AI-Powered Stock Research Agent

Find high-quality blue-chip stocks during disciplined pullbacks.

The BlueChip Pullback Agent scans a curated universe of high-quality companies and ranks potential opportunities using pullback percentage, RSI, Bollinger Bands, 100-day and 200-day moving averages, valuation, free cash flow strength, revenue trends, and red-flag filters.

No hype. No random dip buying. Just structured research signals.

Educational research signals only — does not place trades and is not personalized investment advice.

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Get this week's top 5 blue-chip pullback candidates by email.

One short email, every week. The five highest-scoring blue-chip names from the agent — pullback depth, RSI, support, fundamentals, and valuation in one place. No spam. Unsubscribe anytime. Research only — not investment advice.

Live Sample Scan

A preview of what the agent surfaces

An illustrative slice of a real scan. Each row reflects pullback depth, RSI, fundamentals, valuation, and support — combined into a single score.

TickerNamePricePullbackRSIScoreSignal
JNJJohnson & Johnson$152.40-18%2986Stage 2 Add
PEPPepsiCo$162.10-16%3378Stage 1 Starter
NKENike$73.20-42%2658Monitor
MSFTMicrosoft$412.50-8%4741No Action
KOCoca-Cola$60.30-12%3871Stage 1 Starter
PFEPfizer$27.80-55%3144Red Flags
PGProcter & Gamble$158.90-10%4164Monitor
VVisa$268.40-14%3680Stage 2 Add

Sample data for illustration — not a recommendation.

Research signal only. Not investment advice. Review your own risk tolerance and financial situation before trading. Disclaimer.

Data & Refresh

Where the data comes from, and how often it updates

The agent is only useful if the inputs are clean. Here's exactly what powers each score and how fresh it is on each plan.

Data sources

Aggregated from established market data providers — never sourced from individual brokerages.

  • Price & volume — end-of-day OHLCV from regulated exchange feeds
  • Technicals — RSI, Bollinger Bands, and 50/100/200-day SMAs computed in-house from the price feed
  • Fundamentals — quarterly free cash flow, revenue, net debt, and EBITDA from SEC filings
  • Valuation — trailing P/E, PEG, and 5-year average benchmarks
  • Universe — 130 curated large-cap blue chips; speculative names are excluded by design

Refresh cadence

How often each plan re-scans the universe and recalculates scores.

FreeWeeklyAfter Friday close
ProDailyAfter U.S. market close
PremiumIntradayPriority refresh during market hours

Fundamentals refresh quarterly when each company files. Valuation benchmarks update nightly.

What We Look For

The agent looks for six things before flagging a stock

A meaningful pullback from the 52-week high

Oversold or near-oversold technical conditions

Support near major moving averages

Strong or stable fundamentals

Reasonable valuation versus quality

No major red flags such as deteriorating revenue, excessive leverage, or negative free cash flow

Staged Buy Framework

Not every opportunity deserves a full position

The agent breaks accumulation into clear confidence tiers so you know exactly how much conviction the setup deserves.

StageMeaning
Stage 1 StarterGood company, early pullback, start small
Stage 2 AddStronger confirmation near support
Stage 3 Strong AddHigh-quality company, deep pullback, strong fundamentals, favorable valuation
WatchGood company, but not enough confirmation
AvoidWeak fundamentals or broken setup
Buy Timing Agent

Bollinger + RSI + support confirmation

A dedicated agent for entry timing. It never flags a buy on a Bollinger lower-band touch alone.

  • Lower Bollinger Band touch or recovery above it
  • 15–30% pullback from 52-week high
  • Support near 100-day or 200-day moving average
  • RSI oversold (sub-35) or improving from oversold
  • Volume confirmation on the reversal
  • Valuation discount vs. company history
Open Buy Timing Agent
JNJ · Johnson & Johnson
Buy Timing Score
86
Bollinger lower bandTouched + recovered
Pullback-18%
RSI29 → 36 (improving)
SupportNear 200-day SMA
VolumeConfirmed
Stage 2 Add
KO · Coca-Cola
Sell Timing Verdict
Trim 25%
ValuationExtended (P/E + 1.6σ)
RSI74 (overbought)
Distance to 52w high+1%
FundamentalsStable
ThesisIntact
Sell Timing Agent

Trim, sell, or monitor — never react

A separate agent for exit decisions. It distinguishes overvaluation from a broken thesis, and recommends measured action.

  • Overvaluation vs. company history (P/E, PEG, FCF yield)
  • Weakening fundamentals: margins, revenue, debt
  • Proximity to 52-week high + overbought RSI
  • Broken thesis: structural risk to the business
  • Recommends Hold, Monitor, Trim, or Sell
Open Sell Timing Agent
Sell Signals

When the agent recommends trimming or selling

Specific technical and fundamental triggers that move the verdict from Hold toward Sell.

SignalRecommended Action
Stock is 20%–40% above 200-day SMAMonitor / trim
RSI above 70 and price near upper Bollinger BandConsider trimming
Valuation above 5-year averageReduce aggressiveness
Revenue growth slowingMonitor
Free cash flow weakeningReduce score
Break below 200-day SMA with weak fundamentalsSell / avoid adding
Thesis brokenSell
Output Categories

What each sell verdict means

The agent uses five clear labels so you always know whether to hold, watch, trim, or exit.

OutputMeaning
HoldNo major warning
MonitorSome valuation or technical risk
TrimOverextended or risk/reward weakening
SellThesis broken or fundamentals deteriorating
Avoid New BuyGood company, bad entry point
Research signal only. Not investment advice. This is an educational research classification, not a personalized recommendation. The agent does not know your full financial situation and does not provide personalized investment advice. Review your own risk tolerance, portfolio allocation, taxes, and financial situation before trading. See our disclaimer.
Example Agent Output

What the agent sees at a glance

A real snapshot of five blue-chip stocks. Each row reflects pullback, RSI, support, fundamentals, valuation, and the agent’s final verdict.

StockPullbackRSISupport ZoneFundamentalsValuationAgent View
MSFT
Microsoft
-18%34Near 200-day SMAStrong FCF, strong balance sheetSlight discountStage 1 starter
AAPL
Apple
-12%42Above 100-day SMAStable FCFFair valueWatch
NVDA
Nvidia
-24%31Near lower Bollinger BandStrong revenue growthPremium valuationStage 1 only
COST
Costco
-8%48Not near supportStrong qualityExpensiveNo action

Sample Explanation

“MSFT is down 18% from its 52-week high, RSI is near oversold, and price is approaching the 200-day moving average. Free cash flow remains strong and revenue trend has not materially deteriorated. Valuation is still not cheap, so the agent classifies this as a Stage 1 starter position, not a full-position buy.”
A
Agent reasoning — Microsoft (MSFT)
Example Output

One full analysis, end to end

PEP · PepsiCo · Consumer Staples

Buy Timing — Stage 1 Starter

78Stage 1 Starter

Technicals

  • • Pullback: -16% from 52-week high
  • • RSI: 33 (oversold, improving)
  • • Bollinger: testing lower band
  • • Support: 1.8% above 200-day SMA

Fundamentals

  • • FCF yield: 4.6%
  • • Revenue growth: +6% YoY
  • • Net debt / EBITDA: 1.9x
  • • PEG: 1.7 (fair vs. 5y avg 2.2)

Agent reasoning

PEP is at a moderate, healthy pullback with technicals nearing oversold and price approaching the 200-day SMA — a logical support zone. Fundamentals remain strong and valuation has reset to a multi-year average. A starter position is reasonable; the agent will upgrade to Stage 2 on a confirmed lower-band touch with RSI rebound.

Scoring System

A structured 100-point framework

Every stock is graded across seven weighted categories — so opportunities are ranked by evidence, not gut feel.

Category weights

Pullback from 52-week high20
Bollinger Band / RSI oversold20
Moving average support15
Fundamental strength20
Valuation discount15
Red-flag penalty-20
Catalyst / earnings risk adjustment10

Score → signal

85–100Strong Add
70–84Stage 2 Add
55–69Stage 1 Starter
40–54Watchlist Only
Below 40Avoid / No Action
Risk Flags

Every stock is screened for hidden risks

A high score isn't enough. The agent surfaces explicit warnings that change how — or whether — you act.

Earnings soon

Earnings report within the next 14 days — entries carry event risk.

Valuation risk

P/E or PEG still elevated vs. 5-year average despite the pullback.

Fundamental deterioration

Revenue or free cash flow declining year-over-year.

Broken support

Price has closed below the 200-day moving average.

Sector weakness

The broader sector is in a confirmed downtrend.

Overconcentration

Your watchlist already holds too much exposure to the same sector.

Discipline

Why not every dip is a buy

The biggest mistake retail investors make is buying weakness without distinguishing a temporary pullback from a structural decline.

Falling fundamentals

Shrinking revenue, collapsing margins, or rising leverage turn a 'cheap stock' into a value trap.

Broken thesis

A regulatory shift, technology disruption, or lost competitive moat invalidates the original reason to own it.

Macro overhang

Sometimes the dip reflects a real change in interest rates, demand, or sector economics — not a bargain.

Who It's For

Built for patient, quality-focused investors

Long-term investors

Accumulate quality at fair prices, with conviction.

Swing investors

Find oversold entries with technical confirmation.

Covered-call writers

Time entries near support to maximize premium and downside cushion.

Watchlist builders

Track high-quality stocks until the agent says now.

Watchlist Export

Take the agent's reasoning anywhere

Every scan can be exported to CSV — drop it into Excel, Google Sheets, or your portfolio tracker. Available on Pro and Premium.

watchlist-export.csv
Download
tickersectorpricepullbackrsiscoresignal
JNJHealth Care152.40-18%2986Stage 2 Add
PEPStaples162.10-16%3378Stage 1 Starter
KOStaples60.30-12%3871Stage 1 Starter
VFinancials268.40-14%3680Stage 2 Add
MSFTTechnology412.50-8%4741No Action
Sample export — full CSV includes 19 columns: ticker, company, sector, price, 52w high, pullback %, RSI, BB position, 50/100/200-day SMA, FCF yield, revenue growth, debt/EBITDA, valuation vs 5-year avg, red flags, score, signal, and explanation.
Comparison

Not a stock screener — an opinionated research agent

Basic screeners return 400 names matching 20 filters. The BlueChip Pullback Agent ranks a curated universe by structured evidence — pullback, technicals, fundamentals, valuation, red flags — and tells you the why.

See full comparison
Filter setupOne score replaces 20 filters
Quality gatingDeteriorating fundamentals excluded
Exit logicHold / Monitor / Trim / Sell
ExplanationPlain English per stock
UniverseCurated 130 blue chips
Pricing

Start free. Upgrade when you're ready.

Free tier includes weekly scans on 10 stocks. Pro adds daily refreshes, the full 130-stock universe, alerts, and CSV export.

FAQ

Frequently asked questions

What the agent does, how it scores stocks, and what to expect.

What is the BlueChip Pullback Agent?

An educational research tool that scans blue-chip stocks for pullbacks of 15%–30% from their 52-week high, oversold RSI and Bollinger Band signals, moving average support, fundamental strength, and valuation discounts, then outputs a 0–100 score and action label.

How does the agent find discounted blue-chip stocks?

It combines distance from the 52-week high, RSI, Bollinger Bands, 100-day and 200-day moving averages, free cash flow, revenue trend, balance sheet strength, and valuation vs. 5-year average into a single 100-point score.

Does a Bollinger Band touch mean buy?

No. A lower-band touch is a statistical extension, not a signal on its own. The agent only treats it as actionable when RSI is oversold, price is near 100-day or 200-day SMA support, and fundamentals are intact.

What is a Stage 1 starter position?

A small initial position taken when several pullback criteria align but full confirmation is missing. Stage 2 adds size on further confirmation, and Strong Add applies when multiple aligned signals score 85+.

How often is the data refreshed?

The free tier refreshes daily; the Pro tier refreshes intraday; Premium adds priority refresh. Specific cadence depends on the data provider used by your plan.

Is this investment advice?

No. The BlueChip Pullback Agent is a research and educational tool. Nothing on the site constitutes investment advice, a recommendation, or an offer to buy or sell any security. See the disclaimer.

What stocks are included in the 130-stock universe?

A curated set of large-cap blue-chip companies across staples, healthcare, mega-cap technology, industrials, financials, and major consumer brands. Speculative micro-caps and illiquid names are excluded by design.

Can I export results to CSV?

Yes. CSV export is included on the Pro and Premium plans.

Important Disclaimer

This application provides educational stock analysis only. It does not place trades, does not constitute investment, financial, tax, or legal advice, and is not a recommendation to buy or sell any security. All analysis is generated by automated models that can be wrong. Past performance does not guarantee future results. Investing involves risk, including loss of principal. Always do your own research and consult a licensed financial advisor before making any investment decision.