Screening Filters
Market Cap ≥ $20B (market_cap: {'min': '20000000000'})
- Purpose: Restrict the search to large-cap, established companies.
- Rationale:
- When someone asks “What financial assets should I consider buying or selling now?”, a reasonable first step is to focus on more stable, widely followed names rather than small, speculative plays.
- Large-cap companies typically have:
- More predictable earnings
- Better liquidity (easier to enter/exit positions)
- More analyst coverage and public information
- This aligns with building (or adjusting) a core portfolio, which is usually the primary concern when deciding what to buy/sell “now.”
Price Above 200-Day Moving Average (moving_average_relationship: ['PriceAboveMA200'])
- Purpose: Focus on stocks in a medium- to long-term uptrend.
- Rationale:
- The 200-day moving average is a widely used technical indicator. When price is above it, the stock is generally considered to be in an uptrend or at least not in a prolonged downtrend.
- For a “what to buy or sell now” question, this serves as a timing and risk control filter:
- Candidates above the 200-day MA are more likely to be in favorable technical setups for buying.
- It implicitly excludes many stocks that are currently weak or breaking down, which are less attractive buy candidates and more likely to be sells or avoids.
- It doesn’t guarantee good performance, but it tilts the search toward names where the market is already showing some demand.
Index Component in S&P 500, Nasdaq 100, or Dow (is_index_component: ['GSPC', 'NDX', 'DJI'])
- Purpose: Limit the universe to major U.S. benchmark index members.
- Rationale:
- S&P 500 (GSPC), Nasdaq 100 (NDX), and Dow Jones Industrial Average (DJI) contain many of the most important, liquid, and financially significant companies.
- For someone deciding what to buy or sell now, these index components:
- Are typically higher quality and more diversified across sectors
- Trade with high volume (tight bid/ask spreads, easier execution)
- Are central to how many portfolios and benchmarks are constructed
- This makes the screen more relevant for actionable portfolio decisions rather than niche or illiquid assets.
5-Year Revenue CAGR ≥ 8% (revenue_5yr_cagr: {'min': '8'})
- Purpose: Ensure the companies have demonstrated solid top-line growth over the last five years.
- Rationale:
- When you’re evaluating what to hold, buy, or sell right now, underlying business quality and growth are crucial.
- A minimum 8% compound annual growth rate in revenue:
- Filters out stagnating or shrinking businesses
- Prioritizes companies with sustained demand for their products/services
- This leans your candidates toward companies with fundamental momentum, not just price momentum, increasing the odds that the stock’s trend is supported by real business performance.
P/E (TTM) Between 12 and 30 (pe_ttm: {'min': '12', 'max': '30'})
- Purpose: Target stocks that are neither extremely cheap (often due to problems) nor extremely expensive (high expectations and downside risk).
- Rationale:
- For buy/sell decisions “now,” valuation acts as a sanity check:
- Lower bound (≥12) helps avoid ultra-low P/E “value traps” where the market is pricing in serious issues.
- Upper bound (≤30) avoids the most aggressively valued names, where a lot of future growth may already be priced in.
- This range focuses on reasonably valued growth and quality names, aiming to balance growth potential with valuation risk.
Why Results Match the User’s Question
Actionable universe for “now” decisions:
The combination of large-cap, major-index components with reasonable valuations and solid revenue growth gives you a list of stocks that are realistic, liquid, and relevant choices for near-term buy/sell consideration.
Quality and stability bias:
The market cap, index membership, and revenue growth filters steer toward established, fundamentally sound businesses—appropriate for someone deciding what core holdings to add, reduce, or rotate.
Timing and risk awareness:
The price-above-200-day-MA filter emphasizes names in ongoing uptrends, which are more suitable as current buy/hold candidates. Anything failing this filter might warrant closer review as a sell, avoid, or watchlist candidate.
Balanced growth and valuation:
The revenue CAGR and P/E band together focus on companies that are still growing but not priced at unrealistic extremes. This is a pragmatic compromise between growth potential and valuation risk when making decisions in the present market context.
In summary, these filters narrow the vast “financial assets” universe down to a focused list of major, growing, reasonably valued stocks that are currently in technical uptrends—precisely the kind of candidates you’d analyze further when deciding what to buy or sell right now.
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.