Screening Filters
one_week_rise_prob ≥ 70
- Purpose: Capture stocks with at least a 70% modeled probability of rising over the next week.
- Rationale: You explicitly asked to “adjust the filters to a 70% probability of upward movement.” Lowering this from 90% to 70% broadens the universe while still focusing on names with a statistically favorable short‑term bias.
one_week_predict_return ≥ 7%
- Purpose: Ensure the expected one‑week upside is at least 7%.
- Rationale: This directly implements your requirement for a “7% projected profit margin for the upcoming week,” using a quantitative one‑week return forecast.
macd: bullish, positive
- Purpose: Require a bullish MACD configuration (MACD line above signal, and generally above zero).
- Rationale: MACD is a widely used technical indicator. A bullish/positive MACD suggests upward momentum is in place, aligning with your desire to use technicals to identify near‑term upside candidates.
moving_average_relationship: PriceAboveMA20, PriceAboveMA200
- Purpose:
- Price above 20‑day MA: short‑term uptrend.
- Price above 200‑day MA: long‑term uptrend.
- Rationale: Combining short‑ and long‑term trend filters targets stocks already in established uptrends, which increases the probability that any near‑term upside forecast is trend‑aligned rather than a pure reversal bet.
region: United States
- Purpose: Limit the universe to U.S.‑domiciled equities.
- Rationale: You specified “US equity markets,” so this ensures we are not pulling foreign listings.
list_exchange: XNYS, XNAS, XASE
- Purpose: Restrict to major U.S. exchanges: NYSE, NASDAQ, and AMEX.
- Rationale: These exchanges host the more liquid, better‑regulated names. This helps focus on “reliable” stocks and reduces exposure to highly illiquid or obscure tickers.
option_sentiments: Bullish
- Purpose: Include only stocks with bullish options‑market sentiment (e.g., skewed call/put activity).
- Rationale: Options flow is a real‑time gauge of market sentiment. Bullish sentiment supports your requirement to factor in “current market sentiment” and adds another layer of confirmation beyond price and fundamentals.
analyst_consensus: Strong Buy, Moderate Buy
- Purpose: Require favorable sell‑side analyst ratings.
- Rationale: You asked to use “analyst ratings.” Limiting to Strong/Moderate Buy screens in names where professional analysts are positive on fundamentals and outlook, complementing the short‑term technical factors.
target_price_upside_potential: AbovePrice, MoreAbovePrice
- Purpose: Ensure the analysts’ 12‑month target prices are above the current market price (with at least some upside).
- Rationale: This aligns near‑term bullish signals with longer‑term valuation support. If targets are above current price, it suggests the stock is not viewed as overvalued, which reinforces the “reliability” of the bullish setup.
Why Results Match Your Request
Overall, the filters now correctly reflect your adjusted probability and return targets, while still using technicals, analyst views, and sentiment to identify the higher‑confidence candidates for the coming week.
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.