STRATEGY LAB
Ten frameworks built in. Yours is number eleven.
Fork any built-in framework into your own copy, describe a screen in plain language, or paste a methodology you wrote elsewhere — then edit its screening criteria and run it through the same EDGAR-grounded pipeline. Your filters are your own editorial choices, applied uniformly across the whole universe of companies.
Fork it. The original stays intact.
Forking copies a built-in framework into your own editable version — you can adjust its screening criteria without changing the original.
Or start another way. Describe the companies you look for in plain language and the Lab composes the filters, the scoring rubric and the filing list, ready to review. Paste a methodology document you wrote elsewhere and the importer maps it onto the catalog, showing what it kept and what it left out. Or begin with an empty screen against the same universe. Every path ends in a readiness checklist that says what will run before a scan spends anything. Either way the built-ins are untouched: a starting point, not a ceiling.
Iterate like a regression suite
Shown: a derived framework 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 frameworks get the same EDGAR grounding, the same citation enforcement, the same honest unknowns, and the same Gemstone / Geode / Sediment vocabulary as the ten built-in frameworks.