Screening Filters
moving_average_relationship: PriceAboveMA200
- Purpose: Select stocks whose current price is above their 200‑day moving average.
- Rationale:
- The 200‑day MA is a standard gauge of long‑term trend.
- Price above the 200‑day line usually means the stock is in a longer‑term uptrend rather than a downtrend or base.
- For the question “What assets should I consider buying?”, this steers you toward names with positive price momentum instead of trying to catch falling knives.
is_index_component: GSPC (S&P 500)
- Purpose: Limit the universe to stocks that are constituents of the S&P 500 index.
- Rationale:
- S&P 500 companies are generally larger, more established, more liquid, and better‑covered than small caps or microcaps.
- This aligns with a broad “what should I buy?” question by focusing on core, higher‑quality equity exposures rather than speculative fringe names.
- It also increases the chance that any result is investable at size and available on mainstream brokers.
list_exchange: XNYS, XNAS, XASE (NYSE, NASDAQ, AMEX)
- Purpose: Ensure results are listed on major U.S. exchanges.
- Rationale:
- Confirms you’re looking at liquid, regulated U.S. markets—no OTC, pink sheets, or foreign exchanges.
- For a general “what to buy” inquiry, this keeps the list to widely accessible assets, complementing the S&P 500 filter.
revenue_5yr_cagr: min 8
- Purpose: Require at least 8% compound annual revenue growth over the last 5 years.
- Rationale:
- Targets companies that are actually growing their business, not just stagnating or shrinking.
- 8%+ over five years is a solid growth profile for large caps, suggesting the underlying business has momentum, not just the stock price.
- This matches an investor looking for assets with a reasonable fundamental growth tailwind, not just technical setups.
pe_ttm: min 10, max 30
- Purpose: Filter for stocks trading at a “reasonable” valuation range on trailing earnings.
- Rationale:
- Lower bound (10): Excludes ultra‑low P/Es that can indicate distressed, cyclical, or one‑off situations (potential value traps) rather than healthy companies.
- Upper bound (30): Excludes the most expensive, hyper‑growth or hype‑driven names where you’re paying a very high multiple for future expectations.
- This seeks a balance between quality/growth and valuation discipline—sensible for someone asking what to consider buying rather than pure speculation.
Why Results Match Your Question
You asked broadly what financial assets you should consider buying. These filters narrow that down to:
- Large, established U.S. companies (S&P 500 on major exchanges),
- With proven business growth (5‑year revenue CAGR ≥ 8%),
- Trading at moderate valuations (P/E 10–30, avoiding extremes),
- In a confirmed long‑term uptrend (price above 200‑day MA).
In combination, they’re designed to surface stocks that are:
- Fundamentally solid (growing revenues),
- Not obviously over- or under-valued to an extreme,
- Technically strong (uptrend rather than downtrend),
- And easy to trade in size and access via standard brokers.
So the screen doesn’t try to “guess the next ETH,” but instead gives you a curated list of higher‑probability, relatively high‑quality equity candidates that are reasonable to consider as buy ideas.
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.