Screening Filters
Price max = 400
- Purpose: Keep results within the user’s budget range.
- Rationale: Since the user asked what to invest in with $400, this filter ensures the stocks returned are affordable and realistically purchasable within that amount. It also avoids showing very expensive shares that would be inaccessible or require fractional-share assumptions.
Volume min = 500,000
- Purpose: Focus on liquid stocks with active trading.
- Rationale: Higher trading volume generally means easier entry and exit, tighter bid-ask spreads, and less price distortion. That matters for a small account because the user likely wants something practical to buy now, not a thinly traded stock that could be hard to trade efficiently.
Beta = LowRisk or ModerateRisk
- Purpose: Screen for stocks with lower volatility.
- Rationale: With only $400, many investors want to avoid extremely volatile names that could swing sharply. This filter tilts the list toward stocks that may be more suitable for a cautious or balanced investment approach rather than highly speculative trades.
Price above 20-day moving average
- Purpose: Identify stocks with positive short-term price momentum.
- Rationale: A stock trading above its 20-day moving average is often viewed as being in a near-term uptrend or at least showing relative strength. This helps surface stocks that are currently trending better than the broader market, which can be useful when asking what to buy “right now.”
Free cash flow TTM min = 0
- Purpose: Prefer companies generating positive cash flow.
- Rationale: Positive free cash flow indicates the business is producing cash after operating and capital expenses. That’s often a sign of financial health and gives companies more flexibility to reinvest, reduce debt, or return capital to shareholders.
Revenue TTM min = 0
- Purpose: Exclude companies with no recent sales.
- Rationale: This removes firms that may still be pre-revenue or distressed. For a practical investment screen, especially with a limited budget, it helps focus on businesses that are actually generating revenue.
Quarter revenue YoY growth min = 0
- Purpose: Require at least non-negative year-over-year revenue growth.
- Rationale: This helps avoid companies whose top line is shrinking. Even if growth is modest, positive or stable revenue trends suggest the business is not deteriorating and may have better near-term prospects.
Analyst consensus = Strong Buy or Moderate Buy
- Purpose: Incorporate Wall Street’s favorable outlook.
- Rationale: Analyst ratings can help identify stocks that have supportive forward expectations based on earnings, fundamentals, and industry trends. This adds a forward-looking filter to complement the current financial and momentum screens.
Why Results Match:
- The screen fits the user’s $400 budget by limiting prices to affordable stocks.
- It emphasizes liquid, tradable names that are practical to buy now.
- It tilts toward lower-risk, financially healthier companies rather than speculative plays.
- It combines momentum with fundamental strength, which can be useful when deciding what to invest in right now.
- The analyst rating filter adds an extra layer of confirmation for stocks that have positive market sentiment and institutional support.
Overall, these filters aim to find stocks that are affordable, reasonably liquid, financially sound, and currently showing favorable momentum and analyst sentiment—a sensible match for someone asking what to invest in with $400.
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.