Screening Guide
Write your screening criteria in plain English. Our AI-powered screener understands what you're looking for and finds matching stocks across the entire US market (~11,000 stocks).
1. How It Works
Describe what you're looking for in natural language. The AI compiles your query into structured rules, then the screening engine evaluates every active US stock against your criteria.
"Find stocks with RSI below 30 and price above the 200-day moving average"
You can combine any number of criteria. By default, all conditions must be true (AND logic). You can also use OR logic by phrasing naturally: "RSI below 30 or MACD crossing above signal."
2. Price & Volume
| Criteria | Example |
|---|---|
| Current price (close) | "Price above $10" |
| Open, High, Low | "Today's high above yesterday's close" |
| Volume (shares) | "Volume over 1 million" |
| Average volume (any period) | "20-day average volume above 500,000" |
| Average dollar volume | "Average dollar volume above $5 million" |
| Relative volume (RVOL) | "Relative volume above 2" (2x average) |
| On Balance Volume (OBV) | "Rising OBV" or "Falling OBV" |
| Gap % (opening gap) | "Gapped up more than 5%" or "Gap down" |
3. Moving Averages
Both EMA (exponential) and SMA (simple) moving averages are supported with any period from 2 to 400.
| Type | Common Periods | Example |
|---|---|---|
| EMA | 9, 20, 21, 50, 100, 200 | "Price above 50 EMA" |
| SMA | 20, 50, 200 | "20 SMA crossing above 50 SMA" |
Any period works — "price above the 131-day EMA" or "65 SMA above 200 SMA" are both valid.
4. Momentum Indicators
| Indicator | Default | Example |
|---|---|---|
| RSI | 14-period (2-50 supported) | "RSI below 30" or "7-period RSI above 50" |
| MACD | 12, 26, 9 | "MACD above signal line" |
| MACD Histogram | 12, 26, 9 | "MACD histogram positive" |
| MACD Signal | 12, 26, 9 | "MACD crossing above signal" |
| Stochastic %K | 14-period (2-400 supported) | "Stochastic below 20" (oversold) |
| Stochastic %D | 14-period (signal line) | "%K crossing above %D" |
| ADX | 14-period (2-400 supported) | "ADX above 25" (trending) |
Stochastic measures momentum on a 0-100 scale. Below 20 = oversold, above 80 = overbought. %K is the fast line, %D is the smoothed signal. ADX measures trend strength (not direction). Above 25 = trending, below 20 = range-bound, above 50 = very strong trend.
5. Volatility
| Indicator | Default | Example |
|---|---|---|
| ATR | 14-period | "ATR above 2" or "price below 20 EMA by more than 2 ATR" |
6. Bollinger Bands
Bollinger Bands measure volatility using a moving average with upper and lower bands at 2 standard deviations. Supported with any period from 2 to 400 (default: 20).
| Indicator | Description | Example |
|---|---|---|
| Upper Band | SMA + 2 std dev | "Price above upper Bollinger band" |
| Lower Band | SMA - 2 std dev | "Price below lower Bollinger band" |
| %B | 0-1 scale (0 = lower, 1 = upper) | "%B below 0.2" or "%B above 0.8" |
%B shows where price sits relative to the bands. Values below 0 mean price is below the lower band; above 1 means above the upper band.
7. Price Landmarks (Highs & Lows)
Track highest and lowest closing prices over any period from 2 to 400 days.
| Criteria | Common Periods | Example |
|---|---|---|
| 52-week high | 252 trading days | "Within 5% of 52-week high" |
| 52-week low | 252 trading days | "Price above 52-week low by 20%" |
| N-day high | 20, 50, 200, any | "Hit a 20-day high today" |
| N-day low | 20, 50, 200, any | "At a 50-day low" |
8. Price Changes
Screen by percentage price change over various timeframes, from 1 day to 1 year.
| Timeframe | Period | Example |
|---|---|---|
| 1 day | 1 trading day | "Up more than 5% today" |
| 1 week | 5 trading days | "Down at least 10% this week" |
| 1 month | 20 trading days | "Up 20% over the past month" |
| 3 months | 63 trading days | "Up more than 30% in the past quarter" |
| 6 months | 126 trading days | "Down more than 25% in 6 months" |
| 9 months | 189 trading days | "Up at least 50% over 9 months" |
| 1 year | 252 trading days | "Gained more than 100% in the past year" |
9. Market Cap
Filter by market capitalization using natural language classifications or exact dollar amounts.
| Classification | Range | Example |
|---|---|---|
| Mega-cap | > $200B | "Mega-cap stocks" |
| Large-cap | $10B - $200B | "Large-cap stocks with RSI below 30" |
| Mid-cap | $2B - $10B | "Mid-cap tech stocks" |
| Small-cap | $250M - $2B | "Small-cap stocks up 10% this month" |
| Micro-cap | $50M - $250M | "Micro-cap stocks" |
| Exact amount | Any | "Market cap above $5 billion" |
10. Fundamental Data
Screen by financial ratios and fundamental metrics. Data is updated daily from financial reports (TTM - trailing twelve months).
| Metric | Description | Example |
|---|---|---|
| P/E Ratio | Price-to-earnings (TTM) | "P/E below 15" |
| EPS | Earnings per share (TTM) | "EPS above 2" |
| P/B Ratio | Price-to-book ratio | "P/B below 1.5" |
| P/S Ratio | Price-to-sales ratio | "P/S below 3" |
| Enterprise Value | EV in USD | "Enterprise value above $10 billion" |
| EV/EBITDA | Enterprise value to EBITDA | "EV/EBITDA below 10" |
| Dividend Yield | Annual yield (%) | "Dividend yield above 3%" |
| Debt/Equity | Debt-to-equity ratio | "D/E below 0.5" |
| ROE | Return on equity (%) | "ROE above 15" |
| ROA | Return on assets (%) | "ROA above 10" |
| Current Ratio | Current assets / current liabilities | "Current ratio above 1.5" |
| Quick Ratio | Quick assets / current liabilities | "Quick ratio above 1" |
| P/CF | Price-to-cash-flow ratio | "P/CF below 10" |
| P/FCF | Price-to-free-cash-flow ratio | "P/FCF below 20" |
| Free Cash Flow | FCF in USD | "Free cash flow above $1 billion" |
| EV/Sales | Enterprise value to sales ratio | "EV/Sales below 5" |
| Shares Outstanding | Total shares (raw count) | "Shares outstanding under 50 million" |
| Employees | Total number of employees | "Employees above 10000" |
Financial Statements & Growth
Screen by income statement data, profit margins, and growth rates. Computed from quarterly and annual financial statements (TTM).
| Metric | Description | Example |
|---|---|---|
| Revenue | Total revenue (TTM, USD) | "Revenue above $1 billion" |
| Gross Profit | Gross profit (TTM, USD) | "Gross profit above $500 million" |
| Operating Income | Operating income (TTM, USD) | "Positive operating income" |
| Net Income | Net income (TTM, USD) | "Net income above $100 million" |
| EBITDA | EBITDA (TTM, USD) | "Positive EBITDA" |
| Gross Margin | Gross profit / revenue (%) | "Gross margins above 70%" |
| Operating Margin | Operating income / revenue (%) | "Operating margin above 20%" |
| Net Margin | Net income / revenue (%) | "Net margin above 10%" |
| Revenue Growth | Year-over-year revenue growth (%) | "Revenue growth over 20%" |
| Quarterly Revenue Growth | Quarter-over-quarter (%) | "Quarterly revenue growth above 10%" |
| 3-Year Revenue CAGR | 3-year compound annual growth (%) | "3-year revenue CAGR above 15%" |
| 5-Year Revenue CAGR | 5-year compound annual growth (%) | "5-year revenue growth above 10%" |
| Earnings Growth | Year-over-year EPS growth (%) | "Positive earnings growth" |
| Quarterly Earnings Growth | Quarter-over-quarter EPS growth (%) | "Quarterly earnings growth above 5%" |
| 3-Year Earnings CAGR | 3-year compound EPS growth (%) | "3-year earnings growth above 10%" |
| 5-Year Earnings CAGR | 5-year compound EPS growth (%) | "5-year earnings CAGR above 8%" |
| PEG Ratio | P/E divided by earnings growth rate | "PEG ratio under 1" |
Combine fundamentals with technical indicators for powerful screens: "P/E below 15 and RSI below 40 and price above 200 SMA" finds value stocks at technical support.
11. Sector & Industry Filter
Sector Filter
Filter by broad sector to narrow your screen. You can combine multiple sectors.
"Healthcare stocks with RSI below 30"
"Tech and finance stocks above 200 SMA"
Industry Filter
For more granular filtering, specify a specific industry. The filter uses keyword matching, so "Software" matches "Prepackaged Software", "Computer Software", etc.
"Semiconductor stocks with RSI below 30"
"Software companies above 200 EMA"
"Pharmaceutical stocks up more than 20% this quarter"
"Airline stocks with RVOL above 2"
12. Comparison Operators
| You write | Means |
|---|---|
| "above", "greater than", "over" | > |
| "below", "under", "less than" | < |
| "at least", "minimum" | >= |
| "at most", "maximum", "no more than" | <= |
| "between X and Y" | >= X and <= Y |
| "crossing above", "golden cross" | Was below yesterday, above today |
| "crossing below", "death cross" | Was above yesterday, below today |
13. Crossovers & Trends
Crossovers
Detect when one value crosses above or below another. This compares today's relationship to yesterday's.
"MACD crossing above signal line"
"Price crossing above 50-day EMA"
"9 EMA crossing above 21 EMA"
Rising & Falling
Detect whether an indicator's value is higher or lower than yesterday.
"Rising MACD histogram"
"Falling RSI"
"Rising volume"
14. Calculated Comparisons
The screener understands percentages, multiples, and arithmetic expressions.
Percentage Distance
"Less than 10% off the 52-week high"
"Price within 5% of the 200-day moving average"
"Down more than 20% from the 20-day high"
Volume Multiples
"Today's volume is 2x the 5-day average volume"
"Volume at least 3x the 20-day average"
"Volume over 1.5x average with price up more than 2%"
Price Range
"Price above today's midpoint"
"Close in the upper 25% of the daily range"
15. Chart Pattern Filters
Combine chart pattern detection with indicator conditions. The screener detects technical patterns across all stocks and filters results to only those matching your criteria. Pattern filters work alongside indicator conditions — stocks must pass both.
Available Patterns
| Pattern | What it detects |
|---|---|
| Rising trendline | Price touching an upward-sloping support line (3+ touches) |
| Descending trendline | Price touching a downward-sloping resistance line (3+ touches) |
| Support / Resistance | Horizontal zones with multiple price touches |
| Channel | Price contained within parallel trendlines |
| MACD divergence | Price makes new highs/lows but MACD does not confirm — bullish or bearish, on MACD line and/or histogram |
MACD Divergence
MACD divergence occurs when price makes a new high or low but the MACD indicator does not, signaling potential momentum exhaustion. The screener checks both the MACD line and histogram for confirmed divergences (where price has begun to reverse) within the last ~2 weeks by default.
"Small-caps with bullish MACD divergence"
"Stocks up on above average volume showing bearish MACD divergence"
"Bullish MACD divergence in the past week"
"Technology stocks with MACD divergence and RSI below 40"
You can specify bullish (price lower lows, MACD higher lows) or bearish (price higher highs, MACD lower highs). By default, only confirmed divergences are shown (price has reversed after the divergence). Say “forming” to include unconfirmed divergences still in progress. Add a time frame like “in the past 5 days” or “in the past month” to narrow the recency window.
Trendline & Support/Resistance
"Stocks with rising trendline"
"Within 5% of support level"
"Trading in a channel with RSI above 50"
"Near resistance with volume above average"
Combining Patterns with Indicators
Pattern filters combine with all other screening criteria using AND logic. This lets you build powerful multi-factor screens:
"Small-caps up on above average volume that are showing a bullish MACD divergence in the past 5 days"
"RSI below 30 with rising trendline support"
"Technology stocks within 2% of support with volume spike"
16. Example Screens
Oversold Bounce
Find beaten-down stocks showing reversal signals.
"RSI below 30 with price above the 200 EMA"Trend Following
Find stocks in strong uptrends with aligned moving averages.
"Price above 50 EMA and 50 EMA above 200 EMA"Breakout with Volume
Find stocks hitting new highs on above-average volume.
"Price hit a 20-day high today and volume above 2x average"Pullback in Uptrend
Find stocks pulling back within a longer-term uptrend.
"Price above 200 SMA, below 20 EMA, RSI between 40 and 50"Large-Cap Value
Find large-cap stocks at relative lows.
"Large-cap stocks down more than 20% from 52-week high with RSI below 40"Sector Momentum
Find strong performers within a specific sector.
"Healthcare stocks up more than 30% in the past 3 months with rising volume"Volume Spike
Find unusual trading activity.
"Volume at least 3x the 20-day average volume with price up more than 3%"Gap Up Momentum
Find stocks gapping up on high relative volume.
"Gap up more than 3% with relative volume above 2 and price above 50 EMA"Bollinger Band Squeeze
Find stocks near the lower Bollinger Band with high relative volume.
"%B below 0.1 and RVOL above 1.5 and price above 200 SMA"Industry Specific
Screen within a specific industry.
"Semiconductor stocks with RSI below 35 and price above 200 EMA"Stochastic Crossover
Find oversold stocks with a bullish stochastic crossover.
"Stochastic %K crossing above %D with %K below 30 and price above 200 SMA"Strong Trend Filter
Find stocks in strong trends using ADX with momentum confirmation.
"ADX above 30 and RSI between 50 and 70 and price above 50 EMA"Growth Investing
Find high-growth companies with strong fundamentals.
"Revenue growth over 20% and gross margins above 70%"PEG & Earnings
Find growth at a reasonable price.
"PEG ratio under 1 and positive earnings growth"Value Investing
Find undervalued stocks using fundamental ratios.
"P/E below 15 and EPS above 2 and dividend yield above 2% and price above 200 SMA"Low Float Momentum
Find low float stocks with high relative volume.
"Shares outstanding under 50 million and RVOL above 2 and price up more than 5% today"Multi-Condition
Combine many criteria for precision.
"Mid-cap stocks above 200 SMA, hit a 52-week high this week, below the 3-day EMA, volume is 2x its 5-day average"MACD Divergence Bounce
Find stocks where momentum is diverging from price — a potential reversal signal.
"Small-caps up on above average volume showing a bullish MACD divergence in the past 5 days"Bearish Divergence Warning
Spot potential tops where price rises but MACD weakens.
"Large-caps near 52-week high with bearish MACD divergence"17. Tips for Effective Screens
Be Specific
Instead of "high volume," say "volume above 2x the 20-day average." Instead of "overbought," say "RSI above 70." Vague terms will be rejected — the screener needs measurable thresholds.
Combine Complementary Criteria
Layer different indicator types for better results: trend (moving averages) + momentum (RSI, MACD) + volume confirmation.
Use Realistic Thresholds
RSI rarely goes below 20 or above 80. Most stocks don't move 10%+ in a day. Tighter criteria = fewer but more precise results.
Specify Indicator Periods
Instead of "moving average," specify which one: "50-day EMA" or "200 SMA". For non-default RSI periods, say "7-period RSI."
18. Data Freshness
| Time | Data Source |
|---|---|
| During market hours (9:30 AM - 4:00 PM ET) | Latest intraday data, updated every 5 minutes |
| After market close | Complete end-of-day data |
Ready to screen?