cnhkmcp 2.3.1__py3-none-any.whl → 2.3.2__py3-none-any.whl

cnhkmcp/untracked/APP/trailSomeAlphas/skills/brain-feature-implementation/data/fundamental72_GLB_delay1/fundamental72_GLB_1_idea_1769759446686222600.json

@@ -1,14 +0,0 @@
-{
-    "template": "subtract(divide(vec_avg({net_inc_avail_com_shrhldrs}), vec_avg({sales_rev_turn})), divide(vec_avg({is_int_expense}), vec_avg({sales_rev_turn})))",
-    "idea": "**Concept**: Economic Profit Margin\n- **Sample Fields Used**: net_inc_avail_com_shrhldrs, sales_rev_turn, is_int_expense\n- **Definition**: Net income margin adjusted for after-tax interest expense to reveal unlevered operational profitability\n- **Why This Feature**: Strips away financing decisions to reveal core business economics; essential measure of operational moat independent of capital structure choices\n- **Logical Meaning**: Pure operating profitability before financing effects\n- **Directionality**: Higher values indicate stronger pricing power and cost control; negative values indicate economically unviable operations\n- **Boundary Conditions**: High positive values indicate strong moats; consistent negative values suggest business model failure",
-    "expression_list": [
-        "subtract(divide(vec_avg(fnd72_pit_or_is_a_is_net_inc_avail_com_shrhldrs), vec_avg(fnd72_pit_or_is_a_sales_rev_turn)), divide(vec_avg(fnd72_pit_or_is_a_is_int_expense), vec_avg(fnd72_pit_or_is_a_sales_rev_turn)))",
-        "subtract(divide(vec_avg(fnd72_pit_or_is_a_is_net_inc_avail_com_shrhldrs), vec_avg(fnd72_pit_or_is_q_sales_rev_turn)), divide(vec_avg(fnd72_pit_or_is_a_is_int_expense), vec_avg(fnd72_pit_or_is_q_sales_rev_turn)))",
-        "subtract(divide(vec_avg(fnd72_pit_or_is_a_is_net_inc_avail_com_shrhldrs), vec_avg(fnd72_pit_or_is_a_sales_rev_turn)), divide(vec_avg(fnd72_pit_or_is_q_is_int_expense), vec_avg(fnd72_pit_or_is_a_sales_rev_turn)))",
-        "subtract(divide(vec_avg(fnd72_pit_or_is_a_is_net_inc_avail_com_shrhldrs), vec_avg(fnd72_pit_or_is_q_sales_rev_turn)), divide(vec_avg(fnd72_pit_or_is_q_is_int_expense), vec_avg(fnd72_pit_or_is_q_sales_rev_turn)))",
-        "subtract(divide(vec_avg(fnd72_pit_or_is_q_is_net_inc_avail_com_shrhldrs), vec_avg(fnd72_pit_or_is_q_sales_rev_turn)), divide(vec_avg(fnd72_pit_or_is_q_is_int_expense), vec_avg(fnd72_pit_or_is_q_sales_rev_turn)))",
-        "subtract(divide(vec_avg(fnd72_pit_or_is_q_is_net_inc_avail_com_shrhldrs), vec_avg(fnd72_pit_or_is_a_sales_rev_turn)), divide(vec_avg(fnd72_pit_or_is_q_is_int_expense), vec_avg(fnd72_pit_or_is_a_sales_rev_turn)))",
-        "subtract(divide(vec_avg(fnd72_pit_or_is_q_is_net_inc_avail_com_shrhldrs), vec_avg(fnd72_pit_or_is_q_sales_rev_turn)), divide(vec_avg(fnd72_pit_or_is_a_is_int_expense), vec_avg(fnd72_pit_or_is_q_sales_rev_turn)))",
-        "subtract(divide(vec_avg(fnd72_pit_or_is_q_is_net_inc_avail_com_shrhldrs), vec_avg(fnd72_pit_or_is_a_sales_rev_turn)), divide(vec_avg(fnd72_pit_or_is_a_is_int_expense), vec_avg(fnd72_pit_or_is_a_sales_rev_turn)))"
-    ]
-}

cnhkmcp/untracked/APP/trailSomeAlphas/skills/brain-feature-implementation/data/fundamental72_GLB_delay1/fundamental72_GLB_1_idea_1769759447154698500.json

@@ -1,10 +0,0 @@
-{
-    "template": "ts_av_diff(divide(vec_avg({accts_rec_excl_notes_rec}), vec_avg({sales_rev_turn})), 504)",
-    "idea": "**Concept**: Receivables Turnover Z-Score\n- **Sample Fields Used**: accts_rec_excl_notes_rec, sales_rev_turn\n- **Definition**: Time-series z-score of receivables days (receivables/sales) relative to trailing 2-year history\n- **Why This Feature**: Unexplained lengthening of collection periods indicates customer financial stress, revenue recognition aggressiveness, or competitive pressure requiring relaxed terms\n- **Logical Meaning**: Statistical anomaly detection for collection efficiency\n- **Directionality**: High positive values indicate unusual receivables buildup (negative signal); negative values indicate unusual improvement\n- **Boundary Conditions**: Values beyond ±2 standard deviations suggest significant operational or accounting changes",
-    "expression_list": [
-        "ts_av_diff(divide(vec_avg(fnd72_pit_or_bs_a_bs_accts_rec_excl_notes_rec), vec_avg(fnd72_pit_or_is_a_sales_rev_turn)), 504)",
-        "ts_av_diff(divide(vec_avg(fnd72_pit_or_bs_a_bs_accts_rec_excl_notes_rec), vec_avg(fnd72_pit_or_is_q_sales_rev_turn)), 504)",
-        "ts_av_diff(divide(vec_avg(fnd72_pit_or_bs_q_bs_accts_rec_excl_notes_rec), vec_avg(fnd72_pit_or_is_a_sales_rev_turn)), 504)",
-        "ts_av_diff(divide(vec_avg(fnd72_pit_or_bs_q_bs_accts_rec_excl_notes_rec), vec_avg(fnd72_pit_or_is_q_sales_rev_turn)), 504)"
-    ]
-}

cnhkmcp/untracked/APP/trailSomeAlphas/skills/brain-feature-implementation/data/fundamental72_GLB_delay1/fundamental72_GLB_1_idea_1769759447629677000.json

@@ -1,10 +0,0 @@
-{
-    "template": "ts_corr(vec_avg({cf_cash_from_oper}), vec_avg({sales_rev_turn}), 504)",
-    "idea": "**Concept**: Operating Cash Flow Persistence Ratio\n- **Sample Fields Used**: cf_cash_from_oper, sales_rev_turn\n- **Definition**: Rolling 8-quarter correlation between operating cash flow and sales revenue\n- **Why This Feature**: Stable conversion of sales to cash indicates sustainable business model; volatility suggests working capital management issues or revenue recognition concerns\n- **Logical Meaning**: Measures the reliability and predictability of cash generation from core operations\n- **Directionality**: Higher values (closer to 1) indicate stable conversion efficiency; lower/negative values indicate deteriorating cash conversion\n- **Boundary Conditions**: 1.0 = perfect linear relationship; 0 = no relationship; negative values suggest inverse relationship (potential accounting issues)",
-    "expression_list": [
-        "ts_corr(vec_avg(fnd72_pit_or_cf_a_cf_cash_from_oper), vec_avg(fnd72_pit_or_is_a_sales_rev_turn), 504)",
-        "ts_corr(vec_avg(fnd72_pit_or_cf_a_cf_cash_from_oper), vec_avg(fnd72_pit_or_is_q_sales_rev_turn), 504)",
-        "ts_corr(vec_avg(fnd72_pit_or_cf_q_cf_cash_from_oper), vec_avg(fnd72_pit_or_is_a_sales_rev_turn), 504)",
-        "ts_corr(vec_avg(fnd72_pit_or_cf_q_cf_cash_from_oper), vec_avg(fnd72_pit_or_is_q_sales_rev_turn), 504)"
-    ]
-}

cnhkmcp/untracked/APP/trailSomeAlphas/skills/brain-feature-implementation/data/fundamental72_GLB_delay1/fundamental72_GLB_1_idea_1769759448102331200.json

@@ -1,10 +0,0 @@
-{
-    "template": "ts_delta(divide(vec_avg({chng_non_cash_work_cap}), vec_avg({sales_rev_turn})), 63)",
-    "idea": "**Concept**: Working Capital Velocity Acceleration\n- **Sample Fields Used**: chng_non_cash_work_cap, sales_rev_turn\n- **Definition**: Quarterly change in the ratio of non-cash working capital changes to sales revenue\n- **Why This Feature**: Accelerating working capital investment relative to sales growth indicates potential demand slowdown, inventory obsolescence, or loosening credit terms to sustain revenue\n- **Logical Meaning**: Captures the momentum of capital tied up in operations; positive acceleration suggests inefficiency or growth investment\n- **Directionality**: Positive values suggest increasing working capital intensity (potential negative); negative values suggest improving efficiency\n- **Boundary Conditions**: Extreme positive values during inventory buildups or receivables blowouts; extreme negative during liquidations or payables stretch",
-    "expression_list": [
-        "ts_delta(divide(vec_avg(fnd72_pit_or_cf_a_cf_chng_non_cash_work_cap), vec_avg(fnd72_pit_or_is_a_sales_rev_turn)), 63)",
-        "ts_delta(divide(vec_avg(fnd72_pit_or_cf_a_cf_chng_non_cash_work_cap), vec_avg(fnd72_pit_or_is_q_sales_rev_turn)), 63)",
-        "ts_delta(divide(vec_avg(fnd72_pit_or_cf_q_cf_chng_non_cash_work_cap), vec_avg(fnd72_pit_or_is_a_sales_rev_turn)), 63)",
-        "ts_delta(divide(vec_avg(fnd72_pit_or_cf_q_cf_chng_non_cash_work_cap), vec_avg(fnd72_pit_or_is_q_sales_rev_turn)), 63)"
-    ]
-}

cnhkmcp/untracked/APP/trailSomeAlphas/skills/brain-feature-implementation/data/fundamental72_GLB_delay1/fundamental72_GLB_1_idea_1769759448573382000.json

@@ -1,14 +0,0 @@
-{
-    "template": "ts_delta(divide(vec_avg({invtry_raw_materials}), add(add(vec_avg({invtry_raw_materials}), vec_avg({invtry_in_progress})), vec_avg({invtry_finished_goods}))), 63)",
-    "idea": "**Concept**: Inventory Stage Transition Rate\n- **Sample Fields Used**: invtry_raw_materials, invtry_in_progress, invtry_finished_goods, sales_rev_turn\n- **Definition**: Change in the composition of inventory (raw materials vs. finished goods) relative to sales growth\n- **Why This Feature**: Shifts from finished goods to raw materials indicate anticipated demand changes or supply chain disruptions; opposite suggests production bottlenecks or demand shortfalls\n- **Logical Meaning**: Measures production pipeline dynamics and supply chain positioning\n- **Directionality**: Increasing raw materials ratio suggests bullish production outlook; increasing finished goods suggests potential overproduction\n- **Boundary Conditions**: Extreme values indicate supply chain crises (raw materials accumulation) or demand collapse (finished goods pile-up)",
-    "expression_list": [
-        "ts_delta(divide(vec_avg(fnd72_pit_or_bs_a_invtry_raw_materials), add(add(vec_avg(fnd72_pit_or_bs_a_invtry_raw_materials), vec_avg(fnd72_pit_or_bs_a_invtry_in_progress)), vec_avg(fnd72_pit_or_bs_a_invtry_finished_goods))), 63)",
-        "ts_delta(divide(vec_avg(fnd72_pit_or_bs_a_invtry_raw_materials), add(add(vec_avg(fnd72_pit_or_bs_a_invtry_raw_materials), vec_avg(fnd72_pit_or_bs_q_invtry_in_progress)), vec_avg(fnd72_pit_or_bs_a_invtry_finished_goods))), 63)",
-        "ts_delta(divide(vec_avg(fnd72_pit_or_bs_q_invtry_raw_materials), add(add(vec_avg(fnd72_pit_or_bs_q_invtry_raw_materials), vec_avg(fnd72_pit_or_bs_a_invtry_in_progress)), vec_avg(fnd72_pit_or_bs_a_invtry_finished_goods))), 63)",
-        "ts_delta(divide(vec_avg(fnd72_pit_or_bs_q_invtry_raw_materials), add(add(vec_avg(fnd72_pit_or_bs_q_invtry_raw_materials), vec_avg(fnd72_pit_or_bs_q_invtry_in_progress)), vec_avg(fnd72_pit_or_bs_a_invtry_finished_goods))), 63)",
-        "ts_delta(divide(vec_avg(fnd72_pit_or_bs_q_invtry_raw_materials), add(add(vec_avg(fnd72_pit_or_bs_q_invtry_raw_materials), vec_avg(fnd72_pit_or_bs_q_invtry_in_progress)), vec_avg(fnd72_pit_or_bs_q_invtry_finished_goods))), 63)",
-        "ts_delta(divide(vec_avg(fnd72_pit_or_bs_q_invtry_raw_materials), add(add(vec_avg(fnd72_pit_or_bs_q_invtry_raw_materials), vec_avg(fnd72_pit_or_bs_a_invtry_in_progress)), vec_avg(fnd72_pit_or_bs_q_invtry_finished_goods))), 63)",
-        "ts_delta(divide(vec_avg(fnd72_pit_or_bs_a_invtry_raw_materials), add(add(vec_avg(fnd72_pit_or_bs_a_invtry_raw_materials), vec_avg(fnd72_pit_or_bs_q_invtry_in_progress)), vec_avg(fnd72_pit_or_bs_q_invtry_finished_goods))), 63)",
-        "ts_delta(divide(vec_avg(fnd72_pit_or_bs_a_invtry_raw_materials), add(add(vec_avg(fnd72_pit_or_bs_a_invtry_raw_materials), vec_avg(fnd72_pit_or_bs_a_invtry_in_progress)), vec_avg(fnd72_pit_or_bs_q_invtry_finished_goods))), 63)"
-    ]
-}