HOW IT WORKS

Two stages, from the whole universe to a cited verdict

Every strategy runs the same way: a fixed quantitative screen narrows the field, then an AI evaluator reads the survivors' filings. Nothing is personalized — the same company gets the same verdict for every subscriber.

STAGE 1 · SCREEN

Filter the universe

Each strategy declares a fixed set of quantitative filters — return on capital, balance-sheet strength, payout coverage, whatever its published framework requires. They run against the SEC EDGAR operating universe, identically every time.

Near-misses aren't discarded silently: the screen keeps the rationale for every company that dropped out, one filter from passing.

EDIT SCREEN: 15-POINT QUALITATIVE
1 · Select Metrics 2 · Configure 3 · Name & Save
CATEGORY
Size
Profitability
Leverage
Growth
Valuation
Dividend
Composite
Filing
Dilution
Exclusions
Momentum
Exception
METRICS
Market Cap (min)
Market Cap (max)
Revenue TTM (min)
SELECTED (8)
Market Cap (min)
ROIC (min)
Gross Margin (min)
Revenue Growth 3y CAGR (min)
R&D Spend Non-Zero
SBC / Revenue (max)
Sector Exclusion
Quality Flag Exclusion
8 metric(s) selected Cancel Next
SECTIONS PROVIDED TO THE EVALUATOR
[10-K Item 1 — Business][10-K Item 1A — Risk Factors][10-K Item 7 — MD&A][10-K Item 8 — Financial Statements] [8-K Item 2.02 — supporting]
These headers are the evaluator's citation vocabulary. Only provided sections and pre-computed metrics count as evidence — memory of a company is never a source. Missing sections become unknowns.
STAGE 2 · EVALUATE

Read the filings

Survivors go to the strategy's evaluation prompt — frozen, versioned, identical for everyone. The evaluator cross-references the pre-computed metrics against the filing text: the metrics say what, the filings say why and whether it's durable.

The output is the structured verdict you saw dissected on Anatomy of a verdict: scored dimensions, trap signals with sources, unknowns, and a tier.

Your derived strategies from the Strategy Lab run through the same two stages.

THE RESULT

One of three verdicts on framework fit

GEMSTONE
Strong match to the framework
GEODE
Partial match — turn it over yourself
SEDIMENT
No match — a turned-over stone
THE HOUSE LENS

General Analysis

Twelve strategies express a published tradition. The thirteenth, General Analysis, is the house lens: a methodology-neutral read of the filings for when you want the evidence organized before choosing a discipline.

Same engine, same citation rules, same honesty about gaps — without a framework's scoring rubric. It doesn't appear on the lens pages because it isn't one.

APP SCREENSHOT — GENERAL ANALYSIS OUTPUT

Annotated capture pending · state without price columns · current vocabulary only

See a whole verdict, taken apart

The workhorse page: one sample output, annotated part by part.

CLOSED PILOT

Request your beta invite.

RockTurners is in an invite-only pilot. Join the list and we'll email you an invite with access when a spot opens.

EMAIL USED ONLY TO SEND YOUR INVITE · NO TRACKING COOKIES