID_MIDCAP_GROWTH_FUNDS";
criteriaMeta: ScreenerCriteriaMeta & {
includeFields: ScreenerCriteriaFieldsFund[];
};
}
export interface ScreenerResultTopMutualFunds extends ScreenerResultBase {
canonicalName: "TOP_MUTUAL_FUNDS";
criteriaMeta: ScreenerCriteriaMeta & {
includeFields: ScreenerCriteriaFieldsFund[];
};
}
export interface ScreenerResultUndervaluedGrowthStocks extends ScreenerResultBase {
canonicalName: "UNDERVALUED_GROWTH_STOCKS";
criteriaMeta: ScreenerCriteriaMeta & {
includeFields: ScreenerCriteriaFieldDaily[];
};
}
export interface ScreenerResultUndervaluedLargeCaps extends ScreenerResultBase {
canonicalName: "UNDERVALUED_LARGE_CAPS";
criteriaMeta: ScreenerCriteriaMeta & {
includeFields: ScreenerCriteriaFieldDaily[];
};
}
/**
* @discriminator canonicalName
*/
export type ScreenerResult = ScreenerResultAggressiveSmallCaps | ScreenerResultConservativeForeignFunds | ScreenerResultDayGainers | ScreenerResultDayLosers | ScreenerResultGrowthTechnologyStocks | ScreenerResultHighYieldBond | ScreenerResultMostActives | ScreenerResultMostShortedStocks | ScreenerResultPortfolioAnchors | ScreenerResultSmallCapGainers | ScreenerResultSolidLargeGrowthFunds | ScreenerResultSolidMidcapGrowthFunds | ScreenerResultTopMutualFunds | ScreenerResultUndervaluedGrowthStocks | ScreenerResultUndervaluedLargeCaps;
export interface ScreenerCriteriaMeta {
size: number;
offset: number;
sortField: string;
sortType: string;
quoteType: string;
criteria: ScreenerCriterum[];
topOperator: string;
}
export interface ScreenerCriterum {
field: string;
operators: string[];
values: (string | number)[];
labelsSelected: number[];
dependentValues: unknown[];
subField?: null;
}
export interface ScreenerQuote {
language: string;
region: string;
quoteType: string;
typeDisp: string;
quoteSourceName?: string;
triggerable: boolean;
customPriceAlertConfidence: string;
lastCloseTevEbitLtm?: number;
lastClosePriceToNNWCPerShare?: number;
firstTradeDateMilliseconds: number;
priceHint: number;
postMarketChangePercent?: number;
postMarketTime?: number;
postMarketPrice?: number;
postMarketChange?: number;
regularMarketChange: number;
regularMarketTime: number;
regularMarketPrice: number;
regularMarketDayHigh?: number;
regularMarketDayRange?: string;
currency: string;
regularMarketDayLow?: number;
regularMarketVolume?: number;
regularMarketPreviousClose: number;
bid?: number;
ask?: number;
bidSize?: number;
askSize?: number;
market: string;
messageBoardId: string;
fullExchangeName: string;
longName?: string;
financialCurrency?: string;
regularMarketOpen?: number;
averageDailyVolume3Month?: number;
averageDailyVolume10Day?: number;
fiftyTwoWeekLowChange: number;
fiftyTwoWeekLowChangePercent?: number;
fiftyTwoWeekRange: string;
fiftyTwoWeekHighChange: number;
fiftyTwoWeekHighChangePercent: number;
fiftyTwoWeekChangePercent: number;
earningsTimestamp?: number;
earningsTimestampStart?: number;
earningsTimestampEnd?: number;
trailingAnnualDividendRate?: number;
trailingAnnualDividendYield?: number;
marketState: string;
epsTrailingTwelveMonths?: number;
epsForward?: number;
epsCurrentYear?: number;
priceEpsCurrentYear?: number;
sharesOutstanding?: number;
bookValue?: number;
fiftyDayAverage: number;
fiftyDayAverageChange: number;
fiftyDayAverageChangePercent: number;
twoHundredDayAverage: number;
twoHundredDayAverageChange: number;
twoHundredDayAverageChangePercent: number;
marketCap?: number;
forwardPE?: number;
priceToBook?: number;
sourceInterval: number;
exchangeDataDelayedBy: number;
exchangeTimezoneName: string;
exchangeTimezoneShortName: string;
gmtOffSetMilliseconds: number;
esgPopulated: boolean;
tradeable: boolean;
cryptoTradeable: boolean;
exchange: string;
fiftyTwoWeekLow: number;
fiftyTwoWeekHigh: number;
shortName: string;
averageAnalystRating?: string;
regularMarketChangePercent: number;
symbol: string;
dividendDate?: number;
displayName?: string;
trailingPE?: number;
prevName?: string;
nameChangeDate?: number;
ipoExpectedDate?: number;
dividendYield?: number;
dividendRate?: number;
yieldTTM?: number;
peTTM?: number;
annualReturnNavY3?: number;
annualReturnNavY5?: number;
ytdReturn?: number;
trailingThreeMonthReturns?: number;
netAssets?: number;
netExpenseRatio?: number;
hasPrePostMarketData?: boolean;
corporateActions?: unknown[];
earningsCallTimestampStart?: Date;
earningsCallTimestampEnd?: Date;
isEarningsDateEstimate?: boolean;
preMarketChange?: number;
preMarketChangePercent?: number;
preMarketTime?: Date;
preMarketPrice?: number;
}
/**
* Predefined stock screener modules for common screening strategies.
*/
export type PredefinedScreenerModules = "aggressive_small_caps" | "conservative_foreign_funds" | "day_gainers" | "day_losers" | "growth_technology_stocks" | "high_yield_bond" | "most_actives" | "most_shorted_stocks" | "portfolio_anchors" | "small_cap_gainers" | "solid_large_growth_funds" | "solid_midcap_growth_funds" | "top_mutual_funds" | "undervalued_growth_stocks" | "undervalued_large_caps";
export interface ScreenerOptions {
lang?: string;
region?: string;
scrIds: PredefinedScreenerModules;
count?: number;
}
/**
* Advanced stock screening and filtering with predefined strategies (e.g. daily gainers, etc)
*
* **See the {@link [modules/screener] screener module} docs for examples and more.**
* @see {@link [modules/screener] screener module} docs for examples and more.
*/
export default function screener(this: ModuleThis, scrIdOrOverrides: PredefinedScreenerModules | ScreenerOptions, queryOptionsOverrides?: ScreenerOptions, moduleOptions?: ModuleOptionsWithValidateTrue): Promise<ScreenerResult>;
/**
* Advanced stock screening and filtering with predefined strategies (e.g. daily gainers, etc)
*
* **See the {@link [modules/screener] screener module} docs for examples and more.**
* @see {@link [modules/screener] screener module} docs for examples and more.
*/
export default function screener(this: ModuleThis, scrIdOrOverrides: PredefinedScreenerModules | ScreenerOptions, queryOptionsOverrides?: ScreenerOptions, moduleOptions?: ModuleOptionsWithValidateFalse): Promise<unknown>;
export {};
//# sourceMappingURL=screener.d.ts.map