scan-and-frame
Discovery-mode composite. Runs universe-builder with the operator's filters, ranks the top N by relative strength vs SPY, and frames the whole thing with the current market regime. Optional heavy factor- research pass for factor context.
When to invoke
- Analyst says "what should I look at right now", "find me candidates in X sector", "screen for momentum names"
- Weekly / periodic universe scan with regime context
- Different from portfolio-review (positions) and stock-one-pager (retail single-name)
Modes
- Fast (default): market-regime + universe-builder + relative- strength. Runs on Stocks Starter, ~10-30s depending on universe size.
- Full (
include_factor_research=True): also runs factor-research. Heavy — 3-year factor panel over 200-name universe. Use for weekly cadence, not per-run.
What you get back
Layer 1 JSON matching output-schema.json.
Headline: regime, universe count, top-5 RS-ranked candidates, top
factor (if factor-research ran).
Layer 2 rendered brief. See
references/rendering.md.