Translate an idea into a screen
Combine market, company, trading, risk, and income characteristics in plain language instead of configuring each filter manually.
Finance Agent capability
Screen Stocks, ETFs, and Funds with AI
Pineify Finance Agent can turn a plain-language investment idea into a focused list of stocks, ETFs, or funds, then help you compare the matches by market, company, price, size, trading activity, risk, or income characteristics.
Opens Finance Agent with a NASDAQ technology-stock screening question ready to send.
Finance Agent in actionAI Asset Screener
Natural-language asset screening
Start with the characteristics that matter to your research
A broad market can contain thousands of securities. Finance Agent lets you describe the universe and characteristics you care about in one question, whether you are looking for large technology companies, liquid dividend stocks, lower-beta candidates, or exchange-traded funds.
The result keeps the matching assets in a comparable table and makes key financial columns sortable. That gives you a manageable starting set without treating the screen itself as an investment conclusion.
Use cases
Ways to use the AI asset screener
Compare a focused candidate set
Review matching symbols side by side and sort the available figures to see how the candidates differ before choosing what to study.
Continue into deeper research
Use the shortlist as a starting point for company profiles, financial statements, valuation, filings, earnings, or current-news research in Finance Agent.
Prompt examples
Screening questions you can ask Finance Agent
“Screen for actively traded U.S. Technology stocks on NASDAQ with market cap above $100 billion, price below $500, and daily volume above 5 million. Show the matches and sort them by market cap.”“Find actively traded U.S. healthcare stocks on the NYSE with market cap above $10 billion, beta below 1.2, and a positive annual dividend.”“Find exchange-traded funds on AMEX priced below $100 with daily trading volume above 1 million, then compare the most liquid matches.”
FAQ
Questions about AI asset screening
It can help you narrow stocks, ETFs, or funds by characteristics such as market, sector, industry, country, company size, price, trading volume, beta, dividends, and active-trading status when matching source data is available.
Yes. You can describe the type of assets and characteristics you care about in a normal research question, and Finance Agent can use those conditions to find a focused set of matches.
The screening result presents available company and market figures in a table. You can sort key columns such as market capitalization, price, volume, or beta to inspect the candidate set from different angles.
No. A match only means the available data met the requested conditions. It does not establish quality, value, expected return, risk tolerance, or suitability.
It may fall outside one of the requested conditions, have a missing data field, use a different market classification, no longer be actively trading, or be absent from the connected source coverage.
No. It is a research tool for narrowing and comparing a market universe. Verify the underlying data and complete your own due diligence before making an investment decision.
Turn a broad market idea into a research shortlist
Describe the assets you want to find, review the matches, and continue with company, valuation, filing, earnings, or news research.
Open Finance AgentFor informational and research use only. No output is investment advice or a guarantee of future performance.