Methodology and operating model

Application methodology

Public read-only research interface over SEC EDGAR-derived Form 13F holdings, quality warnings, source links and Confluence v1 research screens.

45tracked funds

1217filings or tools

reviewquality posture

d002a2dd2ffcserved SHA

Method

Ingest tracked Form 13F filings and source accession metadata from SEC EDGAR.
Normalize CIKs, accessions, issuers, CUSIPs, tickers, reported values and share counts.
Publish the market DB as a read-only artifact for public web/API use.
Expose source links so users can inspect the underlying SEC filing.
Emit data-quality warnings instead of silently correcting suspect jumps or unit-scale issues.
Serve Confluence v1 as an ordinal screen only; it is not a forecast, probability or expected-return model.

01Start from the live/status surface and confirm the data quarter.

02Use fund, stock and signal pages to inspect source-linked evidence.

03Read validation status before treating a score as decision support.

04Keep 13F delay, Form 4 scope and quality warnings in the note.

tracked Form 13F holdings are served from a local SEC EDGAR-derived database
public runtime state exposes deployed SHA, LIVE/DEMO/DEGRADED state and dataset counts
source accessions and SEC filing links remain inspectable from fund and stock pages
data-quality warnings are surfaced instead of silently corrected away
open public build has no browser account, retail checkout or alert upsell chrome
a 25-ticker mature 13F + Form 4 joined validation artifact is mechanically schema-valid and ready for human review

Confluence v1 is not validated as alpha, probability or expected-return model
current Confluence validation metrics remain unreviewed and are not a public validation claim
full point-in-time Form 4 plus adjusted-price validation is not yet published
x402 settlement is not part of the open public surface
complete insider-only/distribution universe is not claimed
institutional deployment requires explicit written terms for support and redistribution

scope=25-ticker mature 13F + Form 4 joined validation artifact

schema_status=valid_minimum_schema

evidence_review_status=mechanical_evidence_ready_for_review

metrics_status=minimum_schema_valid_metrics_unreviewed

rows=125; tickers=25; row_errors=0

Publishable as full validation: false

Public validation claim: false

features_sha256=3ab0cebaf893520580d5dc9ae338dbcb5c8344efdb6aeb990dc4af7936f456b9

prices_sha256=not_embedded_in_status_payload

SEC EDGAR filing and data APIs
official public filing source and API documentation
SEC developer resources
official programmatic access and developer context
13FLOW live status
current dataset state, counts, latest quarter and quality summary
13FLOW Confluence v1 contract
frozen research-screen methodology contract

13F filings are delayed regulatory disclosures, not real-time portfolios.
Reported holdings may omit non-reportable positions, shorts, derivatives or intra-quarter changes.
Ticker resolution and CUSIP mapping are operational conveniences and must keep quality metadata visible.
Screens can prioritize review, but they do not replace fundamental analysis or risk management.

Validation status: mechanical_evidence_ready_for_review_metrics_unreviewed