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Greg Pomerantz 6f8bde4c35 CEF stage 2b: per-share financial-highlights parser (cef_annual.py) 
Joint backtracking placement for CEF tables that drop zero columns;
NAV-identity fallback when the printed total row is short; 4 fund-
family layouts verified (Franklin/classic/abrdn/Korea). 16/50 of the
CEF shortlist now have a verified div/gains/ROC split + FY-end
discount series. 17 new parser unit tests (123/123 green).
2026-08-28 07:30:16 -04:00
..
cef_cache CEF stage 2b: per-share financial-highlights parser (cef_annual.py) 2026-08-28 07:30:16 -04:00
nport_cache N-PORT cross-check: verify top candidates' actual holdings 2026-08-27 12:43:17 -04:00
pool Fund Lab: returns-based strategy decomposition for the 16 shortlist funds 2026-08-26 11:59:59 -04:00
roc_cache RIC-vs-pass-through verification + return-of-capital detector 2026-08-27 16:04:59 -04:00
__init__.py fundlab: EDGAR investment-objective fetcher + curated fallback 2026-08-25 18:15:48 -04:00
cef_annual_run.log CEF stage 2b: per-share financial-highlights parser (cef_annual.py) 2026-08-28 07:30:16 -04:00
cef_annual_run2.log CEF stage 2b: per-share financial-highlights parser (cef_annual.py) 2026-08-28 07:30:16 -04:00
cef_annual_run3.log CEF stage 2b: per-share financial-highlights parser (cef_annual.py) 2026-08-28 07:30:16 -04:00
cef_annual.json CEF stage 2b: per-share financial-highlights parser (cef_annual.py) 2026-08-28 07:30:16 -04:00
cef_annual.py CEF stage 2b: per-share financial-highlights parser (cef_annual.py) 2026-08-28 07:30:16 -04:00
cef_character.json CEF pass: universe (SEC report, 973 -> 295 listed) + stage 1 screen + stage 2a character 2026-08-27 22:24:12 -04:00
cef_character.py CEF pass: universe (SEC report, 973 -> 295 listed) + stage 1 screen + stage 2a character 2026-08-27 22:24:12 -04:00
cef_merged.json CEF stage 2b: per-share financial-highlights parser (cef_annual.py) 2026-08-28 07:30:16 -04:00
cef_screen.json CEF pass: universe (SEC report, 973 -> 295 listed) + stage 1 screen + stage 2a character 2026-08-27 22:24:12 -04:00
cef_screen.py CEF pass: universe (SEC report, 973 -> 295 listed) + stage 1 screen + stage 2a character 2026-08-27 22:24:12 -04:00
cef_universe.json CEF pass: universe (SEC report, 973 -> 295 listed) + stage 1 screen + stage 2a character 2026-08-27 22:24:12 -04:00
cef_universe.py CEF pass: universe (SEC report, 973 -> 295 listed) + stage 1 screen + stage 2a character 2026-08-27 22:24:12 -04:00
cluster_kmeans.json Factor screen (v2, 35 drivers) + return-driver clusters 2026-08-27 08:35:42 -04:00
cluster_tree.json Factor screen (v2, 35 drivers) + return-driver clusters 2026-08-27 08:35:42 -04:00
cluster.py Factor screen (v2, 35 drivers) + return-driver clusters 2026-08-27 08:35:42 -04:00
dbmine.py Find candidate funds NOT in the DB: exhaustive EDGAR 497-universe pass 2026-08-26 15:22:52 -04:00
decompose_results.json Fund Lab: returns-based strategy decomposition for the 16 shortlist funds 2026-08-26 11:59:59 -04:00
decompose.py Alpha search: mine + screen the local DB for idiosyncratic alpha complements 2026-08-26 13:34:34 -04:00
drawdown_results.json Drawdown-resilience screen: who was positive when equities crashed 2026-08-27 13:29:01 -04:00
drawdown.py Drawdown-resilience screen: who was positive when equities crashed 2026-08-27 13:29:01 -04:00
edgar_universe.py Find candidate funds NOT in the DB: exhaustive EDGAR 497-universe pass 2026-08-26 15:22:52 -04:00
edgar.py fundlab: extract strategy sections from EDGAR docs; --strategy CLI mode 2026-08-25 23:06:13 -04:00
factor_results.json Factor screen (v2, 35 drivers) + return-driver clusters 2026-08-27 08:35:42 -04:00
factors.log Factor screen (v2, 35 drivers) + return-driver clusters 2026-08-27 08:35:42 -04:00
factors.py Factor screen (v2, 35 drivers) + return-driver clusters 2026-08-27 08:35:42 -04:00
fundinfo.py fundlab: extract strategy sections from EDGAR docs; --strategy CLI mode 2026-08-25 23:06:13 -04:00
funds_curated.json fundlab: EDGAR investment-objective fetcher + curated fallback 2026-08-25 18:15:48 -04:00
goget_cef.log CEF pass: universe (SEC report, 973 -> 295 listed) + stage 1 screen + stage 2a character 2026-08-27 22:24:12 -04:00
harvest.py Alpha search: mine + screen the local DB for idiosyncratic alpha complements 2026-08-26 13:34:34 -04:00
nport_manifest.json N-PORT cross-check: verify top candidates' actual holdings 2026-08-27 12:43:17 -04:00
nport.py N-PORT cross-check: verify top candidates' actual holdings 2026-08-27 12:43:17 -04:00
overnight.log Overnight comprehensive screen COMPLETE: 2,384 funds, 250 candidates, RESEARCH.md results + next iterations 2026-08-27 06:56:33 -04:00
overnight.py Watchdog: pidfile liveness (pgrep -f was fooled by shells quoting the pattern); per-batch download fault isolation 2026-08-26 22:09:20 -04:00
pool.py fundlab: EDGAR investment-objective fetcher + curated fallback 2026-08-25 18:15:48 -04:00
RESEARCH.md CEF stage 2b: per-share financial-highlights parser (cef_annual.py) 2026-08-28 07:30:16 -04:00
resolved_tickers.json Alpha search: mine + screen the local DB for idiosyncratic alpha complements 2026-08-26 13:34:34 -04:00
roc_results.json RIC-vs-pass-through verification + return-of-capital detector 2026-08-27 16:04:59 -04:00
roc_run.log RIC-vs-pass-through verification + return-of-capital detector 2026-08-27 16:04:59 -04:00
rocdetect.py RIC-vs-pass-through verification + return-of-capital detector 2026-08-27 16:04:59 -04:00
search_all.json Overnight comprehensive screen COMPLETE: 2,384 funds, 250 candidates, RESEARCH.md results + next iterations 2026-08-27 06:56:33 -04:00
search_external.json Find candidate funds NOT in the DB: exhaustive EDGAR 497-universe pass 2026-08-26 15:22:52 -04:00
search_harvest.json Alpha search: mine + screen the local DB for idiosyncratic alpha complements 2026-08-26 13:34:34 -04:00
search_mined.json Alpha search: mine + screen the local DB for idiosyncratic alpha complements 2026-08-26 13:34:34 -04:00
search_results.json Alpha search: mine + screen the local DB for idiosyncratic alpha complements 2026-08-26 13:34:34 -04:00
search.py Alpha search: mine + screen the local DB for idiosyncratic alpha complements 2026-08-26 13:34:34 -04:00
searchlist.py Alpha search: mine + screen the local DB for idiosyncratic alpha complements 2026-08-26 13:34:34 -04:00
taxplan_results.json Correct ROC placement: ROC defers to the investor's LTCG, like 2026-08-27 17:11:55 -04:00
taxplan.py Correct ROC placement: ROC defers to the investor's LTCG, like 2026-08-27 17:11:55 -04:00
taxsplit_results.json Price-appreciation vs payout split (fundlab/taxsplit.py) 2026-08-27 14:34:42 -04:00
taxsplit.py Price-appreciation vs payout split (fundlab/taxsplit.py) 2026-08-27 14:34:42 -04:00
tickers.py Alpha search: mine + screen the local DB for idiosyncratic alpha complements 2026-08-26 13:34:34 -04:00
watchdog.log Overnight comprehensive screen COMPLETE: 2,384 funds, 250 candidates, RESEARCH.md results + next iterations 2026-08-27 06:56:33 -04:00
watchdog.sh Watchdog: pidfile liveness (pgrep -f was fooled by shells quoting the pattern); per-batch download fault isolation 2026-08-26 22:09:20 -04:00
xcheck_report.json N-PORT cross-check: verify top candidates' actual holdings 2026-08-27 12:43:17 -04:00
xcheck.py N-PORT cross-check: verify top candidates' actual holdings 2026-08-27 12:43:17 -04:00