Screening Filters
moving_average_relationship: PriceAboveMA20
- Purpose: Capture stocks whose current price is trading above their 20-day moving average.
- Rationale:
- The 20-day moving average is a short-term trend gauge.
- When price is above this level, it typically signals a short-term uptrend and active buying interest.
- This is a classic technical sign of bullish momentum, especially when combined with strong recent returns.
rsi_category: moderate
- Purpose: Select stocks with a Relative Strength Index (RSI) in a “moderate” zone (neither oversold nor extremely overbought).
- Rationale:
- Extremely high RSI (overbought) can indicate a risk of near-term pullback, even in strong uptrends.
- A moderate RSI suggests bullish momentum that is not yet stretched to extremes, making the move potentially more sustainable.
- This helps filter out names that may already be in a late-stage spike rather than a more orderly bullish trend.
month_price_change_pct: min 25
- Purpose: Require at least +25% price appreciation over the last month.
- Rationale:
- Strong recent performance is a core characteristic of momentum stocks.
- A 25% gain in one month is a clear sign that buyers have been in control recently.
- This ensures we are not just catching mild uptrends, but names with meaningful positive price action.
quarter_price_change_pct: min 35
- Purpose: Require at least +35% price appreciation over the last quarter (roughly 3 months).
- Rationale:
- Momentum is stronger when it persists over multiple time frames.
- By demanding a solid gain over three months, we focus on trends that aren’t purely short-lived spikes.
- This aligns with the idea of sustained bullish momentum rather than a brief price pop.
list_exchange: XNYS, XNAS, XASE
- Purpose: Limit results to US-listed stocks on major exchanges (NYSE, NASDAQ, NYSE American).
- Rationale:
- The user specified the US market, and these are the primary US stock exchanges.
- This also avoids many illiquid OTC names and focuses on more established, better-regulated listings.
Why Results Match the User’s Request
- The price above 20-day moving average ensures a technical uptrend in the short term.
- The strong 1-month and 3-month price gains directly target stocks with demonstrated recent upside performance—core to the idea of “bullish momentum.”
- The moderate RSI attempts to find momentum that is active but not extremely overheated, which may be more sustainable.
- Restricting to major US exchanges ensures the universe matches “stocks in the US market” and emphasizes relatively higher-quality, more liquid names.
Together, these filters specifically emphasize recent, sustained price strength with a currently bullish technical setup, which is exactly what you’d look for in identifying stocks exhibiting bullish momentum in the US market.
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.