Presets and rules
Each preset is the exact CleverScan rule this page runs on the latest published daily session. S&P 500 stocks: Stocks on the S&P 500 reference list captured with the published dataset.
| Preset | What it selects | Rule |
|---|---|---|
| Long-term uptrend | The close is above SMA 200 and SMA 50 is above SMA 200. Values come from the latest published daily session (regular trading hours); the rule is evaluated once per published session, not tick by tick. Rows are ordered by vs sma 200 (highest first). | securityType = "Stock" and indexMembership contains "SP500" and (close > sma200 and sma50 > sma200) |
| Long-term downtrend | The close is below SMA 200 and SMA 50 is below SMA 200. Rows are ordered by vs sma 200 (lowest first). | securityType = "Stock" and indexMembership contains "SP500" and (close < sma200 and sma50 < sma200) |
| Short-term uptrend | The close is above SMA 20 and SMA 20 is above SMA 50. Rows are ordered by vs sma 20 (highest first). | securityType = "Stock" and indexMembership contains "SP500" and (close > sma20 and sma20 > sma50) |
| Turning up below the 200-day | The close has risen above SMA 50 while SMA 50 is still below SMA 200: an early, unconfirmed change of trend. Rows are ordered by vs sma 50 (highest first). | securityType = "Stock" and indexMembership contains "SP500" and (close > sma50 and sma50 < sma200) |
| RS Rating 80 or higher | The RS Rating — a 1–100 percentile of 2 × 3-month + 6-month + 9-month + 12-month performance across the published universe — is at least 80. Rows are ordered by rs rating (highest first). | securityType = "Stock" and indexMembership contains "SP500" and (rsRating >= 80) |
| Strongest week | The close is above the close 5 sessions earlier; rows are ranked from the largest weekly gain. Rows are ordered by 1w % (highest first). | securityType = "Stock" and indexMembership contains "SP500" and (perfW1Pct > 0) |
| Weakest week | The close is below the close 5 sessions earlier; rows are ranked from the largest weekly loss. Rows are ordered by 1w % (lowest first). | securityType = "Stock" and indexMembership contains "SP500" and (perfW1Pct < 0) |
| Uptrend, quiet down day | In a long-term uptrend (close above SMA 200, SMA 50 above SMA 200), the session closed lower on volume below 80% of the 20-session average. Rows are ordered by rel. volume (lowest first). | securityType = "Stock" and indexMembership contains "SP500" and (close > sma200 and sma50 > sma200 and changePercent < 0 and volumeRatio < 0.8) |
What this screen measures
The default long-term uptrend combines close above SMA 200 with SMA 50 above SMA 200. This asks for price position and average alignment. The downward variant reverses both relationships; the separately named rising-average presets ask a slope question.
Read the rule with a worked example
A hypothetical close of 105, SMA 200 of 100 and SMA 50 of 102 passes both default upward conditions. With SMA 50 of 99, price remains above its long-term average but the two averages lack the required alignment, so the default does not match.
Choose the variant that matches the question
Short-term trends use shorter moving-average alignment. Transition rules study a change in structure. Relative-strength and strong-week variants describe performance, while the quiet-volume pullback adds a correction inside a longer trend.
Review the chart behind a match
Inspect higher highs and higher lows alongside the average. A rising long-term line can coexist with a sharp short-term decline. Review the distance from the average and nearby price levels before comparing two stocks with the same trend label.
Keep the interpretation within the rule
Position, slope, momentum and cross-sectional relative strength are different measurements. A long-term uptrend classification does not supply an entry price or a forecast. The rule states its horizon rather than identifying every possible trend.
Continue with
- How to screen for trending stocksBuild a reproducible screen for trending stocks: choose a universe, define field units and thresholds, compare presets and inspect the matching daily charts.
A screen lists stocks whose published values meet a rule. It is a starting point for research, not a recommendation. Read the data and methodology notes for how sessions and calculations are defined.