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docs: update screener docs for AI endpoints and new filter/rank features#1036

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hogan-yuan merged 8 commits into
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feat/screener-ai-endpoints
May 23, 2026
Merged

docs: update screener docs for AI endpoints and new filter/rank features#1036
hogan-yuan merged 8 commits into
mainfrom
feat/screener-ai-endpoints

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Summary

  • CLI screener (3 locales, cli/quant/screener.md): replaced quant-scripting content with new screener subcommand reference — strategies (removed --all, added --market US|HK|CN|SG), run <ID> (pagination with --page/--count, prevchg desc default, flat items[] JSON with numeric values), new filter ad-hoc command, and indicators (flat array JSON, filter_ prefix stripped, tech_values field)
  • rank (3 locales, market/status/rank_list.md): documented that ib_ prefix is optional in --key and is stripped from listing output
  • SDK screener docs (3 locales each): updated endpoint paths to /v1/quote/ai/screener/..., added market parameter to screener_recommend_strategies and screener_user_strategies, noted path-param URL for screener_strategy, normalized response examples for screener_search (items[], numeric values) and screener_indicators (flat array, no filter_ prefix)

Test plan

  • Verify screener strategies --market HK example renders correctly in all 3 locales
  • Verify screener filter section appears as a new sub-section in CLI docs
  • Verify screener run JSON output example shows items[] with numeric values
  • Verify rank_list docs show ib_ prefix note in all 3 locales
  • Verify SDK endpoint paths updated in all 6 screener SDK doc files (3 locales x 2 strategy endpoints)
  • Verify screener_indicators response example is a flat array

🤖 Generated with Claude Code

hogan-yuan and others added 2 commits May 22, 2026 19:40
- CLI screener.md (3 locales): replace quant-scripting content with new
  screener subcommand docs covering strategies (--market flag, --all removed),
  run <ID> (--page/--count pagination, prevchg desc default, flat items[]
  JSON with numeric values), new filter ad-hoc command, and indicators
  (flat array JSON output, filter_ prefix stripped)
- rank_list.md (3 locales): document ib_ prefix being optional in --key
  and stripped from listing output
- screener_recommend_strategies.md (3 locales): add market parameter,
  update endpoint to /v1/quote/ai/screener/strategies/recommend
- screener_user_strategies.md (3 locales): add market parameter,
  update endpoint to /v1/quote/ai/screener/strategies/mine
- screener_strategy.md (3 locales): note path-param endpoint
  /v1/quote/ai/screener/strategy/{id}
- screener_search.md (3 locales): update endpoint to
  /v1/quote/ai/screener/search, normalize response example to items[]
  with numeric values
- screener_indicators.md (3 locales): update endpoint to
  /v1/quote/ai/screener/indicators, flatten response to array with
  tech_values field and no filter_ prefix

Co-Authored-By: Claude Sonnet 4.6 (1M context) <noreply@anthropic.com>
…screener, rank; update short-positions and shareholder

- short-positions: add HK support and --trades flag (all 3 locales)
- shareholder: add --top and --object-id flags (all 3 locales)
- short-trades: new command — daily short sale volume for US and HK
- compare: new command — cross-stock valuation comparison in fundamentals
- top-movers: new command — volatility-based movers with news context
- screener: new command — stock screener with strategies and custom filters
- rank: new command — LB popularity rankings with composite heat score

Co-Authored-By: Claude Sonnet 4.6 (1M context) <noreply@anthropic.com>
hogan-yuan and others added 6 commits May 22, 2026 19:49
CLI docs (rank, top-movers, short-trades, screener):
- rank: fix basic usage output to table format; fix rank list columns
  (rank/price/chg%/pre_post); fix --key JSON to actual raw API format
  with counter_id, last_done, inflow; note both hot_all-us and
  ib_hot_all-us are accepted
- top-movers: fix output format to plain table (time/symbol/change%/
  reason/tags); remove incorrect "default market US"; fix JSON to raw
  API format with events[].stock nested structure
- short-trades: fix column names (nas_short/ny_short/total_vol); fix
  JSON to raw API format with counter_id, nus_amount, timestamp fields
- screener: fix screener run JSON (add market field); note filter_
  prefix in indicator keys

SDK docs (screener_*):
- screener_recommend_strategies: fix Go market param; fix response key
  screeners→strategys; update schema to flat {id,name,type,market}
- screener_user_strategies: same fixes as recommend_strategies
- screener_strategy: fix non-existent CLI command (--id→run ID); fix
  response to new AI endpoint shape {filter.filters[{key,min,max}]}
- screener_search: fix page to 0-based; add conditions/show params;
  fix Go/Rust/Java signatures; add market field to response schema
- screener_indicators: clarify SDK returns grouped structure, CLI
  flattens to array; update response example accordingly

Co-Authored-By: Claude Sonnet 4.6 (1M context) <noreply@anthropic.com>
Co-Authored-By: Claude Sonnet 4.6 (1M context) <noreply@anthropic.com>
Co-Authored-By: Claude Sonnet 4.6 (1M context) <noreply@anthropic.com>
Co-Authored-By: Claude Sonnet 4.6 (1M context) <noreply@anthropic.com>
Co-Authored-By: Claude Sonnet 4.6 (1M context) <noreply@anthropic.com>
@hogan-yuan hogan-yuan marked this pull request as ready for review May 23, 2026 10:44
@hogan-yuan hogan-yuan merged commit 147b6df into main May 23, 2026
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@hogan-yuan hogan-yuan deleted the feat/screener-ai-endpoints branch May 23, 2026 10:45
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