Screening Filters
Market Cap Category: ['mega', 'large', 'mid']
- Purpose: Limit results to higher‑capitalization tech stocks so that larger names can be shown first.
- Rationale:
- The user asked: “List the high market cap stocks first from the previously selected tech stocks.”
- In most screeners, “high market cap” corresponds to mid, large, and mega caps. By excluding small and micro caps, we ensure the list is dominated by better‑known, more liquid companies.
- Once this filter is applied, the results can be ordered so that mega > large > mid are shown at the top, which aligns with “high market cap stocks first.”
Year Price Change %: {'max': '-40'}
- Purpose: Keep the performance condition from the previous step—stocks that have dropped by at least 40%.
- Rationale:
- Your earlier request was: “3 years more than 40 porcent decline”.
- Our screener does not have a direct “3‑year performance” field; it only has 1‑year price change (
year_price_change_pct).
- We therefore use 1‑year price change ≤ -40% as a proxy for “more than 40% decline,” preserving the spirit of what you want (severely beaten‑down names), even though it is not exactly a 3‑year metric.
- This means the results are tech stocks that have fallen at least 40% over the last year, not necessarily over the last three years.
Sector: ['Technology', 'Software & IT Services', 'Technology Equipment']
- Purpose: Restrict the universe to technology‑related stocks, as you specified “tech stocks.”
- Rationale:
- “Technology” can be broken into several industry groups. Here we include broad Technology, plus sub‑sectors such as Software & IT Services and Technology Equipment.
- This ensures we are working only with the “previously selected tech stocks” universe you’ve been refining in prior queries.
Listing Exchange: ['XNYS', 'XNAS', 'XASE']
- Purpose: Include only tech stocks listed on the major U.S. exchanges: NYSE (XNYS), Nasdaq (XNAS), and NYSE American/AMEX (XASE).
- Rationale:
- These are the primary U.S. exchanges where most large, liquid tech stocks are traded.
- It filters out OTC and less‑regulated venues, improving data quality and liquidity—especially important when you’re interested in high‑market‑cap names.
Do These Filters Match Your Request?
Why the Results Are Still Useful
- You get a list of U.S.-listed tech stocks,
- With large to mid market caps (so the bigger names appear first),
- That have experienced a sharp ≥40% decline (over the last year),
- Which closely aligns with your goal of seeing high‑market‑cap tech names that have been hit hard, even though the exact “3‑year” metric is not available.
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.