FDS
FactSet
Screener candidate detail · 2 active archetypes
Active
2
archetypes
History
42
rows
Days on list
1
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
A2 · Oversold Sympathypartialnew
score: 0.421confluence: 2days: 1as of 2026-07-21
Triggers:ret_1d -3.5%quality:passdemoted:partial explained by sub_industry_move (attribution_confidence=medium)no_own_news (weak flag — store coverage limited)borrowed_drop -3.36pp (unexplained)sector_explained -1.27×+0.1%=-0.2pp
Dislocation:
1-day return
-3.52%
1-day return
-3.52%
Beta (60d)
-1.27
Sector return (1d)
0.12%
Sector return
0.12%
Borrowed drop
-3.36%
Own news
No
Newsless
Yes
Regime at flag: TRANSITIONAL
A3 · Positioning Extremepartialpersisting
score: 0.353confluence: 1days: 55as of 2026-07-27
Triggers:short_pct 13.8% (below 15% floor)days_to_cover 5.08 (extreme)ret_20d +13.8% (holding)dist_52w_low +41.3% (above lows)price_holding:confirmedskew:no_options_data (co_options_daily absent — sparse by design)quality:pass
Dislocation:
Short Pct Float
13.84
Days To Cover
5.08
Ret 20d
0.14
Dist 52w Low
0.41
Short Extreme
Yes
Short Pct Extreme
No
Days To Cover Extreme
Yes
Price Holding
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.
A3 · Positioning Extremelong recoveryactive
12 days
A2 · Oversold Sympathylong recoveryactive
12 days
P1 · Pair Divergence
4 days
N3 · Failed Breakout
2 days
A5 · Mechanical Reversion
12 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: 1/5 directionally right · mean -5.7% · small sample, illustrative not proof
A2 · Oversold Sympathylong recovery2026-07-22 → open4 bars
+6.8%open · MTM
A2 · Oversold Sympathylong recovery2026-07-09 → 2026-07-166 bars
+4.8%dropped
N3 · Failed Breakoutshort fragility2026-06-30 → 2026-07-023 bars
-8.7%dropped
P1 · Pair Divergenceshort fragility2026-06-22 → 2026-06-232 bars
-3.6%closed
A5 · Mechanical Reversionlong recovery2026-06-15 → 2026-06-269 bars
-10.0%closed
A3 · Positioning Extremelong recovery2026-06-04 → open36 bars
+4.5%open · MTM
A2 · Oversold Sympathylong recovery2026-06-03 → 2026-06-2314 bars
-11.2%closed
Lifecycle History(newest first, up to 60 rows)
| Date | Archetype | State | Score | Confluence | Status | Dislocation |
|---|---|---|---|---|---|---|
| 2026-07-27 | A3 · Positioning Extreme | partial | 0.353 | 1 | persisting | Short Pct Float: 13.84 · Days To Cover: 5.08 · Ret 20d: 0.14 · Dist 52w Low: 0.41 · Short Extreme: Yes · Short Pct Extreme: No |
| 2026-07-24 | A3 · Positioning Extreme | partial | 0.363 | 1 | persisting | Short Pct Float: 13.84 · Days To Cover: 5.08 · Ret 20d: 0.20 · Dist 52w Low: 0.35 · Short Extreme: Yes · Short Pct Extreme: No |
| 2026-07-23 | A3 · Positioning Extreme | partial | 0.367 | 1 | persisting | Short Pct Float: 14.59 · Days To Cover: 5.00 · Ret 20d: 0.12 · Dist 52w Low: 0.30 · Short Extreme: Yes · Short Pct Extreme: No |
| 2026-07-22 | A3 · Positioning Extreme | partial | 0.371 | 1 | persisting | Short Pct Float: 14.59 · Days To Cover: 5.00 · Ret 20d: 0.12 · Dist 52w Low: 0.30 · Short Extreme: Yes · Short Pct Extreme: No |
| 2026-07-21 | A2 · Oversold Sympathy | partial | 0.421 | 2 | new | 1-day return: -3.52% · 1-day return: -3.52% · Beta (60d): -1.27 · Sector return (1d): 0.12% · Sector return: 0.12% · Borrowed drop: -3.36% |
| 2026-07-21 | A3 · Positioning Extreme | partial | 0.421 | 2 | persisting | Short Pct Float: 14.59 · Days To Cover: 5.00 · Ret 20d: 0.12 · Dist 52w Low: 0.31 · Short Extreme: Yes · Short Pct Extreme: No |
| 2026-07-20 | P1 · Pair Divergence | partial | 0.658 | 3 | exited | Pair Twin: MORN · Pair Correlation: 0.76 · Pair Spread Z: 2.04 · Pair Direction: short_fragility · Pair State: partial · Gate pass: Yes |
| 2026-07-20 | A3 · Positioning Extreme | partial | 0.388 | 1 | persisting | Short Pct Float: 14.59 · Days To Cover: 5.00 · Ret 20d: 0.14 · Dist 52w Low: 0.36 · Short Extreme: Yes · Short Pct Extreme: No |
| 2026-07-17 | A3 · Positioning Extreme | partial | 0.388 | 1 | persisting | Short Pct Float: 14.59 · Days To Cover: 5.00 · Ret 20d: 0.12 · Dist 52w Low: 0.37 · Short Extreme: Yes · Short Pct Extreme: No |
| 2026-07-16 | A3 · Positioning Extreme | partial | 0.395 | 1 | persisting | Short Pct Float: 14.59 · Days To Cover: 5.00 · Ret 20d: 0.10 · Dist 52w Low: 0.39 · Short Extreme: Yes · Short Pct Extreme: No |
| 2026-07-15 | A3 · Positioning Extreme | partial | 0.371 | 1 | persisting | Short Pct Float: 14.59 · Days To Cover: 5.00 · Ret 20d: 0.06 · Dist 52w Low: 0.33 · Short Extreme: Yes · Short Pct Extreme: No |
| 2026-07-14 | N3 · Failed Breakout | primed | 0.000 | 1 | decayed | Breakout Level: sma20 · Dist 52w High: -0.47 · Sma Dist 20: -0.01 · Recent Push: Yes · Below Level: Yes · Failure Bar: Yes |
| 2026-07-14 | A2 · Oversold Sympathy | primed | 0.475 | 2 | persisting | 1-day return: -4.07% · 1-day return: -4.07% · Beta (60d): -1.11 · Sector return (1d): 0.20% · Sector return: 0.20% · Borrowed drop: -3.86% |
| 2026-07-14 | A3 · Positioning Extreme | partial | 0.475 | 2 | persisting | Short Pct Float: 14.59 · Days To Cover: 5.00 · Ret 20d: 0.05 · Dist 52w Low: 0.34 · Short Extreme: Yes · Short Pct Extreme: No |
| 2026-07-13 | A3 · Positioning Extreme | partial | 0.380 | 1 | persisting | Short Pct Float: 14.59 · Days To Cover: 5.00 · Ret 20d: 0.11 · Dist 52w Low: 0.40 · Short Extreme: Yes · Short Pct Extreme: No |
| 2026-07-10 | A3 · Positioning Extreme | partial | 0.386 | 1 | persisting | Short Pct Float: 14.77 · Days To Cover: 5.32 · Ret 20d: -0.01 · Dist 52w Low: 0.31 · Short Extreme: Yes · Short Pct Extreme: No |
| 2026-07-09 | A2 · Oversold Sympathy | partial | 0.330 | 2 | persisting | 1-day return: -3.13% · 1-day return: -3.13% · Beta (60d): -0.91 · Sector return (1d): 0.98% · Sector return: 0.98% · Borrowed drop: -2.24% |
| 2026-07-08 | A5 · Mechanical Reversion | partial | 0.156 | 2 | exited | 1-day return: -0.78% · 1-day return: -0.78% · Beta (60d): -0.23 · Spy Ret 1d: 0.00 · Spy Ret Pct: 0.36% · Beta Residual Pct: -0.70% |
| 2026-07-08 | A2 · Oversold Sympathy | partial | 0.609 | 2 | new | 1-day return: -4.14% · 1-day return: -4.14% · Beta (60d): -0.76 · Sector return (1d): -1.95% · Sector return: -1.95% · Borrowed drop: -5.62% |
| 2026-07-06 | A2 · Oversold Sympathy | partial | 0.658 | 3 | exited | 1-day return: -3.12% · 1-day return: -3.12% · Beta (60d): -0.32 · Sector return (1d): -0.89% · Sector return: -0.89% · Borrowed drop: -3.40% |
| 2026-07-06 | P1 · Pair Divergence | partial | 0.658 | 3 | decayed | Pair Twin: MORN · Pair Correlation: 0.76 · Pair Spread Z: 2.04 · Pair Direction: short_fragility · Pair State: partial · Gate pass: Yes |
| 2026-07-01 | A5 · Mechanical Reversion | partial | 0.156 | 2 | decayed | 1-day return: -0.78% · 1-day return: -0.78% · Beta (60d): -0.23 · Spy Ret 1d: 0.00 · Spy Ret Pct: 0.36% · Beta Residual Pct: -0.70% |
| 2026-06-30 | N3 · Failed Breakout | primed | 0.000 | 1 | new | Breakout Level: sma20 · Dist 52w High: -0.47 · Sma Dist 20: -0.01 · Recent Push: Yes · Below Level: Yes · Failure Bar: Yes |
| 2026-06-28 | A2 · Oversold Sympathy | partial | 0.658 | 3 | decayed | 1-day return: -3.12% · 1-day return: -3.12% · Beta (60d): -0.32 · Sector return (1d): -0.89% · Sector return: -0.89% · Borrowed drop: -3.40% |
| 2026-06-24 | A5 · Mechanical Reversion | partial | 0.156 | 2 | persisting | 1-day return: -0.78% · 1-day return: -0.78% · Beta (60d): -0.23 · Spy Ret 1d: 0.00 · Spy Ret Pct: 0.36% · Beta Residual Pct: -0.70% |
| 2026-06-23 | A5 · Mechanical Reversion | partial | 0.113 | 2 | persisting | 1-day return: -0.22% · 1-day return: -0.22% · Beta (60d): -0.25 · Spy Ret 1d: -0.01 · Spy Ret Pct: -1.20% · Beta Residual Pct: -0.51% |
| 2026-06-22 | A5 · Mechanical Reversion | partial | 0.577 | 2 | persisting | 1-day return: -1.21% · 1-day return: -1.21% · Beta (60d): -0.29 · Spy Ret 1d: -0.00 · Spy Ret Pct: -0.33% · Beta Residual Pct: -1.31% |
| 2026-06-21 | A5 · Mechanical Reversion | primed | 0.658 | 3 | persisting | 1-day return: -3.12% · 1-day return: -3.12% · Beta (60d): -0.32 · Spy Ret 1d: 0.00 · Spy Ret Pct: 0.00% · Beta Residual Pct: -3.12% |
| 2026-06-21 | A2 · Oversold Sympathy | partial | 0.658 | 3 | persisting | 1-day return: -3.12% · 1-day return: -3.12% · Beta (60d): -0.32 · Sector return (1d): -0.89% · Sector return: -0.89% · Borrowed drop: -3.40% |
| 2026-06-21 | P1 · Pair Divergence | partial | 0.658 | 3 | persisting | Pair Twin: MORN · Pair Correlation: 0.76 · Pair Spread Z: 2.04 · Pair Direction: short_fragility · Pair State: partial · Gate pass: Yes |
| 2026-06-20 | A5 · Mechanical Reversion | primed | 0.722 | 3 | persisting | 1-day return: -3.12% · 1-day return: -3.12% · Beta (60d): -0.32 · Spy Ret 1d: 0.00 · Spy Ret Pct: 0.00% · Beta Residual Pct: -3.12% |
| 2026-06-20 | A2 · Oversold Sympathy | partial | 0.722 | 3 | persisting | 1-day return: -3.12% · 1-day return: -3.12% · Beta (60d): -0.32 · Sector return (1d): -0.89% · Sector return: -0.89% · Borrowed drop: -3.40% |
| 2026-06-20 | P1 · Pair Divergence | partial | 0.722 | 3 | new | Pair Twin: MORN · Pair Correlation: 0.76 · Pair Spread Z: 2.04 · Pair Direction: short_fragility · Pair State: partial · Gate pass: Yes |
| 2026-06-19 | A5 · Mechanical Reversion | primed | 0.768 | 3 | persisting | 1-day return: -3.12% · 1-day return: -3.12% · Beta (60d): -0.32 · Spy Ret 1d: 0.00 · Spy Ret Pct: 0.00% · Beta Residual Pct: -3.12% |
| 2026-06-19 | A2 · Oversold Sympathy | partial | 0.768 | 3 | persisting | 1-day return: -3.12% · 1-day return: -3.12% · Beta (60d): -0.32 · Sector return (1d): -0.89% · Sector return: -0.89% · Borrowed drop: -3.40% |
| 2026-06-18 | A5 · Mechanical Reversion | partial | 0.738 | 2 | persisting | 1-day return: -3.94% · 1-day return: -3.94% · Beta (60d): -0.29 · Spy Ret 1d: — · Spy Ret Pct: — · Beta Residual Pct: — |
| 2026-06-18 | A2 · Oversold Sympathy | primed | 0.738 | 2 | persisting | 1-day return: -3.94% · 1-day return: -3.94% · Beta (60d): -0.29 · Sector return (1d): 0.12% · Sector return: 0.12% · Borrowed drop: -3.91% |
| 2026-06-17 | A5 · Mechanical Reversion | partial | 0.764 | 2 | persisting | 1-day return: -3.98% · 1-day return: -3.98% · Beta (60d): -0.21 · Spy Ret 1d: — · Spy Ret Pct: — · Beta Residual Pct: — |
| 2026-06-17 | A2 · Oversold Sympathy | partial | 0.764 | 2 | persisting | 1-day return: -3.98% · 1-day return: -3.98% · Beta (60d): -0.21 · Sector return (1d): -0.55% · Sector return: -0.55% · Borrowed drop: -4.09% |
| 2026-06-16 | A5 · Mechanical Reversion | partial | 0.309 | 1 | persisting | 1-day return: 0.72% · 1-day return: 0.72% · Beta (60d): -0.35 · Spy Ret 1d: — · Spy Ret Pct: — · Beta Residual Pct: — |
| 2026-06-15 | A5 · Mechanical Reversion | partial | 0.792 | 1 | persisting | 1-day return: -2.22% · 1-day return: -2.22% · Beta (60d): -0.32 · Spy Ret 1d: — · Spy Ret Pct: — · Beta Residual Pct: — |
| 2026-06-11 | A2 · Oversold Sympathy | primed | 0.719 | 1 | persisting | 1-day return: -5.12% · 1-day return: -5.12% · Beta (60d): -0.25 · Sector return (1d): 0.74% · Sector return: 0.74% · Borrowed drop: -4.94% |