FDS
FactSet
Screener candidate detail · 3 active archetypes
Active
3
archetypes
History
40
rows
Days on list
7
oldest active
Screener Funnel
✓Fired
6 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 Sympathypartialpersisting
score: 0.854confluence: 2days: 7as of 2026-09-10
Triggers:ret_1d -6.0%quality:passdemoted:partial explained by sub_industry_move (attribution_confidence=medium)no_own_news (weak flag — store coverage limited)borrowed_drop -6.01pp (unexplained)sector_explained -0.05×-0.3%=+0.0pp
Dislocation:
1-day return
-5.99%
1-day return
-5.99%
Beta (60d)
-0.05
Sector return (1d)
-0.33%
Sector return
-0.33%
Borrowed drop
-6.01%
Own news
No
Newsless
Yes
Regime at flag: CAUTIOUS
A3 · Positioning Extremepartialnew
score: 0.000confluence: 1days: 1as of 2026-09-11
Triggers:short_pct 12.3% (below 15% floor)days_to_cover 5.28 (extreme)ret_20d -10.1% (falling)dist_52w_low +38.0% (above lows)price_holding:not_confirmedprice_resilient:not_confirmed (needs ret_20d >= +5% for primed)skew:no_options_data (co_options_daily absent — sparse by design)quality:pass
Dislocation:
Short Pct Float
12.32
Days To Cover
5.28
Ret 20d
-0.10
Dist 52w Low
0.38
Short Extreme
Yes
Short Pct Extreme
No
Days To Cover Extreme
Yes
Price Holding
No
Regime at flag: CAUTIOUS
A6 · Vol Mispricingpartialpersisting
score: 0.000confluence: 1days: 3as of 2026-09-11
Triggers:quality:passhist_earnings_move 6.4% (weighted avg of 8 events, w=0.7)catalyst 6d awayimplied_move:unavailable (options enabled but no data)vol_edge: pending implied_move data
Dislocation:
Hist Earnings Move
6.45
N Events Used
8.00
Days To Catalyst
6.00
Implied Move
—
Vol Edge
—
Options Legs Enabled
Yes
Gate pass
Yes
Recency Weight
0.70
Regime at flag: CAUTIOUS
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
10 days
A6 · Vol Mispricinglong recoveryactive
3 daysripe: Confirmed
A2 · Oversold Sympathylong recoveryactive
10 days
N3 · Failed Breakout
3 days
P1 · Pair Divergence
4 days
A5 · Mechanical Reversion
10 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: 2/7 directionally right · mean -4.0% · small sample, illustrative not proof
A6 · Vol Mispricinglong recovery2026-09-10 → open2 bars
-8.3%open · MTM
A2 · Oversold Sympathylong recovery2026-09-08 → open4 bars
-14.5%open · MTM
A2 · Oversold Sympathylong recovery2026-08-26 → open12 bars
-10.7%open · MTM
A2 · Oversold Sympathylong recovery2026-07-31 → 2026-08-032 bars
+1.5%closed
A2 · Oversold Sympathylong recovery2026-07-22 → 2026-07-232 bars
-1.3%dropped
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%closed
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 → open69 bars
-1.8%open · MTM
A2 · Oversold Sympathylong recovery2026-06-03 → 2026-06-2314 bars
-11.2%closed
1 episode could not be priced (missing OHLCV) and is omitted.
Lifecycle History(newest first, up to 60 rows)
| Date | Archetype | State | Score | Confluence | Status | Dislocation |
|---|---|---|---|---|---|---|
| 2026-09-11 | A3 · Positioning Extreme | partial | 0.000 | 1 | new | Short Pct Float: 12.32 · Days To Cover: 5.28 · Ret 20d: -0.10 · Dist 52w Low: 0.38 · Short Extreme: Yes · Short Pct Extreme: No |
| 2026-09-11 | A6 · Vol Mispricing | partial | 0.000 | 1 | persisting | Hist Earnings Move: 6.45 · N Events Used: 8.00 · Days To Catalyst: 6.00 · Implied Move: — · Vol Edge: — · Options Legs Enabled: Yes |
| 2026-09-10 | A2 · Oversold Sympathy | partial | 0.854 | 2 | persisting | 1-day return: -5.99% · 1-day return: -5.99% · Beta (60d): -0.05 · Sector return (1d): -0.33% · Sector return: -0.33% · Borrowed drop: -6.01% |
| 2026-09-10 | A6 · Vol Mispricing | partial | 0.854 | 2 | persisting | Hist Earnings Move: 6.45 · N Events Used: 8.00 · Days To Catalyst: 7.00 · Implied Move: — · Vol Edge: — · Options Legs Enabled: Yes |
| 2026-09-09 | A2 · Oversold Sympathy | primed | 0.686 | 2 | persisting | 1-day return: -3.46% · 1-day return: -3.46% · Beta (60d): -0.28 · Sector return (1d): -0.42% · Sector return: -0.42% · Borrowed drop: -3.58% |
| 2026-09-09 | A6 · Vol Mispricing | partial | 0.686 | 2 | new | Hist Earnings Move: 6.45 · N Events Used: 8.00 · Days To Catalyst: 8.00 · Implied Move: — · Vol Edge: — · Options Legs Enabled: Yes |
| 2026-09-08 | A2 · Oversold Sympathy | partial | 0.777 | 1 | persisting | 1-day return: -4.39% · 1-day return: -4.39% · Beta (60d): -0.31 · Sector return (1d): -1.39% · Sector return: -1.39% · Borrowed drop: -4.82% |
| 2026-09-04 | A2 · Oversold Sympathy | partial | 0.655 | 1 | new | 1-day return: -3.58% · 1-day return: -3.58% · Beta (60d): -0.61 · Sector return (1d): -0.79% · Sector return: -0.79% · Borrowed drop: -4.06% |
| 2026-09-01 | A2 · Oversold Sympathy | primed | 0.355 | 1 | decayed | 1-day return: -3.07% · 1-day return: -3.07% · Beta (60d): -0.62 · Sector return (1d): 0.15% · Sector return: 0.15% · Borrowed drop: -2.97% |
| 2026-09-01 | A3 · Positioning Extreme | partial | 0.304 | 1 | decayed | Short Pct Float: 13.84 · Days To Cover: 5.08 · Ret 20d: 0.11 · Dist 52w Low: 0.50 · Short Extreme: Yes · Short Pct Extreme: No |
| 2026-08-25 | A2 · Oversold Sympathy | primed | 0.355 | 1 | new | 1-day return: -3.07% · 1-day return: -3.07% · Beta (60d): -0.62 · Sector return (1d): 0.15% · Sector return: 0.15% · Borrowed drop: -2.97% |
| 2026-08-13 | A2 · Oversold Sympathy | primed | 0.606 | 2 | exited | 1-day return: -6.98% · 1-day return: -6.98% · Beta (60d): -1.22 · Sector return (1d): 0.56% · Sector return: 0.56% · Borrowed drop: -6.29% |
| 2026-08-11 | A3 · Positioning Extreme | partial | 0.304 | 1 | persisting | Short Pct Float: 13.84 · Days To Cover: 5.08 · Ret 20d: 0.11 · Dist 52w Low: 0.50 · Short Extreme: Yes · Short Pct Extreme: No |
| 2026-08-10 | A3 · Positioning Extreme | partial | 0.306 | 1 | persisting | Short Pct Float: 13.84 · Days To Cover: 5.08 · Ret 20d: 0.08 · Dist 52w Low: 0.51 · Short Extreme: Yes · Short Pct Extreme: No |
| 2026-08-07 | A3 · Positioning Extreme | partial | 0.312 | 1 | persisting | Short Pct Float: 13.84 · Days To Cover: 5.08 · Ret 20d: 0.14 · Dist 52w Low: 0.52 · Short Extreme: Yes · Short Pct Extreme: No |
| 2026-08-06 | A2 · Oversold Sympathy | primed | 0.606 | 2 | decayed | 1-day return: -6.98% · 1-day return: -6.98% · Beta (60d): -1.22 · Sector return (1d): 0.56% · Sector return: 0.56% · Borrowed drop: -6.29% |
| 2026-08-06 | A3 · Positioning Extreme | partial | 0.311 | 1 | persisting | Short Pct Float: 13.84 · Days To Cover: 5.08 · Ret 20d: 0.13 · Dist 52w Low: 0.46 · Short Extreme: Yes · Short Pct Extreme: No |
| 2026-08-05 | A3 · Positioning Extreme | partial | 0.315 | 1 | persisting | Short Pct Float: 13.84 · Days To Cover: 5.08 · Ret 20d: 0.12 · Dist 52w Low: 0.48 · Short Extreme: Yes · Short Pct Extreme: No |
| 2026-08-04 | A3 · Positioning Extreme | partial | 0.322 | 1 | persisting | Short Pct Float: 13.84 · Days To Cover: 5.08 · Ret 20d: 0.06 · Dist 52w Low: 0.46 · Short Extreme: Yes · Short Pct Extreme: No |
| 2026-08-03 | A3 · Positioning Extreme | partial | 0.325 | 1 | persisting | Short Pct Float: 13.84 · Days To Cover: 5.08 · Ret 20d: 0.07 · Dist 52w Low: 0.43 · Short Extreme: Yes · Short Pct Extreme: No |
| 2026-07-31 | A3 · Positioning Extreme | partial | 0.330 | 1 | persisting | Short Pct Float: 13.84 · Days To Cover: 5.08 · Ret 20d: 0.05 · Dist 52w Low: 0.40 · Short Extreme: Yes · Short Pct Extreme: No |
| 2026-07-30 | A2 · Oversold Sympathy | primed | 0.606 | 2 | new | 1-day return: -6.98% · 1-day return: -6.98% · Beta (60d): -1.22 · Sector return (1d): 0.56% · Sector return: 0.56% · Borrowed drop: -6.29% |
| 2026-07-28 | N3 · Failed Breakout | primed | 0.000 | 1 | exited | Breakout Level: sma20 · Dist 52w High: -0.47 · Sma Dist 20: -0.01 · Recent Push: Yes · Below Level: Yes · Failure Bar: Yes |
| 2026-07-28 | A2 · Oversold Sympathy | partial | 0.421 | 2 | decayed | 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% |
| 2026-07-20 | 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 |
| 2026-07-14 | 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 |
| 2026-07-08 | 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% |
| 2026-07-06 | 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 |
| 2026-06-24 | 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 | 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 | 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% |
| 2026-06-18 | 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: — |
| 2026-06-17 | 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: — |