Diamond Picks
Stock Screening Intelligence

An autonomous AI platform that screens Indian equities daily using parallel agent signals, a 6-gate fundamental filter, and Claude AI-generated investment memos.

3

Parallel AI Agents

6

Evaluation Gates

20+

Memo Sections

10

Core Use Cases

Diamond Picks
Data
Ingestion
Signal
Engine
Diamond
Filter
AI
Memos
Operations
Console
Security &
Multi-Tenancy

Smart Data Ingestion

Upload 52-week high files via web UI or API, or auto-fetch from BSE India. Fundamentals and news pulled from Screener.in, Yahoo Finance, and BSE feeds.

CSV / Excel / PDF BSE API sync Deduplication Parse validation

3-Agent Signal Engine

Three parallel AI agents evaluate price proximity, revenue growth, and news sentiment simultaneously with weighted confidence scoring per ticker.

PriceScannerAgent ResultsAnalyzerAgent AnnouncementsTrackerAgent

6-Gate Diamond Filter

Every stock passes through six configurable evaluation gates: PE ratio, market cap, sales growth, sentiment, management quality, and negative news ratio.

PE <= threshold Small-cap focus YoY growth check

AI Investment Memos

Claude AI generates comprehensive investment memos with 20+ sections per stock covering thesis, fundamentals, risk, and valuation. Export as PDF, DOCX, or ODT.

Claude AI powered 20+ sections PDF / DOCX / ODT

Operations Console

Live SSE-streamed pipeline monitoring, one-click runs, KPI dashboard, upload triggers, and full run history. Edit all thresholds from UI - no code changes.

SSE streaming Run history Config UI Source health

Security & Multi-Tenancy

Role-based access: Reader, Writer, Admin. Per-user data isolation for uploads, runs, watchlists, and reports. Login audit logging with full run traceability.

Reader / Writer / Admin Audit logs Data isolation /health endpoint

Each agent runs independently and contributes a weighted confidence score to the final merged signal.

Price Scanner Agent

52-week high proximity. Default threshold >= 95%.

Results Analyzer Agent

YoY revenue & PAT growth. Quarterly results analysis.

Announcements Tracker Agent

News quality & sentiment. BSE / Yahoo News feeds.

Per-stock outcome: SELECTEDREJECTEDSKIPPED

Gate 1

PE Ratio

<= configurable threshold

Gate 2

Market Cap

Small-cap focus filter

Gate 3

Sales Growth

>= minimum YoY %

Gate 4

News Sentiment

Positive score >= threshold

Gate 5

Management Quality

Score >= minimum

Gate 6

Negative News Ratio

<= capped threshold

Ten distinct workflows covering analysts, schedulers, admins, and readers - from daily screening to disaster recovery.

Use Case 01 - Writer

Daily Stock Screening

Upload 52-week high CSV -> trigger pipeline -> view Diamond Watchlist with picks instantly.

Use Case 02 - Scheduler

Automated Unattended Run

System fetches external data at configured time, runs all agents, generates picks automatically.

Use Case 03 - Reader

Research a Specific Stock

Open Diamond Report to read Claude AI-generated investment memo covering thesis, fundamentals and risk.

Use Case 04 - Admin

Adjust Strategy Parameters

Change PE cap, growth thresholds, or sentiment weights from Settings UI - no code changes needed.

Use Case 05 - Writer

Backfill Historical Analysis

Run backfill with a date range to regenerate signals for past periods and validate strategy performance.

Use Case 06 - Any User

Monitor Data Source Health

Check /api/source-health or dashboard tiles for stale, broken, or unavailable data providers.

Use Case 07 - Writer

Export Signals for External Use

Download screened signal outputs as CSV or JSON from the exports API for spreadsheets or downstream tools.

Use Case 08 - Reader

Audit Past Decisions

Browse History page to review which stocks were selected, rejected, or skipped on any prior date.

Use Case 09 - All Users

Multi-User Isolation

Each user uploads their own data and views only their pipeline results, watchlists, and reports.

Use Case 10 - Admin

Disaster Recovery

Admins run backup-db and restore-db CLI commands to snapshot the database or rollback safely.

Cron Scheduler

Configurable hour/minute refresh - runs pipeline unattended on schedule.

Manual Trigger

One-click pipeline run from dashboard UI or REST API call.

Backfill Engine

Historical date range processing to regenerate past signals on demand.

External Sync

Auto or manual trigger to pull fresh data from BSE, Screener, Yahoo.

DB Backup & Restore

CLI-driven snapshot and rollback

CSV / JSON Exports

Signal export via exports API

Dashboard Snapshots

HTML archival of run states

/health Endpoint

System and source health monitoring

Metrics API

/api/metrics for run telemetry

Alerts API

/api/alerts for threshold breaches

Structured Logs

Full run IDs for reproducibility

Config-Driven

No hardcoded business thresholds

Ready to Automate Your
Stock Screening?

See how Diamond Picks can transform your equity research with AI-powered screening and investment memos.

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