RE: Stage Analysis Screener – Filter Settings
The simplest Preset to use as a starting point is:
Presets: Stage 1/3 - Strong SATA Score
As this focuses only Stage 1 and Stage 3 stocks that have a SATA score of 6 or higher. As in Stage 1B and Phase D the SATA Score is usually strong the majority of the time.
To filter out most of the Stage 3 stocks you could also add:
40W MA: Below 40 WMA
As in Stage 1 the majority of stocks are still below their 200 day MA / 40 Week MA (but not all).
Another preset to use would be: 
Presets: Approaching Stage 2 Level (<0.5x ATR)
Or another approach would be to use: 
Filters:
Stage: 2A
Breakout: 26W Range – Within 26W High/Low Range
Market Cap: +Mini (over $300mln)
Optional extra filter to get results tighter to the shorter-term MA: 
% to 10W MA: <5% Above MA
As we use a slightly more aggressive approach to the Stages compared to the original book. So many Stage 2A in the screener that are still under resistance from the 6 month range, could be considered Stage 1B.
Anyway, I hope that helps and remember that the Presets are there as starting points. But your eyes are still the best tool for creating the final list. So create a broader list first, as you can use the checkboxes in the top left corner of each mini-chart to select the ones of interest and then click the Add to Search button or Copy buttons to create a new chartlist from the selected.
(2025-10-14, 01:08 AM)Wheeler Wrote: Hi, I was wondering if you can suggest filter settings for stocks or ETF's that are in Stan Weinstein's late Stage 1B and Wyckoff Phase D for a good buy zone. I have been playing around with the filter but I am not sure I have set the correct criteria. I am also not sure if you have a filter in the PreSet tab or not.
Thank You
Fate does not always let you fix the tuition fee. She delivers the educational wallop and presents her own bill - Reminiscences of a Stock Operator.

 

