✦ Combined Signal (advisory)
tap →
N_combined 2,592
(79 formal + 2,513 shadow)
· win 46.5%
· vs ctrl -14.2pp
Signal Validation — Score 12/100 · F
N treatment
33 / 150 (22%)
Win rate
49.1% (target 65%)
Treatment excess
-3.4pp vs SPY
Control excess
-3.0pp vs SPY
Gate Intelligence — Score 42/100 · D
Active rules
5 · MAX_WS 262 · 0 pass all
Qual Value Score dist 70 · MPS 63.1
B
FCF Efficiency dist 78 · MPS 92.2
A
FCF-EBITDA Conv dist 52 · MPS 42.5
D
EPS-ROA PE Score dist 44 · MPS 47.1
C
ROI Liq/FCF dist 18 · MPS 17.6
F
Constitution Scores
Automation (§1) static · re-score quarterly
66% C+
Effectiveness (§3) static · re-score quarterly
60% C+
Sustainability (§6) static · re-score quarterly
62% C+
Validation Discipline static · re-score quarterly
60% C+
Building for Growth static · re-score quarterly
65% C+
Signal Validation (live)
12% F
Gate Intelligence (live)
42% D
Top Signal Candidates (not in gate)
FCF Quality Score ★★★★★
A
Rev Growth Efficiency ★★★★☆
B
FCF-EBITDA Convergence Score ★★★☆☆
D
Capital Return Spread ★★★☆☆
D
Top BF Combos
#1 FCF Quality Score | Weighted FCF Efficiency
win 100% · lift +75.8pp · n=56
#3 FCF Quality Score | Quality Value Score | Weighted FCF Efficiency
win 100% · lift +75.8pp · n=54
#4 FCF Quality Score | SM2: Growth-Momentum Premium
win 100% · lift +75.8pp · n=49
Direction Warnings (10)
SM Watson 5
32 consec opposing
SM Watson 3
13 consec opposing
ROI Liquidity / FCF
11 consec opposing
Avg. EPS Growth
10 consec opposing
FCF Quality Score
10 consec opposing
+ 5 more
System Health
What to Focus On
1. [DECISION] Watson-ROIC CI swap → PFCF v EBITDA
→ gate too constrained, Score=8 dragging
2. [CADENCE] Run pipeline weekly — N=33/150 (22%)
→ time-driven, no build needed
3. [BUILD] Fix 6 hardcoded scripts_dist + MAX_WS
→ #1 sustainability threat
4. [EXECUTE] mde_07 cross-tier formula builder
→ APPROVED, unblocked — biggest signal unlock
What This Is
Strategic dashboard mirroring the /north-star-review skill — scored across signal validation,
gate intelligence, and constitution compliance. Refreshes only when the skill (or
py scripts/north_star_review.py --write-json) is run. Header date shows last refresh.
Run /north-star-review for terminal output