MS
Morgan Stanley
Screener candidate detail · 1 active archetype
Active
1
archetypes
History
49
rows
Days on list
15
oldest active
Screener Funnel
✓Fired
7 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
N3 · Failed Breakoutprimedpersisting
score: 0.861confluence: 0days: 15as of 2026-09-10
Triggers:quality:passrecent_breakout_above:sma20failure_bar:-1.3%failure_vol:strong:1.18sustained_below
Dislocation:
Breakout Level
sma20
Dist 52w High
-0.06
Sma Dist 20
-0.01
Recent Push
Yes
Below Level
Yes
Failure Bar
Yes
Sustained Below
Yes
1-day return
-1.26%
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.
N3 · Failed Breakoutshort fragilityactive
10 days
A2 · Oversold Sympathy
10 days
A8 · PEAD Beat Drift
9 days
N1 · Distribution Top
3 days
P1 · Pair Divergence
3 days
A3 · Positioning Extreme
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: 6/12 directionally right · mean +0.0%
N3 · Failed Breakoutshort fragility2026-08-27 → open11 bars
+0.5%open · MTM
A2 · Oversold Sympathylong recovery2026-08-21 → 2026-08-242 bars
+2.4%closed
N3 · Failed Breakoutshort fragility2026-08-07 → 2026-08-124 bars
-2.3%dropped
A2 · Oversold Sympathylong recovery2026-07-30 → 2026-07-312 bars
+1.3%closed
A2 · Oversold Sympathylong recovery2026-07-17 → 2026-07-202 bars
+0.6%dropped
A8 · PEAD Beat Driftlong recovery2026-07-17 → 2026-07-288 bars
-0.1%closed
N1 · Distribution Topshort fragility2026-07-17 → 2026-07-246 bars
-1.4%dropped
P1 · Pair Divergencelong recovery2026-07-15 → 2026-07-162 bars
+3.1%closed
N3 · Failed Breakoutshort fragility2026-07-09 → 2026-07-102 bars
-0.8%closed
A2 · Oversold Sympathylong recovery2026-06-29 → 2026-06-302 bars
-2.7%closed
N3 · Failed Breakoutshort fragility2026-06-22 → 2026-06-254 bars
+0.3%dropped
A5 · Mechanical Reversionlong recovery2026-06-15 → 2026-06-3011 bars
-2.9%closed
A3 · Positioning Extremelong recovery2026-06-04 → 2026-06-083 bars
+2.7%closed
Lifecycle History(newest first, up to 60 rows)
| Date | Archetype | State | Score | Confluence | Status | Dislocation |
|---|---|---|---|---|---|---|
| 2026-09-10 | N3 · Failed Breakout | primed | 0.861 | 0 | persisting | Breakout Level: sma20 · Dist 52w High: -0.06 · Sma Dist 20: -0.01 · Recent Push: Yes · Below Level: Yes · Failure Bar: Yes |
| 2026-09-09 | N3 · Failed Breakout | primed | 0.570 | 1 | persisting | Breakout Level: sma20 · Dist 52w High: -0.05 · Sma Dist 20: 0.00 · Recent Push: Yes · Below Level: Yes · Failure Bar: Yes |
| 2026-09-08 | N3 · Failed Breakout | primed | 0.655 | 1 | persisting | Breakout Level: sma20 · Dist 52w High: -0.05 · Sma Dist 20: 0.01 · Recent Push: Yes · Below Level: Yes · Failure Bar: Yes |
| 2026-09-04 | N3 · Failed Breakout | primed | 0.309 | 1 | persisting | Breakout Level: sma20 · Dist 52w High: -0.05 · Sma Dist 20: 0.00 · Recent Push: Yes · Below Level: Yes · Failure Bar: Yes |
| 2026-09-03 | A2 · Oversold Sympathy | partial | 0.208 | 1 | exited | 1-day return: -3.22% · 1-day return: -3.22% · Beta (60d): 1.23 · Sector return (1d): -0.93% · Sector return: -0.93% · Borrowed drop: -2.07% |
| 2026-08-28 | N3 · Failed Breakout | primed | 0.143 | 1 | persisting | Breakout Level: sma20 · Dist 52w High: -0.06 · Sma Dist 20: -0.00 · Recent Push: Yes · Below Level: Yes · Failure Bar: Yes |
| 2026-08-27 | N3 · Failed Breakout | primed | 0.020 | 1 | new | Breakout Level: sma20 · Dist 52w High: -0.06 · Sma Dist 20: -0.01 · Recent Push: Yes · Below Level: Yes · Failure Bar: Yes |
| 2026-08-27 | A2 · Oversold Sympathy | partial | 0.208 | 1 | decayed | 1-day return: -3.22% · 1-day return: -3.22% · Beta (60d): 1.23 · Sector return (1d): -0.93% · Sector return: -0.93% · Borrowed drop: -2.07% |
| 2026-08-24 | N3 · Failed Breakout | primed | 0.339 | 1 | decayed | Breakout Level: sma20 · Dist 52w High: -0.05 · Sma Dist 20: 0.00 · Recent Push: Yes · Below Level: Yes · Failure Bar: Yes |
| 2026-08-21 | A8 · PEAD Beat Drift | primed | 0.695 | 1 | exited | Eps Surprise: 0.18 · Days Since Earnings: 9.00 · Recency Max: 10.00 · Primed Floor: 0.10 · Partial Floor: 0.03 · Direction Of Evidence: pead_beat_continuation |
| 2026-08-20 | A2 · Oversold Sympathy | partial | 0.208 | 1 | new | 1-day return: -3.22% · 1-day return: -3.22% · Beta (60d): 1.23 · Sector return (1d): -0.93% · Sector return: -0.93% · Borrowed drop: -2.07% |
| 2026-08-19 | N1 · Distribution Top | primed | 0.641 | 1 | decayed | Dist 52w High: -0.04 · Near 52w High: Yes · Rsi 14: 51.91 · Rsi Divergence: Yes · Sma Dist 10: -0.01 · Sma Dist 20: 0.00 |
| 2026-08-12 | A2 · Oversold Sympathy | partial | 0.209 | 1 | exited | 1-day return: -4.08% · 1-day return: -4.08% · Beta (60d): 1.31 · Sector return (1d): -1.61% · Sector return: -1.61% · Borrowed drop: -1.96% |
| 2026-08-11 | P1 · Pair Divergence | primed | 0.992 | 1 | exited | Pair Twin: GS · Pair Correlation: 0.84 · Pair Spread Z: -5.76 · Pair Direction: long_recovery · Pair State: primed · Gate pass: Yes |
| 2026-08-10 | N3 · Failed Breakout | primed | 0.339 | 1 | persisting | Breakout Level: sma20 · Dist 52w High: -0.05 · Sma Dist 20: 0.00 · Recent Push: Yes · Below Level: Yes · Failure Bar: Yes |
| 2026-08-07 | A8 · PEAD Beat Drift | primed | 0.695 | 1 | decayed | Eps Surprise: 0.18 · Days Since Earnings: 9.00 · Recency Max: 10.00 · Primed Floor: 0.10 · Partial Floor: 0.03 · Direction Of Evidence: pead_beat_continuation |
| 2026-08-06 | N3 · Failed Breakout | primed | 0.722 | 1 | new | Breakout Level: sma20 · Dist 52w High: -0.06 · Sma Dist 20: -0.01 · Recent Push: Yes · Below Level: Yes · Failure Bar: Yes |
| 2026-08-05 | N3 · Failed Breakout | primed | 0.804 | 1 | exited | Breakout Level: sma20 · Dist 52w High: -0.04 · Sma Dist 20: 0.00 · Recent Push: Yes · Below Level: Yes · Failure Bar: Yes |
| 2026-08-05 | A2 · Oversold Sympathy | partial | 0.209 | 1 | decayed | 1-day return: -4.08% · 1-day return: -4.08% · Beta (60d): 1.31 · Sector return (1d): -1.61% · Sector return: -1.61% · Borrowed drop: -1.96% |
| 2026-07-29 | A2 · Oversold Sympathy | partial | 0.209 | 1 | new | 1-day return: -4.08% · 1-day return: -4.08% · Beta (60d): 1.31 · Sector return (1d): -1.61% · Sector return: -1.61% · Borrowed drop: -1.96% |
| 2026-07-28 | P1 · Pair Divergence | primed | 0.992 | 1 | decayed | Pair Twin: GS · Pair Correlation: 0.84 · Pair Spread Z: -5.76 · Pair Direction: long_recovery · Pair State: primed · Gate pass: Yes |
| 2026-07-24 | A8 · PEAD Beat Drift | primed | 0.695 | 1 | persisting | Eps Surprise: 0.18 · Days Since Earnings: 9.00 · Recency Max: 10.00 · Primed Floor: 0.10 · Partial Floor: 0.03 · Direction Of Evidence: pead_beat_continuation |
| 2026-07-23 | A2 · Oversold Sympathy | partial | 0.635 | 2 | decayed | 1-day return: -4.56% · 1-day return: -4.56% · Beta (60d): 1.19 · Sector return (1d): 0.34% · Sector return: 0.34% · Borrowed drop: -4.95% |
| 2026-07-23 | A8 · PEAD Beat Drift | primed | 0.665 | 1 | persisting | Eps Surprise: 0.18 · Days Since Earnings: 8.00 · Recency Max: 10.00 · Primed Floor: 0.10 · Partial Floor: 0.03 · Direction Of Evidence: pead_beat_continuation |
| 2026-07-22 | N1 · Distribution Top | primed | 0.641 | 1 | persisting | Dist 52w High: -0.04 · Near 52w High: Yes · Rsi 14: 51.91 · Rsi Divergence: Yes · Sma Dist 10: -0.01 · Sma Dist 20: 0.00 |
| 2026-07-22 | A8 · PEAD Beat Drift | primed | 0.641 | 1 | persisting | Eps Surprise: 0.18 · Days Since Earnings: 7.00 · Recency Max: 10.00 · Primed Floor: 0.10 · Partial Floor: 0.03 · Direction Of Evidence: pead_beat_continuation |
| 2026-07-21 | A8 · PEAD Beat Drift | primed | 0.592 | 1 | persisting | Eps Surprise: 0.18 · Days Since Earnings: 6.00 · Recency Max: 10.00 · Primed Floor: 0.10 · Partial Floor: 0.03 · Direction Of Evidence: pead_beat_continuation |
| 2026-07-20 | A8 · PEAD Beat Drift | primed | 0.526 | 1 | persisting | Eps Surprise: 0.18 · Days Since Earnings: 5.00 · Recency Max: 10.00 · Primed Floor: 0.10 · Partial Floor: 0.03 · Direction Of Evidence: pead_beat_continuation |
| 2026-07-17 | A8 · PEAD Beat Drift | primed | 0.526 | 1 | persisting | Eps Surprise: 0.18 · Days Since Earnings: 2.00 · Recency Max: 10.00 · Primed Floor: 0.10 · Partial Floor: 0.03 · Direction Of Evidence: pead_beat_continuation |
| 2026-07-16 | N1 · Distribution Top | primed | 0.635 | 2 | new | Dist 52w High: -0.04 · Near 52w High: Yes · Rsi 14: 51.33 · Rsi Divergence: Yes · Sma Dist 10: -0.01 · Sma Dist 20: -0.01 |
| 2026-07-16 | A2 · Oversold Sympathy | partial | 0.635 | 2 | new | 1-day return: -4.56% · 1-day return: -4.56% · Beta (60d): 1.19 · Sector return (1d): 0.34% · Sector return: 0.34% · Borrowed drop: -4.95% |
| 2026-07-16 | A8 · PEAD Beat Drift | primed | 0.635 | 2 | new | Eps Surprise: 0.18 · Days Since Earnings: 1.00 · Recency Max: 10.00 · Primed Floor: 0.10 · Partial Floor: 0.03 · Direction Of Evidence: pead_beat_continuation |
| 2026-07-16 | A3 · Positioning Extreme | partial | 0.000 | 1 | exited | Short Pct Float: — · Ret 20d: 0.12 · Dist 52w Low: 0.75 · Short Extreme: No · Price Holding: Yes · Options Legs Enabled: Yes |
| 2026-07-14 | P1 · Pair Divergence | primed | 0.992 | 1 | new | Pair Twin: GS · Pair Correlation: 0.84 · Pair Spread Z: -5.76 · Pair Direction: long_recovery · Pair State: primed · Gate pass: Yes |
| 2026-07-13 | A5 · Mechanical Reversion | primed | 0.782 | 2 | exited | 1-day return: -4.16% · 1-day return: -4.16% · Beta (60d): 1.27 · Spy Ret 1d: 0.00 · Spy Ret Pct: 0.00% · Beta Residual Pct: -4.16% |
| 2026-07-13 | A2 · Oversold Sympathy | primed | 0.782 | 2 | exited | 1-day return: -4.16% · 1-day return: -4.16% · Beta (60d): 1.27 · Sector return (1d): 0.22% · Sector return: 0.22% · Borrowed drop: -4.45% |
| 2026-07-06 | A5 · Mechanical Reversion | primed | 0.782 | 2 | decayed | 1-day return: -4.16% · 1-day return: -4.16% · Beta (60d): 1.27 · Spy Ret 1d: 0.00 · Spy Ret Pct: 0.00% · Beta Residual Pct: -4.16% |
| 2026-07-06 | A2 · Oversold Sympathy | primed | 0.782 | 2 | decayed | 1-day return: -4.16% · 1-day return: -4.16% · Beta (60d): 1.27 · Sector return (1d): 0.22% · Sector return: 0.22% · Borrowed drop: -4.45% |
| 2026-06-28 | A5 · Mechanical Reversion | primed | 0.782 | 2 | persisting | 1-day return: -4.16% · 1-day return: -4.16% · Beta (60d): 1.27 · Spy Ret 1d: 0.00 · Spy Ret Pct: 0.00% · Beta Residual Pct: -4.16% |
| 2026-06-27 | A5 · Mechanical Reversion | primed | 0.780 | 2 | persisting | 1-day return: -4.16% · 1-day return: -4.16% · Beta (60d): 1.27 · Spy Ret 1d: -0.00 · Spy Ret Pct: -0.04% · Beta Residual Pct: -4.11% |
| 2026-06-26 | A5 · Mechanical Reversion | primed | 0.828 | 2 | persisting | 1-day return: -4.16% · 1-day return: -4.16% · Beta (60d): 1.27 · Spy Ret 1d: 0.04 · Spy Ret Pct: 3.60% · Beta Residual Pct: -8.73% |
| 2026-06-25 | A3 · Positioning Extreme | partial | 0.000 | 1 | decayed | Short Pct Float: — · Ret 20d: 0.12 · Dist 52w Low: 0.75 · Short Extreme: No · Price Holding: Yes · Options Legs Enabled: Yes |
| 2026-06-24 | A5 · Mechanical Reversion | primed | 0.849 | 1 | persisting | 1-day return: -2.77% · 1-day return: -2.77% · Beta (60d): 1.20 · Spy Ret 1d: 0.00 · Spy Ret Pct: 0.36% · Beta Residual Pct: -3.20% |
| 2026-06-21 | A5 · Mechanical Reversion | partial | 0.338 | 1 | persisting | 1-day return: -0.80% · 1-day return: -0.80% · Beta (60d): 1.26 · Spy Ret 1d: 0.00 · Spy Ret Pct: 0.00% · Beta Residual Pct: -0.80% |
| 2026-06-20 | A5 · Mechanical Reversion | partial | 0.336 | 1 | persisting | 1-day return: -0.80% · 1-day return: -0.80% · Beta (60d): 1.26 · Spy Ret 1d: 0.00 · Spy Ret Pct: 0.00% · Beta Residual Pct: -0.80% |
| 2026-06-19 | A5 · Mechanical Reversion | partial | 0.560 | 2 | persisting | 1-day return: -0.80% · 1-day return: -0.80% · Beta (60d): 1.26 · Spy Ret 1d: 0.00 · Spy Ret Pct: 0.00% · Beta Residual Pct: -0.80% |
| 2026-06-18 | A5 · Mechanical Reversion | partial | 0.592 | 1 | persisting | 1-day return: 1.56% · 1-day return: 1.56% · Beta (60d): 1.30 · Spy Ret 1d: — · Spy Ret Pct: — · Beta Residual Pct: — |
| 2026-06-04 | A3 · Positioning Extreme | partial | 0.000 | 1 | persisting | Short Pct Float: — · Ret 20d: 0.12 · Dist 52w Low: 0.75 · 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: 0.10 · Dist 52w Low: 0.68 · Short Extreme: No · Price Holding: Yes · Options Legs Enabled: Yes |