Live screening rules loaded from current system settings.
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This contract shows what the system is meant to enforce and whether the current implementation is aligned, partial, or still missing.
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This is the detailed lifecycle from raw 52W input to final diamond stock selection.
1. Data Intake
Input enters via manual upload (CSV/XLSX/PDF) or automated BSE fetch. Rows are normalized and validated into canonical fields: security code/name, LTP, 52W high, proximity.
2. Stage-1 Signal Build
Validated rows are persisted and transformed into stage-1 price signals. The pipeline marks initial qualifiers based on nearness to 52-week highs.
3. Fundamentals Enrichment
For qualified symbols, fundamentals are fetched (PE, market cap, growth metrics). This enriches each candidate for valuation and growth checks.
4. News & Announcements Enrichment
News providers and exchange announcements are synced. Positive/negative signals are scored and merged into per-stock context for stage-3 scoring.
5. Management Sync
Structured management signals are pulled from internet sources. The current phase syncs Screener shareholding and document snippets, then parses linked annual reports to populate promoter holding, promoter pledge, board-profile, auditor-event, management-communication, and annual-report review evidence before scoring.
6. Diamond Evaluation
The diamond engine applies configured thresholds and condition weightage (price, PE, market cap, sales growth, news, management quality). Entry value and decision status are computed.
7. LLM Analyst Layer
For shortlisted candidates, LLM enrichment generates fit/summary reasoning. This augments, but does not replace, deterministic filters.
8. Outputs & Monitoring
Results appear in Current Run Table, Watchlist, Dashboard KPIs, and History. Alerts, stale-data checks, and run logs provide operational safety.
9. Manual vs Automated Execution
Manual mode allows step-by-step control. Automated mode executes fetch → fundamentals → news → management → diamond sequentially and updates status live.
The current Phase-1 internet sync route pulls Screener shareholding and document snippets into the existing management tables, and now parses the most recent annual reports as the starting point for pledge, board, and promise-keeping evidence. Upload endpoints remain available as fallback when you want to override or backfill a source manually.