Screen the whole universe, your way.
The full universe of stocks, ETFs and crypto, sliced by the metrics that matter. Save any view as a Tracker.
| Ticker | Mood | Return | Volatility | Distanceto Trend | Monte Carlodownside 2M | Directional(ADX) | Oscillator | Momentum(FIP) |
|---|---|---|---|---|---|---|---|---|
SNEXstock FINANCIAL SERVICES | Bullish | +58.6% | 36.7% | +22.8% | 24% | 57.2 | -9.1 | 0.239 |
LGNDstock HEALTHCARE | Bullish | +57.7% | 38.6% | +20.3% | 29% | 50.9 | -32.8 | 0.080 |
HWMstock INDUSTRIALS | Bullish | +57.5% | 34.4% | +12.0% | 28% | 21.9 | -26.6 | 0.036 |
XTLetf SPDR(R) S&P(R) TELECOM ETF | Bullish | +55.2% | 27.6% | +24.8% | 19% | 21.9 | -12.8 | 0.190 |
PWRstock INDUSTRIALS | Bullish | +53.8% | 39.2% | +34.3% | 28% | 25.8 | -4.9 | 0.111 |
ENVAstock FINANCIAL SERVICES | S.Bullish | +50.0% | 38.7% | +13.4% | 35% | 32.8 | -14.6 | 0.133 |
FTIstock ENERGY | S.Bullish | +48.8% | 36.6% | +28.0% | 29% | 29.7 | -5.2 | 0.212 |
CASYstock CONSUMER CYCLICAL | Bullish | +45.1% | 28.3% | +24.3% | 22% | 50.5 | -9.1 | 0.086 |
CATstock INDUSTRIALS | Bullish | +45.0% | 30.9% | +27.2% | 25% | 30.7 | -13.9 | 0.146 |
MLIstock INDUSTRIALS | S.Bullish | +43.7% | 32.4% | +13.5% | 31% | 29.1 | -50.0 | 0.165 |
FAQs
12 common questionsWhat is the Research Lab?+–
A screener that lets you filter the full instrument universe (stocks, ETFs, and crypto) by data-driven criteria. It returns the instruments that match your conditions at that moment. It is an educational exploration tool, not a source of recommendations.
Are the results recommendations to buy or sell?+–
No. A list of matching instruments is a starting point for your own research. Nothing on this page, and nothing produced by any filter or preset, is financial advice or a suggestion to buy, sell, or hold. Past behavior of any metric does not predict future results.
How do the filters work?+–
Each filter sets a condition. Every condition you add must be met for an instrument to appear. Removing a filter widens the results, adding one narrows them.
What are preset filters?+–
Presets are curated filter combinations built around a theme. They give you a starting point when you are not sure where to begin. Apply one as-is, then adjust the conditions to fit your own criteria.
What is a Smart Tracker?+–
A Smart Tracker saves your filter so you can re-run it against the latest data whenever you want. The instruments in the list change as the market changes. One that matched yesterday may not match today, and new ones can appear. You are tracking a pattern, not a fixed list.
What is trend strength (ADX)?+–
Trend strength is measured by the Average Directional Index (ADX), which scores from 0 to 100. A reading of 25 or more points to a clearer trend, in either direction. A reading below 20 suggests the instrument is ranging without a clear trend. ADX measures the strength of a trend, never which way it points.
What is Monte Carlo downside?+–
It runs 500 simulated price paths based on an instrument's historical volatility and return. It is a statistical illustration of possible outcomes, not a prediction. A higher number means more of those simulated paths ended below today's price by the end of the test window.
How often does the data refresh?+–
Market data reflects end-of-day closing prices from the most recent update. Intraday prices are not used.
What instruments are in the universe?+–
The universe covers US stocks, ETFs, and crypto, focused on major exchanges. Not every security worldwide is included. If you cannot find a specific instrument, feel free to contact us and request it.
Can I use the Research Lab to build a portfolio?+–
The Research Lab surfaces instruments that match specific data conditions. What you do with that list is your decision. Whether an instrument fits your goals depends on things the screener cannot see: your time horizon, risk capacity, taxes, and existing holdings. Any decision should follow your own analysis and, if needed, a licensed professional.
What does "price relative to a long-term moving average" mean?+–
This filter compares the current price to a longer-period average of past prices. A price well above it may indicate an extended run. A price well below may show a prolonged decline. Neither alone tells you what comes next.
How is recent return calculated?+–
Return is an annualized figure derived from daily price changes over a fixed historical window. It measures what happened, not what will happen. A high return does not mean the move continues, and past performance is not a reliable guide to future results.
Historical metrics. Backtested, not a forecast.
Educational tools, not investment advice. Mood, Distance to Trend, Return and Volatility are descriptive metrics derived from recent historical price data. They describe the past, not the future. Monte Carlo downside in 2 months is a hypothetical illustration based on past volatility, a statistical illustration, not a forecast. Nothing here predicts future performance.
We're educators, not advisors. We don't make buy or sell recommendations under any circumstance. All content is for educational purposes. Past performance doesn't guarantee future results. Your decisions are your own. Disclaimer
