STRATEGY LAB
Thirteen frameworks built in. Yours is number fourteen.
Fork any built-in strategy into your own copy, edit its screening criteria, and run it through the same EDGAR-grounded pipeline. Your filters are your own editorial choices — applied impersonally to the whole universe, never to you.
Fork it. The original stays intact.
Or start from scratch — an empty screen against the same universe. Either way the built-ins are untouched: a starting point, not a ceiling.
Iterate like a regression suite
Shown: a derived strategy with generic values. Built-in prompt bodies and complete criteria sets are never displayed on this site.
Iterate on this strategy: set up a test basket, pre-screen the universe to find candidates (Stage 1), then deep dive the ones worth a closer look (Stage 2). Results land below.
Filter the full universe down to securities worth a deeper look. Runs against the warm XBRL cache — no SEC fetches.
Passers are ranked and the top 20 advance to the deep dive — adjust with Edit screen.
Dry-run the full pipeline on your test basket or the pre-screen's advancers: reads EDGAR filings on each candidate to turn over the rocks that look valuable.
Engine choice affects speed and run cost, not the research methodology or what a verdict means.
Tickers you expect the strategy to pass or reject — your regression suite.
No test tickers yet — Add ticker to start the basket.
Your criteria, the whole universe
Stage 1 filter criteria — thresholds, metrics from the filter catalog — plus scan cadence and universe scope. Every filter screens companies on your criteria; nothing about the screen refers to you.
The rigor isn't a built-in-only feature
Derived strategies get the same EDGAR grounding, the same citation enforcement, the same honest unknowns, and the same Gemstone / Geode / Sediment vocabulary as the thirteen built-ins.
The screen is yours to direct.
Fork a built-in or start from an empty screen — same universe, same discipline.