Weekly Review Process

Introduction

A consistent weekly review process helps you stay on top of scoring changes without over-trading on daily noise. The scoring pipeline updates regularly, but meaningful composite tier changes happen on a weekly cadence. Here's a structured approach.

Monday: Check the Dashboard

Start each week by reviewing the main dashboard for three types of changes:

• New candidates — stocks that weren't on the dashboard last week. These have passed all elimination filters and scored high enough to appear. Worth investigating.
• Composite tier changes — upgrades or downgrades in composite tier (e.g., HIGH to EXCEPTIONAL, or EXCEPTIONAL to WATCHLIST). These are meaningful signals.
• Eliminations — stocks that failed a filter and were removed from the scored universe entirely. If you hold or monitor one of these, pay attention.

Review Score Changes

Once you've identified what changed, dig into the details:

• Which stocks moved up or down in composite tier?
• Open the asset detail page to see which factors drove the change
• A change in composite tier (e.g., HIGH to EXCEPTIONAL) is meaningful
• A small change in composite score within the same composite tier is usually noise

Focus on composite tier transitions, not point-by-point score movements. The scoring pipeline produces continuous scores, but the composite tier is the actionable signal.

Check Eliminations

Eliminations deserve special attention because they represent hard constraints, not suggestions:

• If a stock you hold or monitor gets eliminated, check which filter triggered
• Some eliminations are temporary (e.g., short-term liquidity dip) and may reverse next week
• Others are structural (e.g., persistent negative free cash flow, going-concern audit opinion) — take them seriously
• Review the Elimination Gauntlet on the asset detail page to see exactly which filter failed and by how much

Review Institutional Signals

The Smart Money page provides context on what large institutional managers are doing:

• Check for significant accumulation or distribution in stocks you hold or monitor
• New positions from curated managers are worth noting — they represent fresh conviction from sophisticated investors
• Don't over-react to single-quarter changes — look for multi-quarter trends
• The accumulation percentile on the asset detail page shows where a stock ranks relative to the universe

Update Your Watchlist

End your review by maintaining your personal watchlist:

• Add new EXCEPTIONAL/HIGH candidates for further research
• Remove stocks that have been downgraded to WATCHLIST or NONE
• Keep a record of why you added each stock — revisit your thesis periodically
• If a WATCHLIST stock has been sitting without upgrading for several weeks, consider removing it

Common Pitfalls

• Don't trade on daily score fluctuations — composite tier changes are meaningful, point changes are not. The composite score will move slightly every update cycle; wait for the composite tier to change before acting.
• Don't ignore eliminations — they represent hard constraints, not suggestions. A stock that fails an elimination filter has a structural issue that the scoring pipeline considers disqualifying.
• Don't chase composite tier upgrades — understand why the upgrade happened before acting. Open the asset detail page, review which factors improved, and assess whether the change is sustainable.
• Don't skip weeks — gaps in your review process allow blind spots to develop. A stock could be eliminated and re-enter the universe between reviews, and you would miss the context for why.