Recipe library
Screener recipes
Six filter sets, each built for a different job. Enter them into Finviz, TradingView, Barchart, StockCharts, Stock Rover or Koyfin — the field names differ, the logic does not.
Classic momentum leaders
Established winners with proven relative strength.
02Fresh breakout momentum
Stocks breaking out right now, on volume.
03Pullback in a leader
Strong stocks resting instead of extended.
04Earnings momentum
Names being repriced after strong results.
05Sector momentum
Strongest stocks inside the strongest groups.
06High-octane small/mid cap
Higher upside, materially higher risk.
01 · Classic momentum leaders
Purpose: find established winners that have already proven relative strength.
| Filter | Setting |
|---|---|
| Country | USA |
| Exchange | NASDAQ or NYSE |
| Price | Over $10 |
| Average volume | Over 500,000 shares |
| Market cap | Over $500M |
| 3-month performance | Positive, ideally over 15–20% |
| 6-month performance | Positive, ideally over 25–30% |
| Price vs 50-day SMA | Above |
| Price vs 200-day SMA | Above |
| Distance from 52-week high | Within 15–20% |
| RSI | 50–75 |
Best for: swing trading watchlists, weekend research, finding market leaders.
02 · Fresh breakout momentum
Purpose: find stocks breaking out right now.
| Filter | Setting |
|---|---|
| Price | Over $5 or $10 |
| Average volume | Over 1M shares |
| Relative volume | Over 1.5 or 2.0 |
| Daily or weekly performance | Positive |
| New high | 20-day, 50-day or 52-week high |
| Price vs 50-day SMA | Above |
| Price vs 200-day SMA | Above |
03 · Pullback in a leader
Purpose: find strong stocks resting or pulling back, rather than chasing extended breakouts.
| Filter | Setting |
|---|---|
| 3-month performance | Strong positive |
| 6-month performance | Strong positive |
| Price vs 200-day SMA | Above |
| Price vs 50-day SMA | Near or above |
| RSI | 40–60 |
| Distance from 52-week high | Within 20–25% |
| Volume | Normal or drying up on the pullback |
Best for: better risk/reward entries and patient watchlist building.
04 · Earnings momentum
Purpose: find stocks being repriced after strong results.
| Filter | Setting |
|---|---|
| EPS growth | Positive |
| Sales growth | Positive |
| Earnings date | Recent |
| Weekly or monthly performance | Positive |
| Relative volume | Over 1.5 |
| Price vs 50-day SMA | Above |
| Price vs 200-day SMA | Above |
05 · Sector momentum
Purpose: find the strongest stocks inside the strongest groups. This one is a workflow rather than a single filter set.
- Identify the top-performing sectors.
- Identify the top-performing industries inside those sectors.
- Screen only stocks inside those groups.
- Sort by 3-month and 6-month performance.
- Remove illiquid names.
- Keep stocks above their 50-day and 200-day averages.
- Compare the finalists with the momentum score.
06 · High-octane small/mid cap momentum
Purpose: aggressive candidates with higher upside and higher risk.
| Filter | Setting |
|---|---|
| Price | $5–$50 |
| Market cap | $300M–$5B |
| Average volume | Over 500,000 shares |
| Relative volume | Over 2.0 |
| Weekly or monthly performance | Strong positive |
| Price vs 50-day SMA | Above |
| Float | Lower float preferred, where available |