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Screening workflows 2 min read

How to screen for trending stocks

Build a reproducible screen for trending stocks: choose a universe, define field units and thresholds, compare presets and inspect the matching daily charts.

Write and combine price, volume, and indicator rules in the CleverScan editor.

Write the selection question, read the exact rule and inspect both matching and excluded cases before saving the screen.

Step 01

Write a selection question

Define the trend horizon and distinguish trend alignment from cross-sectional momentum. The default asks for close above SMA 200 and SMA 50 above SMA 200. A relative-strength ranking asks how a stock performed against other stocks over its documented period.

Step 02

Read field units and lookback periods

Close 105, SMA 50 of 102 and SMA 200 of 100 satisfy the default alignment. A close of 105 with SMA 50 of 99 fails it. Moving-average values are prices; RS Rating is a 1–100 percentile measure, not RSI and not a percentage return.

Step 03

Start from the canonical preset

Open the paired screen and choose the rule below. It includes the reference population as well as the selection conditions. Use the same expression in CleverScan so the learning example and the screen answer the same question.

securityType = "Stock" and indexMembership contains "SP500" and (close > sma200 and sma50 > sma200)
Step 04

Compare another question before combining rules

Compare long-term and short-term trend presets before adding relative strength. A strong-week rule can admit a rebound in a longer decline. Requiring both long-term alignment and strong relative strength narrows the question to their intersection.

securityType = "Stock" and indexMembership contains "SP500" and (rsRating >= 80)
Step 05

Inspect a match and a boundary exclusion

Examine higher highs and higher lows, extension from the averages and a recent correction. A current alignment is not a new crossover. Keep the documented lookback for each measure when comparing candidates.

Change one condition at a time and compare a row just inside the threshold with one just outside it. A zero-match result means the selected population did not meet the whole rule for that session; it is not a reason to silently change the question.

Step 06

Save a reproducible research definition

Save the expression through the editor’s Library workflow. Record the selected session, population and sort so a later run can be compared meaningfully. A saved scan preserves rules, while a watchlist preserves symbols; their results can change independently.

Read the CleverScan syntax reference

Read our data and methodology notes for calculation context. This guide explains research tools and observations. It does not recommend a trade or investment.

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