Add health care sector to previous queries

Screening Filters

1. Market Cap ≥ $2B ('market_cap': {'min': '2000000000'})

   • Purpose: Focus on mid- and large-cap companies.
   • Rationale: You didn’t specify size, but larger companies tend to have:
     • Better liquidity (tighter spreads, easier to trade).
     • More analyst coverage, making consensus ratings and price targets more meaningful.
     • Lower idiosyncratic risk than micro/small caps.
       This supports your goal of using analyst 1-year price projections in a more reliable way.

2. Sector Filter ('sector': ['Energy', 'Basic Materials', 'Industrials', 'Technology', 'Healthcare'])

   • Purpose: Restrict results to your desired sectors, now including Healthcare.
   • Rationale:
     • Your original request: equal amounts from Energy, Materials, Industrials, Technology.
     • Your follow-up: “Add the healthcare sector to the previous stock screening criteria.”
       The screener now includes Healthcare alongside the original four, so the sector universe fully matches your updated instruction.
       Note: The screener does not automatically enforce equal counts per sector; it just limits the universe to these sectors. Equal allocation would be done after selecting names.

3. Index Membership ('is_index_component': ['GSPC', 'NDX'])

   • Purpose: Limit results to stocks in the S&P 500 (GSPC) or Nasdaq 100 (NDX).
   • Rationale:
     • These indices contain large, liquid, widely followed companies.
     • Analyst estimates and target prices are generally more robust for these names, which is important when you’re explicitly relying on analyst price projections.
     • This is a quality/liquidity screen added by the system to improve practicality, even though you didn’t explicitly ask for it.

4. Analyst Consensus Rating ('analyst_consensus': ['Strong Buy', 'Moderate Buy'])

   • Purpose: Keep only stocks that analysts are broadly positive on.
   • Rationale:
     • Your goal is to identify stocks where analysts see significant upside over the next year.
     • Requiring Strong Buy or Moderate Buy filters out names with Neutral/Hold/Sell consensus, focusing on companies with:
       • Positive fundamental or growth outlooks according to the analyst community.
       • A higher likelihood (though never guaranteed) of achieving their target price ranges.

5. Upside vs. Current Price ('target_price_upside_potential': ['MoreAbovePrice'])

   • Purpose: Select stocks where the consensus target price is above the current price.
   • Rationale:
     • You asked for “price projections between 30% & 50% in 1 year.” Our system does not support directly filtering by an exact upside range (e.g., 30–50%) as a numeric percentage.
     • Instead, the closest available filter is “MoreAbovePrice”, which ensures:
       • The target price is meaningfully above the current price (positive upside), aligning with your desire for sizeable upside.
     • Analysts’ target prices are typically on a 12-month (1-year) horizon, so this generally aligns with your specified timeframe.

   Limitation vs. Your Request:

   • We cannot:
     • Precisely limit upside to 30–50%.
   • What this means:
     • Some selected stocks may have upside less than 30% or greater than 50%.
     • However, they will all have positive upside based on analyst targets, which is directionally consistent with your request for substantial 1-year upside.

6. Pagination / Number of Stocks ('pagination': {'page': 1, 'size': 20})

   • Purpose: Limit the result set to no more than 20 stocks.
   • Rationale:
     • This directly matches your “no more than 20 stocks” requirement.
     • The screener does not enforce exact equal counts per sector, but with 20 names and 5 sectors, you can later allocate ~4 per sector manually if the output allows.

7. Sort by Market Cap ('sort': [{'field': 'market_cap', 'order': 'desc'}])

   • Purpose: Rank larger companies first.
   • Rationale:
     • Puts the most liquid, widely analyzed companies at the top of the list.
     • This is helpful when you need to choose a subset (e.g., 4 per sector) from the screened results.

Why the Results Match Your Updated Request

• Sectors: Now includes Energy, Basic Materials (Materials), Industrials, Technology, and Healthcare, exactly as you requested after the update.
• Count Limit: Capped at 20 stocks, matching your original “no more than 20” constraint.
• Analyst Upside & Timeframe:
  • We approximate your 30–50% 1-year upside requirement by:
    • Using analyst target prices (generally 12-month horizon).
    • Requiring target_price_upside_potential = MoreAbovePrice, which ensures positive upside.
  • The platform does not support an explicit 30–50% numeric range filter, so this is the closest practical implementation.
• Quality & Liquidity: By adding:
  • Market cap ≥ $2B, and
  • S&P 500 / Nasdaq 100 membership,
    the screen focuses on liquid, well-covered names where analyst consensus and target prices are more reliable—important when your strategy is explicitly built around analyst projections.

In short, the filters align with your updated sector and stock-count constraints and use the best available tools (analyst ratings and target-price upside) to approximate your desired 30–50% 1-year upside, despite the system’s lack of a precise numeric upside filter.