Stock Value Report Data Flow
This is the operating map for the stock value report. It shows what data enters the lake, which applications/models use it, what is weighted in the current rank, what is visible but still review-only, and which model boxes still need outcome validation before promotion.
Treat this diagram as the project control panel: a source is not a decision input until a visible application
publishes auditable outputs, and a model is not part of rank until it publishes research.component_signal
rows with explicit policy weights.
Interactive Mermaid Diagram
flowchart LR
classDef source fill:#eef6ff,stroke:#2d6a9f,stroke-width:1px,color:#10253f
classDef storage fill:#f7f7fb,stroke:#6b7280,stroke-width:1px,color:#111827
classDef weighted fill:#e8f7ed,stroke:#247a3d,stroke-width:2px,color:#0f2f1a
classDef review fill:#fff7df,stroke:#b7791f,stroke-width:2px,color:#3b2600
classDef gap fill:#fdecec,stroke:#b42318,stroke-width:2px,color:#4a0f0b
classDef decision fill:#efe7ff,stroke:#6d28d9,stroke-width:2px,color:#24104f
classDef output fill:#e7f0fa,stroke:#1f4e79,stroke-width:2px,color:#172033
classDef control fill:#f0fdfa,stroke:#0f766e,stroke-width:2px,color:#12312f
subgraph S["Source systems - what data enters the lake"]
FMP["FMP API: prices, profiles, statements, ratios, fundamentals, analyst data, news"]
SEC["SEC EDGAR/data sets: submissions, filing text, XBRL company facts, statement data sets"]
NEWS["News APIs/feeds: FMP news/press releases, NewsAPI, NewsData, GDELT opt-in discovery smoke, factual events, opinion, forecasts, publisher and author attribution"]
GOV["Government disclosures: congressional and government buy/sell filings"]
OFFGOV["Official government APIs: Congress.gov bills/members/committees, Regulations.gov dockets/documents/comments, OpenFEC candidates/committees/finance"]
MACRO["FRED/ALFRED and BEA: macro vintages, Census-mirrored economic indicators, economic accounts, input-output tables"]
BLS["BLS Public Data API: CPI, PPI, unemployment, payrolls, wages, JOLTS, sector employment and sector wages"]
TREASURY["Treasury Fiscal Data API: public debt, receipts, outlays, customs duties"]
CENSUS["Census EITS API: 176 direct retail, manufacturing, wholesale, 57-series QSS services, VIP construction, BFS formation, housing, and trade series"]
FACTORSRC["Kenneth French Data Library: Fama/French daily factor returns and momentum"]
ENERGY["EIA and commodity sources: oil/gas prices, production, inventories, refinery utilization, fuel prices, power prices, generation mix"]
CFTC["CFTC Public Reporting: COT futures positioning and commodity trader categories"]
FUTURES["Databento: CME Globex futures curves, definitions, daily bars, statistics"]
TRADE["UN Comtrade and OECD TiVA: commodity trade flows, partner shares, value-added dependency"]
IDS["OpenFIGI and GLEIF: security identifiers, LEI entities, parent/child relationships"]
LEGACY["Legacy local raw data: migrated API extracts and seed datasets"]
end
subgraph L["Foundation storage and controls"]
RAW["D:/DataLake/raw + audit logs: immutable responses, request fingerprints, cache hits, rate limits"]
CURATED["D:/DataLake/curated + PostgreSQL: normalized tables, current views, source cutoffs"]
CONTRACT["research.component_signal: score, confidence, horizon, freshness, eligibility"]
GRAPHSTORE["Graph tables: core.entity, relationships, evidence, entity_exposure_signal"]
SCHEDULECTRL["5 PM scheduled chain: raw update, curation, applications, reports, health"]
CREDCTRL["Credential readiness, provider smokes, source checks, raw-asset source readiness, and redacted .env hygiene: catalog.source_credential_ref + .env; research.source_readiness_operator_view tracks 36 sources; 20/23 credentials configured; optional gaps BLS_API_KEY, OPENALEX_MAILTO, UN_COMTRADE_API_KEY"]
RATECTRL["Provider rate and bandwidth controls: source_rate_policy, request leases, dynamic delay, 30-day byte guard"]
DEDUPCTRL["No-repeat controls: request_cache, fetch_coverage, task idempotency, raw fingerprints"]
APPSTEPLOG["Scheduled application summaries: per-step JSON status, command, duration, failure details"]
SQLSTATCTRL["SQL-backed dataset stats refresh: ANALYZE core.sec_company_fact and core.sec_filing_history before freshness reporting"]
HEALTHCTRL["Pipeline health: scheduled task, worker runs, queue, source-access checks, source readiness, all-provider usage, provider runtime slots/backoff, credential readiness, report freshness, scheduler/result recovery"]
PUBLICGUARD["Public report guard: stable HTML files in D:/Public Reports; no dated buildup; no docx accumulation"]
end
subgraph W["Weighted today in champion rank"]
MARKOV["Markov Stock State Engine: multi-horizon state probabilities and expected returns"]
NEURAL["Neural Horizon Overlay: visible neural up/flat/down probabilities"]
FUND["Fundamental Research: valuation, quality, liquidity, dilution, peer context"]
GOVRISK["SEC/Governance Aggregate: current governance_risk component"]
NEWSAGG["News/Event Aggregate: current news_event_intelligence component"]
GOVSIGNAL["Government Trade Signal: recent buy/sell pressure and filer track record"]
end
subgraph V["Visible in reports or training, not fully weighted yet"]
SECDETAIL["SEC Modular Families: accounting, dilution, insider, control, related-party, distress, cyber/legal"]
NEWSDETAIL["News Event Families: earnings, analyst revision, issuer release, corporate action, regulatory, product, labor, macro-sector; latest full-history corpus has 1,576,229 articles and 1,410,354 event rows"]
FORECASTER["Forecaster Reliability Overlay: 882,046 forecast evidence rows, 2,619,863 matured outcomes, and 3,980 review-only overlay signals"]
RELGRAPH["Relationship Graph: company, sector, person, policy, macro, commodity, supply-chain context; latest graph has 152,031 entities, 1,115,580 active relationships, 1,022,589 evidence rows, and 2,577,042 exposure signals"]
GOVPOLICY["Official Government Policy Graph: Congress.gov 119th bills, Regulations.gov documents, and OpenFEC candidates; latest bounded raw-asset ingest parsed 20 records into 60 entities and 40 source-supported relationships"]
RELTRAIN["Relationship Weight Training App: persisted readiness report, 56 families, 2,297,121 feature observations, 348,366 matured outcomes, 673,579 review-only component signals; no trained promotion until enough distinct dates mature"]
RELSCORE["Relationship Exposure Score: 673,579 review-only component_signal rows through 2026-06-21"]
VISAPP["Stock Decision Visibility Models: publishes disabled review-only component_signal rows; latest refresh added macro, Census, energy, BEA, identity, SEC XBRL/segment, ownership, and analyst/forecaster visibility"]
MACROVIEW["Macro Regime Pressure Score: rates, inflation, growth, dollar, credit, recession exposure; 452,703 review-only component rows"]
CENSUSVIEW["Census Activity Pressure Score: Census-only retail, services, construction, inventory, trade, and business-formation exposure; 106,956 review-only component rows"]
BLSLABOR["BLS Sector Labor Signals: 28 sector employment/wage series mapped to labor-market and labor-cost graph targets"]
ENERGYVIEW["Energy/Commodity Exposure Score: EIA price, supply, inventory, refinery, consumption, and generation pressure by company/sector relationship; 71,700 review-only component rows"]
BEAVIEW["BEA Supply Chain Pressure Score: input-output dependency and shock-propagation proxy; 16,288 review-only component rows"]
TRADEVIEW["Trade/Value-Chain Graph: country-commodity flows and country-country value-chain share edges; UN Comtrade has 59 aggregate 2024 flow rows and 126 source-supported active relationships"]
IDVIEW["Identity/Corporate Structure Risk: FIGI, LEI, ISIN, issuer/security and parent-child complexity"]
SECXBRLVIEW["SEC XBRL Reconciliation Signal: companyfacts versus fundamentals and anomaly flags"]
SECSTMTDATA["SEC Statement Data Sets: active-CIK statement facts and segment dimensions"]
SECNOTESDATA["SEC Statement Notes Data Sets: monthly text/numeric note facts, dimensions, risk and valuation tags"]
SECNOTESMODEL["SEC Notes Signal Model: related-party, debt/liquidity, legal, dilution, concentration, accounting and segment note signals"]
OWNERCONTROL["Beneficial Ownership Control Signal: large-holder concentration, control risk, and recent holder support"]
ANALYSTVIEW["Analyst/Forecaster Alpha: upgrades, targets, firms, authors, and realized forecast skill"]
VALDATA["Valuation Data Foundation: access audit and normalized missing-data landing tables"]
FMPBULKDATA["FMP Bulk Data Foundation: EOD, profiles, statements, TTM metrics, ratings, scores, peers, analyst bulk"]
FACTORDATA["Factor Data Foundation: Fama/French 3-factor, 5-factor, momentum history"]
FORWARDEST["Forward Estimates: FMP analyst estimates plus Alpha Vantage revision drift"]
CAPRETURN["Capital Return: dividends plus direct SEC buyback flow evidence"]
OWNERSHIPMA["Ownership/M&A: beneficial ownership, control-change filings, M&A event seed data"]
COTPOS["Commodity Positioning: CFTC COT producer, swap, managed-money and CIT pressure"]
FUTURECURVE["Futures Curve Foundation: Databento GLBX continuous-rank definitions, daily bars, and statistics for energy/metals/grains; 32,894 bars through 2026-06-19, 15,499 statistics rows, 192 definition rows"]
COMMODITYVAL["Commodity Carry/Value Score: futures curve trend/backwardation projected through company-commodity relationships"]
COMMODITYINV["Commodity Inventory + Positioning Value: EIA inventory/energy state plus CFTC COT through company-commodity relationships"]
PRICEFACTOR["Historical Price Factor Lab: old price-history momentum, reversal, volatility, trend and liquidity alpha"]
HISTALPHA["Historical Alpha Model Lab: fundamentals, earnings surprises, dividends, and SEC filing-event alpha"]
VALAPP["Stock Valuation Model Lab: disabled review-only valuation-school component_signal rows"]
OUTCOME["Generic Component Outcome Sync: evaluates eligible/review signals against curated price history"]
RESTACK["Research Stack Trainer: exploratory nonnegative weights across review-only and champion components"]
RELMULT["Relative/Peer Multiples: market and comparable-company cheapness"]
CASHVAL["Cash Flow/Residual/GARP: FCF yield, economic-profit proxy, growth at reasonable price"]
ASSETVAL["Asset/Net Cash/Shareholder Yield: book value, net cash, dilution, capital return proxy"]
GRAHAMVAL["Graham Deep Value: Graham-number margin plus SEC net-current-asset cushion"]
QUALITYVAL["Quality/Distress/Sector Value: compounder, capital efficiency, value-trap guardrails"]
CLASSICVAL["Classic Value Screens: Magic Formula, Piotroski proxy, Altman proxy, Beneish proxy"]
FACTORVAL["Factor Tilt Models: value, profitability, conservative investment, size, balance-sheet strength"]
FACTORATTR["Factor Attribution Model: realized factor exposure, residual returns, and regime validation"]
INCOMEVAL["Dividend/Income Value: dividend events, consistency, cash-flow support, leverage safety"]
BUYBACKVAL["SEC Buyback Capital Return: direct repurchase facts, yield proxy, issuance and share-count context"]
FORWARDVAL["Forward Estimate Value: analyst forward EPS yield, growth, breadth, dispersion"]
COSTCAP["Cost Of Capital Adjusted Value: valuation yield and returns versus risk-free rate, credit spread, beta, and sector WACC prior"]
REVDCF["Reverse DCF Value: implied growth hurdle versus analyst/fundamental growth and terminal-growth proxy"]
EXPLDCF["Explicit Scenario DCF: bear/base/bull five-year cash-flow-yield DCF proxy"]
SECFINQUAL["SEC Statement Financial Quality: annual SEC facts, Piotroski flags, accruals, receivables/inventory/margin/leverage deltas"]
SECALTMAN["SEC Statement Altman Solvency: annual SEC working-capital, EBIT, market-equity/liabilities, sales/assets factors"]
SECBENEISH["SEC Statement Beneish Accounting Quality: annual SEC M-score indices, accruals, and manipulation-risk evidence"]
SEGMENTFOUND["SEC Segment/SOTP Visibility: dimensional segment facts, revenue-axis concentration, and SOTP feature readiness"]
SEGMENTVAL["SEC Segment SOTP Value: revenue-axis diversification plus valuation/cash-flow/balance-sheet overlay"]
MNAVAL["M&A Private-Market Activity: target/acquirer/sector events with fundamental context; no deal multiples yet"]
MOMCONFIRM["Value + Momentum Confirmation: valuation/quality checked against Markov return pressure"]
end
subgraph N["Promotion gates and next upgrades"]
RELPROMOTE["Relationship Exposure Promotion: enable only after validated outcomes and reviewed weights; current gate is minimum_training_dates_not_met"]
MACROPROMOTE["Macro Promotion: train point-in-time outcomes and reviewed weights"]
CENSUSPROMOTE["Census Activity Promotion: validate Census-only demand, construction, trade, and business-formation exposures"]
ENERGYPROMOTE["Energy/Commodity Promotion: validate producer-benefit and input-cost pressure"]
BEAPROMOTE["BEA Supply Chain Promotion: replace keyword proxy with mapped upstream/downstream graph"]
TRADEPROMOTE["Trade/Value-Chain Promotion: train country/commodity and value-added exposure weights"]
IDPROMOTE["Identity Risk Promotion: validate which structure flags predict risk or coverage problems"]
SECXBRLPROMOTE["SEC XBRL Promotion: validate anomaly flags against forward returns and restatement risk"]
SEGMENTPROMOTE["Segment/SOTP Promotion: validate segment deterioration and sum-of-parts valuation features"]
OWNERPROMOTE["Ownership Control Promotion: train holder-level outcomes before weight promotion"]
ANALYSTPROMOTE["Analyst Alpha Promotion: promote only reliable forecaster groups with enough samples"]
PRICEPROMOTE["Historical Price Factor Promotion: require stable out-of-sample lift beyond Markov/neural"]
ALPHAPROMOTE["Historical Alpha Promotion: require stable out-of-sample lift by family, sector, and horizon"]
FACTORPROMOTE["Factor Attribution Promotion: validate residual alpha beyond Markov/neural and price-factor overlap"]
COMMODITYPROMOTE["Commodity Carry Promotion: validate curve-shape, input-cost, and producer-benefit outcomes"]
VALPROMOTE["Valuation School Promotion: constrained-stack validation by sector, regime, and horizon"]
STACKPROMOTE["Research Stack Promotion: require enough distinct dates, out-of-sample lift, and operator review"]
SCOREHIST["Score History Readiness: research.stock_opportunity_score_history_readiness_operator_view; 10 eligible dates, all scored, 0 missing score symbols"]
COVERAGETRIAGE["Component Coverage Triage: research.component_signal_promotion_triage_operator_view; 25 review-only outcome-covered rows split into 5 positive candidates, 5 inverse/risk-orientation candidates, 15 stack-validation rows, 0 low-sample rows"]
PROMOREADY["Model Promotion Readiness: research.model_promotion_readiness_operator_view; 13 tracked rows, 1 research-stack challenger ready for operator review"]
TRAINSTATUS["2026-06-21 Training Promotion Status: no champion promotion; five research challengers refreshed; h21 all-current challenger ready for operator review but still research-only"]
VALDATAGAP["Remaining Valuation Data Gaps: statement-grade FCFF/FCFE DCF paths, normalized segment financial history, repurchase authorizations/share-retirement history, pre-2024/additional-instrument curve backfills, reserves/cost curves, richer transaction terms and multiples"]
FMPBULKGAP["FMP Bulk Entitlement Gate: current key returned HTTP 402; enable Bulk APIs before scheduling"]
end
subgraph D["Decision and output layer"]
ENSEMBLE["Stock Opportunity Ensemble: champion weights, missingness, eligibility, rank, thesis"]
PAPER["Paper Strategy Ledger + Optimizer: top <=15 shortlist, positions, outcomes, challenger strategy tests"]
THESISBOARD["Report Thesis + Decision Matrix: why/why-not, data used, model impact"]
WATERFALL["Component Contribution Waterfall: weighted champion impact"]
REVIEWBOARD["Review-Only / Under-Used Evidence Board: SEC, news, valuation, macro/graph, identity, historical labs"]
REPORT["D:/Public Reports/Stock_Value_Report_Deep_Dive.html: primary stable daily report"]
HTML["D:/Public Reports/Stock_Value_Report_Data_Flow.html: diagram-first operating map"]
PROMOREPORT["D:/Public Reports/Model_Promotion_Readiness.html: promotion gates, ready challengers, component input triage, blockers, and review checklist"]
SOURCEREPORT["D:/Public Reports/Source_Readiness.html: source coverage, credential slots, access checks, smokes, rate policies, and raw assets"]
COVERAGEREPORT["D:/Public Reports/Component_Signal_Coverage.html: component_signal, matured outcomes, training-coverage highlights, and review-only promotion triage by component/horizon"]
APPHEALTHREPORT["D:/Public Reports/Application_Run_Health.html: application run status, degraded reasons, recovered failures, and operator actions"]
STORAGEREPORT["D:/Public Reports/Data_Lake_Storage_Health.html: D-drive capacity, D:/DataLake footprint, public report footprint, Docker storage footprint, and PostgreSQL logical size"]
FRESHREPORT["D:/Public Reports/Data_Lake_Freshness.html: raw source landing freshness, provider activity, curated dataset freshness, and operator actions"]
EFFREPORT["D:/Public Reports/Provider_Request_Efficiency.html: source/endpoint cache hit rates, remote calls, repeated fingerprints, failures, rate limits, entitlement recovery, bandwidth, and operator actions"]
HEALTHREPORT["D:/Public Reports/Pipeline_Health.html: stable dashboard for scheduler recovery, queue state, source/provider guardrails, report freshness, and schema checks"]
MACHINE["Machine outputs: parquet, json, csv, SQL views for apps and AI"]
end
FMP --> RAW
SEC --> RAW
NEWS --> RAW
GOV --> RAW
OFFGOV --> RAW
MACRO --> RAW
BLS --> RAW
TREASURY --> RAW
CENSUS --> RAW
FACTORSRC --> RAW
ENERGY --> RAW
CFTC --> RAW
FUTURES --> RAW
TRADE --> RAW
IDS --> RAW
LEGACY --> RAW
SCHEDULECTRL --> RAW
SCHEDULECTRL --> APPSTEPLOG
CREDCTRL -. "blocks required missing credentials; surfaces optional gaps, source checks, and landed raw-asset evidence" .-> RAW
RATECTRL -. "paces provider calls across parallel workers" .-> RAW
DEDUPCTRL -. "prevents repeated historical calls" .-> RAW
RAW --> CURATED
CURATED --> CONTRACT
CURATED --> GRAPHSTORE
RAW --> HEALTHCTRL
CURATED --> HEALTHCTRL
APPSTEPLOG --> HEALTHCTRL
CURATED --> MARKOV
MARKOV --> NEURAL
CURATED --> FUND
CURATED --> GOVRISK
CURATED --> NEWSAGG
CURATED --> GOVSIGNAL
MARKOV --> CONTRACT
NEURAL --> CONTRACT
FUND --> CONTRACT
GOVRISK --> CONTRACT
NEWSAGG --> CONTRACT
GOVSIGNAL --> CONTRACT
SEC --> SECDETAIL
NEWS --> NEWSDETAIL
NEWSDETAIL --> FORECASTER
CURATED --> RELGRAPH
GRAPHSTORE --> RELGRAPH
OFFGOV -. "verified source access; next extraction layer" .-> GOVPOLICY
GOVPOLICY -. "policy, politician, committee, docket, donor relationships" .-> RELGRAPH
RELGRAPH --> RELTRAIN
SECDETAIL -. "visible, review-only" .-> REPORT
NEWSDETAIL -. "visible, mostly unweighted" .-> REPORT
FORECASTER -. "visible, review-only" .-> REPORT
RELGRAPH -. "context, not champion-weighted" .-> REPORT
RELTRAIN -. "training gate" .-> MACHINE
RELTRAIN -. "review-only bridge" .-> RELSCORE
CURATED --> VISAPP
RELSCORE -. "disabled for rank cutoff" .-> CONTRACT
RELSCORE -. "promote when validated" .-> RELPROMOTE
MACRO --> MACROVIEW
BLS --> BLSLABOR
BLS -. "mapped inflation and aggregate labor contributors; latest-revised, not vintage-safe" .-> MACROVIEW
BLSLABOR -. "30 latest labor target signals; sector labor cost/activity context" .-> MACROVIEW
BLSLABOR -. "sector/company labor-market and labor-cost edges" .-> RELGRAPH
TREASURY -. "mapped fiscal/debt/tariff contributors; inferred fiscal edges review-only" .-> MACROVIEW
CENSUS -. "direct EITS live; 176 series / 90,060 stored observation-vintage rows; QSS expanded to 57 service categories, plus retail, manufacturing, wholesale, VIP construction, BFS formation, housing, and trade; FRED mirrors already mapped" .-> MACROVIEW
CENSUS --> CENSUSVIEW
ENERGY --> ENERGYVIEW
MACRO -. "BEA input-output" .-> BEAVIEW
TRADE -. "Comtrade and TiVA" .-> TRADEVIEW
IDS --> IDVIEW
SECDETAIL --> SECXBRLVIEW
SEC --> SECSTMTDATA
SEC --> SECNOTESDATA
SECSTMTDATA --> SECXBRLVIEW
SECNOTESDATA --> SECDETAIL
SECNOTESDATA --> SECXBRLVIEW
SECNOTESDATA --> SECNOTESMODEL
SECNOTESMODEL --> SECDETAIL
FORECASTER --> ANALYSTVIEW
CURATED --> VALDATA
FMP --> FMPBULKDATA
FMPBULKDATA --> VALDATA
FMPBULKDATA -. "reduces future symbol-by-symbol pulls after entitlement" .-> FMPBULKGAP
CURATED --> FACTORDATA
FACTORSRC --> FACTORDATA
FMP --> VALDATA
CFTC --> VALDATA
FUTURES --> VALDATA
VALDATA --> FORWARDEST
VALDATA --> CAPRETURN
SECSTMTDATA --> CAPRETURN
VALDATA --> OWNERSHIPMA
VALDATA --> COTPOS
VALDATA --> FUTURECURVE
FUTURES --> FUTURECURVE
OWNERSHIPMA --> OWNERCONTROL
VISAPP --> MACROVIEW
VISAPP --> CENSUSVIEW
VISAPP --> ENERGYVIEW
VISAPP --> BEAVIEW
VISAPP --> IDVIEW
VISAPP --> SECXBRLVIEW
VISAPP --> SEGMENTFOUND
VISAPP --> OWNERCONTROL
VISAPP --> ANALYSTVIEW
FORWARDEST --> ANALYSTVIEW
COTPOS --> ENERGYVIEW
FUTURECURVE --> ENERGYVIEW
FUTURECURVE --> VALAPP
FUTURECURVE --> COMMODITYVAL
RELGRAPH --> COMMODITYVAL
TRADEVIEW --> RELGRAPH
TRADEVIEW --> GRAPHSTORE
CURATED --> PRICEFACTOR
CURATED --> HISTALPHA
SECDETAIL --> HISTALPHA
CURATED --> VALAPP
VALDATA --> VALAPP
FACTORDATA --> VALAPP
SECSTMTDATA --> VALAPP
SECNOTESDATA --> VALAPP
SECNOTESMODEL --> VALAPP
FUND --> VALAPP
VALAPP --> RELMULT
VALAPP --> CASHVAL
VALAPP --> ASSETVAL
VALAPP --> GRAHAMVAL
VALAPP --> QUALITYVAL
VALAPP --> CLASSICVAL
VALAPP --> FACTORVAL
FACTORDATA --> FACTORATTR
FACTORATTR --> FACTORVAL
VALAPP --> INCOMEVAL
CAPRETURN --> BUYBACKVAL
SECSTMTDATA --> BUYBACKVAL
VALAPP --> BUYBACKVAL
VALAPP --> FORWARDVAL
MACRO --> COSTCAP
FACTORATTR --> COSTCAP
VALAPP --> COSTCAP
FORWARDEST --> REVDCF
COSTCAP --> REVDCF
VALAPP --> REVDCF
FORWARDEST --> EXPLDCF
COSTCAP --> EXPLDCF
VALAPP --> EXPLDCF
SECSTMTDATA --> SECFINQUAL
VALAPP --> SECFINQUAL
SECSTMTDATA --> SECALTMAN
VALAPP --> SECALTMAN
SECSTMTDATA --> SECBENEISH
VALAPP --> SECBENEISH
VALAPP --> COMMODITYVAL
ENERGYVIEW --> COMMODITYINV
COTPOS --> COMMODITYINV
VALAPP --> COMMODITYINV
SECSTMTDATA --> SEGMENTFOUND
SECNOTESDATA --> SEGMENTFOUND
SECNOTESMODEL --> SEGMENTFOUND
SEGMENTFOUND --> VALAPP
SEGMENTFOUND --> SEGMENTVAL
VALAPP --> SEGMENTVAL
OWNERSHIPMA --> MNAVAL
VALAPP --> MNAVAL
VALAPP --> MOMCONFIRM
CONTRACT --> OUTCOME
CURATED --> OUTCOME
OUTCOME --> RESTACK
OUTCOME --> COVERAGETRIAGE
OUTCOME -. "today's matured evaluation feed" .-> TRAINSTATUS
COVERAGETRIAGE -. "positive, inverse/risk, validate-in-stack, and low-sample review buckets" .-> RESTACK
COVERAGETRIAGE -. "triage before any manual promotion" .-> STACKPROMOTE
RESTACK -. "research-only challenger weights" .-> MACHINE
RESTACK -. "visible training review" .-> REPORT
RESTACK -. "five research challengers refreshed; one h21 policy review-ready; no production promotion" .-> TRAINSTATUS
RESTACK -. "promote only after gates pass" .-> STACKPROMOTE
TRAINSTATUS -. "gated by operator review, leakage, sector/stability, and horizon date checks" .-> STACKPROMOTE
PRICEFACTOR -. "disabled for rank cutoff" .-> CONTRACT
PRICEFACTOR -. "visible in deep dive" .-> REPORT
PRICEFACTOR -. "machine research output" .-> MACHINE
PRICEFACTOR -. "promote when validated" .-> PRICEPROMOTE
HISTALPHA -. "disabled for rank cutoff" .-> CONTRACT
HISTALPHA -. "visible in deep dive" .-> REPORT
HISTALPHA -. "machine research output" .-> MACHINE
HISTALPHA -. "promote when validated" .-> ALPHAPROMOTE
MACROVIEW -. "disabled for rank cutoff" .-> CONTRACT
CENSUSVIEW -. "disabled for rank cutoff" .-> CONTRACT
ENERGYVIEW -. "disabled for rank cutoff" .-> CONTRACT
BEAVIEW -. "disabled for rank cutoff" .-> CONTRACT
TRADEVIEW -. "disabled for rank cutoff" .-> CONTRACT
IDVIEW -. "disabled for rank cutoff" .-> CONTRACT
SECXBRLVIEW -. "disabled for rank cutoff" .-> CONTRACT
SECNOTESMODEL -. "disabled review-only component rows" .-> CONTRACT
SEGMENTFOUND -. "disabled review-only component rows" .-> CONTRACT
SEGMENTFOUND -. "feature evidence and SOTP readiness" .-> MACHINE
SEGMENTVAL -. "disabled for rank cutoff" .-> CONTRACT
SECFINQUAL -. "disabled for rank cutoff" .-> CONTRACT
SECALTMAN -. "disabled for rank cutoff" .-> CONTRACT
SECBENEISH -. "disabled for rank cutoff" .-> CONTRACT
MNAVAL -. "disabled for rank cutoff" .-> CONTRACT
OWNERCONTROL -. "disabled for rank cutoff" .-> CONTRACT
ANALYSTVIEW -. "disabled for rank cutoff" .-> CONTRACT
RELMULT -. "disabled for rank cutoff" .-> CONTRACT
CASHVAL -. "disabled for rank cutoff" .-> CONTRACT
ASSETVAL -. "disabled for rank cutoff" .-> CONTRACT
GRAHAMVAL -. "disabled for rank cutoff" .-> CONTRACT
QUALITYVAL -. "disabled for rank cutoff" .-> CONTRACT
CLASSICVAL -. "disabled for rank cutoff" .-> CONTRACT
FACTORVAL -. "disabled for rank cutoff" .-> CONTRACT
FACTORATTR -. "disabled review-only component rows" .-> CONTRACT
FACTORATTR -. "training and attribution only" .-> MACHINE
INCOMEVAL -. "disabled for rank cutoff" .-> CONTRACT
BUYBACKVAL -. "disabled for rank cutoff" .-> CONTRACT
FORWARDVAL -. "disabled for rank cutoff" .-> CONTRACT
COSTCAP -. "disabled for rank cutoff" .-> CONTRACT
REVDCF -. "disabled for rank cutoff" .-> CONTRACT
EXPLDCF -. "disabled for rank cutoff" .-> CONTRACT
COMMODITYVAL -. "disabled for rank cutoff" .-> CONTRACT
COMMODITYINV -. "disabled for rank cutoff" .-> CONTRACT
MOMCONFIRM -. "disabled for rank cutoff" .-> CONTRACT
MACROVIEW -. "visible in deep dive" .-> REPORT
CENSUSVIEW -. "visible in deep dive" .-> REPORT
ENERGYVIEW -. "visible in deep dive" .-> REPORT
BEAVIEW -. "visible in deep dive" .-> REPORT
TRADEVIEW -. "visible in deep dive" .-> REPORT
IDVIEW -. "visible in deep dive" .-> REPORT
SECXBRLVIEW -. "visible in deep dive" .-> REPORT
SECSTMTDATA -. "source coverage in data-flow map" .-> REPORT
SECNOTESDATA -. "source coverage in data-flow map" .-> REPORT
SECNOTESMODEL -. "visible SEC note evidence" .-> REPORT
SEGMENTFOUND -. "visible segment/SOTP evidence" .-> REPORT
SEGMENTVAL -. "visible in deep dive" .-> REPORT
SECFINQUAL -. "visible in deep dive" .-> REPORT
SECALTMAN -. "visible in deep dive" .-> REPORT
SECBENEISH -. "visible in deep dive" .-> REPORT
MNAVAL -. "visible in deep dive" .-> REPORT
OWNERCONTROL -. "visible ownership/control evidence" .-> REPORT
ANALYSTVIEW -. "visible in deep dive" .-> REPORT
FORWARDEST -. "visible as valuation input" .-> REPORT
CAPRETURN -. "visible as valuation input" .-> REPORT
OWNERSHIPMA -. "visible as risk/value evidence" .-> REPORT
COTPOS -. "visible as commodity exposure evidence" .-> REPORT
FUTURECURVE -. "visible as curve source evidence" .-> REPORT
RELMULT -. "visible in deep dive" .-> REPORT
CASHVAL -. "visible in deep dive" .-> REPORT
ASSETVAL -. "visible in deep dive" .-> REPORT
GRAHAMVAL -. "visible in deep dive" .-> REPORT
QUALITYVAL -. "visible in deep dive" .-> REPORT
CLASSICVAL -. "visible in deep dive" .-> REPORT
FACTORVAL -. "visible in deep dive" .-> REPORT
FACTORDATA -. "source coverage in data-flow map" .-> REPORT
FACTORATTR -. "visible attribution evidence" .-> REPORT
INCOMEVAL -. "visible in deep dive" .-> REPORT
BUYBACKVAL -. "visible in deep dive" .-> REPORT
FORWARDVAL -. "visible in deep dive" .-> REPORT
COSTCAP -. "visible in deep dive" .-> REPORT
REVDCF -. "visible in deep dive" .-> REPORT
EXPLDCF -. "visible in deep dive" .-> REPORT
COMMODITYVAL -. "visible in deep dive" .-> REPORT
COMMODITYINV -. "visible in deep dive" .-> REPORT
MOMCONFIRM -. "visible in deep dive" .-> REPORT
RELPROMOTE -. "future champion/challenger weights" .-> CONTRACT
MACROVIEW -. "promote when validated" .-> MACROPROMOTE
CENSUSVIEW -. "promote when validated" .-> CENSUSPROMOTE
ENERGYVIEW -. "promote when validated" .-> ENERGYPROMOTE
BEAVIEW -. "promote when validated" .-> BEAPROMOTE
TRADEVIEW -. "promote when validated" .-> TRADEPROMOTE
IDVIEW -. "promote when validated" .-> IDPROMOTE
SECXBRLVIEW -. "promote when validated" .-> SECXBRLPROMOTE
SEGMENTFOUND -. "promote when validated" .-> SEGMENTPROMOTE
SEGMENTVAL -. "promote when validated" .-> VALPROMOTE
SECFINQUAL -. "promote when validated" .-> VALPROMOTE
SECALTMAN -. "promote when validated" .-> VALPROMOTE
SECBENEISH -. "promote when validated" .-> VALPROMOTE
MNAVAL -. "promote when validated" .-> VALPROMOTE
SEGMENTPROMOTE -. "future champion/challenger weights" .-> CONTRACT
OWNERCONTROL -. "promote when validated" .-> OWNERPROMOTE
OWNERPROMOTE -. "future champion/challenger weights" .-> CONTRACT
ANALYSTVIEW -. "promote when validated" .-> ANALYSTPROMOTE
HISTALPHA -. "evaluated when horizons mature" .-> OUTCOME
RELMULT -. "promote when validated" .-> VALPROMOTE
CASHVAL -. "promote when validated" .-> VALPROMOTE
ASSETVAL -. "promote when validated" .-> VALPROMOTE
GRAHAMVAL -. "promote when validated" .-> VALPROMOTE
QUALITYVAL -. "promote when validated" .-> VALPROMOTE
CLASSICVAL -. "promote when validated" .-> VALPROMOTE
FACTORATTR -. "promote when validated" .-> FACTORPROMOTE
FACTORPROMOTE -. "future champion/challenger weights" .-> CONTRACT
FACTORVAL -. "promote when validated" .-> VALPROMOTE
INCOMEVAL -. "promote when validated" .-> VALPROMOTE
BUYBACKVAL -. "promote when validated" .-> VALPROMOTE
FORWARDVAL -. "promote when validated" .-> VALPROMOTE
COSTCAP -. "promote when validated" .-> VALPROMOTE
REVDCF -. "promote when validated" .-> VALPROMOTE
EXPLDCF -. "promote when validated" .-> VALPROMOTE
COMMODITYVAL -. "promote when validated" .-> COMMODITYPROMOTE
COMMODITYINV -. "promote when validated" .-> COMMODITYPROMOTE
COMMODITYPROMOTE -. "future champion/challenger weights" .-> CONTRACT
MOMCONFIRM -. "promote when validated" .-> VALPROMOTE
VALDATAGAP -. "feeds new provider/API requests" .-> VALDATA
VALDATAGAP -. "future normalized inputs" .-> VALAPP
MACROPROMOTE -. "future champion/challenger weights" .-> CONTRACT
CENSUSPROMOTE -. "future champion/challenger weights" .-> CONTRACT
ENERGYPROMOTE -. "future champion/challenger weights" .-> CONTRACT
BEAPROMOTE -. "future champion/challenger weights" .-> CONTRACT
TRADEPROMOTE -. "future champion/challenger weights" .-> CONTRACT
IDPROMOTE -. "future champion/challenger weights" .-> CONTRACT
SECXBRLPROMOTE -. "future champion/challenger weights" .-> CONTRACT
ANALYSTPROMOTE -. "future champion/challenger weights" .-> CONTRACT
PRICEPROMOTE -. "future champion/challenger weights" .-> CONTRACT
ALPHAPROMOTE -. "future champion/challenger weights" .-> CONTRACT
STACKPROMOTE -. "future champion/challenger weights" .-> CONTRACT
CONTRACT -. "date coverage and score-backfill readiness" .-> SCOREHIST
SCOREHIST -. "feeds consolidated promotion gate" .-> PROMOREADY
COVERAGETRIAGE -. "component-level training candidates and orientation checks" .-> PROMOREADY
RELTRAIN -. "feeds consolidated promotion gate" .-> PROMOREADY
RESTACK -. "feeds consolidated promotion gate" .-> PROMOREADY
CONTRACT --> ENSEMBLE
SCOREHIST -. "optimizer history gate evidence" .-> PAPER
PROMOREADY -. "operator review and promotion blockers" .-> REPORT
PROMOREADY --> PROMOREPORT
ENSEMBLE --> PAPER
ENSEMBLE --> THESISBOARD
ENSEMBLE --> WATERFALL
CONTRACT -. "latest champion and review-only rows" .-> REVIEWBOARD
THESISBOARD --> REPORT
WATERFALL --> REPORT
REVIEWBOARD --> REPORT
ENSEMBLE --> REPORT
PAPER --> REPORT
CONTRACT --> MACHINE
ENSEMBLE --> MACHINE
HEALTHCTRL --> HTML
HEALTHCTRL -. "operator state, source readiness, source-access checks, and credential gaps" .-> REPORT
HEALTHCTRL --> SOURCEREPORT
OUTCOME --> COVERAGEREPORT
COVERAGETRIAGE --> COVERAGEREPORT
CONTRACT --> COVERAGEREPORT
HEALTHCTRL --> APPHEALTHREPORT
APPSTEPLOG --> APPHEALTHREPORT
RAW --> STORAGEREPORT
CURATED --> STORAGEREPORT
HEALTHCTRL --> STORAGEREPORT
RAW --> FRESHREPORT
CURATED --> FRESHREPORT
SQLSTATCTRL --> FRESHREPORT
HEALTHCTRL --> FRESHREPORT
RATECTRL --> EFFREPORT
DEDUPCTRL --> EFFREPORT
RAW --> EFFREPORT
HEALTHCTRL --> EFFREPORT
HEALTHCTRL --> HEALTHREPORT
APPSTEPLOG -. "per-step runtime and failure evidence" .-> REPORT
PUBLICGUARD --> REPORT
PUBLICGUARD --> HTML
PUBLICGUARD --> PROMOREPORT
PUBLICGUARD --> SOURCEREPORT
PUBLICGUARD --> COVERAGEREPORT
PUBLICGUARD --> APPHEALTHREPORT
PUBLICGUARD --> STORAGEREPORT
PUBLICGUARD --> FRESHREPORT
PUBLICGUARD --> EFFREPORT
PUBLICGUARD --> HEALTHREPORT
HTML --> REPORT
class FMP,SEC,NEWS,GOV,MACRO,BLS,TREASURY,CENSUS,FACTORSRC,ENERGY,CFTC,FUTURES,TRADE,IDS,LEGACY source
class RAW,CURATED,CONTRACT,GRAPHSTORE storage
class SCHEDULECTRL,CREDCTRL,RATECTRL,DEDUPCTRL,APPSTEPLOG,SQLSTATCTRL,HEALTHCTRL,PUBLICGUARD,SCOREHIST,PROMOREADY control
class MARKOV,NEURAL,FUND,GOVRISK,NEWSAGG,GOVSIGNAL weighted
class SECDETAIL,NEWSDETAIL,FORECASTER,RELGRAPH,RELTRAIN,RELSCORE,VISAPP,MACROVIEW,CENSUSVIEW,BLSLABOR,ENERGYVIEW,BEAVIEW,TRADEVIEW,IDVIEW,SECXBRLVIEW,SECSTMTDATA,SECNOTESDATA,SECNOTESMODEL,SEGMENTFOUND,OWNERCONTROL,ANALYSTVIEW,VALDATA,FMPBULKDATA,FACTORDATA,FORWARDEST,CAPRETURN,OWNERSHIPMA,COTPOS,FUTURECURVE,COMMODITYVAL,COMMODITYINV,PRICEFACTOR,HISTALPHA,VALAPP,OUTCOME,RESTACK,RELMULT,CASHVAL,ASSETVAL,GRAHAMVAL,QUALITYVAL,CLASSICVAL,FACTORVAL,FACTORATTR,INCOMEVAL,BUYBACKVAL,FORWARDVAL,COSTCAP,REVDCF,EXPLDCF,SECFINQUAL,SECALTMAN,SECBENEISH,SEGMENTVAL,MNAVAL,MOMCONFIRM review
class RELPROMOTE,MACROPROMOTE,CENSUSPROMOTE,ENERGYPROMOTE,BEAPROMOTE,TRADEPROMOTE,IDPROMOTE,SECXBRLPROMOTE,SEGMENTPROMOTE,OWNERPROMOTE,ANALYSTPROMOTE,PRICEPROMOTE,ALPHAPROMOTE,FACTORPROMOTE,COMMODITYPROMOTE,VALPROMOTE,STACKPROMOTE,TRAINSTATUS,VALDATAGAP,FMPBULKGAP gap
class ENSEMBLE,PAPER,THESISBOARD,WATERFALL decision
class REVIEWBOARD review
class REPORT,HTML,PROMOREPORT,SOURCEREPORT,COVERAGEREPORT,APPHEALTHREPORT,STORAGEREPORT,FRESHREPORT,EFFREPORT,HEALTHREPORT,MACHINE output
Show Mermaid source
Open the canonical source at D:\ModelDataFoundation\docs\STOCK_VALUE_REPORT_DATA_FLOW.mmd
Readable Source / Model / Decision Table
| Source / Layer | What Data Is It? | Application Or Model | Status In Rank | What It Decides | Report Evidence |
|---|---|---|---|---|---|
| FMP market/fundamental API | Prices, profiles, statements, ratios, fundamentals, calendars, some analyst/news data | Fundamental Research; Markov Stock State Engine; Stock Valuation Model Lab | Core blend weighted today Valuation schools review-only | Valuation, quality, liquidity, dilution, peer set, price history, multi-horizon states, separated valuation-school evidence | Fundamental Value, Price History, Markov Detail, Peer Comparison, Decision And Valuation Review Models |
| Valuation data expansion feeds | FMP analyst estimates/dividends/M&A/beneficial ownership, Alpha Vantage estimate revisions, CFTC COT positioning, EIA inventory/energy signals, Databento CME Globex curve definitions/daily bars/statistics, SEC annual statement facts | Valuation Data Foundation; Stock Valuation Model Lab; Stock Decision Visibility Models | Landing/review-only Not rank-weighted yet | Forward estimates, capital return, ownership/control changes, private-market M&A activity, macro rate/credit spread context, reverse/explicit DCF scenario context, commodity inventory/positioning pressure, futures curve shape/carry context, SEC financial quality, Altman solvency, and Beneish accounting quality | Valuation Data Foundation summary; Stock Valuation Model Lab summary; Explicit DCF Scenario; SEC Statement Quality/Altman/Beneish review rows; Decision Visibility Review Models |
| SEC EDGAR | Filing metadata, official links, submission history, filing text, XBRL company facts | SEC/Governance Aggregate; SEC Modular Families | Aggregate weighted Details review-only | Governance risk, related-party/control language, material-weakness/restatement risk, filing evidence status | SEC Filing Metadata, Governance Risk, SEC Modular Review Signals |
| News/event feeds | Factual headlines, company events, opinion and forecast articles, publisher and author attribution | News/Event Intelligence; Event Family Split; Forecaster Reliability Overlay | Aggregate weighted Families review-only | Event score, factual vs opinion/forecast classification, publisher/author reliability hooks | Recent News And Event Influence, News Review Signals, Forecaster Track Record |
| Government trade disclosures | Government and congressional buy/sell filings, amounts, dates, filer identity | Government Trade Signal | Weighted today, small | Recent buy/sell pressure and filer-track-record weighted signal | Government Trade Evidence, Government Trade Signal In Top 15 |
| Curated price lake | Point-in-time adjusted-close history by symbol | Markov/Neural models; paper ledger; outcome evaluators | Weighted and training source | Up/flat/down probabilities, expected returns, trailing returns, paper-position returns | Markov Multi-Horizon Detail, Neural Horizon, Price History, Paper Positions |
| Curated historical prices | Old adjusted-close and volume histories with tradeability filters | Historical Price Factor Lab | Visible/review-only Disabled for rank | Momentum, reversal, volatility, trend, drawdown, and liquidity alpha trained/tested on old data | Historical Price Factor Lab summary; Decision And Valuation Review Models |
| Curated historical fundamentals, events, and filings | Old quarterly statements, ratios, key metrics, earnings surprises, dividends, and SEC filing metadata | Historical Alpha Model Lab | Visible/review-only Disabled for rank | Fundamental-factor, earnings-surprise, dividend-policy, and filing-event alpha trained/tested on old data | Historical Alpha Model Lab summary; Decision And Valuation Review Models |
| FRED/ALFRED, BEA, EIA | Macro vintages, economic accounts, input-output data, energy series | Macro graph signals; energy graph signals; Stock Decision Visibility Models | Visible/review-only Disabled for rank | Sector/entity/macro exposures, input-output dependency, energy/commodity pressure | Decision Visibility Review Models; Relationship context |
| Census EITS | 176 direct Census EITS series: retail, 57-series QSS services detail, manufacturing, wholesale, construction spending, inventory, housing, trade, and business-formation indicators | Census Activity Pressure Score; Macro graph signals; Stock Decision Visibility Models | Visible/review-only Disabled for rank | Census-only demand, construction, trade, inventory, and business-formation pressure projected through company/entity relationships | Decision Visibility Review Models; Relationship context; top-15 deep dive evidence |
| UN Comtrade and OECD TiVA | Country-commodity import/export observations; country-country export/import/value-added partner shares | Trade/Value-Chain Graph; Relationship Graph; Stock Decision Visibility Models | Visible/review-only | Commodity trade dependency, import origin exposure, export-market dependence, and foreign value-added exposure | Relationship context; future Trade/Value-Chain review signals |
| CFTC Public Reporting | Commitments of Traders futures positioning by producer/merchant, swap dealer, managed money, reportable, non-reportable, and CIT groups | Valuation Data Foundation; Energy/Commodity Exposure Score | Visible/review-only Needs outcome validation | Commodity crowding, producer hedging, speculative pressure, input-cost/producer-benefit context | Valuation Data Foundation summary; future commodity exposure rows |
| Databento GLBX futures curves | Continuous-rank CME Globex definitions, daily OHLCV bars, and statistics for CL, NG, GC, SI, HG, ZC, ZS, and ZW ranks 0-5 from 2024 through latest delayed data | Futures Curve Foundation; Commodity Carry/Value Score; Stock Valuation Model Lab; Energy/Commodity Exposure Score | Visible/review-only Disabled for rank | Curve shape, carry/term-structure pressure, commodity trend, and first review-only company exposure projected through commodity relationship edges | Valuation Data Foundation summary; Stock Valuation Model Lab summary; future deeper carry/inventory/cost-curve models |
| OpenFIGI and GLEIF | Security identifiers, legal entities, LEI/ISIN relationships, parent-child links | Identity and relationship graph; Stock Decision Visibility Models | Visible/review-only Disabled for rank | Identifier integrity, issuer/security matching, corporate structure complexity | Identity/Corporate Structure Risk row in Decision Visibility Review Models |
| SEC XBRL companyfacts | Official fact tags, values, filing dates, periods, units | SEC XBRL Reconciliation Signal | Visible/review-only Disabled for rank | Missing/stale facts, leverage anomalies, cash/liability pressure, FMP-vs-SEC mismatch | SEC XBRL Reconciliation row in Decision Visibility Review Models |
| Opinion and forecast attribution | Forecast origin, organization, author, event key, matured hit rate, signed return capture | Analyst/Forecaster Alpha | Visible/review-only Disabled for rank | Which forecasters appear helpful or harmful before promotion | Analyst/Forecaster Alpha row plus Forecaster Track Record Context |
| Relationship graph | Companies, sectors, people, policy, macro, commodities, SEC concepts, news events, model-signal entities | Relationship Graph; Relationship Family Weight Training; Relationship Exposure Score | Visible/review-only bridge | Graph exposure observations, relationship families, trained challenger weights, review-only component signals | Relationship context and future Relationship Exposure promotion |
research.component_signal |
Normalized score, confidence, horizon, freshness, eligibility for each model input | Stock Opportunity Ensemble | Only champion weights affect rank | Weighted contribution, missingness, eligibility, aggregate rank | Thesis, Decision Matrix, Component Contribution Waterfall, Review-Only / Under-Used Evidence Board, Weighted Components, Top 15 Rank |
research.component_signal_evaluation |
Observed forward returns for matured eligible/review component signals | Generic Component Outcome Sync; Research Stack Trainer | Training source Not champion-ranked by itself | Which model families actually helped or hurt after the forecast horizon matured | Trainable Weight Review; policy operator views |
| Research stack challenger policies | Nonnegative trained component weights from champion and review-only signal scopes | trained_stock_opportunity_research_stack |
Research-only challenger | Exploratory evidence for future constrained-stack promotion | Trainable Weight Review; research.ensemble_policy_operator_view |
| Paper strategy ledger | Recommendation runs, positions, outcomes, strategy definitions | Paper Strategy Optimizer | Evaluates strategy | Which top <=15 candidates to track and how strategy variants perform | Paper Strategy Top 15, Open Paper Positions, optimizer reports |
Visible Model Boxes And Promotion Gates
Relationship Exposure Score
Now added as a disabled/review-only component_signal bridge. Promotion waits for validated outcomes and reviewed weights.
Relationship Exposure Promotion
Enable and weight the graph signal only after enough point-in-time relationship outcomes prove useful.
Macro Regime Pressure
Now publishes disabled review-only macro graph pressure rows from FRED/ALFRED, BLS, Treasury, and Census-derived exposures.
Census Activity Pressure
Now publishes disabled review-only Census-only rows for retail, 57-series QSS services detail, construction, trade, inventory, and business-formation exposures.
Energy/Commodity Exposure
Now publishes disabled review-only EIA energy and commodity-linked pressure rows.
BEA Supply Chain
Now publishes a disabled review-only first-pass BEA input-output supply-chain pressure proxy.
Identity/Structure Risk
Now publishes disabled review-only FIGI, LEI, ISIN, issuer/security, and parent-child structure checks.
SEC XBRL Reconciliation
Now publishes disabled review-only SEC companyfacts reconciliation and anomaly flags.
Analyst/Forecaster Alpha
Now publishes disabled review-only analyst, author, and organization reliability signals from matured outcomes.
Historical Price Factor Lab
Now trains and tests old price/volume factors, then publishes disabled review-only historical_price_factor_alpha rows for future promotion review.
Historical Alpha Model Lab
Now trains and tests historical fundamentals, earnings surprises, dividend policy, and SEC filing-event models, then publishes disabled review-only component rows for validation.
Valuation Data Foundation
Now audits and lands forward estimates, dividend history, ownership/M&A evidence, Alpha estimate revisions, CFTC COT positioning, EIA inventory/energy signals, Databento continuous-rank futures curves with cost-quote guardrails, and SEC direct buyback plus annual statement facts. The first explicit scenario DCF, Databento-backed commodity carry/value score, EIA/CFTC commodity inventory-positioning score, SEC buyback capital-return score, SEC financial-quality score, SEC Altman-style solvency score, SEC Beneish accounting-quality score, and M&A private-market activity score are published as review-only.
Remaining Data Requests
Databento futures curves are active for 2024-2026 energy, metals, and grain roots, EIA/CFTC commodity inventory-positioning is visible, direct SEC buyback flow facts are visible, SEC financial-quality, partial Altman-style solvency, and partial Beneish accounting-quality are visible, SEC segment/SOTP valuation has a first review-only proxy, explicit scenario DCF has a first bear/base/bull proxy, and FMP M&A events now feed a private-market activity proxy. Statement-grade FCFF/FCFE forecast paths, normalized segment financial history, fuller retained-earnings/Beneish history, repurchase authorizations/share-retirement history, pre-2024/additional-instrument curve backfills, reserves/cost curves, and richer M&A transaction terms/multiples are still the next gaps.
Promotion Gates
Each review-only box needs point-in-time outcome validation and explicit challenger weights before it can affect rank.
Stock Valuation Model Lab
Now separates relative multiples, peer comps, FCF yield, asset value, residual income, GARP, shareholder yield, SEC buyback capital return, SEC financial quality, SEC Altman-style solvency, SEC Beneish accounting quality, SEC segment/SOTP value, M&A private-market activity, quality, distress, sector templates, net cash, capital efficiency, cost-of-capital adjusted value, reverse DCF, explicit scenario DCF, commodity carry/value, and commodity inventory/positioning value.
Valuation Data Expansion
Forward estimates, dividends, ownership/M&A seed data, direct SEC buyback facts, SEC annual statement facts, SEC segment revenue-axis facts, FRED rate/credit-spread rows, factor beta, CFTC positioning, EIA inventory/energy signals, and Databento futures curves now land. Cost-of-capital adjusted value, reverse DCF, explicit scenario DCF, commodity carry/value, commodity inventory/positioning value, SEC buyback capital return, SEC financial quality, SEC Altman-style solvency, SEC Beneish accounting quality, SEC segment/SOTP value, and M&A private-market activity have first review-only components. Next missing inputs are statement-grade FCFF/FCFE forecast paths, fuller historical retained-earnings/Beneish coverage, normalized segment financial history, repurchase authorizations/share-retirement history, pre-2024/additional-instrument curve history, reserves/cost curves, and richer M&A transaction terms/multiples.
Generic Component Outcomes
Eligible/review signals are now evaluated against curated price history when their forecast horizon matures.
Research Stack Trainer
Exploratory nonnegative stack challengers are trained from matured outcomes but stay non-production until distinct-date and validation gates pass.
2026-06-21 Training Promotion Status
Five research challenger policies refreshed. The 21-day all-current research stack is ready for operator review, but no model was promoted into champion rank. Production promotion remains gated by leakage, sector, stability, and operator-review checks; shorter horizons still need more mature, time-separated outcome dates.