qualitative-filtering

> Methodology fused from professional trading and investment frameworks; all text is an original paraphrase. ## Defaults | Parameter | Default Value | Rationale | |-----------|---------------|-----------| | catalyst_window_days | 20-60 | Trading horizon for active positions | | kpi_trend_min_quarters | 8 | Minimum quarters of KPI history for trend analysis | | mgmt_track_record_years | 3 | Management credibility requires 3+ years of guidance vs actuals | | catalyst_min_impact | 5% | Minimum expected price impact to justify catalyst-driven trade | ## Preflight Run canonical pre-flight per `contracts/preflight.md`. Propagate X-Agentii-Trace per `contracts/x-agentii-trace-header.md`. ## Data Source Priority 1. Qualitative methodology — `references/qual-methodology.md` (bundled MOP-KPI-Catalyst framework) 2. Company disclosures — SEC filings (Business Description, Risk Factors, MD&A) via agentii MCP 3. Earnings transcripts — `search_documents(ticker={T}, form_type="earnings_call_transcript")` → `read_source_outline` → `read_source_pages` (citation prefix `ect<N>`; pages carry section_type in session_title and guidance/forward_looking/analyst_questions in labels) 4. Strategy and case knowledge — `search_investment_strategies` + `search_investment_cases` + `search_by_analogue` ## Methodology ### Retrieval Scope unstructured_document_search (earnings call transcripts + SEC disclosures) ### Retrieval Strategy **Ownership & insider signals**: `search_institutional_holdings` (...