Screening Filters
market_cap >= 1B
- Purpose: Focus on established, liquid stocks rather than micro-cap names.
- Rationale: The user wants a good stock to open a new position now. A minimum market cap of $1B helps avoid overly speculative names and improves tradability, stability, and access to reliable analyst coverage.
relative_vol >= 1.5
- Purpose: Find stocks with above-average trading activity.
- Rationale: Higher relative volume suggests strong market interest and confirmation behind the move. For a fresh entry, this helps identify stocks that are actively being accumulated and are more likely to continue moving.
PriceAboveMA20 and PriceAboveMA200
- Purpose: Confirm short-term and long-term uptrends.
- Rationale: Price above the 20-day moving average indicates near-term strength, while price above the 200-day moving average shows the stock is above its long-term trend. Together, these filters help select stocks already in a healthy trend, which is ideal for new long entries.
MACD positive and bullish
- Purpose: Capture momentum confirmation.
- Rationale: A positive, bullish MACD signals that upward momentum is present and strengthening. This is useful when the user is looking for a stock suitable for immediate entry, since momentum stocks often outperform in the near term.
RSI category = moderate
- Purpose: Avoid chasing extremely overbought stocks.
- Rationale: Moderate RSI helps reduce the chance of buying at an extended peak. It aims to balance strength with room for further upside, which is especially important for new entries.
news_driver = Positive
- Purpose: Include stocks with supportive fundamental or event-driven catalysts.
- Rationale: Positive news can trigger price follow-through and help sustain momentum. For a fresh buy idea, catalyst-backed names are generally more attractive than stocks moving without a clear reason.
analyst_consensus = Strong Buy, Moderate Buy
- Purpose: Prioritize stocks with favorable Wall Street sentiment.
- Rationale: Strong or moderate buy ratings suggest analysts generally expect upside based on fundamentals, earnings outlook, or sector positioning. This adds a quality filter to the screen.
analyst_action = Upgrade
- Purpose: Catch stocks where sentiment is improving recently.
- Rationale: Recent upgrades can act as a catalyst and often reflect improving expectations. This makes the screen more relevant for a current entry, not just a long-term watchlist.
Why Results Match:
- The filters combine trend, momentum, liquidity, and catalyst criteria, which is exactly what you want for a stock to open right now.
- They avoid weak, illiquid, or technically broken stocks and instead surface names that are already moving upward with support from volume and news.
- The analyst filters add a fundamental and sentiment overlay, helping ensure the stock is not only technically strong but also backed by improving expectations.
- The moderate RSI requirement helps avoid overextended names, improving the chance that the selected stock still has room to run.
Bottom line: these filters are appropriate because they are designed to find tradable, trending, positively supported stocks with enough momentum and analyst backing to justify a new entry today.
This list is generated based on data from one or more third party data providers. It is provided for informational purposes only by Intellectia.AI, and is not investment advice or a recommendation. Intellectia does not make any warranty or guarantee relating to the accuracy, timeliness or completeness of any third-party information, and the provision of this information does not constitute a recommendation.