Screening Filters
market_cap: min 10,000,000,000 (≥ $10B, Large Caps)
- Purpose: Limit results to larger, more established U.S. companies.
- Rationale:
- Large-cap stocks tend to have more stable price behavior and better institutional coverage, making trend analysis more reliable.
- When looking for “bullish trends,” you usually want to avoid tiny, illiquid names where price spikes may be random or easily manipulated.
- This keeps the list focused on major companies where a bullish trend is more likely to reflect real business or sentiment shifts.
monthly_average_dollar_volume: min 2,000,000 (≥ $2M traded per month)
- Purpose: Ensure stocks are reasonably liquid.
- Rationale:
- A bullish trend in a thinly traded stock can be misleading because a few small trades can move the price dramatically.
- By requiring at least $2M in average monthly dollar volume, the filter targets stocks where price moves are supported by meaningful trading activity, making the uptrend more credible and tradable.
moving_average_relationship: PriceAboveMA200 (Price above 200-day moving average)
- Purpose: Identify stocks in a long-term uptrend.
- Rationale:
- A classic technical definition of a bullish trend is when the current price is above a long-term moving average, especially the 200-day MA.
- This condition suggests the stock has been trending higher over an extended period, not just in a short, noisy bounce.
- It directly aligns with your request for stocks “currently in a bullish trend.”
quarter_price_change_pct: min 50 (Price up at least +50% over the last quarter)
- Purpose: Focus on stocks with strong recent upward momentum.
- Rationale:
- A gain of ≥50% over the last 3 months is a strong sign of bullish momentum.
- This goes beyond just being “above the 200-day MA” and ensures the stock hasn’t just drifted up slowly, but has shown powerful recent buying interest.
- Combining this with the 200-day MA requirement helps capture both long-term trend and strong recent performance.
list_exchange: ['XNYS', 'XNAS', 'XASE'] (NYSE, NASDAQ, NYSE American)
- Purpose: Restrict to major U.S. stock exchanges.
- Rationale:
- Your question is specifically about the U.S. stock market, so this filter ensures all results are U.S.-listed equities.
- These exchanges have stricter listing standards, better transparency, and more robust liquidity than many OTC or foreign markets, which supports more reliable trend analysis.
Why Results Match Your Request
- The PriceAboveMA200 filter directly targets stocks that are in a long-term bullish trend by a widely accepted technical standard.
- The +50% quarterly price change filter further narrows the list to names showing strong recent bullish momentum, not just mild upward drift.
- The market cap and liquidity filters ensure these trends are in significant, actively traded U.S. companies, making the bullish signals more meaningful and tradable.
- The U.S. exchange filter ensures all results are within the U.S. stock market, matching the geographic scope of your question.
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.