RSCH // EQUITY DESK

Equity Research Engine 14-MODULE INSTITUTIONAL PIPELINE · RUN IT ON ANY TICKER

DOC RSCH-ENGINE-V1
LIVE DEMO

Every report this desk publishes runs through the same 14-module pipeline: a real historical backtest before any forecast, a forensic pass through the actual filings, multi-method valuation, and — before anything ships — an isolated adversarial pass whose only job is to try to kill the thesis.

Below is the engine itself, running live. Type any ticker and watch it work.

14Modules
15–20QBacktest window
A/B/CFact-tier every claim
1Adversarial pass, isolated
Run it
research-engine — zsh idle
AMAT
SHOP
APP
META
UBER
⇪ Drop a real 10-K / 10-Q / annual report PDF here to feed Module 00 — optional, or just run a ticker below
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Assembled Output — live FMP data, not simulated
— —
Revenue & Margin Trend — real, from reported income statements
QtrRevenueYoY%Gross MgnOp Mgn
Earnings Beat History — real, FMP earnings calendar
DateEPS actual/estEPS surpriseRev surprise
Segment / Geo Concentration — real, if disclosed by this filer
RegionPrior FYLatest FYΔ
Forensic / Balance-Sheet Checks — real, from reported balance sheet
Cash Flow Quality — real, TTM FCF vs. net income
Real Dated Catalysts — earnings, dividends, actual filed 8-Ks/10-Qs
DateTypeDetail
Peer Comps — real prices, market caps, and computed P/E
NamePriceMarket CapP/E
Insider Activity — real, last 2 quarters
Valuation Triangulation — DCF + EV/EBITDA + peer comps, all real
Asymmetric Upside / Downside — from actual analyst target range
Recent News — real, last 5 headlines
Investment Read — synthesized only from the real numbers above, no invented probabilities
#
Module
Phase
00
Setup & Data Pull
quote · calendar · statements · analyst
BASE RATE
01
Historical Event-Study Backtest
15–20Q reaction table, beat rate, stdev, win rate
BASE RATE
02
Correlation / Factor Testing
tests whether "obvious" signals actually move the stock
BASE RATE
03
Business Model & Revenue Quality
drivers, unit economics, FCF vs. net income
FUNDAMENTALS
04
Quality / Distress Screen
Altman Z-score, Piotroski F-score
FUNDAMENTALS
05
Guidance History
raise/cut mapped against reaction, quarter by quarter
FUNDAMENTALS
06
Segment / Geo Concentration
mix-shift risk — rotated or actually reduced?
FUNDAMENTALS
07
Forensic / Red-Flag Pass
goodwill%, DSO, related-party, debt maturity wall
FUNDAMENTALS
08
Valuation
P/S, EV/EBITDA, P/E, P/FCF, PEG, Rule of 40, sensitivity grid
VALUATION
09
Third-Party Valuation Audit
catches bad assumptions in external models
VALUATION
10
Peer / Sector Tape
isolates mechanism, not magnitude
VALUATION
11
Macro / Theme Stress Test
tests the current narrative against real history
VALUATION
12
Scenario Table
bull/base/bear, probability-weighted by Module 01
SYNTHESIS
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Adversarial Red-Team Pass
isolated call — attacks the thesis, produces a kill-switch
SYNTHESIS
13
Output Assembly
fact-tiered, trade plan, thesis, post-report review queued
SYNTHESIS