Pipeline Controls
Use these actions to refresh Stage 0 (liquidity + categorization) or Stage 1 (quality + momentum) without leaving the page. Dry runs stream JSON back to the browser; persisted runs write to Postgres and update the category/tradeable history automatically.
Stage 0 · Liquidity & Categorization
Last run —Checks Databento snapshots for price ≥ $35, total OI ≥ 5 k, OI/vol ≥ 2×, fresh settlements, and tags names as high IV / dividend / super candidates.
Stage 1 · Quality & Momentum
Last run —Rebuilds the full scorecard (market cap, payout discipline, dividend trajectory, beta, analyst, RSI, SMA posture) and refreshes the Prime/Watch/Quarantine tiers.
Add Candidate & Run Filters
Enter a new ticker to fetch live fundamentals, run Stage 0 + Stage 1 locally, and decide whether to add it to the live universe.
- Stage 0
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- Stage 1
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Target Universe
| Ticker | Company | Stage 0 · Liquidity | Stage 1 · Quality | Stage 1 · Momentum | Tier & Flags | |||||||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Outcome | Tradeable | Category | Price | Total OI | OI / Vol | Snapshot | Market Cap | Net Income | FCF Payout | Dividend History | Forward DPS | Debt/Equity | Yield Trap | Yield vs Industry | Quality Score | Beta | 90d Drawdown | Analyst | RSI | SMA Trend | Momentum Score | |||
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Screening History
ClearSelect “History” on any row to inspect Stage 0/Stage 1 runs.
Stage 0 Runs
- No data
Stage 1 Runs
- No data
Stage 0 · Liquidity & Categorization Checklist
- Tradeable: pass only if price ≥ $35, total open interest ≥ 5 000 contracts, OI/volume ≥ 2×, ≥ 10 sampled legs, and snapshots are ≤ 5 business days old.
- Category tags: every pass gets tagged as high IV (IV ≥ 35 % + 5 k OI), dividend (forward yield ≥ 3 %), or “super candidate” if both conditions hold.
- History: persisted runs write `target_category`, `target_tradeable`, and a row in `target_category_history` for traceability.
Stage 1 · Quality Pillar Tests
- Market cap & profitability: $3 B+ cap plus positive net income.
- Cash discipline: FCF payout average < 100 % (no period above 120 %) and a clean dividend history without cuts.
- Forward dividend risk: forward DPS not signaling a cut unless Stage 0 high-IV metrics grant an exemption.
- Balance sheet: debt-to-equity ≤ 1.5 plus yield-trap diagnostics (FCF vs dividend, healthy margins, manageable leverage).
- Yield sanity: compares company yield vs sector yield to spot unsustainably high payouts.
Stage 1 · Momentum Pillar Tests
- Beta & drawdown buffer: keeps exposure inside our volatility guardrails.
- Analyst & RSI: avoids crowded sell-side downgrades and momentum extremes (RSI between 35–65 preferred).
- SMA posture: neutral-to-positive 50/200 SMA setup to dodge falling knives.
- Scores: quality ≥ 3.5 and momentum ≥ 3.0 unlock “eligible” status for redeployment menus.