cnhkmcp 2.3.2__py3-none-any.whl → 2.3.3__py3-none-any.whl

cnhkmcp/untracked/APP/trailSomeAlphas/skills/brain-feature-implementation/data/fundamental28_GLB_delay1/fundamental28_GLB_1_idea_1769874850272279500.json

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+{
+    "template": "ts_std_dev({value_08251q}, 20)",
+    "idea": "**Concept**: Coverage Stability Score\n- **Sample Fields Used**: `value_08251q`\n- **Definition**: Standard deviation of fixed charge coverage ratio over 20 days to identify companies with predictable debt servicing capacity\n- **Why This Feature**: Stable coverage indicates predictable cash generation and disciplined capital structure management, reducing refinancing risk\n- **Logical Meaning**: Measures the volatility of the safety margin for fixed obligations; low volatility suggests business model stability\n- **is filling nan necessary**: we have some operators to fill nan value like ts_backfill() or group_mean() etc. however, in some cases, if the nan value itself has some meaning, then we should not fill it blindly since it may introduce some bias. so before filling nan value, we should think about whether the nan value has some meaning in the specific scenario. For coverage ratios, NaN often indicates missing data rather than meaningful absence, so ts_backfill may be appropriate for short gaps.\n- **Directionality**: Lower values indicate more stable coverage (positive for credit quality)\n- **Boundary Conditions**: Values near 0 indicate constant coverage; extremely high values indicate earnings volatility or near-zero denominators",
+    "expression_list": [
+        "ts_std_dev(fnd28_newq_value_08251q, 20)",
+        "ts_std_dev(fnd28_ratesq_value_08251q, 20)"
+    ]
+}

cnhkmcp/untracked/APP/trailSomeAlphas/skills/brain-feature-implementation/data/fundamental28_GLB_delay1/fundamental28_GLB_1_idea_1769874850757124200.json

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+{
+    "template": "ts_sum({cfsourceusea_value_04840a}, 63)",
+    "idea": "**Concept**: Cumulative FX Drag\n- **Sample Fields Used**: `cfsourceusea_value_04840a`\n- **Definition**: Rolling 63-day (quarterly) sum of FX effects on cash\n- **Why This Feature**: Distinguishes persistent currency headwinds from one-time translation adjustments\n- **Logical Meaning**: Sustained currency impact over a reporting period; indicates structural FX exposure\n- **is filling nan necessary**: we have some operators to fill nan value like ts_backfill() or group_mean() etc. however, in some cases, if the nan value itself has some meaning, then we should not fill it blindly since it may introduce some bias. so before filling nan value, we should think about whether the nan value has some meaning in the specific scenario. Cumulative zero over time suggests natural hedging; filling NaNs as zero may obscure this.\n- **Directionality**: Negative values indicate cumulative FX headwinds (reducing cash); positive indicates tailwinds\n- **Boundary Conditions**: Large negative sums indicate sustained currency depreciation impact on foreign operations",
+    "expression_list": [
+        "ts_sum(fnd28_cfsourceusea_value_04840a, 63)"
+    ]
+}

cnhkmcp/untracked/APP/trailSomeAlphas/skills/brain-feature-implementation/data/fundamental28_GLB_delay1/fundamental28_GLB_1_idea_1769874851224506800.json

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+{
+    "template": "ts_sum({value_04001q}, 252)",
+    "idea": "**Concept**: Annual Earnings Accumulation\n- **Sample Fields Used**: `value_04001q`\n- **Definition**: Rolling 252-day (1-year) sum of net income starting line\n- **Why This Feature**: Captures cumulative earnings power over a fiscal period, smoothing quarterly volatility\n- **Logical Meaning**: Trailing twelve-month earnings proxy using cash flow statement starting point; measures sustained profitability\n- **is filling nan necessary**: we have some operators to fill nan value like ts_backfill() or group_mean() etc. however, in some cases, if the nan value itself has some meaning, then we should not fill it blindly since it may introduce some bias. so before filling nan value, we should think about whether the nan value has some meaning in the specific scenario. Summing over time requires handling missing quarters; gaps should not be filled to avoid overstating cumulative earnings.\n- **Directionality**: Higher values indicate stronger cumulative earnings performance (positive)\n- **Boundary Conditions**: Negative values indicate cumulative losses; sharp changes indicate earnings inflections",
+    "expression_list": [
+        "ts_sum(fnd28_cfq_value_04001q, 252)",
+        "ts_sum(fnd28_nddq1_value_04001q, 252)"
+    ]
+}