Screening Filters
market_cap_category: ['small', 'mid']
- Purpose: Focus on small- and mid-cap stocks.
- Rationale: If the goal is to find stocks with price-growth characteristics similar to STECON, size matters because these companies often have more room to grow than large-cap stocks. Small and mid caps also tend to show stronger price momentum when investor interest builds, which makes them more likely to resemble a growth-oriented name like STECON.
moving_average_relationship: ['PriceAboveMA20', 'PriceAboveMA200']
- Purpose: Select stocks trading above both their short-term and long-term moving averages.
- Rationale: This is a classic technical screen for strength and trend confirmation.
- PriceAboveMA20 suggests near-term momentum is positive.
- PriceAboveMA200 suggests the stock is in a broader uptrend, not just a short-lived bounce.
Together, these help identify stocks that are already exhibiting the kind of upward price behavior associated with growth names.
rsi_category: ['moderate']
- Purpose: Avoid overly weak or overextended stocks by targeting a balanced momentum zone.
- Rationale: A moderate RSI indicates the stock has upward momentum without being extremely overbought. That fits the idea of “price-growth characteristics” because it filters for names that are gaining strength but still may have room to continue rising.
month_price_change_pct: {'min': '0'}
- Purpose: Require positive price performance over the last month.
- Rationale: This captures short-term price appreciation, which is a key feature of stocks that are actively trending upward. It helps find stocks with recent momentum similar to a stock that has been climbing.
quarter_price_change_pct: {'min': '0'}
- Purpose: Require positive performance over the last quarter.
- Rationale: This extends the momentum check beyond the short term and confirms the stock has been gaining over a more meaningful period. A positive quarterly return helps ensure the screen is finding sustained growth behavior rather than a brief spike.
Why Results Match:
- The filters work together to find stocks with both trend and momentum, which is the most direct way to identify names with price-growth characteristics.
- Small/mid-cap selection increases the likelihood of finding stocks with higher growth potential, similar to STECON.
- Moving averages and RSI confirm the stocks are technically strong but not excessively stretched.
- Positive monthly and quarterly returns ensure the screen captures stocks that are already demonstrating upward price action over multiple timeframes.
In short, this screen is designed to find smaller growth-oriented stocks that are in confirmed uptrends and showing sustained positive momentum, which makes them good candidates for being similar to STECON in price behavior.
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.