US Large cap stocks in a bullish setup

Screening Filters

1. market_cap_category = large

   • Purpose: Limits the screen to US large-cap stocks.
   • Rationale: The user specifically asked for US large-cap stocks, so this filter ensures the results match the desired company size and typically focus on more established, liquid names.

2. moving_average_relationship = PriceAboveMA20, PriceAboveMA200, PriceCrossAboveMA20, PriceCrossAboveMA200

   • Purpose: Identifies stocks with a bullish price trend and recent momentum.
   • Rationale: A stock trading above its 20-day and 200-day moving averages is generally considered technically strong, with both short-term and long-term bullish alignment. The cross above conditions help capture stocks that have recently turned bullish, which is often what “bullish setup” implies in technical analysis.

3. rsi_category = moderate

   • Purpose: Filters for stocks with neither extreme overbought nor very weak momentum.
   • Rationale: A moderate RSI suggests the stock has positive momentum but is not excessively extended. This is useful for a bullish setup because it helps avoid names that may already be overbought and more vulnerable to pullbacks.

4. month_price_change_pct >= 0

   • Purpose: Keeps stocks with non-negative performance over the past month.
   • Rationale: This supports the bullish theme by favoring stocks that are at least holding steady or moving higher recently. It adds a short-term performance check to complement the moving-average trend filters.

Why Results Match:

• The screen targets US large-cap stocks specifically, matching the user’s market-cap requirement.
• The moving-average filters look for uptrends and recent bullish breakouts/crossovers, which are classic signals of a bullish technical setup.
• The moderate RSI filter helps find stocks with healthy momentum without being too stretched.
• The monthly price change filter ensures the stocks have had at least positive recent price action, reinforcing the bullish bias.

Together, these filters are designed to surface large-cap US stocks that are technically constructive, trending upward, and not overly extended.