BR
Broadridge Financial Solutions
Screener candidate detail · 2 active archetypes
Active
2
archetypes
History
29
rows
Days on list
16
oldest active
Screener Funnel
✓Fired
5 archetypes
✓S1 signal
reached primed
✓S2 deep set
conviction stamped
○Promoted
not promoted
Stages a name passes through: fired an archetype → reached an S1 signal (state ≥ partial) → entered the S2 deep-enrichment set (conviction stamped) → promoted to the watchlist. Each step is "ever reached" across this name's recorded history (capped at 60 rows — a very long-lived name's earliest episodes may fall outside this window).
Active Candidacies
N4 · Structural-Derate Continuationpartialpersisting
score: 0.520confluence: 1days: 16as of 2026-07-08
Triggers:regime:structural_deratefragility_gate:not_fragile (derate without structural confirm)
Dislocation:
Regime Tag
structural_derate
Fragile
No
Gate Abstained
No
Fragility Reasons
beta 0.02 < 1.30 (not high-beta),sma_dist_200 -22.6% (downtrend),fundamentals:unavailable,realized_vol_pct_1y 67 >= 60 (elevated)
Fragility Legs Fired
2.00
Credit Amplified
No
Derate Depth Below 200d
0.23
Sma Dist 200
-0.23
A2 · Oversold Sympathypartialnew
score: 0.449confluence: 1days: 1as of 2026-07-21
Triggers:ret_1d -3.4%quality:passdemoted:partial explained by sub_industry_move (attribution_confidence=medium)no_own_news (weak flag — store coverage limited)borrowed_drop -3.31pp (unexplained)sector_explained -0.30×+0.3%=-0.1pp
Dislocation:
1-day return
-3.40%
1-day return
-3.40%
Beta (60d)
-0.30
Sector return (1d)
0.30%
Sector return
0.30%
Borrowed drop
-3.31%
Own news
No
Newsless
Yes
Regime at flag: TRANSITIONAL
Promote to Watchlist
Seeds the company layer immediately; full deep-data scaffold runs in the background.
Lifecycle Timeline
One strip per archetype, oldest → newest. Each cell is a trading day the screener recorded this name; color = lifecycle status. A ● marks a day the name was in the buy zone (ripeness confirmed/loaded); a left gap marks the start of a new candidacy episode.
A2 · Oversold Sympathylong recoveryactive
5 days
N4 · Structural-Derate Continuationshort fragilityactive
7 daysripe: Confirmed
N3 · Failed Breakout
2 days
A3 · Positioning Extreme
4 days
A5 · Mechanical Reversion
11 days
newpersistingdecayedexitedpromotedunknownripe day
Realized Episodes
Each completed candidacy graded as a "would-have" trade: entered when the archetype began flagging this name, exited when the screener dropped it. Return is direction-adjusted and market-adjusted (minus SPY, where available) — hindsight, not advice. Open episodes are marked-to-market and excluded from the tally.
Closed: 2/5 directionally right · mean -1.2% · small sample, illustrative not proof
A2 · Oversold Sympathylong recovery2026-07-22 → open4 bars
+5.5%open · MTM
A2 · Oversold Sympathylong recovery2026-07-15 → 2026-07-162 bars
+2.2%dropped
N3 · Failed Breakoutshort fragility2026-07-06 → open16 bars
-7.0%open · MTM
N4 · Structural-Derate Continuationshort fragility2026-06-24 → 2026-07-1012 bars
-6.0%dropped
A5 · Mechanical Reversionlong recovery2026-06-15 → 2026-06-247 bars
-1.9%closed
A3 · Positioning Extremelong recovery2026-06-04 → 2026-06-083 bars
-1.6%closed
A2 · Oversold Sympathylong recovery2026-06-03 → 2026-06-042 bars
+1.4%closed
Lifecycle History(newest first, up to 60 rows)
| Date | Archetype | State | Score | Confluence | Status | Dislocation |
|---|---|---|---|---|---|---|
| 2026-07-21 | A2 · Oversold Sympathy | partial | 0.449 | 1 | new | 1-day return: -3.40% · 1-day return: -3.40% · Beta (60d): -0.30 · Sector return (1d): 0.30% · Sector return: 0.30% · Borrowed drop: -3.31% |
| 2026-07-20 | N3 · Failed Breakout | primed | 0.406 | 2 | decayed | Breakout Level: sma20 · Dist 52w High: -0.46 · Sma Dist 20: 0.00 · Recent Push: Yes · Below Level: Yes · Failure Bar: Yes |
| 2026-07-16 | A3 · Positioning Extreme | partial | 0.000 | 1 | exited | Short Pct Float: — · Ret 20d: 0.01 · Dist 52w Low: 0.08 · Short Extreme: No · Price Holding: Yes · Options Legs Enabled: Yes |
| 2026-07-14 | A2 · Oversold Sympathy | partial | 0.460 | 1 | new | 1-day return: -3.38% · 1-day return: -3.38% · Beta (60d): -0.21 · Sector return (1d): 0.04% · Sector return: 0.04% · Borrowed drop: -3.37% |
| 2026-07-08 | N4 · Structural-Derate Continuation | partial | 0.520 | 1 | persisting | Regime Tag: structural_derate · Fragile: No · Gate Abstained: No · Fragility Reasons: beta 0.02 < 1.30 (not high-beta),sma_dist_200 -22.6% (downtrend),fundamentals:unavailable,realized_vol_pct_1y 67 >= 60 (elevated) · Fragility Legs Fired: 2.00 · Credit Amplified: No |
| 2026-07-06 | N3 · Failed Breakout | primed | 0.406 | 2 | new | Breakout Level: sma20 · Dist 52w High: -0.46 · Sma Dist 20: 0.00 · Recent Push: Yes · Below Level: Yes · Failure Bar: Yes |
| 2026-07-06 | A5 · Mechanical Reversion | partial | 0.391 | 1 | exited | 1-day return: -1.01% · 1-day return: -1.01% · Beta (60d): 0.19 · Spy Ret 1d: -0.00 · Spy Ret Pct: -0.33% · Beta Residual Pct: -0.95% |
| 2026-07-06 | N4 · Structural-Derate Continuation | partial | 0.557 | 1 | persisting | Regime Tag: structural_derate · Fragile: No · Gate Abstained: No · Fragility Reasons: beta 0.00 < 1.30 (not high-beta),sma_dist_200 -23.7% (downtrend),fundamentals:unavailable,realized_vol_pct_1y 60 < 60 (calm) · Fragility Legs Fired: 1.00 · Credit Amplified: No |
| 2026-07-02 | N4 · Structural-Derate Continuation | partial | 0.597 | 1 | persisting | Regime Tag: structural_derate · Fragile: No · Gate Abstained: No · Fragility Reasons: beta 0.03 < 1.30 (not high-beta),sma_dist_200 -24.3% (downtrend),fundamentals:unavailable,realized_vol_pct_1y 61 >= 60 (elevated) · Fragility Legs Fired: 2.00 · Credit Amplified: No |
| 2026-07-01 | N4 · Structural-Derate Continuation | partial | 0.650 | 1 | persisting | Regime Tag: structural_derate · Fragile: No · Gate Abstained: No · Fragility Reasons: beta 0.06 < 1.30 (not high-beta),sma_dist_200 -26.1% (downtrend),fundamentals:unavailable,realized_vol_pct_1y 58 < 60 (calm) · Fragility Legs Fired: 1.00 · Credit Amplified: No |
| 2026-06-30 | N4 · Structural-Derate Continuation | partial | 0.751 | 1 | persisting | Regime Tag: structural_derate · Fragile: No · Gate Abstained: No · Fragility Reasons: beta 0.09 < 1.30 (not high-beta),sma_dist_200 -28.4% (downtrend),fundamentals:unavailable,realized_vol_pct_1y 53 < 60 (calm) · Fragility Legs Fired: 1.00 · Credit Amplified: No |
| 2026-06-29 | A5 · Mechanical Reversion | partial | 0.391 | 1 | decayed | 1-day return: -1.01% · 1-day return: -1.01% · Beta (60d): 0.19 · Spy Ret 1d: -0.00 · Spy Ret Pct: -0.33% · Beta Residual Pct: -0.95% |
| 2026-06-29 | N4 · Structural-Derate Continuation | partial | 0.727 | 1 | persisting | Regime Tag: structural_derate · Fragile: No · Gate Abstained: No · Fragility Reasons: beta 0.13 < 1.30 (not high-beta),sma_dist_200 -27.9% (downtrend),fundamentals:unavailable,realized_vol_pct_1y 73 >= 60 (elevated) · Fragility Legs Fired: 2.00 · Credit Amplified: No |
| 2026-06-25 | A3 · Positioning Extreme | partial | 0.000 | 1 | decayed | Short Pct Float: — · Ret 20d: 0.01 · Dist 52w Low: 0.08 · Short Extreme: No · Price Holding: Yes · Options Legs Enabled: Yes |
| 2026-06-23 | N4 · Structural-Derate Continuation | partial | 0.836 | 1 | new | Regime Tag: structural_derate · Fragile: No · Gate Abstained: No · Fragility Reasons: beta 0.11 < 1.30 (not high-beta),sma_dist_200 -29.7% (downtrend),fundamentals:unavailable,realized_vol_pct_1y 74 >= 60 (elevated) · Fragility Legs Fired: 2.00 · Credit Amplified: No |
| 2026-06-22 | A5 · Mechanical Reversion | partial | 0.391 | 1 | persisting | 1-day return: -1.01% · 1-day return: -1.01% · Beta (60d): 0.19 · Spy Ret 1d: -0.00 · Spy Ret Pct: -0.33% · Beta Residual Pct: -0.95% |
| 2026-06-21 | A5 · Mechanical Reversion | partial | 0.551 | 1 | persisting | 1-day return: -1.46% · 1-day return: -1.46% · Beta (60d): 0.18 · Spy Ret 1d: 0.00 · Spy Ret Pct: 0.00% · Beta Residual Pct: -1.46% |
| 2026-06-20 | A5 · Mechanical Reversion | partial | 0.556 | 1 | persisting | 1-day return: -1.46% · 1-day return: -1.46% · Beta (60d): 0.18 · Spy Ret 1d: 0.00 · Spy Ret Pct: 0.00% · Beta Residual Pct: -1.46% |
| 2026-06-19 | A5 · Mechanical Reversion | partial | 0.560 | 1 | persisting | 1-day return: -1.46% · 1-day return: -1.46% · Beta (60d): 0.18 · Spy Ret 1d: 0.00 · Spy Ret Pct: 0.00% · Beta Residual Pct: -1.46% |
| 2026-06-18 | A5 · Mechanical Reversion | partial | 0.633 | 1 | persisting | 1-day return: -1.71% · 1-day return: -1.71% · Beta (60d): 0.19 · Spy Ret 1d: — · Spy Ret Pct: — · Beta Residual Pct: — |
| 2026-06-17 | A5 · Mechanical Reversion | partial | 0.886 | 1 | persisting | 1-day return: -3.00% · 1-day return: -3.00% · Beta (60d): 0.23 · Spy Ret 1d: — · Spy Ret Pct: — · Beta Residual Pct: — |
| 2026-06-16 | A5 · Mechanical Reversion | partial | 0.330 | 1 | persisting | 1-day return: 0.77% · 1-day return: 0.77% · Beta (60d): 0.14 · Spy Ret 1d: — · Spy Ret Pct: — · Beta Residual Pct: — |
| 2026-06-16 | A2 · Oversold Sympathy | partial | 0.085 | 1 | exited | 1-day return: -3.26% · 1-day return: -3.26% · Beta (60d): — · Sector return (1d): — · Sector return: — · Borrowed drop: — |
| 2026-06-15 | A5 · Mechanical Reversion | partial | 0.633 | 1 | persisting | 1-day return: -1.45% · 1-day return: -1.45% · Beta (60d): 0.14 · Spy Ret 1d: — · Spy Ret Pct: — · Beta Residual Pct: — |
| 2026-06-14 | A5 · Mechanical Reversion | partial | 0.309 | 1 | persisting | 1-day return: 0.68% · 1-day return: 0.68% · Beta (60d): 0.18 · Spy Ret 1d: — · Spy Ret Pct: — · Beta Residual Pct: — |
| 2026-06-09 | A2 · Oversold Sympathy | partial | 0.085 | 1 | decayed | 1-day return: -3.26% · 1-day return: -3.26% · Beta (60d): — · Sector return (1d): — · Sector return: — · Borrowed drop: — |
| 2026-06-04 | A3 · Positioning Extreme | partial | 0.000 | 1 | persisting | Short Pct Float: — · Ret 20d: 0.01 · Dist 52w Low: 0.08 · Short Extreme: No · Price Holding: Yes · Options Legs Enabled: Yes |
| 2026-06-03 | A3 · Positioning Extreme | partial | 0.000 | 1 | persisting | Short Pct Float: — · Ret 20d: 0.00 · Dist 52w Low: 0.06 · Short Extreme: No · Price Holding: Yes · Options Legs Enabled: Yes |
| 2026-06-02 | A2 · Oversold Sympathy | partial | 0.085 | 1 | persisting | 1-day return: -3.26% · 1-day return: -3.26% · Beta (60d): — · Sector return (1d): — · Sector return: — · Borrowed drop: — |