new-investment-screenerlisted

# New Investment Screener Read-only. `reference/READ-ONLY-POLICY.md` (hard rule) and `reference/RESEARCH-STANDARDS.md` (peer framework, mandatory news on finalists, disclosure) apply. Steps below name capabilities — resolve each against `reference/BROKER-CAPABILITIES.md` for the broker(s) in `BROKERS.md`. The fundamentals/technical screeners and market movers are Groww-only; if Groww isn't active, say so and build the starting universe from `WebSearch` instead of dropping the screen. ## Steps 1. **Clarify the brief** if it's vague: theme/sector, criteria (value/growth/quality/dividend/momentum), instrument type, and roughly how much they're deploying. State the criteria **numerically** before screening ("P/E < 20, ROE > 15%, 3Y revenue CAGR > 12%" — not "reasonably valued growth") so the screen and the shortlist can both be checked against the same bar. Don't screen blind. 2. **Check what would actually help.** Equity holdings capability (every active broker) plus `PORTFOLIO-PLAN.md`'s target allocation and fund list (Groww returns no fund data; INDmoney's holdings/net-worth capability may, if active — unverified) — is there a real underweight this screen should target, or is the user exploring? 3. **Screen.** Fundamentals-screener capability against the stated criteria; symbol search / market-movers capability for an open-ended starting universe. Technical setups (breakouts, momentum, oversold) can't be screened for — Groww's technica