Gate Alternatives Dashboard

Swap: ROIC-EBITDA QC → ROIC/Ebitda SpreadScore 59

Auto: replace ROIC-EBITDA QC with top-SIL non-gate L2 candidate ROIC/Ebitda Spread (sil=60) · 1 rule changed · pass-all: 9

▼

Composite Gate Score — 59.3/100Selectivity 30% · Control Retention 30% · MPS 20% · Turnover 10% · Coverage 5% · Direction 5%

Selectivity

95

30% weight

Ctrl Retention (recall)

9

11/127 (9%)

Avg MPS

72

20% weight

Turnover

75

38% TRIM/SELL

Coverage

25

50% avg

Dir Health

100

5% weight

Pass-Set Quality — control tickers scoring ≥4/5 under this gate (precision view — what passes; complements Ctrl Retention's recall view)

Tickers Passing

14

≥4/5 rules · in control

Avg Raw Return

+49.55%

return_pct, unweighted mean

Win Rate

78.6%

% beating SPY (excess>0)

Changed From Current Gate

✕ ROIC-EBITDA QC (F-grade, dist=41) → ✓ ROIC/Ebitda Spread (B-grade, dist=60)

Gate Rules

Rule	Grade	Threshold	Coverage	Dist	SIL Advisor
RSI-Net EBITDA	C 58	235.970 higher	48.9%	80	KEEP68 ★★★★★
FCF Efficiency	A 85	0.070 lower	46.6%	96	KEEP80 ★★★★★
ROIC/Ebitda Spread	B 74	19.870 higher	48.8%	60	CANDIDATE91 ★★★★☆
Avg EPS Growth	B 63	32.770 higher	71.0%	55	REVIEW52 ★★★☆☆
FCF Quality	C 52	0.320 lower	33.0%	70	KEEP52 ★★★★☆
Avg MPS: 66.3				MAX 361

TIGHT9 pass all rules — gate is working. Even 0 is normal. Gated Rank differentiates within this set.

Tickers Scored

5,743

of 5,743 in SM CSV

Pass All Rules

9

0.16% of scored

Score 4+/5

120

2.1% of scored

Max Score

361

total dist points

Score Distribution

5/59 (0.2%)

4/5111 (1.9%)

3/5318 (5.5%)

2/5495 (8.6%)

1/51,162 (20.2%)

0/53,648 (63.5%)

Selectivity Benchmarks

● 0–30 pass-all → TIGHT — gate is working
● 31–80 pass-all → MODERATE — Gated Score sorts it
● 81–200 pass-all → TOO LIBERAL — tighten
● >200 pass-all → UNUSABLE — no discriminating power
Even 0 pass-all is fine — Gated Score ranks 4+/5 tickers.
Tiebreaker task open: see TASKS.md.

Upside

Minimal change: 1 rule swap. ROIC/Ebitda Spread has sil=60 among non-gate L2 candidates.

Restrictiveness: Similar to current — single rule change

Liberal risk: Low — only one signal family updated

Downside / Risk

Auto-generated — validate composite score + overlap before adopting.

Signal Independence Grade

?

Overlap

Phase B auto-generated. Check overlap_pairs at runtime.

Rule	Signal Family	What it measures

✓ No HIGH overlaps detected between rules in this gate.

Portfolio Turnover Impact

38%

of held positions would be TRIM/SELL under this gateHIGH TURNOVER

ADD MORE34 positions

ALAB, AMD, AMSC, ARGX, ASML, ASYS, AVGO, CCJ +26 more

HOLD16 positions

AGX, AMAT, ANET, APP, DASH, GOOG, IESC, MAMA +8 more

TRIM11 positions

AAPL, AMZN, CAT, HWM, IDR, KNSA, MCK, MNST +3 more

SELL19 positions

AB, APH, BLBD, DE, EME, ENVA, IDCC, ITRN +11 more

Top Buy Candidates Under This Gate (4+ rules · not held · ranked by Gated Score)

Ticker	Rank	Score	Gated Score	RSI-Net EBITDA	FCF Efficiency	ROIC/Ebitda Sp	Avg EPS Growth	FCF Quality
ASND	#1/5743	5/5	361	✓	✓	✓	✓	✓
SNDK	#2/5743	5/5	361	✓	✓	✓	✓	✓
PLTR	#4/5743	5/5	361	✓	✓	✓	✓	✓
SKYT	#12/5743	4/5	306	✓	✓	✓	✗	✓
NNNN	#13/5743	4/5	306	✓	✓	✓	—	✓
NP	#14/5743	4/5	306	✓	✓	✓	✗	✓
OSS	#18/5743	4/5	301	✓	✓	✗	✓	✓
TRC	#23/5743	4/5	301	✓	✓	✗	✓	✓
ALAR	#24/5743	4/5	301	✓	✓	✗	✓	✓
CLF	#25/5743	4/5	301	✓	✓	✗	✓	✓

Vs. Current Gate

Metric	Current	This Alt	Δ
Avg Gate MPS	57.0	66.3	+9.3
Pass-all count	11	9	+-2
Score 4+/5 count	119	120	1
MAX_WS	342	361	+19

Swap: ROIC-EBITDA QC → ROICScore 58

Auto: replace ROIC-EBITDA QC with top-SIL non-gate L2 candidate ROIC (sil=69) · 1 rule changed · pass-all: 9

▼

Composite Gate Score — 58.3/100Selectivity 30% · Control Retention 30% · MPS 20% · Turnover 10% · Coverage 5% · Direction 5%

Selectivity

95

30% weight

Ctrl Retention (recall)

13

16/127 (13%)

Avg MPS

74

20% weight

Turnover

50

49% TRIM/SELL

Coverage

25

40% avg

Dir Health

100

5% weight

Pass-Set Quality — control tickers scoring ≥4/5 under this gate (precision view — what passes; complements Ctrl Retention's recall view)

Tickers Passing

20

≥4/5 rules · in control

Avg Raw Return

+42.88%

return_pct, unweighted mean

Win Rate

80.0%

% beating SPY (excess>0)

Changed From Current Gate

✕ ROIC-EBITDA QC (F-grade, dist=41) → ✓ ROIC (A-grade, dist=69)

Gate Rules

Rule	Grade	Threshold	Coverage	Dist	SIL Advisor
RSI-Net EBITDA	C 58	235.970 higher	48.9%	80	KEEP68 ★★★★★
FCF Efficiency	A 85	0.070 lower	46.6%	96	KEEP80 ★★★★★
ROIC L1·EXP	A 93	-16.780 lower	0.0%	69	ADD ★★★★☆
Avg EPS Growth	B 63	32.770 higher	71.0%	55	REVIEW52 ★★★☆☆
FCF Quality	C 52	0.320 lower	33.0%	70	KEEP52 ★★★★☆
Avg MPS: 70.2				MAX 370

TIGHT9 pass all rules — gate is working. Even 0 is normal. Gated Rank differentiates within this set.

Tickers Scored

5,743

of 5,743 in SM CSV

Pass All Rules

9

0.16% of scored

Score 4+/5

135

2.4% of scored

Max Score

370

total dist points

Score Distribution

5/59 (0.2%)

4/5126 (2.2%)

3/5303 (5.3%)

2/5787 (13.7%)

1/51,626 (28.3%)

0/52,892 (50.4%)

Selectivity Benchmarks

● 0–30 pass-all → TIGHT — gate is working
● 31–80 pass-all → MODERATE — Gated Score sorts it
● 81–200 pass-all → TOO LIBERAL — tighten
● >200 pass-all → UNUSABLE — no discriminating power
Even 0 pass-all is fine — Gated Score ranks 4+/5 tickers.
Tiebreaker task open: see TASKS.md.

Upside

Minimal change: 1 rule swap. ROIC has sil=69 among non-gate L2 candidates.

Restrictiveness: Similar to current — single rule change

Liberal risk: Low — only one signal family updated

Downside / Risk

Auto-generated — validate composite score + overlap before adopting.

Signal Independence Grade

?

Overlap

Phase B auto-generated. Check overlap_pairs at runtime.

Rule	Signal Family	What it measures

✓ No HIGH overlaps detected between rules in this gate.

Portfolio Turnover Impact

49%

of held positions would be TRIM/SELL under this gateHIGH TURNOVER

ADD MORE23 positions

ALAB, AMD, AMSC, ARGX, ASYS, AVGO, CCJ, CIEN +15 more

HOLD18 positions

ASML, CLS, COCO, DASH, FIX, FTNT, GEV, KLAC +10 more

TRIM16 positions

AGX, AMAT, AMZN, ANET, APP, CAT, GOOG, HWM +8 more

SELL23 positions

AAPL, AB, APH, BLBD, DE, EME, ENVA, IDCC +15 more

Top Buy Candidates Under This Gate (4+ rules · not held · ranked by Gated Score)

Ticker	Rank	Score	Gated Score	RSI-Net EBITDA	FCF Efficiency	ROIC	Avg EPS Growth	FCF Quality
BW	#1/5743	5/5	370	✓	✓	✓	✓	✓
SGML	#2/5743	5/5	370	✓	✓	✓	✓	✓
SEAT	#3/5743	5/5	370	✓	✓	✓	✓	✓
CREX	#4/5743	5/5	370	✓	✓	✓	✓	✓
FLD	#5/5743	5/5	370	✓	✓	✓	✓	✓
LPTH	#6/5743	5/5	370	✓	✓	✓	✓	✓
MRVI	#7/5743	5/5	370	✓	✓	✓	✓	✓
PTRN	#8/5743	5/5	370	✓	✓	✓	✓	✓
BLZE	#9/5743	5/5	370	✓	✓	✓	✓	✓
BTDR	#10/5743	4/5	315	✓	✓	✓	✗	✓

Vs. Current Gate

Metric	Current	This Alt	Δ
Avg Gate MPS	57.0	70.2	+13.3
Pass-all count	11	9	+-2
Score 4+/5 count	119	135	16
MAX_WS	342	370	+28

Swap: ROIC-EBITDA QC → ROEScore 58

Auto: replace ROIC-EBITDA QC with top-SIL non-gate L2 candidate ROE (sil=61) · 1 rule changed · pass-all: 10

▼

Composite Gate Score — 57.5/100Selectivity 30% · Control Retention 30% · MPS 20% · Turnover 10% · Coverage 5% · Direction 5%

Selectivity

95

30% weight

Ctrl Retention (recall)

11

14/127 (11%)

Avg MPS

72

20% weight

Turnover

50

49% TRIM/SELL

Coverage

25

40% avg

Dir Health

100

5% weight

Pass-Set Quality — control tickers scoring ≥4/5 under this gate (precision view — what passes; complements Ctrl Retention's recall view)

Tickers Passing

18

≥4/5 rules · in control

Avg Raw Return

+42.84%

return_pct, unweighted mean

Win Rate

77.8%

% beating SPY (excess>0)

Changed From Current Gate

✕ ROIC-EBITDA QC (F-grade, dist=41) → ✓ ROE (B-grade, dist=61)

Gate Rules

Rule	Grade	Threshold	Coverage	Dist	SIL Advisor
RSI-Net EBITDA	C 58	235.970 higher	48.9%	80	KEEP68 ★★★★★
FCF Efficiency	A 85	0.070 lower	46.6%	96	KEEP80 ★★★★★
ROE L1·EXP	B 72	-26.390 lower	0.0%	61	CANDIDATE ★★★★☆
Avg EPS Growth	B 63	32.770 higher	71.0%	55	REVIEW52 ★★★☆☆
FCF Quality	C 52	0.320 lower	33.0%	70	KEEP52 ★★★★☆
Avg MPS: 65.9				MAX 362

TIGHT10 pass all rules — gate is working. Even 0 is normal. Gated Rank differentiates within this set.

Tickers Scored

5,743

of 5,743 in SM CSV

Pass All Rules

10

0.17% of scored

Score 4+/5

150

2.6% of scored

Max Score

362

total dist points

Score Distribution

5/510 (0.2%)

4/5140 (2.4%)

3/5304 (5.3%)

2/5740 (12.9%)

1/51,599 (27.8%)

0/52,950 (51.4%)

Selectivity Benchmarks

● 0–30 pass-all → TIGHT — gate is working
● 31–80 pass-all → MODERATE — Gated Score sorts it
● 81–200 pass-all → TOO LIBERAL — tighten
● >200 pass-all → UNUSABLE — no discriminating power
Even 0 pass-all is fine — Gated Score ranks 4+/5 tickers.
Tiebreaker task open: see TASKS.md.

Upside

Minimal change: 1 rule swap. ROE has sil=61 among non-gate L2 candidates.

Restrictiveness: Similar to current — single rule change

Liberal risk: Low — only one signal family updated

Downside / Risk

Auto-generated — validate composite score + overlap before adopting.

Signal Independence Grade

?

Overlap

Phase B auto-generated. Check overlap_pairs at runtime.

Rule	Signal Family	What it measures

✓ No HIGH overlaps detected between rules in this gate.

Portfolio Turnover Impact

49%

of held positions would be TRIM/SELL under this gateHIGH TURNOVER

ADD MORE23 positions

ALAB, AMD, AMSC, ARGX, ASYS, AVGO, CCJ, CIEN +15 more

HOLD18 positions

ASML, CLS, COCO, DASH, FIX, FTNT, GEV, KLAC +10 more

TRIM16 positions

AGX, AMAT, AMZN, ANET, APP, CAT, GOOG, HWM +8 more

SELL23 positions

AAPL, AB, APH, BLBD, DE, EME, ENVA, IDCC +15 more

Top Buy Candidates Under This Gate (4+ rules · not held · ranked by Gated Score)

Ticker	Rank	Score	Gated Score	RSI-Net EBITDA	FCF Efficiency	ROE	Avg EPS Growth	FCF Quality
TVTX	#1/5743	5/5	362	✓	✓	✓	✓	✓
BRCC	#2/5743	5/5	362	✓	✓	✓	✓	✓
SGML	#3/5743	5/5	362	✓	✓	✓	✓	✓
SEAT	#4/5743	5/5	362	✓	✓	✓	✓	✓
CREX	#5/5743	5/5	362	✓	✓	✓	✓	✓
FLD	#6/5743	5/5	362	✓	✓	✓	✓	✓
LPTH	#7/5743	5/5	362	✓	✓	✓	✓	✓
ZIP	#8/5743	5/5	362	✓	✓	✓	✓	✓
MRVI	#9/5743	5/5	362	✓	✓	✓	✓	✓
BLZE	#10/5743	5/5	362	✓	✓	✓	✓	✓

Vs. Current Gate

Metric	Current	This Alt	Δ
Avg Gate MPS	57.0	65.9	+9.0
Pass-all count	11	10	+-1
Score 4+/5 count	119	150	31
MAX_WS	342	362	+20

Swap: ROIC-EBITDA QC → P/CScore 57

Auto: replace ROIC-EBITDA QC with top-SIL non-gate L2 candidate P/C (sil=60) · 1 rule changed · pass-all: 6

▼

Composite Gate Score — 57.2/100Selectivity 30% · Control Retention 30% · MPS 20% · Turnover 10% · Coverage 5% · Direction 5%

Selectivity

95

30% weight

Ctrl Retention (recall)

10

13/127 (10%)

Avg MPS

72

20% weight

Turnover

50

49% TRIM/SELL

Coverage

25

40% avg

Dir Health

100

5% weight

Pass-Set Quality — control tickers scoring ≥4/5 under this gate (precision view — what passes; complements Ctrl Retention's recall view)

Tickers Passing

20

≥4/5 rules · in control

Avg Raw Return

+41.35%

return_pct, unweighted mean

Win Rate

65.0%

% beating SPY (excess>0)

Changed From Current Gate

✕ ROIC-EBITDA QC (F-grade, dist=41) → ✓ P/C (C-grade, dist=60)

Gate Rules

Rule	Grade	Threshold	Coverage	Dist	SIL Advisor
RSI-Net EBITDA	C 58	235.970 higher	48.9%	80	KEEP68 ★★★★★
FCF Efficiency	A 85	0.070 lower	46.6%	96	KEEP80 ★★★★★
P/C L1·EXP	C 57	3.270 lower	0.0%	60	CANDIDATE38 ★★★★☆
Avg EPS Growth	B 63	32.770 higher	71.0%	55	REVIEW52 ★★★☆☆
FCF Quality	C 52	0.320 lower	33.0%	70	KEEP52 ★★★★☆
Avg MPS: 63.0				MAX 361

TIGHT6 pass all rules — gate is working. Even 0 is normal. Gated Rank differentiates within this set.

Tickers Scored

5,743

of 5,743 in SM CSV

Pass All Rules

6

0.10% of scored

Score 4+/5

159

2.8% of scored

Max Score

361

total dist points

Score Distribution

5/56 (0.1%)

4/5153 (2.7%)

3/5342 (6.0%)

2/5678 (11.8%)

1/51,576 (27.4%)

0/52,988 (52.0%)

Selectivity Benchmarks

● 0–30 pass-all → TIGHT — gate is working
● 31–80 pass-all → MODERATE — Gated Score sorts it
● 81–200 pass-all → TOO LIBERAL — tighten
● >200 pass-all → UNUSABLE — no discriminating power
Even 0 pass-all is fine — Gated Score ranks 4+/5 tickers.
Tiebreaker task open: see TASKS.md.

Upside

Minimal change: 1 rule swap. P/C has sil=60 among non-gate L2 candidates.

Restrictiveness: Similar to current — single rule change

Liberal risk: Low — only one signal family updated

Downside / Risk

Auto-generated — validate composite score + overlap before adopting.

Signal Independence Grade

?

Overlap

Phase B auto-generated. Check overlap_pairs at runtime.

Rule	Signal Family	What it measures

✓ No HIGH overlaps detected between rules in this gate.

Portfolio Turnover Impact

49%

of held positions would be TRIM/SELL under this gateHIGH TURNOVER

ADD MORE23 positions

ALAB, AMD, AMSC, ARGX, ASYS, AVGO, CCJ, CIEN +15 more

HOLD18 positions

ASML, CLS, COCO, DASH, FIX, FTNT, GEV, KLAC +10 more

TRIM16 positions

AGX, AMAT, AMZN, ANET, APP, CAT, GOOG, HWM +8 more

SELL23 positions

AAPL, AB, APH, BLBD, DE, EME, ENVA, IDCC +15 more

Top Buy Candidates Under This Gate (4+ rules · not held · ranked by Gated Score)

Ticker	Rank	Score	Gated Score	RSI-Net EBITDA	FCF Efficiency	P/C	Avg EPS Growth	FCF Quality
SEAT	#1/5743	5/5	361	✓	✓	✓	✓	✓
METC	#2/5743	5/5	361	✓	✓	✓	✓	✓
ZIP	#3/5743	5/5	361	✓	✓	✓	✓	✓
UPST	#4/5743	5/5	361	✓	✓	✓	✓	✓
LSPD	#5/5743	5/5	361	✓	✓	✓	✓	✓
WK	#6/5743	5/5	361	✓	✓	✓	✓	✓
FPH	#7/5743	4/5	306	✓	✓	✓	—	✓
NMR	#8/5743	4/5	306	✓	✓	✓	✗	✓
MGN	#9/5743	4/5	306	✓	✓	✓	—	✓
TORO	#10/5743	4/5	306	✓	✓	✓	—	✓

Vs. Current Gate

Metric	Current	This Alt	Δ
Avg Gate MPS	57.0	63.0	+6.1
Pass-all count	11	6	+-5
Score 4+/5 count	119	159	40
MAX_WS	342	361	+19

Swap: ROIC-EBITDA QC → ROAScore 57

Auto: replace ROIC-EBITDA QC with top-SIL non-gate L2 candidate ROA (sil=52) · 1 rule changed · pass-all: 5

▼

Composite Gate Score — 57.2/100Selectivity 30% · Control Retention 30% · MPS 20% · Turnover 10% · Coverage 5% · Direction 5%

Selectivity

95

30% weight

Ctrl Retention (recall)

11

14/127 (11%)

Avg MPS

71

20% weight

Turnover

50

49% TRIM/SELL

Coverage

25

40% avg

Dir Health

100

5% weight

Pass-Set Quality — control tickers scoring ≥4/5 under this gate (precision view — what passes; complements Ctrl Retention's recall view)

Tickers Passing

18

≥4/5 rules · in control

Avg Raw Return

+42.84%

return_pct, unweighted mean

Win Rate

77.8%

% beating SPY (excess>0)

Changed From Current Gate

✕ ROIC-EBITDA QC (F-grade, dist=41) → ✓ ROA (C-grade, dist=52)

Gate Rules

Rule	Grade	Threshold	Coverage	Dist	SIL Advisor
RSI-Net EBITDA	C 58	235.970 higher	48.9%	80	KEEP68 ★★★★★
FCF Efficiency	A 85	0.070 lower	46.6%	96	KEEP80 ★★★★★
ROA L1·EXP	C 60	-12.840 lower	0.0%	52	CANDIDATE20 ★★★☆☆
Avg EPS Growth	B 63	32.770 higher	71.0%	55	REVIEW52 ★★★☆☆
FCF Quality	C 52	0.320 lower	33.0%	70	KEEP52 ★★★★☆
Avg MPS: 63.5				MAX 353

TIGHT5 pass all rules — gate is working. Even 0 is normal. Gated Rank differentiates within this set.

Tickers Scored

5,743

of 5,743 in SM CSV

Pass All Rules

5

0.09% of scored

Score 4+/5

128

2.2% of scored

Max Score

353

total dist points

Score Distribution

5/55 (0.1%)

4/5123 (2.1%)

3/5300 (5.2%)

2/5804 (14.0%)

1/51,639 (28.5%)

0/52,872 (50.0%)

Selectivity Benchmarks

● 0–30 pass-all → TIGHT — gate is working
● 31–80 pass-all → MODERATE — Gated Score sorts it
● 81–200 pass-all → TOO LIBERAL — tighten
● >200 pass-all → UNUSABLE — no discriminating power
Even 0 pass-all is fine — Gated Score ranks 4+/5 tickers.
Tiebreaker task open: see TASKS.md.

Upside

Minimal change: 1 rule swap. ROA has sil=52 among non-gate L2 candidates.

Restrictiveness: Similar to current — single rule change

Liberal risk: Low — only one signal family updated

Downside / Risk

Auto-generated — validate composite score + overlap before adopting.

Signal Independence Grade

?

Overlap

Phase B auto-generated. Check overlap_pairs at runtime.

Rule	Signal Family	What it measures

✓ No HIGH overlaps detected between rules in this gate.

Portfolio Turnover Impact

49%

of held positions would be TRIM/SELL under this gateHIGH TURNOVER

ADD MORE23 positions

ALAB, AMD, AMSC, ARGX, ASYS, AVGO, CCJ, CIEN +15 more

HOLD18 positions

ASML, CLS, COCO, DASH, FIX, FTNT, GEV, KLAC +10 more

TRIM16 positions

AGX, AMAT, AMZN, ANET, APP, CAT, GOOG, HWM +8 more

SELL23 positions

AAPL, AB, APH, BLBD, DE, EME, ENVA, IDCC +15 more

Top Buy Candidates Under This Gate (4+ rules · not held · ranked by Gated Score)

Ticker	Rank	Score	Gated Score	RSI-Net EBITDA	FCF Efficiency	ROA	Avg EPS Growth	FCF Quality
SGML	#1/5743	5/5	353	✓	✓	✓	✓	✓
SEAT	#2/5743	5/5	353	✓	✓	✓	✓	✓
CREX	#3/5743	5/5	353	✓	✓	✓	✓	✓
FLD	#4/5743	5/5	353	✓	✓	✓	✓	✓
LPTH	#5/5743	5/5	353	✓	✓	✓	✓	✓
OSS	#6/5743	4/5	301	✓	✓	✗	✓	✓
ASND	#7/5743	4/5	301	✓	✓	✗	✓	✓
SNDK	#8/5743	4/5	301	✓	✓	✗	✓	✓
PLTR	#11/5743	4/5	301	✓	✓	✗	✓	✓
TRC	#17/5743	4/5	301	✓	✓	✗	✓	✓

Vs. Current Gate

Metric	Current	This Alt	Δ
Avg Gate MPS	57.0	63.5	+6.5
Pass-all count	11	5	+-6
Score 4+/5 count	119	128	9
MAX_WS	342	353	+11

Swap: ROIC-EBITDA QC → Rev Growth EfficiencyScore 57

Auto: replace ROIC-EBITDA QC with top-SIL non-gate L2 candidate Rev Growth Efficiency (sil=66) · 1 rule changed · pass-all: 1

▼

Composite Gate Score — 57.0/100Selectivity 30% · Control Retention 30% · MPS 20% · Turnover 10% · Coverage 5% · Direction 5%

Selectivity

95

30% weight

Ctrl Retention (recall)

9

11/127 (9%)

Avg MPS

73

20% weight

Turnover

50

49% TRIM/SELL

Coverage

25

49% avg

Dir Health

100

5% weight

Pass-Set Quality — control tickers scoring ≥4/5 under this gate (precision view — what passes; complements Ctrl Retention's recall view)

Tickers Passing

13

≥4/5 rules · in control

Avg Raw Return

+55.34%

return_pct, unweighted mean

Win Rate

84.6%

% beating SPY (excess>0)

Changed From Current Gate

✕ ROIC-EBITDA QC (F-grade, dist=41) → ✓ Rev Growth Efficiency (C-grade, dist=66)

Gate Rules

Rule	Grade	Threshold	Coverage	Dist	SIL Advisor
RSI-Net EBITDA	C 58	235.970 higher	48.9%	80	KEEP68 ★★★★★
FCF Efficiency	A 85	0.070 lower	46.6%	96	KEEP80 ★★★★★
Rev Growth Efficiency	C 53	855.600 higher	47.2%	66	CANDIDATE38 ★★★★☆
Avg EPS Growth	B 63	32.770 higher	71.0%	55	REVIEW52 ★★★☆☆
FCF Quality	C 52	0.320 lower	33.0%	70	KEEP52 ★★★★☆
Avg MPS: 62.2				MAX 367

TIGHT1 pass all rules — gate is working. Even 0 is normal. Gated Rank differentiates within this set.

Tickers Scored

5,743

of 5,743 in SM CSV

Pass All Rules

1

0.02% of scored

Score 4+/5

104

1.8% of scored

Max Score

367

total dist points

Score Distribution

5/51 (0.0%)

4/5103 (1.8%)

3/5298 (5.2%)

2/5476 (8.3%)

1/51,161 (20.2%)

0/53,704 (64.5%)

Selectivity Benchmarks

● 0–30 pass-all → TIGHT — gate is working
● 31–80 pass-all → MODERATE — Gated Score sorts it
● 81–200 pass-all → TOO LIBERAL — tighten
● >200 pass-all → UNUSABLE — no discriminating power
Even 0 pass-all is fine — Gated Score ranks 4+/5 tickers.
Tiebreaker task open: see TASKS.md.

Upside

Minimal change: 1 rule swap. Rev Growth Efficiency has sil=66 among non-gate L2 candidates.

Restrictiveness: Similar to current — single rule change

Liberal risk: Low — only one signal family updated

Downside / Risk

Auto-generated — validate composite score + overlap before adopting.

Signal Independence Grade

?

Overlap

Phase B auto-generated. Check overlap_pairs at runtime.

Rule	Signal Family	What it measures

✓ No HIGH overlaps detected between rules in this gate.

Portfolio Turnover Impact

49%

of held positions would be TRIM/SELL under this gateHIGH TURNOVER

ADD MORE23 positions

ALAB, AMD, AMSC, ARGX, ASYS, AVGO, CCJ, CIEN +15 more

HOLD18 positions

ASML, CLS, COCO, DASH, FIX, FTNT, GEV, KLAC +10 more

TRIM16 positions

AGX, AMAT, AMZN, ANET, APP, CAT, GOOG, HWM +8 more

SELL23 positions

AAPL, AB, APH, BLBD, DE, EME, ENVA, IDCC +15 more

Top Buy Candidates Under This Gate (4+ rules · not held · ranked by Gated Score)

Ticker	Rank	Score	Gated Score	RSI-Net EBITDA	FCF Efficiency	Rev Growth Eff	Avg EPS Growth	FCF Quality
CLFD	#1/5743	5/5	367	✓	✓	✓	✓	✓
OSS	#2/5743	4/5	301	✓	✓	✗	✓	✓
ASND	#3/5743	4/5	301	✓	✓	✗	✓	✓
SNDK	#4/5743	4/5	301	✓	✓	✗	✓	✓
PLTR	#7/5743	4/5	301	✓	✓	✗	✓	✓
TRC	#13/5743	4/5	301	✓	✓	✗	✓	✓
ALAR	#14/5743	4/5	301	✓	✓	✗	✓	✓
CLF	#15/5743	4/5	301	✓	✓	✗	✓	✓
IRTC	#16/5743	4/5	301	✓	✓	✗	✓	✓
TVTX	#17/5743	4/5	301	✓	✓	✗	✓	✓

Vs. Current Gate

Metric	Current	This Alt	Δ
Avg Gate MPS	57.0	62.2	+5.2
Pass-all count	11	1	+-10
Score 4+/5 count	119	104	+-15
MAX_WS	342	367	+25

Swap: Avg EPS Growth → Quality Value ScoreScore 55

Auto: replace Avg EPS Growth with top-SIL non-gate L2 candidate Quality Value Score (sil=78) · 1 rule changed · pass-all: 23

▼

Composite Gate Score — 55.0/100Selectivity 30% · Control Retention 30% · MPS 20% · Turnover 10% · Coverage 5% · Direction 5%

Selectivity

80

30% weight

Ctrl Retention (recall)

9

11/127 (9%)

Avg MPS

73

20% weight

Turnover

75

31% TRIM/SELL

Coverage

25

39% avg

Dir Health

100

5% weight

Pass-Set Quality — control tickers scoring ≥4/5 under this gate (precision view — what passes; complements Ctrl Retention's recall view)

Tickers Passing

17

≥4/5 rules · in control

Avg Raw Return

+47.14%

return_pct, unweighted mean

Win Rate

64.7%

% beating SPY (excess>0)

Changed From Current Gate

✕ Avg EPS Growth (B-grade, dist=55) → ✓ Quality Value Score (A-grade, dist=78)

Gate Rules

Rule	Grade	Threshold	Coverage	Dist	SIL Advisor
RSI-Net EBITDA	C 58	235.970 higher	48.9%	80	KEEP68 ★★★★★
FCF Efficiency	A 85	0.070 lower	46.6%	96	KEEP80 ★★★★★
ROIC-EBITDA QC	F 27	163.660 higher	44.3%	41	REVIEW20 ★★★☆☆
Quality Value Score	A 81	0.060 lower	21.6%	78	ADD78 ★★★★☆
FCF Quality	C 52	0.320 lower	33.0%	70	KEEP52 ★★★★☆
Avg MPS: 60.5				MAX 365

TIGHT23 pass all rules — gate is working. Even 0 is normal. Gated Rank differentiates within this set.

Tickers Scored

5,743

of 5,743 in SM CSV

Pass All Rules

23

0.40% of scored

Score 4+/5

201

3.5% of scored

Max Score

365

total dist points

Score Distribution

5/523 (0.4%)

4/5178 (3.1%)

3/5459 (8.0%)

2/5447 (7.8%)

1/52,299 (40.0%)

0/52,337 (40.7%)

Selectivity Benchmarks

● 0–30 pass-all → TIGHT — gate is working
● 31–80 pass-all → MODERATE — Gated Score sorts it
● 81–200 pass-all → TOO LIBERAL — tighten
● >200 pass-all → UNUSABLE — no discriminating power
Even 0 pass-all is fine — Gated Score ranks 4+/5 tickers.
Tiebreaker task open: see TASKS.md.

Upside

Minimal change: 1 rule swap. Quality Value Score has sil=78 among non-gate L2 candidates.

Restrictiveness: Similar to current — single rule change

Liberal risk: Low — only one signal family updated

Downside / Risk

Auto-generated — validate composite score + overlap before adopting.

Signal Independence Grade

?

Overlap

Phase B auto-generated. Check overlap_pairs at runtime.

Rule	Signal Family	What it measures

✓ No HIGH overlaps detected between rules in this gate.

Portfolio Turnover Impact

31%

of held positions would be TRIM/SELL under this gate

ADD MORE35 positions

AGX, ALAB, AMD, AMSC, ARGX, ASML, ASYS, AVGO +27 more

HOLD20 positions

AMAT, AMZN, ANET, CAT, CLS, DASH, FIX, GOOG +12 more

TRIM11 positions

AAPL, APH, APP, DE, MLI, MNST, MPTI, NXT +3 more

SELL14 positions

AB, BLBD, EME, ENVA, IDCC, ITRN, ITT, MCK +6 more

Top Buy Candidates Under This Gate (4+ rules · not held · ranked by Gated Score)

Ticker	Rank	Score	Gated Score	RSI-Net EBITDA	FCF Efficiency	ROIC-EBITDA QC	Quality Value	FCF Quality
OSS	#1/5743	5/5	365	✓	✓	✓	✓	✓
ASND	#2/5743	5/5	365	✓	✓	✓	✓	✓
SNDK	#3/5743	5/5	365	✓	✓	✓	✓	✓
PLTR	#6/5743	5/5	365	✓	✓	✓	✓	✓
AHMA	#12/5743	5/5	365	✓	✓	✓	✓	✓
FPH	#13/5743	5/5	365	✓	✓	✓	✓	✓
EGG	#14/5743	5/5	365	✓	✓	✓	✓	✓
NBIS	#15/5743	5/5	365	✓	✓	✓	✓	✓
ARM	#16/5743	5/5	365	✓	✓	✓	✓	✓
PANW	#18/5743	5/5	365	✓	✓	✓	✓	✓

Vs. Current Gate

Metric	Current	This Alt	Δ
Avg Gate MPS	57.0	60.5	+3.6
Pass-all count	11	23	12
Score 4+/5 count	119	201	82
MAX_WS	342	365	+23

Swap: Avg EPS Growth → Quality Value Score (Test Version)Score 54

Auto: replace Avg EPS Growth with top-SIL non-gate L2 candidate Quality Value Score (Test Version) (sil=58) · 1 rule changed · pass-all: 23

▼

Composite Gate Score — 54.4/100Selectivity 30% · Control Retention 30% · MPS 20% · Turnover 10% · Coverage 5% · Direction 5%

Selectivity

80

30% weight

Ctrl Retention (recall)

9

12/127 (9%)

Avg MPS

69

20% weight

Turnover

75

31% TRIM/SELL

Coverage

25

44% avg

Dir Health

100

5% weight

Pass-Set Quality — control tickers scoring ≥4/5 under this gate (precision view — what passes; complements Ctrl Retention's recall view)

Tickers Passing

19

≥4/5 rules · in control

Avg Raw Return

+43.35%

return_pct, unweighted mean

Win Rate

63.2%

% beating SPY (excess>0)

Changed From Current Gate

✕ Avg EPS Growth (B-grade, dist=55) → ✓ Quality Value Score (Test Version) (B-grade, dist=58)

Gate Rules

Rule	Grade	Threshold	Coverage	Dist	SIL Advisor
RSI-Net EBITDA	C 58	235.970 higher	48.9%	80	KEEP68 ★★★★★
FCF Efficiency	A 85	0.070 lower	46.6%	96	KEEP80 ★★★★★
ROIC-EBITDA QC	F 27	163.660 higher	44.3%	41	REVIEW20 ★★★☆☆
Quality Value Score (Test Version)	B 63	1.090 lower	47.6%	58	CANDIDATE50 ★★★☆☆
FCF Quality	C 52	0.320 lower	33.0%	70	KEEP52 ★★★★☆
Avg MPS: 56.9				MAX 345

TIGHT23 pass all rules — gate is working. Even 0 is normal. Gated Rank differentiates within this set.

Tickers Scored

5,743

of 5,743 in SM CSV

Pass All Rules

23

0.40% of scored

Score 4+/5

206

3.6% of scored

Max Score

345

total dist points

Score Distribution

5/523 (0.4%)

4/5183 (3.2%)

3/5474 (8.3%)

2/5453 (7.9%)

1/52,436 (42.4%)

0/52,174 (37.9%)

Selectivity Benchmarks

● 0–30 pass-all → TIGHT — gate is working
● 31–80 pass-all → MODERATE — Gated Score sorts it
● 81–200 pass-all → TOO LIBERAL — tighten
● >200 pass-all → UNUSABLE — no discriminating power
Even 0 pass-all is fine — Gated Score ranks 4+/5 tickers.
Tiebreaker task open: see TASKS.md.

Upside

Minimal change: 1 rule swap. Quality Value Score (Test Version) has sil=58 among non-gate L2 candidates.

Restrictiveness: Similar to current — single rule change

Liberal risk: Low — only one signal family updated

Downside / Risk

Auto-generated — validate composite score + overlap before adopting.

Signal Independence Grade

?

Overlap

Phase B auto-generated. Check overlap_pairs at runtime.

Rule	Signal Family	What it measures

✓ No HIGH overlaps detected between rules in this gate.

Portfolio Turnover Impact

31%

of held positions would be TRIM/SELL under this gate

ADD MORE35 positions

AGX, ALAB, AMD, AMSC, ARGX, ASML, ASYS, AVGO +27 more

HOLD20 positions

AMAT, AMZN, ANET, CAT, CLS, DASH, FIX, GOOG +12 more

TRIM11 positions

AAPL, APH, APP, DE, MLI, MNST, MPTI, NXT +3 more

SELL14 positions

AB, BLBD, EME, ENVA, IDCC, ITRN, ITT, MCK +6 more

Top Buy Candidates Under This Gate (4+ rules · not held · ranked by Gated Score)

Ticker	Rank	Score	Gated Score	RSI-Net EBITDA	FCF Efficiency	ROIC-EBITDA QC	Quality Value	FCF Quality
OSS	#1/5743	5/5	345	✓	✓	✓	✓	✓
ASND	#2/5743	5/5	345	✓	✓	✓	✓	✓
SNDK	#3/5743	5/5	345	✓	✓	✓	✓	✓
PLTR	#6/5743	5/5	345	✓	✓	✓	✓	✓
AHMA	#12/5743	5/5	345	✓	✓	✓	✓	✓
FPH	#13/5743	5/5	345	✓	✓	✓	✓	✓
EGG	#14/5743	5/5	345	✓	✓	✓	✓	✓
NBIS	#15/5743	5/5	345	✓	✓	✓	✓	✓
ARM	#16/5743	5/5	345	✓	✓	✓	✓	✓
PANW	#18/5743	5/5	345	✓	✓	✓	✓	✓

Vs. Current Gate

Metric	Current	This Alt	Δ
Avg Gate MPS	57.0	56.9	-0.1
Pass-all count	11	23	12
Score 4+/5 count	119	206	87
MAX_WS	342	345	+3

SIL-Driven FixScore 52

No swap-outs recommended — gate is healthy at this severity tier · 0 rules changed · pass-all: 11

▼

Composite Gate Score — 51.5/100Selectivity 30% · Control Retention 30% · MPS 20% · Turnover 10% · Coverage 5% · Direction 5%

Selectivity

80

30% weight

Ctrl Retention (recall)

9

11/127 (9%)

Avg MPS

68

20% weight

Turnover

50

44% TRIM/SELL

Coverage

25

49% avg

Dir Health

100

5% weight

Pass-Set Quality — control tickers scoring ≥4/5 under this gate (precision view — what passes; complements Ctrl Retention's recall view)

Tickers Passing

14

≥4/5 rules · in control

Avg Raw Return

+51.65%

return_pct, unweighted mean

Win Rate

78.6%

% beating SPY (excess>0)

Changed From Current Gate

Gate Rules

Rule	Grade	Threshold	Coverage	Dist	SIL Advisor
RSI-Net EBITDA	C 58	235.970 higher	48.9%	80	KEEP68 ★★★★★
FCF Efficiency	A 85	0.070 lower	46.6%	96	KEEP80 ★★★★★
ROIC-EBITDA QC	F 27	163.660 higher	44.3%	41	REVIEW20 ★★★☆☆
Avg EPS Growth	B 63	32.770 higher	71.0%	55	REVIEW52 ★★★☆☆
FCF Quality	C 52	0.320 lower	33.0%	70	KEEP52 ★★★★☆
Avg MPS: 57.0				MAX 342

TIGHT11 pass all rules — gate is working. Even 0 is normal. Gated Rank differentiates within this set.

Tickers Scored

5,743

of 5,743 in SM CSV

Pass All Rules

11

0.19% of scored

Score 4+/5

119

2.1% of scored

Max Score

342

total dist points

Score Distribution

5/511 (0.2%)

4/5108 (1.9%)

3/5291 (5.1%)

2/5474 (8.3%)

1/51,163 (20.3%)

0/53,696 (64.4%)

Selectivity Benchmarks

● 0–30 pass-all → TIGHT — gate is working
● 31–80 pass-all → MODERATE — Gated Score sorts it
● 81–200 pass-all → TOO LIBERAL — tighten
● >200 pass-all → UNUSABLE — no discriminating power
Even 0 pass-all is fine — Gated Score ranks 4+/5 tickers.
Tiebreaker task open: see TASKS.md.

Upside

SIL Advisor finds no actionable swap at this tier — current gate composition is stable

Restrictiveness: Same as current gate — no change recommended

Liberal risk: N/A

Downside / Risk

No swap-outs recommended — gate is healthy at this severity tier

Signal Independence Grade

A

Overlap

Same as current gate (no swap applied)

Rule	Signal Family	What it measures
RSI-Net EBITDA	RSI-Net EBITDA	RSI-Net EBITDA — see METRIC_FORMULAS.md
FCF Efficiency	FCF Efficiency	FCF yield relative to price — operational cash generation filter
ROIC-EBITDA QC	ROIC-EBITDA QC	ROIC-EBITDA QC — see METRIC_FORMULAS.md
Avg EPS Growth	Avg EPS Growth	Avg EPS Growth — see METRIC_FORMULAS.md
FCF Quality	FCF Quality	FCF Quality — see METRIC_FORMULAS.md

✓ No HIGH overlaps detected between rules in this gate.

Portfolio Turnover Impact

44%

of held positions would be TRIM/SELL under this gateHIGH TURNOVER

ADD MORE28 positions

ALAB, AMD, AMSC, ARGX, ASYS, AVGO, CCJ, CIEN +20 more

HOLD17 positions

AGX, ASML, CLS, DASH, FIX, FTNT, KLAC, KNSA +9 more

TRIM12 positions

AMAT, AMZN, ANET, APP, CAT, GOOG, HWM, IDR +4 more

SELL23 positions

AAPL, AB, APH, BLBD, DE, EME, ENVA, IDCC +15 more

Top Buy Candidates Under This Gate (4+ rules · not held · ranked by Gated Score)

Ticker	Rank	Score	Gated Score	RSI-Net EBITDA	FCF Efficiency	ROIC-EBITDA QC	Avg EPS Growth	FCF Quality
OSS	#1/5743	5/5	342	✓	✓	✓	✓	✓
ASND	#2/5743	5/5	342	✓	✓	✓	✓	✓
SNDK	#3/5743	5/5	342	✓	✓	✓	✓	✓
PLTR	#6/5743	5/5	342	✓	✓	✓	✓	✓
TRC	#12/5743	4/5	301	✓	✓	✗	✓	✓
ALAR	#13/5743	4/5	301	✓	✓	✗	✓	✓
CLF	#14/5743	4/5	301	✓	✓	✗	✓	✓
IRTC	#15/5743	4/5	301	✓	✓	✗	✓	✓
TVTX	#16/5743	4/5	301	✓	✓	✗	✓	✓
LQDA	#17/5743	4/5	301	✓	✓	✗	✓	✓

Vs. Current Gate

Metric	Current	This Alt	Δ
Avg Gate MPS	57.0	57.0	0.0
Pass-all count	11	11	0
Score 4+/5 count	119	119	0
MAX_WS	342	342	0

SIL-Driven Fix v2RECOMMENDEDScore 40

Current Gate + one more refinement: ROIC-EBITDA QC (REVIEW) → Quality Value Score · 1 rule changed · pass-all: 100

▼

Composite Gate Score — 39.6/100Selectivity 30% · Control Retention 30% · MPS 20% · Turnover 10% · Coverage 5% · Direction 5%

Selectivity

20

30% weight

Ctrl Retention (recall)

16

20/127 (16%)

Avg MPS

76

20% weight

Turnover

75

29% TRIM/SELL

Coverage

25

44% avg

Dir Health

100

5% weight

Pass-Set Quality — control tickers scoring ≥4/5 under this gate (precision view — what passes; complements Ctrl Retention's recall view)

Tickers Passing

35

≥4/5 rules · in control

Avg Raw Return

+33.41%

return_pct, unweighted mean

Win Rate

57.1%

% beating SPY (excess>0)

Changed From Current Gate

✕ ROIC-EBITDA QC (F-grade, dist=41) → ✓ Quality Value Score (A-grade, dist=78)

Gate Rules

Rule	Grade	Threshold	Coverage	Dist	SIL Advisor
RSI-Net EBITDA	C 58	235.970 higher	48.9%	80	KEEP68 ★★★★★
FCF Efficiency	A 85	0.070 lower	46.6%	96	KEEP80 ★★★★★
Quality Value Score	A 81	0.060 lower	21.6%	78	ADD78 ★★★★☆
Avg EPS Growth	B 63	32.770 higher	71.0%	55	REVIEW52 ★★★☆☆
FCF Quality	C 52	0.320 lower	33.0%	70	KEEP52 ★★★★☆
Avg MPS: 67.8				MAX 379

TOO LIBERAL100 pass all rules — gate is letting too many through. Tighten thresholds or add a stricter rule.

Tickers Scored

5,743

of 5,743 in SM CSV

Pass All Rules

100

1.74% of scored

Score 4+/5

359

6.3% of scored

Max Score

379

total dist points

Score Distribution

5/5100 (1.7%)

4/5259 (4.5%)

3/5438 (7.6%)

2/5877 (15.3%)

1/52,012 (35.0%)

0/52,057 (35.8%)

Selectivity Benchmarks

● 0–30 pass-all → TIGHT — gate is working
● 31–80 pass-all → MODERATE — Gated Score sorts it
● 81–200 pass-all → TOO LIBERAL — tighten
● >200 pass-all → UNUSABLE — no discriminating power
Even 0 pass-all is fine — Gated Score ranks 4+/5 tickers.
Tiebreaker task open: see TASKS.md.

Upside

Builds on Current Gate — one additional refinement (minimal-change optimization path)
Quality Value Score (sil=78, ADD) replaces ROIC-EBITDA QC (REVIEW) — overlap-safe

Restrictiveness: Incremental — one swap beyond Current Gate

Liberal risk: Low — single additional metric change; preserves rest of base gate

Downside / Risk

No HIGH overlap detected — all 5 metrics from distinct signal families

Signal Independence Grade

A

Overlap

Overlap-safe selection — Quality Value Score has no HIGH conflicts with any kept rule in Current Gate.

Rule	Signal Family	What it measures

✓ No HIGH overlaps detected between rules in this gate.

Portfolio Turnover Impact

29%

of held positions would be TRIM/SELL under this gate

ADD MORE41 positions

ALAB, AMD, AMSC, ARGX, ASML, ASYS, AVGO, CCJ +33 more

HOLD16 positions

AGX, AMAT, AMZN, ANET, APP, CAT, GOOG, HWM +8 more

TRIM9 positions

AAPL, APH, DE, MNST, MPTI, SEZL, SII, TT +1 more

SELL14 positions

AB, BLBD, EME, ENVA, IDCC, ITRN, ITT, MCK +6 more

Top Buy Candidates Under This Gate (4+ rules · not held · ranked by Gated Score)

Ticker	Rank	Score	Gated Score	RSI-Net EBITDA	FCF Efficiency	Quality Value	Avg EPS Growth	FCF Quality
OSS	#1/5743	5/5	379	✓	✓	✓	✓	✓
ASND	#2/5743	5/5	379	✓	✓	✓	✓	✓
SNDK	#3/5743	5/5	379	✓	✓	✓	✓	✓
PLTR	#6/5743	5/5	379	✓	✓	✓	✓	✓
TRC	#12/5743	5/5	379	✓	✓	✓	✓	✓
CLF	#13/5743	5/5	379	✓	✓	✓	✓	✓
IRTC	#14/5743	5/5	379	✓	✓	✓	✓	✓
TVTX	#15/5743	5/5	379	✓	✓	✓	✓	✓
LQDA	#16/5743	5/5	379	✓	✓	✓	✓	✓
MP	#17/5743	5/5	379	✓	✓	✓	✓	✓

Vs. Current Gate

Metric	Current	This Alt	Δ
Avg Gate MPS	57.0	67.8	+10.8
Pass-all count	11	100	89
Score 4+/5 count	119	359	240
MAX_WS	342	379	+37

Alt 2 — Watson-Free FCFScore 38

Eliminate the direction controversy — replace Watson 5 + PEG with FCF signals · 4 rules changed · pass-all: 317

▼

Composite Gate Score — 37.6/100Selectivity 30% · Control Retention 30% · MPS 20% · Turnover 10% · Coverage 5% · Direction 5%

Selectivity

0

30% weight

Ctrl Retention (recall)

33

42/127 (33%)

Avg MPS

66

20% weight

Turnover

90

21% TRIM/SELL

Coverage

25

43% avg

Dir Health

85

5% weight

Pass-Set Quality — control tickers scoring ≥4/5 under this gate (precision view — what passes; complements Ctrl Retention's recall view)

Tickers Passing

122

≥4/5 rules · in control

Avg Raw Return

+19.44%

return_pct, unweighted mean

Win Rate

34.4%

% beating SPY (excess>0)

Changed From Current Gate

✕ RSI-Net EBITDA (C-grade, dist=80) → ✓ Quality Value Score (A-grade, dist=78)

✕ ROIC-EBITDA QC (F-grade, dist=41) → ✓ Weighted FCF Efficiency (C-grade, dist=71)

✕ Avg EPS Growth (B-grade, dist=55) → ✓ P/S v P/C Multiple (C-grade, dist=52)

✕ FCF Quality (C-grade, dist=70) → ✓ ROIC-FCF Quality Gate (C-grade, dist=33)

Gate Rules

Rule	Grade	Threshold	Coverage	Dist	SIL Advisor
Quality Value Score	A 81	0.060 lower	21.6%	78	ADD78 ★★★★☆
FCF Efficency	A 85	0.070 lower	46.6%	96	KEEP80 ★★★★★
Weighted FCF Efficiency	C 54	1.800 lower	64.2%	71	CANDIDATE58 ★★★★☆
P/S v P/C Multiple	C 52	13.480 lower	41.0%	52	CANDIDATE38 ★★★☆☆
ROIC-FCF Quality Gate DIR_LOCK	C 54	0.130 lower	40.4%	33	SKIP58 ★★☆☆☆
Avg MPS: 65.4				MAX 330

UNUSABLE317 pass all rules — gate does not function as a filter. Hundreds passing means the rules have no discriminating power at current thresholds. Do not use this configuration without significant tightening.

Tickers Scored

4,829

of 5,743 in SM CSV

Pass All Rules

317

6.56% of scored

Score 4+/5

1,403

29.1% of scored

Max Score

330

total dist points

Score Distribution

5/5317 (6.6%)

4/51,086 (22.5%)

3/5783 (16.2%)

2/51,664 (34.5%)

1/5860 (17.8%)

0/51,033 (21.4%)

Selectivity Benchmarks

● 0–30 pass-all → TIGHT — gate is working
● 31–80 pass-all → MODERATE — Gated Score sorts it
● 81–200 pass-all → TOO LIBERAL — tighten
● >200 pass-all → UNUSABLE — no discriminating power
Even 0 pass-all is fine — Gated Score ranks 4+/5 tickers.
Tiebreaker task open: see TASKS.md.

Upside

Eliminates Watson 5 direction controversy entirely (21 consecutive opposing)
FCF Efficency (A, MPS 94.47) is the top-ranked metric by MPS — strongest available signal
All rules have confirmed lower-wins directions (except ROIC-FCF Gate flag)
Highest average MPS of FCF-focused alternatives

Restrictiveness: Likely more restrictive — two high-signal FCF gates vs one

Liberal risk: Medium — FCF signals correlated, gate may let through FCF-fakers simultaneously

Downside / Risk

3 of 5 rules are FCF-family metrics — gate loses diversity of signal type
FCF Efficency and Wtd FCF Efficiency share thematic overlap (both FCF efficiency ratios)
ROIC-FCF Gate direction lock conflict persists
Coverage gap: FCF Efficency only 47.1% of tickers have valid data
If FCF signals are collectively wrong in a cycle, gate has little non-FCF backstop

Signal Independence Grade

B

Overlap

No HIGH overlaps. FCF family fills 2 of 5 slots — gate has 4 effective signal dimensions, not 5. One DIR_LOCK on ROIC-FCF Gate.

Rule	Signal Family	What it measures
Quality Value Score	Quality Composite	ROIC × FCF Yield / P/C — independent ✓
FCF Efficency	FCF Efficiency	FCF Yield / EV_EBITDA — raw FCF quality
Wtd FCF Efficiency	FCF Efficiency	⚠ Same family as FCF Eff — thematic overlap
P/S v P/C Multiple	Valuation	Pure price-ratio — independent ✓
ROIC-FCF Quality Gate	ROIC Quality	ROIC+FCF composite — direction lock ⚠

MEDIUM · FCF Efficency (31) × Wtd FCF Efficiency (42)

Both are FCF-ratio variants — col31 uses FCF Yield/EV_EBITDA, col42 is different formula. Thematic overlap.

Portfolio Turnover Impact

21%

of held positions would be TRIM/SELL under this gate

ADD MORE44 positions

ALAB, AMAT, AMD, AMSC, AMZN, ANET, ARGX, ASYS +36 more

HOLD19 positions

AGX, APH, ASML, CAT, CLS, FTNT, IDCC, KNSA +11 more

TRIM13 positions

AAPL, APP, EME, ENVA, FIX, IESC, ITRN, ITT +5 more

SELL4 positions

AB, BLBD, MCK, THC

Top Buy Candidates Under This Gate (4+ rules · not held · ranked by Gated Score)

Ticker	Rank	Score	Gated Score	Quality Value	FCF Efficency	Weighted FCF E	P/S v P/C Mult	ROIC-FCF Quali
OSS	#1/5743	5/5	330	✓	✓	✓	✓	✓
TRC	#2/5743	5/5	330	✓	✓	✓	✓	✓
CLF	#3/5743	5/5	330	✓	✓	✓	✓	✓
MP	#4/5743	5/5	330	✓	✓	✓	✓	✓
BRCC	#5/5743	5/5	330	✓	✓	✓	✓	✓
TLX	#6/5743	5/5	330	✓	✓	✓	✓	✓
WNC	#7/5743	5/5	330	✓	✓	✓	✓	✓
STAA	#8/5743	5/5	330	✓	✓	✓	✓	✓
METC	#9/5743	5/5	330	✓	✓	✓	✓	✓
KRUS	#10/5743	5/5	330	✓	✓	✓	✓	✓

Vs. Current Gate

Metric	Current	This Alt	Δ
Avg Gate MPS	57.0	65.4	+8.4
Pass-all count	11	317	306
Score 4+/5 count	119	1403	1284
MAX_WS	342	330	-12

Proposed v10 — Watson-ROIC CI → FCF Quality ScoreScore 36

User-confirmed swap: remove low-separation Watson-ROIC CI, add BF #1 FCF Quality Score · 3 rules changed · pass-all: 459

▼

Composite Gate Score — 36.3/100Selectivity 30% · Control Retention 30% · MPS 20% · Turnover 10% · Coverage 5% · Direction 5%

Selectivity

0

30% weight

Ctrl Retention (recall)

24

31/127 (24%)

Avg MPS

69

20% weight

Turnover

90

21% TRIM/SELL

Coverage

25

35% avg

Dir Health

100

5% weight

Pass-Set Quality — control tickers scoring ≥4/5 under this gate (precision view — what passes; complements Ctrl Retention's recall view)

Tickers Passing

76

≥4/5 rules · in control

Avg Raw Return

+19.97%

return_pct, unweighted mean

Win Rate

40.8%

% beating SPY (excess>0)

Changed From Current Gate

✕ RSI-Net EBITDA (C-grade, dist=80) → ✓ Quality Value Score (A-grade, dist=78)

✕ ROIC-EBITDA QC (F-grade, dist=41) → ✓ FCF-EBITDA Convergence Score (B-grade, dist=47)

✕ Avg EPS Growth (B-grade, dist=55) → ✓ P/S v P/C Multiple (C-grade, dist=52)

Gate Rules

Rule	Grade	Threshold	Coverage	Dist	SIL Advisor
Quality Value Score	A 81	0.060 lower	21.6%	78	ADD78 ★★★★☆
FCF Efficency	A 85	0.070 lower	46.6%	96	KEEP80 ★★★★★
FCF-EBITDA Convergence Score	B 60	2.140 lower	33.0%	47	CANDIDATE52 ★★★☆☆
P/S v P/C Multiple	C 52	13.480 lower	41.0%	52	CANDIDATE38 ★★★☆☆
FCF Quality Score	C 52	0.320 lower	33.0%	70	KEEP52 ★★★★☆
Avg MPS: 66.1				MAX 343

UNUSABLE459 pass all rules — gate does not function as a filter. Hundreds passing means the rules have no discriminating power at current thresholds. Do not use this configuration without significant tightening.

Tickers Scored

4,829

of 5,743 in SM CSV

Pass All Rules

459

9.51% of scored

Score 4+/5

796

16.5% of scored

Max Score

343

total dist points

Score Distribution

5/5459 (9.5%)

4/5337 (7.0%)

3/51,065 (22.1%)

2/51,061 (22.0%)

1/51,639 (33.9%)

0/51,182 (24.5%)

Selectivity Benchmarks

● 0–30 pass-all → TIGHT — gate is working
● 31–80 pass-all → MODERATE — Gated Score sorts it
● 81–200 pass-all → TOO LIBERAL — tighten
● >200 pass-all → UNUSABLE — no discriminating power
Even 0 pass-all is fine — Gated Score ranks 4+/5 tickers.
Tiebreaker task open: see TASKS.md.

Upside

Removes weakest gate metric by SIL score (Watson-ROIC CI, 37/100)
FCF Quality Score is BF #1 combo partner — strongest empirical backing
FCF Quality Score direction confirmed lower (ctrl validated, 53 sessions)
No HIGH overlap with remaining gate metrics
P/S v P/C retained — provides independent valuation signal

Restrictiveness: Similar to current — FCF Quality Score adds a real FCF quality filter

Liberal risk: Low-Medium — FCF Quality Score threshold may be strict

Downside / Risk

Gate becomes more FCF-concentrated (FCF Eff + FCF-EBITDA Conv + FCF Quality Score)
FCF Quality Score SIL score (55) lower than FCF-EBITDA Conv (63) — mid-tier confidence
P/S v P/C still SWAP_OUT candidate (sil=24) — future swap needed

Signal Independence Grade

B

Overlap

FCF cluster exists (FCF Eff + FCF-EBITDA Conv + FCF Quality Score) but no direct formula overlap. P/S v P/C and QVS remain independent signals.

Rule	Signal Family	What it measures
Quality Value Score	Quality Composite	ROIC × FCF Yield / P/C — independent ✓
FCF Efficency	FCF Efficiency	FCF/Revenue ratio — core FCF signal
FCF-EBITDA Convergence Score	FCF Convergence	FCF vs EBITDA alignment — FCF family
P/S v P/C Multiple	Valuation	Price-ratio spread — independent signal ✓
FCF Quality Score	FCF Quality	FCF composite quality — FCF family

✓ No HIGH overlaps detected between rules in this gate.

Portfolio Turnover Impact

21%

of held positions would be TRIM/SELL under this gate

ADD MORE52 positions

AGX, ALAB, AMAT, AMD, AMSC, AMZN, ANET, ARGX +44 more

HOLD11 positions

AAPL, APH, APP, CLS, DE, FIX, IESC, MNST +3 more

TRIM6 positions

IDCC, NXT, SCCO, SII, TT, UTHR

SELL11 positions

AB, BLBD, EME, ENVA, ITRN, ITT, MCK, MLI +3 more

Top Buy Candidates Under This Gate (4+ rules · not held · ranked by Gated Score)

Ticker	Rank	Score	Gated Score	Quality Value	FCF Efficency	FCF-EBITDA Con	P/S v P/C Mult	FCF Quality Sc
OSS	#1/5743	5/5	343	✓	✓	✓	✓	✓
ASND	#2/5743	5/5	343	✓	✓	✓	✓	✓
SNDK	#3/5743	5/5	343	✓	✓	✓	✓	✓
PLTR	#6/5743	5/5	343	✓	✓	✓	✓	✓
TRC	#11/5743	5/5	343	✓	✓	✓	✓	✓
CLF	#12/5743	5/5	343	✓	✓	✓	✓	✓
IRTC	#13/5743	5/5	343	✓	✓	✓	✓	✓
TVTX	#14/5743	5/5	343	✓	✓	✓	✓	✓
LQDA	#15/5743	5/5	343	✓	✓	✓	✓	✓
MP	#16/5743	5/5	343	✓	✓	✓	✓	✓

Vs. Current Gate

Metric	Current	This Alt	Δ
Avg Gate MPS	57.0	66.1	+9.1
Pass-all count	11	459	448
Score 4+/5 count	119	796	677
MAX_WS	342	343	+1

Alt 4 — Coverage-FirstScore 35

Prioritize data completeness — avoid gates with <65% ticker coverage · 4 rules changed · pass-all: 277

▼

Composite Gate Score — 35.2/100Selectivity 30% · Control Retention 30% · MPS 20% · Turnover 10% · Coverage 5% · Direction 5%

Selectivity

0

30% weight

Ctrl Retention (recall)

30

38/127 (30%)

Avg MPS

60

20% weight

Turnover

75

34% TRIM/SELL

Coverage

50

54% avg

Dir Health

85

5% weight

Pass-Set Quality — control tickers scoring ≥4/5 under this gate (precision view — what passes; complements Ctrl Retention's recall view)

Tickers Passing

94

≥4/5 rules · in control

Avg Raw Return

+20.14%

return_pct, unweighted mean

Win Rate

40.4%

% beating SPY (excess>0)

Changed From Current Gate

✕ RSI-Net EBITDA (C-grade, dist=80) → ✓ Quality Value Score (A-grade, dist=78)

✕ FCF Efficiency (A-grade, dist=96) → ✓ P/S v P/C Multiple (C-grade, dist=52)

✕ ROIC-EBITDA QC (F-grade, dist=41) → ✓ Weighted FCF Efficiency (C-grade, dist=71)

✕ FCF Quality (C-grade, dist=70) → ✓ CARC (F-grade, dist=44)

Gate Rules

Rule	Grade	Threshold	Coverage	Dist	SIL Advisor
Quality Value Score	A 81	0.060 lower	21.6%	78	ADD78 ★★★★☆
P/S v P/C Multiple	C 52	13.480 lower	41.0%	52	CANDIDATE38 ★★★☆☆
Weighted FCF Efficiency	C 54	1.800 lower	64.2%	71	CANDIDATE58 ★★★★☆
Avg. EPS Growth	B 63	32.770 higher	71.0%	55	REVIEW52 ★★★☆☆
CARC DIR_LOCK	F 20	0.360 lower	72.1%	44	CANDIDATE20 ★★★☆☆
Avg MPS: 54.2				MAX 300

UNUSABLE277 pass all rules — gate does not function as a filter. Hundreds passing means the rules have no discriminating power at current thresholds. Do not use this configuration without significant tightening.

Tickers Scored

5,250

of 5,743 in SM CSV

Pass All Rules

277

5.28% of scored

Score 4+/5

1,054

20.1% of scored

Max Score

300

total dist points

Score Distribution

5/5277 (5.3%)

4/5777 (14.8%)

3/51,239 (23.6%)

2/51,145 (21.8%)

1/51,300 (24.8%)

0/51,005 (19.1%)

Selectivity Benchmarks

● 0–30 pass-all → TIGHT — gate is working
● 31–80 pass-all → MODERATE — Gated Score sorts it
● 81–200 pass-all → TOO LIBERAL — tighten
● >200 pass-all → UNUSABLE — no discriminating power
Even 0 pass-all is fine — Gated Score ranks 4+/5 tickers.
Tiebreaker task open: see TASKS.md.

Upside

Highest overall ticker coverage — all 5 rules ≥65% (vs Watson 5 at 42.6%, PEG at 30.7%)
CARC has 76.3% coverage — second only to P/S v P/C (83.7%)
More tickers get scored, reducing blind spots from N/A data
Avg EPS Growth (71.0% coverage) now upgraded to B-grade (MPS 66.72) — adds meaningful growth dimension

Restrictiveness: Less restrictive — lower-grade metrics have wider thresholds

Liberal risk: Medium-High — CARC direction uncertainty + EPS Growth gaming risk

Downside / Risk

CARC dropped to D-grade (MPS 32.30) — significant weakening since last assessment
CARC direction lock conflict (locked=lower, SM CSV raw=higher) — flagged INVESTIGATE in SIL
Avg EPS Growth only D ranked by return score — directional confidence mixed
No pure FCF signal — gate may miss quality FCF compounders
Growth (EPS Growth) + Quality (QVS) could be gamed by one-time earnings spikes

Signal Independence Grade

A-

Overlap

5 distinct signal families — best family diversity of all alternatives. No HIGH overlaps. Minor direction lock on CARC. Each rule covers a genuinely different dimension.

Rule	Signal Family	What it measures
Quality Value Score	Quality Composite	ROIC × FCF Yield / P/C — independent ✓
P/S v P/C Multiple	Valuation	Pure price-ratio — independent ✓
Wtd FCF Efficiency	FCF Efficiency	FCF+ROIC efficiency ratio — independent ✓
Avg. EPS Growth	Earnings Growth	Trailing EPS growth — unique growth dimension ✓
CARC	Capital Efficiency	Capital allocation quality — direction lock ⚠

✓ No HIGH overlaps detected between rules in this gate.

Portfolio Turnover Impact

34%

of held positions would be TRIM/SELL under this gateHIGH TURNOVER

ADD MORE42 positions

ALAB, AMAT, AMD, AMSC, AMZN, ARGX, ASYS, AVGO +34 more

HOLD11 positions

APH, APP, CAT, GEV, KNSA, MPTI, NVDA, PWR +3 more

TRIM15 positions

AAPL, AGX, ANET, ASML, FIX, FTNT, GOOG, IDCC +7 more

SELL12 positions

AB, BLBD, EME, ENVA, IESC, ITRN, MCK, MLI +4 more

Top Buy Candidates Under This Gate (4+ rules · not held · ranked by Gated Score)

Ticker	Rank	Score	Gated Score	Quality Value	P/S v P/C Mult	Weighted FCF E	Avg. EPS Growt	CARC
OSS	#1/5743	5/5	300	✓	✓	✓	✓	✓
ASND	#2/5743	5/5	300	✓	✓	✓	✓	✓
SNDK	#3/5743	5/5	300	✓	✓	✓	✓	✓
PLTR	#6/5743	5/5	300	✓	✓	✓	✓	✓
TRC	#11/5743	5/5	300	✓	✓	✓	✓	✓
IRTC	#12/5743	5/5	300	✓	✓	✓	✓	✓
TVTX	#13/5743	5/5	300	✓	✓	✓	✓	✓
LQDA	#14/5743	5/5	300	✓	✓	✓	✓	✓
MP	#15/5743	5/5	300	✓	✓	✓	✓	✓
ARQT	#16/5743	5/5	300	✓	✓	✓	✓	✓

Vs. Current Gate

Metric	Current	This Alt	Δ
Avg Gate MPS	57.0	54.2	-2.7
Pass-all count	11	277	266
Score 4+/5 count	119	1054	935
MAX_WS	342	300	-42

Alt 1 — Minimal FixScore 34

Swap only the weakest rule (PEG F-grade → ROIC-FCF Gate A-grade) · 5 rules changed · pass-all: 291

▼

Composite Gate Score — 33.9/100Selectivity 30% · Control Retention 30% · MPS 20% · Turnover 10% · Coverage 5% · Direction 5%

Selectivity

0

30% weight

Ctrl Retention (recall)

37

47/127 (37%)

Avg MPS

55

20% weight

Turnover

75

26% TRIM/SELL

Coverage

25

42% avg

Dir Health

60

5% weight

Pass-Set Quality — control tickers scoring ≥4/5 under this gate (precision view — what passes; complements Ctrl Retention's recall view)

Tickers Passing

124

≥4/5 rules · in control

Avg Raw Return

+20.73%

return_pct, unweighted mean

Win Rate

37.9%

% beating SPY (excess>0)

Changed From Current Gate

✕ RSI-Net EBITDA (C-grade, dist=80) → ✓ Weighted FCF Efficiency (C-grade, dist=71)

✕ FCF Efficiency (A-grade, dist=96) → ✓ SM Watson 5 (C-grade, dist=42)

✕ ROIC-EBITDA QC (F-grade, dist=41) → ✓ Quality Value Score (A-grade, dist=78)

✕ Avg EPS Growth (B-grade, dist=55) → ✓ P/S v P/C Multiple (C-grade, dist=52)

✕ FCF Quality (C-grade, dist=70) → ✓ ROIC-FCF Quality Gate (C-grade, dist=33)

Gate Rules

Rule	Grade	Threshold	Coverage	Dist	SIL Advisor
Weighted FCF Efficiency	C 54	1.800 lower	64.2%	71	CANDIDATE58 ★★★★☆
SM Watson 5 AT_RISK	C 58	51.120 lower	42.3%	42	SKIP52 ★★★☆☆
Quality Value Score	A 81	0.060 lower	21.6%	78	ADD78 ★★★★☆
P/S v P/C Multiple	C 52	13.480 lower	41.0%	52	CANDIDATE38 ★★★☆☆
ROIC-FCF Quality Gate DIR_LOCK	C 54	0.130 lower	40.4%	33	SKIP58 ★★☆☆☆
Avg MPS: 59.9				MAX 276

UNUSABLE291 pass all rules — gate does not function as a filter. Hundreds passing means the rules have no discriminating power at current thresholds. Do not use this configuration without significant tightening.

Tickers Scored

4,829

of 5,743 in SM CSV

Pass All Rules

291

6.03% of scored

Score 4+/5

1,543

32.0% of scored

Max Score

276

total dist points

Score Distribution

5/5291 (6.0%)

4/51,252 (25.9%)

3/51,388 (28.7%)

2/51,074 (22.2%)

1/5726 (15.0%)

0/51,012 (21.0%)

Selectivity Benchmarks

● 0–30 pass-all → TIGHT — gate is working
● 31–80 pass-all → MODERATE — Gated Score sorts it
● 81–200 pass-all → TOO LIBERAL — tighten
● >200 pass-all → UNUSABLE — no discriminating power
Even 0 pass-all is fine — Gated Score ranks 4+/5 tickers.
Tiebreaker task open: see TASKS.md.

Upside

Surgical change — only 1 rule swapped, all other gate knowledge preserved
ROIC-FCF Quality Gate (A, MPS 81) replaces PEG Adj Hybrid (F, MPS 23)
Average gate MPS jumps from 68.6 → 74.3

Restrictiveness: Similar to current — Watson 5 + QVS combination is strict

Liberal risk: Low — Watson 5 threshold (51.94) acts as broad filter

Downside / Risk

SM Watson 5 direction AT_RISK (21 consecutive opposing) remains unresolved
HIGH overlap between Wtd FCF Eff and Watson 5 persists (col42 inside Watson 5)
ROIC-FCF Gate has a direction lock conflict (locked=lower, SM CSV raw=higher)
Effective signal independence still ~3-4 of 5 rules due to Watson 5 absorption

Signal Independence Grade

C

Overlap

HIGH overlap persists — Wtd FCF Eff (col42) is a direct input inside Watson 5 (col53). Two rules double-counting the same FCF signal. Direction flags on 2 of 5 rules.

Rule	Signal Family	What it measures
Quality Value Score	Quality Composite	ROIC × FCF Yield / P/C
SM Watson 5	Super Metric	⚠ Already contains Wtd FCF Eff internally — 5-factor blend
Wtd FCF Efficiency	FCF Efficiency	⚠ Redundant — col42 is inside Watson 5
P/S v P/C Multiple	Valuation	Price-ratio spread — independent signal ✓
ROIC-FCF Quality Gate	ROIC Quality	ROIC+FCF composite gate — direction lock ⚠

HIGH · Wtd FCF Eff (42) × SM Watson 5 (53)

col42 is a direct input to Watson 5 — double-counts FCF efficiency signal

Portfolio Turnover Impact

26%

of held positions would be TRIM/SELL under this gate

ADD MORE35 positions

AGX, ALAB, AMD, AMSC, AMZN, ARGX, ASYS, CCJ +27 more

HOLD24 positions

AMAT, ANET, APH, AVGO, CAT, CRDO, ENVA, GOOG +16 more

TRIM17 positions

AAPL, APP, ASML, BLBD, CLS, EME, FTNT, IESC +9 more

SELL4 positions

AB, FIX, MCK, UI

Top Buy Candidates Under This Gate (4+ rules · not held · ranked by Gated Score)

Ticker	Rank	Score	Gated Score	Weighted FCF E	SM Watson 5	Quality Value	P/S v P/C Mult	ROIC-FCF Quali
OSS	#1/5743	5/5	276	✓	✓	✓	✓	✓
TRC	#2/5743	5/5	276	✓	✓	✓	✓	✓
CLF	#3/5743	5/5	276	✓	✓	✓	✓	✓
MP	#4/5743	5/5	276	✓	✓	✓	✓	✓
BRCC	#5/5743	5/5	276	✓	✓	✓	✓	✓
TLX	#6/5743	5/5	276	✓	✓	✓	✓	✓
WNC	#7/5743	5/5	276	✓	✓	✓	✓	✓
STAA	#8/5743	5/5	276	✓	✓	✓	✓	✓
METC	#9/5743	5/5	276	✓	✓	✓	✓	✓
KRUS	#10/5743	5/5	276	✓	✓	✓	✓	✓

Vs. Current Gate

Metric	Current	This Alt	Δ
Avg Gate MPS	57.0	59.9	+2.9
Pass-all count	11	291	280
Score 4+/5 count	119	1543	1424
MAX_WS	342	276	-66

Alt 3 — Maximum A-GradeScore 39

Maximize average MPS score — all 5 rules A-grade, zero B/F rules · 4 rules changed · pass-all: 338

▼

Composite Gate Score — 39.0/100Selectivity 30% · Control Retention 30% · MPS 20% · Turnover 10% · Coverage 5% · Direction 5%

Selectivity

0

30% weight

Ctrl Retention (recall)

41

52/127 (41%)

Avg MPS

61

20% weight

Turnover

90

22% TRIM/SELL

Coverage

25

36% avg

Dir Health

85

5% weight

Pass-Set Quality — control tickers scoring ≥4/5 under this gate (precision view — what passes; complements Ctrl Retention's recall view)

Tickers Passing

136

≥4/5 rules · in control

Avg Raw Return

+20.32%

return_pct, unweighted mean

Win Rate

38.2%

% beating SPY (excess>0)

Changed From Current Gate

✕ RSI-Net EBITDA (C-grade, dist=80) → ✓ Quality Value Score (A-grade, dist=78)

✕ ROIC-EBITDA QC (F-grade, dist=41) → ✓ FCF-EBITDA Convergence Score (B-grade, dist=47)

✕ Avg EPS Growth (B-grade, dist=55) → ✓ P/S v P/C Multiple (C-grade, dist=52)

✕ FCF Quality (C-grade, dist=70) → ✓ ROIC-FCF Quality Gate (C-grade, dist=33)

Gate Rules

Rule	Grade	Threshold	Coverage	Dist	SIL Advisor
Quality Value Score	A 81	0.060 lower	21.6%	78	ADD78 ★★★★☆
FCF Efficency	A 85	0.070 lower	46.6%	96	KEEP80 ★★★★★
FCF-EBITDA Convergence Score	B 60	2.140 lower	33.0%	47	CANDIDATE52 ★★★☆☆
P/S v P/C Multiple	C 52	13.480 lower	41.0%	52	CANDIDATE38 ★★★☆☆
ROIC-FCF Quality Gate DIR_LOCK	C 54	0.130 lower	40.4%	33	SKIP58 ★★☆☆☆
Avg MPS: 66.6				MAX 306

UNUSABLE338 pass all rules — gate does not function as a filter. Hundreds passing means the rules have no discriminating power at current thresholds. Do not use this configuration without significant tightening.

Tickers Scored

4,829

of 5,743 in SM CSV

Pass All Rules

338

7.00% of scored

Score 4+/5

1,509

31.2% of scored

Max Score

306

total dist points

Score Distribution

5/5338 (7.0%)

4/51,171 (24.2%)

3/51,174 (24.3%)

2/51,180 (24.4%)

1/5847 (17.5%)

0/51,033 (21.4%)

Selectivity Benchmarks

● 0–30 pass-all → TIGHT — gate is working
● 31–80 pass-all → MODERATE — Gated Score sorts it
● 81–200 pass-all → TOO LIBERAL — tighten
● >200 pass-all → UNUSABLE — no discriminating power
Even 0 pass-all is fine — Gated Score ranks 4+/5 tickers.
Tiebreaker task open: see TASKS.md.

Upside

All 5 rules are A-grade (MPS ≥ 79) — highest possible average grade combination
Average gate MPS: 84.9 (vs 68.6 current)
FCF-EBITDA CS and FCF Efficency are SIL's top two ranked metrics by confidence
No B or F grade rules — eliminates two weakest current gate signals

Restrictiveness: More restrictive — two high-threshold A-grade FCF rules act as tighter joint filter

Liberal risk: Low — but if both FCF signals simultaneously fail in a market cycle, nothing else catches it

Downside / Risk

Still FCF-heavy: FCF Efficency + FCF-EBITDA CS both trace to FCF family
FCF Efficency (47.1%) and FCF-EBITDA CS (70.3%) combined reduce effective ticker universe
ROIC-FCF Gate direction lock conflict still present
SIL flags FCF-EBITDA CS as "HIGH input overlap" — may not add independent signal beyond current gate
Removing Wtd FCF Eff loses a B-grade rule that has performed well in the gate

Signal Independence Grade

B+

Overlap

No HIGH overlaps — Wtd FCF Eff removed, eliminating the main conflict. FCF family still fills 2 of 5 slots. LOW overlap between col31 and col54 (share EV/EBITDA as indirect input only). One DIR_LOCK.

Rule	Signal Family	What it measures
Quality Value Score	Quality Composite	ROIC × FCF Yield / P/C — independent ✓
FCF Efficency	FCF Efficiency	FCF Yield / EV_EBITDA — raw FCF quality
FCF-EBITDA Conv. Score	FCF-Quality Bridge	FCF×EBITDA convergence — different angle from col31 ✓
P/S v P/C Multiple	Valuation	Pure price-ratio — independent ✓
ROIC-FCF Quality Gate	ROIC Quality	ROIC+FCF composite gate — direction lock ⚠

LOW · FCF Efficency (31) × FCF-EBITDA CS (54)

col54 = col42 × col34 (not col31). Col31 and col54 share col3 (EV/EBITDA) as an indirect input only.

Portfolio Turnover Impact

22%

of held positions would be TRIM/SELL under this gate

ADD MORE45 positions

AGX, ALAB, AMAT, AMD, AMSC, AMZN, ANET, ARGX +37 more

HOLD17 positions

APH, ASML, CAT, DE, IDCC, IDR, LLY, MNST +9 more

TRIM14 positions

AAPL, APP, CLS, EME, ENVA, FIX, IESC, ITRN +6 more

SELL4 positions

AB, BLBD, MCK, THC

Top Buy Candidates Under This Gate (4+ rules · not held · ranked by Gated Score)

Ticker	Rank	Score	Gated Score	Quality Value	FCF Efficency	FCF-EBITDA Con	P/S v P/C Mult	ROIC-FCF Quali
OSS	#1/5743	5/5	306	✓	✓	✓	✓	✓
TRC	#2/5743	5/5	306	✓	✓	✓	✓	✓
CLF	#3/5743	5/5	306	✓	✓	✓	✓	✓
MP	#4/5743	5/5	306	✓	✓	✓	✓	✓
BRCC	#5/5743	5/5	306	✓	✓	✓	✓	✓
TLX	#6/5743	5/5	306	✓	✓	✓	✓	✓
WNC	#7/5743	5/5	306	✓	✓	✓	✓	✓
STAA	#8/5743	5/5	306	✓	✓	✓	✓	✓
METC	#9/5743	5/5	306	✓	✓	✓	✓	✓
KRUS	#10/5743	5/5	306	✓	✓	✓	✓	✓

Vs. Current Gate

Metric	Current	This Alt	Δ
Avg Gate MPS	57.0	66.6	+9.6
Pass-all count	11	338	327
Score 4+/5 count	119	1509	1390
MAX_WS	342	306	-36

Alt 5 — Balanced Independence ⭐ RecommendedRECOMMENDEDScore 38

Best balance of MPS grade, signal independence, coverage, and direction confidence · 4 rules changed · pass-all: 142

▼

Composite Gate Score — 38.3/100Selectivity 30% · Control Retention 30% · MPS 20% · Turnover 10% · Coverage 5% · Direction 5%

Selectivity

20

30% weight

Ctrl Retention (recall)

24

31/127 (24%)

Avg MPS

56

20% weight

Turnover

75

30% TRIM/SELL

Coverage

25

35% avg

Dir Health

100

5% weight

Pass-Set Quality — control tickers scoring ≥4/5 under this gate (precision view — what passes; complements Ctrl Retention's recall view)

Tickers Passing

66

≥4/5 rules · in control

Avg Raw Return

+24.28%

return_pct, unweighted mean

Win Rate

47.0%

% beating SPY (excess>0)

Why This Is Recommended

Resolves both open CRITICAL signals: direction AT_RISK (Watson 5) and F-grade weakness (PEG)
Introduces the two highest-MPS unrepresented metrics: FCF Efficency (#1, 94.47) + FCF-EBITDA CS (#3, 91.0)
Zero direction conflicts — all rules have confirmed winner direction from both cohort and control signals
No HIGH overlap pairs — gate delivers 5 meaningfully independent screening signals
Watson-ROIC CI adds ROIC-quality anchor that differentiates from pure FCF focus
Lowest liberal-risk of all alternatives that drop Watson 5

Changed From Current Gate

✕ RSI-Net EBITDA (C-grade, dist=80) → ✓ Quality Value Score (A-grade, dist=78)

✕ ROIC-EBITDA QC (F-grade, dist=41) → ✓ FCF-EBITDA Convergence Score (B-grade, dist=47)

✕ Avg EPS Growth (B-grade, dist=55) → ✓ P/S v P/C Multiple (C-grade, dist=52)

✕ FCF Quality (C-grade, dist=70) → ✓ Watson-ROIC Confidence Index (C-grade, dist=7)

Gate Rules

Rule	Grade	Threshold	Coverage	Dist	SIL Advisor
Quality Value Score	A 81	0.060 lower	21.6%	78	ADD78 ★★★★☆
FCF Efficency	A 85	0.070 lower	46.6%	96	KEEP80 ★★★★★
FCF-EBITDA Convergence Score	B 60	2.140 lower	33.0%	47	CANDIDATE52 ★★★☆☆
P/S v P/C Multiple	C 52	13.480 lower	41.0%	52	CANDIDATE38 ★★★☆☆
Watson-ROIC Confidence Index	C 57	9.540 lower	34.8%	7	SKIP38 ★☆☆☆☆
Avg MPS: 67.1				MAX 280

TOO LIBERAL142 pass all rules — gate is letting too many through. Tighten thresholds or add a stricter rule.

Tickers Scored

4,838

of 5,743 in SM CSV

Pass All Rules

142

2.94% of scored

Score 4+/5

748

15.5% of scored

Max Score

280

total dist points

Score Distribution

5/5142 (2.9%)

4/5606 (12.5%)

3/51,787 (36.9%)

2/51,370 (28.3%)

1/5838 (17.3%)

0/51,000 (20.7%)

Selectivity Benchmarks

● 0–30 pass-all → TIGHT — gate is working
● 31–80 pass-all → MODERATE — Gated Score sorts it
● 81–200 pass-all → TOO LIBERAL — tighten
● >200 pass-all → UNUSABLE — no discriminating power
Even 0 pass-all is fine — Gated Score ranks 4+/5 tickers.
Tiebreaker task open: see TASKS.md.

Upside

No HIGH overlaps between any rule pair — most independent gate structure of all alternatives
4 A-grade metrics (MPS 75+), 1 C-grade — strong average MPS 84.1
All 5 rules have direction-confirmed status (no AT_RISK, no locked conflicts)
Watson-ROIC CI adds a ROIC×Watson quality signal not present in any other gate combination
FCF Efficency (#1 by MPS at 94.47) finally enters the gate — currently excluded despite being top signal
FCF-EBITDA CS (#3 by MPS at 91.0) provides the FCF-to-EBITDA quality bridge signal
Eliminates both current gate problems: Watson 5 direction conflict + PEG F-grade
5 distinct signal families: Quality Composite + FCF Efficiency + FCF-EBITDA + Valuation Ratio + ROIC-Watson

Restrictiveness: Moderate to strict — FCF Efficency and FCF-EBITDA CS jointly set a high FCF quality bar

Liberal risk: Low-Medium — Watson-ROIC CI provides non-FCF quality backstop

Downside / Risk

Watson-ROIC CI is C-grade (MPS 56.04) — weakest rule in the gate
FCF Efficency only 47.1% ticker coverage — some tickers scored on 4/5 rules
FCF-EBITDA CS flagged as "HIGH input overlap" in SIL due to formula chain — METRIC_OVERLAP_MAP needs v8 review
Watson-ROIC CI has 48.6% coverage — two rules below 65% threshold
Removing Wtd FCF Eff loses a rule that has accumulated gate history (v6-v8)

Signal Independence Grade

A

Overlap

No HIGH overlaps, no direction conflicts. FCF family fills 2 slots but col31 and col54 are distinct formulas with LOW overlap (share EV/EBITDA indirectly only). 5 meaningful signal dimensions.

Rule	Signal Family	What it measures
Quality Value Score	Quality Composite	ROIC × FCF Yield / P/C — independent ✓
FCF Efficency	FCF Efficiency	FCF Yield / EV_EBITDA — raw FCF quality
FCF-EBITDA Conv. Score	FCF-Quality Bridge	Wtd FCF Eff × PFCF/EBITDA — different formula from col31 ✓
P/S v P/C Multiple	Valuation	Pure price-ratio — independent ✓
Watson-ROIC CI	ROIC Confidence	ROIC×Watson confidence index — no FCF inputs ✓

LOW · FCF Efficency (31) × FCF-EBITDA CS (54)

col54 = col42 × col34; col31 shares col3 (EV/EBITDA) as indirect input only. Acceptable.

Portfolio Turnover Impact

30%

of held positions would be TRIM/SELL under this gate

ADD MORE43 positions

ALAB, AMAT, AMD, AMSC, AMZN, ARGX, ASYS, AVGO +35 more

HOLD13 positions

AGX, ANET, APH, ASML, DE, GOOG, IDR, LLY +5 more

TRIM15 positions

AAPL, APP, CLS, ENVA, FIX, IDCC, IESC, ITT +7 more

SELL9 positions

AB, BLBD, EME, ITRN, MCK, MLI, SEZL, THC +1 more

Top Buy Candidates Under This Gate (4+ rules · not held · ranked by Gated Score)

Ticker	Rank	Score	Gated Score	Quality Value	FCF Efficency	FCF-EBITDA Con	P/S v P/C Mult	Watson-ROIC Co
IRTC	#4/5743	5/5	280	✓	✓	✓	✓	✓
TVTX	#5/5743	5/5	280	✓	✓	✓	✓	✓
LQDA	#6/5743	5/5	280	✓	✓	✓	✓	✓
ARQT	#7/5743	5/5	280	✓	✓	✓	✓	✓
COHU	#8/5743	5/5	280	✓	✓	✓	✓	✓
CPSH	#9/5743	5/5	280	✓	✓	✓	✓	✓
MTA	#10/5743	5/5	280	✓	✓	✓	✓	✓
LITE	#11/5743	5/5	280	✓	✓	✓	✓	✓
BE	#12/5743	5/5	280	✓	✓	✓	✓	✓
SITM	#13/5743	5/5	280	✓	✓	✓	✓	✓

Vs. Current Gate

Metric	Current	This Alt	Δ
Avg Gate MPS	57.0	67.1	+10.1
Pass-all count	11	142	131
Score 4+/5 count	119	748	629
MAX_WS	342	280	-62

Alt 7 — L1+L2 Hybrid 🧪 ExperimentalScore 53

Best L1 signal anchored by top L2 quality checks — tests if raw signals add lift · 4 rules changed · pass-all: 22

▼

Composite Gate Score — 52.9/100Selectivity 30% · Control Retention 30% · MPS 20% · Turnover 10% · Coverage 5% · Direction 5%

Selectivity

80

30% weight

Ctrl Retention (recall)

20

26/127 (20%)

Avg MPS

64

20% weight

Turnover

50

45% TRIM/SELL

Coverage

0

20% avg

Dir Health

100

5% weight

Pass-Set Quality — control tickers scoring ≥4/5 under this gate (precision view — what passes; complements Ctrl Retention's recall view)

Tickers Passing

37

≥4/5 rules · in control

Avg Raw Return

+43.30%

return_pct, unweighted mean

Win Rate

70.3%

% beating SPY (excess>0)

Changed From Current Gate

✕ RSI-Net EBITDA (C-grade, dist=80) → ✓ RSI (D-grade, dist=37)

✕ ROIC-EBITDA QC (F-grade, dist=41) → ✓ P/C (C-grade, dist=60)

✕ Avg EPS Growth (B-grade, dist=55) → ✓ Quality Value Score (A-grade, dist=78)

✕ FCF Quality (C-grade, dist=70) → ✓ FCF-EBITDA Convergence Score (B-grade, dist=47)

Gate Rules

Rule	Grade	Threshold	Coverage	Dist	SIL Advisor
RSI L1·EXP	D 35	57.560 higher	0.0%	37	SKIP28 ★★☆☆☆
P/C L1·EXP	C 57	3.270 lower	0.0%	60	CANDIDATE38 ★★★★☆
Quality Value Score	A 81	0.060 lower	21.6%	78	ADD78 ★★★★☆
FCF Efficency	A 85	0.070 lower	46.6%	96	KEEP80 ★★★★★
FCF-EBITDA Convergence Score	B 60	2.140 lower	33.0%	47	CANDIDATE52 ★★★☆☆
Avg MPS: 63.7				MAX 318

TIGHT22 pass all rules — gate is working. Even 0 is normal. Gated Rank differentiates within this set.

Tickers Scored

5,640

of 5,743 in SM CSV

Pass All Rules

22

0.39% of scored

Score 4+/5

342

6.1% of scored

Max Score

318

total dist points

Score Distribution

5/522 (0.4%)

4/5320 (5.7%)

3/51,052 (18.7%)

2/51,295 (23.0%)

1/51,983 (35.2%)

0/51,071 (19.0%)

Selectivity Benchmarks

● 0–30 pass-all → TIGHT — gate is working
● 31–80 pass-all → MODERATE — Gated Score sorts it
● 81–200 pass-all → TOO LIBERAL — tighten
● >200 pass-all → UNUSABLE — no discriminating power
Even 0 pass-all is fine — Gated Score ranks 4+/5 tickers.
Tiebreaker task open: see TASKS.md.

Upside

RSI provides momentum anchor absent from all current L2 gates
P/C (L1) is simpler and more direct than P/S v P/C Multiple (L2) — same dimension
FCF Efficency (#1 MPS at 95.96) + FCF-EBITDA CS (#3 at 95.38) as quality anchors
QVS (col27, A-grade) adds profitability-quality filter
Tests whether L1 momentum signal adds lift on top of L2 quality signals

Restrictiveness: Likely moderate — RSI momentum filter may be loose at universe-percentile threshold

Liberal risk: Medium — RSI threshold needs validation; FCF quality rules provide backstop

Downside / Risk

RSI threshold is experimental — universe percentile may not match optimal momentum zone
P/C L1 threshold experimental — L2 P/S v P/C Multiple has validated threshold
FCF Efficency 47.1% coverage — some tickers scored on 4/5 rules only
FCF-EBITDA CS flagged HIGH input overlap in SIL — METRIC_OVERLAP_MAP v8 review needed
Two experimental thresholds (L1) mixed with three validated thresholds (L2) — hard to diagnose if wrong

Signal Independence Grade

B+

Overlap

No HIGH overlaps. L1 rules (RSI, P/C) cover momentum + valuation dimensions absent from L2 rules. LOW overlap between col31 and col54 (indirect EV/EBITDA input).

Rule	Signal Family	What it measures
RSI	Momentum	Price momentum — L1 raw, no formula chain ✓
P/C	Price/Cash	Raw price vs cash — simpler than L2 P/S v P/C ✓
Quality Value Score	Quality Composite	ROIC × FCF Yield / P/C — L2 quality anchor ✓
FCF Efficency	FCF Efficiency	FCF Yield / EV_EBITDA — top MPS signal ✓
FCF-EBITDA Conv. Score	FCF-Quality Bridge	Wtd FCF × PFCF/EBITDA — needs overlap review ⚠

LOW · FCF Efficency (31) × FCF-EBITDA CS (54)

col54 uses col42 internally; col31 shares EV/EBITDA as indirect input only.

Portfolio Turnover Impact

45%

of held positions would be TRIM/SELL under this gateHIGH TURNOVER

ADD MORE22 positions

ALAB, AMAT, AMD, AMZN, ASYS, CIEN, COCO, CRDO +14 more

HOLD22 positions

AAPL, AMSC, ARGX, ASML, AVGO, CAT, CCJ, DASH +14 more

TRIM19 positions

AGX, ANET, APH, CLS, FIX, GOOG, IDR, ITRN +11 more

SELL17 positions

AB, APP, BLBD, DE, EME, ENVA, IDCC, ITT +9 more

Top Buy Candidates Under This Gate (4+ rules · not held · ranked by Gated Score)

Ticker	Rank	Score	Gated Score	RSI	P/C	Quality Value	FCF Efficency	FCF-EBITDA Con
PAMT	#1/5743	5/5	318	✓	✓	✓	✓	✓
CATO	#2/5743	5/5	318	✓	✓	✓	✓	✓
ELSE	#3/5743	5/5	318	✓	✓	✓	✓	✓
TACT	#4/5743	5/5	318	✓	✓	✓	✓	✓
CSIQ	#5/5743	5/5	318	✓	✓	✓	✓	✓
ONL	#6/5743	5/5	318	✓	✓	✓	✓	✓
JELD	#7/5743	5/5	318	✓	✓	✓	✓	✓
BALY	#8/5743	5/5	318	✓	✓	✓	✓	✓
TX	#9/5743	5/5	318	✓	✓	✓	✓	✓
NBR	#10/5743	5/5	318	✓	✓	✓	✓	✓

Vs. Current Gate

Metric	Current	This Alt	Δ
Avg Gate MPS	57.0	63.7	+6.8
Pass-all count	11	22	11
Score 4+/5 count	119	342	223
MAX_WS	342	318	-24

Alt 6 — L1 Raw Signals 🧪 ExperimentalScore 23

Pure L1 gate — raw ratios only, control-lab directions, universe-percentile thresholds · 5 rules changed · pass-all: 0

▼

Composite Gate Score — 23.4/100Selectivity 30% · Control Retention 30% · MPS 20% · Turnover 10% · Coverage 5% · Direction 5%

Selectivity

0

30% weight

Ctrl Retention (recall)

3

4/127 (3%)

Avg MPS

50

20% weight

Turnover

75

36% TRIM/SELL

Coverage

0

0% avg

Dir Health

100

5% weight

Pass-Set Quality — control tickers scoring ≥4/5 under this gate (precision view — what passes; complements Ctrl Retention's recall view)

Tickers Passing

6

≥4/5 rules · in control

Avg Raw Return

+33.19%

return_pct, unweighted mean

Win Rate

66.7%

% beating SPY (excess>0)

Changed From Current Gate

✕ RSI-Net EBITDA (C-grade, dist=80) → ✓ RSI (D-grade, dist=37)

✕ FCF Efficiency (A-grade, dist=96) → ✓ P/C (C-grade, dist=60)

✕ ROIC-EBITDA QC (F-grade, dist=41) → ✓ P/FCF (F-grade, dist=47)

✕ Avg EPS Growth (B-grade, dist=55) → ✓ EV/EBITDA (C-grade, dist=52)

✕ FCF Quality (C-grade, dist=70) → ✓ P/S (C-grade, dist=52)

Gate Rules

Rule	Grade	Threshold	Coverage	Dist	SIL Advisor
RSI L1·EXP	D 35	57.560 higher	0.0%	37	SKIP28 ★★☆☆☆
P/C L1·EXP	C 57	3.270 lower	0.0%	60	CANDIDATE38 ★★★★☆
P/FCF L1·EXP	F 17	29.100 higher	0.0%	47	CANDIDATE20 ★★★☆☆
EV/EBITDA L1·EXP	C 51	20.310 higher	0.0%	52	CANDIDATE ★★★☆☆
P/S L1·EXP	C 53	5.650 higher	0.0%	52	CANDIDATE18 ★★★☆☆
Avg MPS: 42.6				MAX 248

TIGHT0 pass all rules — gate is working. Even 0 is normal. Gated Rank differentiates within this set.

Tickers Scored

5,587

of 5,743 in SM CSV

Pass All Rules

0

0.00% of scored

Score 4+/5

85

1.5% of scored

Max Score

248

total dist points

Score Distribution

5/50 (0.0%)

4/585 (1.5%)

3/5254 (4.5%)

2/5858 (15.4%)

1/52,351 (42.1%)

0/52,195 (39.3%)

Selectivity Benchmarks

● 0–30 pass-all → TIGHT — gate is working
● 31–80 pass-all → MODERATE — Gated Score sorts it
● 81–200 pass-all → TOO LIBERAL — tighten
● >200 pass-all → UNUSABLE — no discriminating power
Even 0 pass-all is fine — Gated Score ranks 4+/5 tickers.
Tiebreaker task open: see TASKS.md.

Upside

RSI ctrl_d=0.42 (n=493) — strongest single signal in control lab across all 43 metrics
P/C ctrl return: lower=5.06 vs higher=2.60 — strong separation (n=394)
P/FCF ctrl_d=0.21 (n=222) — price-to-cash-flow separation confirmed
5 fully independent signal families — zero formula overlap possible (raw ratios)
No direction locks or AT_RISK flags — all from control lab with n≥200

Restrictiveness: Unknown — universe-percentile thresholds untested at gate scale

Liberal risk: Unknown — validate pass-all count before considering deployment

Downside / Risk

EXPERIMENTAL — thresholds are universe percentiles, not cohort-validated breakpoints
MPS grades withheld — Holdings cohort (N≈23) too small; full universe scoring pending
RSI is momentum — may be partly tautological (high RSI = already performing)
EV/EBITDA ctrl_d=-0.02 (weak) — control lab signal thin at n=212
P/S ctrl_d=-0.04 (weak) — included for coverage diversity, not signal strength
No L2 compound quality check — gate may pass cheap junk without quality filter

Signal Independence Grade

A

Overlap

Pure raw ratios — zero formula overlap possible. 5 distinct market dimensions: Momentum, Price/Cash, Price/FCF, Enterprise Value, Price/Sales.

Rule	Signal Family	What it measures
RSI	Momentum	Price momentum — 14-day relative strength
P/C	Price/Cash	Market price vs cash on hand — cheapness signal
P/FCF	Price/FCF	Price vs free cash flow — value signal
EV/EBITDA	Enterprise Value	Enterprise value vs earnings before interest/tax/etc
P/S	Price/Sales	Price vs revenue — catches cheap growers

✓ No HIGH overlaps detected between rules in this gate.

Portfolio Turnover Impact

36%

of held positions would be TRIM/SELL under this gateHIGH TURNOVER

ADD MORE22 positions

AAPL, ALAB, AMAT, AMD, ASML, CIEN, COCO, CRDO +14 more

HOLD29 positions

AMSC, ANET, APH, APP, ARGX, ASYS, AVGO, CAT +21 more

TRIM14 positions

AGX, CLS, DASH, ITT, MAMA, NXT, PWR, SCCO +6 more

SELL15 positions

AB, AMZN, BLBD, DE, EME, ENVA, IDCC, ITRN +7 more

Top Buy Candidates Under This Gate (4+ rules · not held · ranked by Gated Score)

Ticker	Rank	Score	Gated Score	RSI	P/C	P/FCF	EV/EBITDA	P/S
ELSE	#1/5743	4/5	196	✓	✓	✓	✓	✗
XIFR	#2/5743	4/5	196	✓	✓	✓	✓	✗
TOP	#3/5743	4/5	196	✓	✓	✓	—	✓
ASND	#4/5743	4/5	188	✓	✗	✓	✓	✓
SNDK	#5/5743	4/5	188	✓	✗	✓	✓	✓
TVTX	#9/5743	4/5	188	✓	✗	✓	✓	✓
LQDA	#10/5743	4/5	188	✓	✗	✓	✓	✓
BE	#11/5743	4/5	188	✓	✗	✓	✓	✓
SITM	#12/5743	4/5	188	✓	✗	✓	✓	✓
ETON	#13/5743	4/5	188	✓	✗	✓	✓	✓

Vs. Current Gate

Metric	Current	This Alt	Δ
Avg Gate MPS	57.0	42.6	-14.3
Pass-all count	11	0	+-11
Score 4+/5 count	119	85	+-34
MAX_WS	342	248	-94