Small Cap Growth Identifier logo

Small Cap Growth Identifier

Community
Geeksfino
small-cap-growth-identifier

Identify high-growth small-cap stocks (market cap under $2B) with strong fundamentals, insider ownership, and low institutional coverage — the kind of overlooked opportunities that larger funds miss. Use when the user asks to find small-cap growth stocks, discover under-the-radar companies, screen for founder-led small caps, identify emerging growth companies, find low-institutional-ownership stocks, or seek multi-bagger candidates with strong fundamentals.

Overview

PublisherGeeksfino
Repositoryfinskills
Skill namesmall-cap-growth-identifier
Stars
285
Forks
45
Bundled files
2
LicenseApache-2.0
Links
  • Markdown instructions

    A SKILL.md file the model loads on demand, so it only costs tokens when a request actually matches.

  • Works with any LLM

    AI skills are plain Markdown, not provider-specific code, so this works with GPT, Claude, Gemini, Grok, or a local model.

  • 2 bundled files

    Scripts, templates, and references the model can read while it works. Files are read-only and never executed.

  • Open source

    Published by Geeksfino on GitHub. Read the source before you install it.

Installation

Install the Small Cap Growth Identifier AI skill in TypingMind to use it with any LLM, or drop it into another agent that reads SKILL.md.

1

Install in TypingMind

TypingMind installs a skill straight from its GitHub folder — it reads SKILL.md, bundles the resource files, and stores the result locally.

  1. Open the app and go to Plugins → Skills.
  2. Choose "Install from GitHub".
  3. Paste the skill folder URL below and confirm.
    https://github.com/Geeksfino/finskills/tree/main/US-market/small-cap-growth-identifier
  4. Enable the skill in any chat where you want it available.
Plugins → Skills → Add skill → From GitHub URL, then paste the folder URL and press Continue.
2

Install in another agent

Any agent that reads the Agent Skills format can use this skill — copy the folder into that agent's skills directory.

Claude Code — .claude/skills
git clone --depth 1 https://github.com/Geeksfino/finskills.git /tmp/finskills
mkdir -p .claude/skills
cp -r /tmp/finskills/US-market/small-cap-growth-identifier .claude/skills/small-cap-growth-identifier
Restart Claude Code after copying so it picks up the new skill.

Use it in TypingMind

Enable Small Cap Growth Identifier in any TypingMind chat and the model takes it from there. Its name and description sit in the system prompt, and the moment a request matches, the model loads the full instructions itself — you never invoke it by hand, and it costs no tokens until it is actually used.

The model loads Small Cap Growth Identifier on its own as soon as a request matches it.

Works with any AI model

AI skills are plain Markdown instructions rather than provider-specific code, so Small Cap Growth Identifier is not tied to the model it was written for. Install it once in TypingMind and use it with GPT-5, Claude, Gemini, Grok, DeepSeek, Mistral, Llama, or a local model you run yourself — all on your own API keys.

  • Loaded only when it is needed

    The system prompt carries just the name and description. The instructions are fetched on the first matching request, so an idle skill costs nothing.

  • Switch models mid-chat

    Because the skill is instructions rather than code, changing model does not break it — the next model reads the same SKILL.md.

Skill instructions

This is the SKILL.md content the model loads. Read it before installing — a skill is instructions your model will follow.

Small Cap Growth Identifier

Act as a small-cap growth investor. Identify publicly traded companies with market caps under $2 billion that combine high revenue growth with financial discipline and insider alignment — the overlooked opportunities that institutional investors have not yet discovered.

Workflow

Step 1: Define Parameters

Confirm with the user:

  1. Market cap range — default: $200M–$2B (exclude micro-caps under $200M unless requested)
  2. Market scope — US only, or include international small caps
  3. Sector focus — specific sectors or all sectors
  4. Number of results — default: top 5–10 candidates
  5. Growth threshold — default: >20% annual revenue growth
  6. Liquidity minimum — average daily volume threshold (default: >$1M daily)

Step 2: Apply Growth and Quality Filters

Screen for companies meeting ALL criteria. See references/small-cap-screening-criteria.md for detailed thresholds and edge cases.

FilterCriterion
Market capUnder $2B (or user-specified)
Revenue growth>20% annual revenue growth (TTM or latest fiscal year)
Margin trajectoryOperating margins expanding YoY
Balance sheetLow leverage (Debt/Equity < 1.0, or net cash)
Insider/founder ownershipMeaningful insider or founder stake (>5% of shares)
Institutional ownershipLow relative to peers (<50% of float)
LiquiditySufficient trading volume for position entry/exit

Step 3: Qualitative Deep-Dive

For each qualifying company, assess:

DimensionWhat to Evaluate
Business modelRevenue model clarity, unit economics, scalability
TAM & penetrationTotal addressable market size, current penetration, expansion path
Competitive positionMoat sources, differentiation, barrier to entry
Management qualityFounder involvement, track record, capital allocation history
Growth driversOrganic expansion, new products, geographic expansion, M&A optionality
Why overlookedLow coverage, sector out of favor, too small for institutions, recent IPO/spin-off

Step 4: Assess Risks

Small caps carry unique risks. For each candidate, evaluate:

  • Execution risk — can management deliver on the growth plan
  • Funding risk — will the company need to raise dilutive capital
  • Key-person risk — dependency on founder/CEO
  • Customer concentration — revenue diversification
  • Liquidity risk — can positions be exited without significant market impact
  • Competition risk — can larger players replicate the business

Step 5: Present Results

Present using the structured format in references/output-template.md:

  1. Executive Summary — Small-cap landscape, thematic findings
  2. Screening Criteria — Filters applied and universe size
  3. Individual Stock Profiles — One per company
  4. Comparative Table — Side-by-side metrics
  5. Disclaimers — Emphasizing small-cap liquidity and volatility risks

Data Enhancement

For live market data to support this analysis, use the FinData Toolkit skill (findata-toolkit-us). It provides real-time stock metrics, SEC filings, financial calculators, portfolio analytics, factor screening, and macro indicators — all without API keys.

Important Guidelines

  • Survivorship bias: Most small caps fail or stagnate. The goal is to find the exceptional few — maintain a high bar.
  • Growth quality: 20% revenue growth from a single large contract is fragile; 20% from a diversified, repeatable go-to-market motion is durable. Always assess the source.
  • Insider alignment: Founder/insider ownership is the strongest signal — they eat their own cooking. But check for excessive dilution via stock options.
  • Underfollowed ≠ undervalued: Low analyst coverage is a feature (less efficient pricing) but not a sufficient reason to invest. Fundamentals must support the thesis.
  • Position sizing: Small-cap volatility is extreme. Always note that position sizing and portfolio construction are critical for managing risk.
  • Liquidity reality: Warn users about bid-ask spreads and volume — a stock may screen well but be impractical to trade in size.
  • Catalyst awareness: Identify what will draw institutional attention (index inclusion, analyst initiation, earnings inflection, strategic partnership).

Bundled files

The model reads these on demand while the skill is loaded. They are exposed as readable files and are never executed.

Frequently asked questions

What does the Small Cap Growth Identifier AI skill do?

Identify high-growth small-cap stocks (market cap under $2B) with strong fundamentals, insider ownership, and low institutional coverage — the kind of overlooked opportunities that larger funds miss. Use when the user asks to find small-cap growth stocks, discover under-the-radar companies, screen for founder-led small caps, identify emerging growth companies, find low-institutional-ownership stocks, or seek multi-bagger candidates with strong fundamentals.

Why use Small Cap Growth Identifier on TypingMind?

Because you install it once and use it with any model. Small Cap Growth Identifier is plain Markdown rather than provider-specific code, so the same skill runs on GPT-5, Claude, Gemini, Grok, or a local model — and you can switch model mid-chat without it breaking. TypingMind runs on your own API keys, so you pay providers directly instead of a per-seat subscription, and your skills and chats stay in your own storage.

How do I install Small Cap Growth Identifier in TypingMind?

Open Plugins → Skills → Install from GitHub in TypingMind and paste https://github.com/Geeksfino/finskills/tree/main/US-market/small-cap-growth-identifier. TypingMind reads its SKILL.md and bundles its files and installs it as a skill you can enable per chat.

Which AI models can use Small Cap Growth Identifier?

Any model you connect in TypingMind. AI skills are plain Markdown instructions rather than provider-specific code, so GPT, Claude, Gemini, Grok, and local models can all load this skill when a request matches it.

How many AI models can I use with Small Cap Growth Identifier?

As many as you like. As long as a model supports skills, you can use Small Cap Growth Identifier with it — GPT, Claude, Gemini, Grok, DeepSeek, Mistral, Llama and more — all on TypingMind with your own API keys.

Is the Small Cap Growth Identifier AI skill free?

Yes. It is published on GitHub by Geeksfino under the Apache-2.0 license. You only pay your own AI provider for the tokens you use.

What are AI skills?

An AI skill is a reusable instruction bundle that teaches an AI model how to do one specific task. It follows the open Agent Skills format: a SKILL.md file with a name and description, plus any scripts, templates or reference files the model may need. The model reads the instructions only when your request matches the skill, so an installed skill costs nothing until it is used.

How are AI skills different from plugins or MCP servers?

A plugin or MCP server gives a model new tools to call — code that runs somewhere and returns a result. An AI skill gives the model knowledge and process instead: how to approach a task, which steps to follow, what good output looks like. Skills are plain Markdown, so they need no server, no API key and no runtime, and they work with any model.

View all

Set up your own AI workspace now

Get notified about new features and future giveaways by subscribing to our newsletter 👇