Screening Filters & Rationale
region: ["US"]
- Purpose: Focus solely on U.S.-listed companies to match the user’s interest in the U.S. market.
- Rationale: Keeps the universe consistent in terms of regulation, reporting standards, and market behavior, making any risk signals more comparable.
beta: ["HighRisk"]
- Purpose: Select high-beta stocks that tend to move more sharply than the overall market.
- Rationale: High-beta names are more likely to experience significant downside if sentiment shifts or the market turns.
weekly_average_turnover: {"min": "1000000"}
- Purpose: Include only stocks with at least $1M in average weekly trading value.
- Rationale: Ensures sufficient liquidity so that price signals are meaningful and potential declines are tradable.
rsi_14: {"min": "68"}
- Purpose: Capture stocks that are nearing or in “overbought” territory on a 14-day Relative Strength Index.
- Rationale: Overbought conditions often precede pullbacks as short-term buying pressure becomes exhausted.
list_exchange: ["XNYS", "XNAS", "XASE"]
- Purpose: Limit results to major U.S. exchanges (NYSE, Nasdaq, NYSE American).
- Rationale: Focuses on more transparent, better-regulated listings where technical and fundamental indicators are generally more reliable.
target_price_upside_potential: ["BelowPrice"]
- Purpose: Select stocks trading at or above consensus analyst target prices (negative or minimal upside).
- Rationale: When a stock trades above its target price, it may be considered overvalued, increasing the risk of a downward re-rating.
month_price_change_pct: {"min": "15"}
- Purpose: Filter for stocks that have risen at least 15% over the past month.
- Rationale: Strong recent rallies can indicate overextension, making these names more vulnerable to sharp corrections.
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.