Stocks Seggregation analysis.

src/config/ScoringConfig.js

@@ -1,4 +1,5 @@
 export const ScoringRules = {
+  // --- BASE ASSET CLASSES ---
   STOCK: {
     meta: { version: '1.2', description: 'Value & Growth Hybrid' },
     gates: {
@@ -16,13 +17,34 @@ export const ScoringRules = {
       revHigh: 15,
       revMed: 5,
     },
+
+    // Sector-specific intelligence
+    SECTOR_OVERRIDE: {
+      TECHNOLOGY: {
+        gates: { maxDebtToEquity: 1.0, minQuickRatio: 1.2, maxPegGate: 2.5 },
+        weights: { margin: 2, peg: 3, revenue: 4 },
+        thresholds: { marginHigh: 30, pegHigh: 1.5, revHigh: 25 },
       },
+      REIT: {
+        gates: { maxDebtToEquity: 6.0, minQuickRatio: 0.1 },
+        weights: { yield: 5, fcf: 3 },
+        thresholds: { minYield: 0.05 },
+      },
+      FINANCIAL: {
+        gates: { minQuickRatio: 0.5 },
+        weights: { margin: 1, revenue: 1 },
+        thresholds: { marginHigh: 10 },
+      },
+    },
+  },
+
   ETF: {
     meta: { version: '1.0', description: 'Cost & Yield Efficiency' },
     gates: { maxExpenseRatio: 0.75 },
     weights: { yield: 2, lowCost: 3 },
     thresholds: { minYield: 0.02, maxExpense: 0.2 },
   },
+
   BOND: {
     meta: { version: '1.0', description: 'Credit Quality & Duration' },
     gates: { minCreditRating: 5 },

src/core/assets/Stock.js

@@ -5,7 +5,8 @@ export class Stock extends Asset {
   constructor(data) {
     super(data);
     this.summaryData = data.summaryData;
-    this.industry = data.industry || this._detectIndustryType(data.summaryData);
+    // Map industry detection to standard sector keys used in ScoringConfig
+    this.sector = this._mapToStandardSector(data.summaryData);
 
     // Financial Metrics
     this.quickRatio = data.quickRatio ?? null;
@@ -14,67 +15,59 @@ export class Stock extends Asset {
     this.revenueGrowth = data.revenueGrowth ?? 0;
     this.netProfitMargin = data.netProfitMargin ?? 0;
     this.pegRatio = data.pegRatio ?? null;
-    this.peRatio = data.peRatio ?? null; // Ensure this is included
+    this.peRatio = data.peRatio ?? null;
   }
 
-  _detectIndustryType(summary = {}) {
+  _mapToStandardSector(summary = {}) {
     const profile = summary.assetProfile || {};
     const industry = (profile.industry || '').toLowerCase();
-    const grossMargin = (summary.financialData?.grossMargins ?? 0) * 100;
-    const marketCap = summary.price?.marketCap || 0;
 
+    // Mapping logic to match your ScoringConfig.SECTOR_OVERRIDE keys
     if (
-      grossMargin > 70 ||
       industry.includes('software') ||
-      industry.includes('cloud')
+      industry.includes('tech') ||
+      industry.includes('semiconductor')
     )
-      return 'SaaS';
+      return 'TECHNOLOGY';
-    if (marketCap > 100_000_000_000) return 'Mega-Cap';
+    if (industry.includes('reit') || industry.includes('real estate'))
-    if (['telecom', 'utility', 'railroad'].some((i) => industry.includes(i)))
+      return 'REIT';
-      return 'Capital-Heavy';
+    if (
+      industry.includes('bank') ||
+      industry.includes('financial') ||
+      industry.includes('insurance')
+    )
+      return 'FINANCIAL';
 
-    return 'General';
+    return 'GENERAL'; // Maps to your base STOCK rules
   }
 
-  // Extracted scoring rules for cleaner 'evaluate' method
+  evaluate(marketContext) {
-  _scoreMetric(value, thresholds, isGreen, isOrange) {
+    // 1. Prepare metrics + the detected sector
-    if (value === null || value === undefined) return 0; // Neutral
-    if (isGreen(value)) return 1; // Green
-    if (isOrange(value)) return -1; // Orange
-    return -2; // Red
-  }
-
-  evaluate() {
-    // 1. Prepare the metrics object
     const metrics = {
-      industry: this.industry,
+      sector: this.sector, // Engine uses this to pull the correct override
       quickRatio: this.quickRatio,
       debtToEquity: this.debtToEquity,
       revenueGrowth: this.revenueGrowth,
       netProfitMargin: this.netProfitMargin,
       pegRatio: this.pegRatio,
       fcfGrowth: this.fcfGrowth,
-      peRatio: this.peRatio, // Ensure this is mapped
+      peRatio: this.peRatio,
     };
 
-    // 2. Delegate to the Engine
+    // 2. Delegate to Engine (which now handles the merge)
-    // We pass 'this.context' if you have it stored, or null
+    const scoreResult = ScoringEngine.evaluate('STOCK', metrics, marketContext);
-    const scoreResult = ScoringEngine.evaluate('STOCK', metrics, this.context);
+
-    const formatFcf = (fcfStatus) => {
+    const formatFcf = (fcfStatus) =>
-      const map = {
+      ({ positive: '🟢', neutral: '🟠', negative: '🔴' })[fcfStatus] || 'N/A';
-        positive: '🟢',
+
-        neutral: '🟠',
+    // 3. Return formatted results
-        negative: '🔴',
-      };
-      return map[fcfStatus] || 'N/A';
-    };
-    // 3. Return the formatted object
     return {
       Ticker: this.ticker,
       Type: 'STOCK',
       Price: this.formatCurrency(this.currentPrice),
-      Verdict: scoreResult.label, // This is your official Engine verdict
+      Verdict: scoreResult.label,
-      'G/O/R': scoreResult.scoreSummary, // This is your official Engine summary
+      'G/O/R': scoreResult.scoreSummary,
+      Sector: this.sector, // Added for visibility
       'PE Ratio': this.peRatio?.toFixed(2) ?? 'N/A',
       'FCF%': formatFcf(this.fcfGrowth),
       'PEG/Fee': this.pegRatio?.toFixed(2) ?? 'N/A',

src/core/engine/ScreenerEngine.js

@@ -91,12 +91,14 @@ export class ScreenerEngine {
       STOCK: (data) =>
         data.map((item) => ({
           Ticker: item.Ticker,
-          Verdict: item.Verdict,
+          Sector: item.Sector, // New: See which override rule was applied
+          Verdict: item.Verdict, // Now includes "High Conviction" vs "Speculative"
           Score: item['G/O/R'],
           PE: item['PE Ratio'],
           PEG: item['PEG/Fee'],
           Rev: item['Rev%'],
           Marg: item['Marg%'],
+          FCF: item['FCF%'], // Added to see the context-aware FCF score
         })),
 
       ETF: (data) =>
@@ -120,8 +122,13 @@ export class ScreenerEngine {
 
     Object.keys(formatters).forEach((type) => {
       if (results[type]) {
+        // Pro-Tip: You can now sort your data before printing to show "High Conviction" first
+        const sortedData = [...results[type]].sort((a, b) =>
+          b.Verdict.localeCompare(a.Verdict),
+        );
+
         console.log(`\n--- ${type} MATRIX ---`);
-        console.table(formatters[type](results[type]));
+        console.table(formatters[type](sortedData));
       }
     });
   }

src/core/scorers/StockScorer.js

@@ -78,6 +78,12 @@ export const StockScorer = {
   _scorePeg: (val, high, med, weight) =>
     val > 0 && val <= high ? weight : val <= med ? 0 : -2,
 
+  _scoreGradient: (val, high, med, weight) => {
+    if (val >= high) return weight;
+    if (val >= med) return Math.round(weight * 0.5); // Partial credit for mid-tier
+    return -1; // Less punitive than -2
+  },
+
   _sanitize(m) {
     return {
       debtToEquity: parseFloat(m.debtToEquity) || 0,
@@ -87,6 +93,8 @@ export const StockScorer = {
       pegRatio: parseFloat(m.pegRatio) || 999,
       revenueGrowth: parseFloat(m.revenueGrowth) || 0,
       fcfGrowth: m.fcfGrowth ?? 'neutral',
+      dividendYield: parseFloat(m.dividendYield) || 0,
+      roe: parseFloat(m.roe) || 0,
     };
   },