V3 Research Workflow

Dashboard

Operate the daily review workflow from candidates through alerts. Manual jobs remain available in Settings for maintenance only.

Selected universe None
Workflow posture Manual review first

Operating Summary

Keep the daily workflow centered on review pressure, watchlist health, and unresolved alerts.

Selected universe None Everything in the review flow is scoped to this universe.
Current run None No evaluation loaded.
Candidates in latest run 0 Pass candidates from the latest evaluation.
Review pending 0 Current candidates still marked as new.
Data issues 0 Rows with missing or incomplete screening inputs.
Active alerts 0 Current watchlist alerts that still need attention.

Needs Attention

Latest evaluation summary and next review pressure for the selected universe.

Load a universe and latest candidates to see summary details.

Workflow Lanes

The app is organized around the operator path rather than the underlying batch jobs.

Runs

Inspect latest workflow state and recent execution history across refresh, evaluation, scoring, monitoring, and research generation.

Latest Workflow State

One latest run per job type for the selected universe.

Universe None
Job types loaded 0
History rows 0
Job Status Trigger Started Completed Window Run
No run state loaded.

Recent Run History

Most recent workflow activity across all job types for the selected universe.

Job Status Trigger Schedule Window Started Completed Run
No run history loaded.

Alerts

Review active and historical monitoring alerts for the selected universe.

Rows shown 0
Universe None
Selected ticker None
Ticker Status Type Message First seen Last seen
No alerts loaded.

Ticker History

Latest monitoring snapshots and alert history for the selected ticker.

Select an alert row to inspect ticker history.

Universes

Universe browsing stays here. Manual refresh and evaluation remain maintenance overrides in Settings, not the main operator workflow.

Universe Posture

Selected universe, current coverage, and the latest evaluation state at a glance.

Selected universe None
Stocks shown 0
Latest evaluation None

All Stocks

Select a universe to load current evaluation results.

Ticker Company Sector Industry Evaluation result Screen date
No universe loaded.

Candidates

Review first-pass screening output, clear new rows quickly, and separate watch candidates from deferred names.

Run Latest
Rows shown 0
Universe None
Ticker Company Review state Price Why
No candidates loaded.

Ranked

Use Step 3 scoring as a prioritization layer after first-pass screening, with manual decision controls still kept explicit.

Run Latest
Rows shown 0
Universe None
Rank Ticker Company Status Research Final score Confidence Flags Decision Actions Why
No ranked rows loaded.

Research

Browse generated ticker research and open compact stock-level context without leaving the dashboard.

Run Latest
Rows shown 0
Universe None
Ticker Company Status Rank Confidence Alerts Generated Actions
No research artifacts loaded.

Research Detail

Open a ticker to inspect the generated identity, evaluation, ranking, and review context.

Select a research row to inspect the latest artifact.

Watchlist

Monitor only approved watch names and keep manual execution visually distinct from the current watch state.

Last monitor run Latest
Rows shown 0
Universe None
Ticker Company State Screen price Latest price 1D move Monitor date Alerts Actions
No watchlist loaded.

Settings

Connection, environment, and maintenance controls stay here, outside the main research flow.

Connection

API key is stored in browser local storage.

Jobs

Scheduled jobs handle the normal workflow. Use these manual triggers only for testing, recovery, or maintenance.

Environment

Static frontend with API Gateway key auth.

Backend unknown
API key missing
Environment unknown
Backend status Unknown
Frontend build V3 Research A
Selected universe None