Combining Fundamentals + Technicals in a Single Prompt

Traditional screeners usually make you pick one side — either fundamental filters like profits, debt, and valuation, or technical filters like moving averages and RSI.

But investors know both matter.

A company may have strong fundamentals, yet if the chart is weak, it might not be the right time to buy.

The real strength of AI is that it can bring these worlds together in a single prompt.

Why Combine Them?

• Fundamentals tell you what to buy.
• Technicals tell you when to buy.

On their own, each gives only part of the picture. Together, they make your shortlist sharper and more practical.

Example Prompt

Suppose you ask AI:
“Find mid-cap IT stocks with profit growth above 15% for 3 years, debt-to-equity below 0.5, and trading above their 200-day moving average.”

Here’s what’s happening:

• Profit growth + low debt → checks financial strength.
• Trading above 200-DMA → checks technical strength.
• Mid-cap + IT → focuses the sector.

Result: you get only financially solid companies that are also showing market momentum.

How AI Helps

In a traditional screener, you might need separate steps: first run a fundamental filter, then export the list and run a technical filter. With AI, you just type everything in one line. AI does the merging for you.

This saves time and reduces the chance of missing opportunities.

Tips for Writing Combined Prompts

• Use clear numbers: P/E below 20, ROE above 15%, RSI below 30.
• Keep logic simple: Don’t overload the prompt. Start with 2–3 fundamentals and 1–2 technicals.
• Refine step by step: If the output is too broad, add another condition like “exclude companies with promoter pledges.”

Example

A retail investor may ask:
“Show me banking stocks with NPAs below 2%, consistent dividend payouts, and RSI above 50.”

This way, AI checks both the balance sheet health (low NPAs, steady dividends) and the chart strength (RSI). The result is a shortlist of banks that are strong on paper and active on charts.

The Big Advantage

When fundamentals and technicals work together, your shortlist has:

• Quality companies (fundamental strength)
• Right timing (technical signals)

This combination improves decision-making and reduces the risk of blindly buying into a stock that looks good only on one side.

Final Takeaway

Traditional screeners stop at numbers — they’re quick but one-dimensional.

AI-driven screeners bring a fuller view by combining fundamentals, technicals, and even news in a single prompt.

They don’t replace your judgment, but they give you stronger starting points — practical shortlists that reflect how real investing decisions are made.