eggmasonvalue · Oct 31, 2026 · Oct 31, 2026
diff --git a/.github/workflows/insider-scan.yml b/.github/workflows/insider-scan.yml
@@ -32,14 +32,14 @@ jobs:
           enable-cache: true
 
       - name: Install dependencies
-        working-directory: skills/signal-sweep
+        working-directory: skills/idea-generation
         run: uv sync --locked
 
       - name: Run insider scan
         env:
           EDGAR_IDENTITY: ${{ secrets.EDGAR_IDENTITY }}
           DISCORD_WEBHOOK_URL: ${{ secrets.DISCORD_WEBHOOK_URL }}
-        working-directory: skills/signal-sweep
+        working-directory: skills/idea-generation
         run: |
           DATE="${{ github.event.inputs.date || 'yesterday' }}"
           LOOKBACK="${{ github.event.inputs.lookback || '5' }}"
@@ -55,5 +55,5 @@ jobs:
         uses: actions/upload-artifact@v4
         with:
           name: insider-scan-${{ github.run_id }}
-          path: skills/signal-sweep/signal-sweep-cache/insiders/
+          path: skills/idea-generation/idea-cache/insiders/
           retention-days: 90
diff --git a/.gitignore b/.gitignore
@@ -6,10 +6,10 @@ __pycache__/
 # SEC EDGAR download cache (regenerated on demand)
 sec-cache/
 
-# Signal-sweep output cache (regenerated on demand)
-signal-sweep-cache/
+# Idea-generation output cache (regenerated on demand)
+idea-cache/
 
-# Transcript cache (market-scout, regenerated on demand)
+# Transcript cache (market-data, regenerated on demand)
 transcript-cache/
 
 # OS cruft

diff --git a/.markdownlint-cli2.jsonc b/.markdownlint-cli2.jsonc
@@ -16,7 +16,7 @@
     "**/node_modules/**",
     ".git",
     "**/sec-cache/**",
-    "**/signal-sweep-cache/**",
+    "**/idea-cache/**",
     "**/transcript-cache/**"
   ]
 }
diff --git a/AGENTS.md b/AGENTS.md
@@ -7,7 +7,7 @@ docs route agents and preserve non-obvious project rationale.
 
 - Never commit directly to `main`; work on a branch and open a PR.
 - Never commit secrets. `EDGAR_IDENTITY` and `DISCORD_WEBHOOK_URL` are supplied via environment / CI secrets, never hard-coded.
-- Never commit cache output. `sec-cache/`, `signal-sweep-cache/`, and `transcript-cache/` are regenerated on demand and are git-ignored.
+- Never commit cache output. `sec-cache/`, `idea-cache/`, and `transcript-cache/` are regenerated on demand and are git-ignored.
 - Lint and format must pass before a PR (see `context/CONVENTIONS.md`). CI runs `ruff check`, `ruff format --check`, and `markdownlint-cli2`.
 - Keep changes scoped; avoid incidental refactors.
 - Verify behavior with commands before documenting claims.

diff --git a/README.md b/README.md
@@ -132,7 +132,7 @@ The five skills are documented in [`skills/README.md`](skills/README.md). The pr
 flow is:
 
 ```text
-signal-sweep → bottom-up-analyst → sec-edgar-skill / market-scout → pitch-like-lou
+idea-generation → due-diligence → sec-filings / market-data → pitch-like-lou
 ```
 
 ## Development

diff --git a/context/CONVENTIONS.md b/context/CONVENTIONS.md
@@ -32,7 +32,10 @@ Terse imperative code rules. No rationale here — rationale lives in
 
 ## Markdown / docs
 
-- Keep each `SKILL.md` terse; defer detail to `references/` (progressive disclosure).
+- Keep each `SKILL.md` to routes, commands, and pointers; defer detail to `references/`
+  (progressive disclosure).
+- Put a script lesson where the mistake happens: handle it in code, else in the error
+  message, else in `--help` or report text; use `references/` only for off-script work.
 - Ensure `AGENTS.md`, `README.md`, and everything in `context/` pass markdownlint.
 - Append to `context/DECISIONS.md` only when the choice crosses the decision-log bar in `AGENTS.md`.
 

diff --git a/context/DECISIONS.md b/context/DECISIONS.md
@@ -66,11 +66,11 @@ Tradeoff: Research cannot be split across independent agents, but the full evide
 model judgement stay together without an extra model-selection or context-budget dependency.
 Status: active
 
-## 2025-06-21 — market-scout uses agent-browser instead of a direct HTTP client
+## 2025-06-21 — market-data uses agent-browser instead of a direct HTTP client
 
 Context: Yahoo Finance transcript and market endpoints are unstable and
 bot-hostile when scraped with a plain HTTP client.
-Decision: Drive market-scout's transcript fetching through `agent-browser`.
+Decision: Drive market-data's transcript fetching through `agent-browser`.
 Tradeoff: Adds a Node/`agent-browser` install step (no SEC identity needed but
 an extra dependency) in exchange for reliable access to dynamic pages.
 Status: active
@@ -79,9 +79,10 @@ Status: active
 
 Context: A fixed percentage move (e.g. -20%) is routine for a biotech but
 exceptional for a utility, so a flat threshold misfires across the universe.
-Decision: Tag dip/rip buys by the stock's trailing 30-day return z-score
-(default ±1.5σ) rather than a fixed percent move; only Form 4 open-market
-purchases (code `P`) are counted.
+Decision: Tag dip/rip buys by the z-score of the 22-trading-day return as of the
+transaction date against that stock's prior 252 rolling 22-day returns (default
+±1.5σ) rather than a fixed percent move; only Form 4 open-market purchases
+(code `P`) are counted.
 Tradeoff: Requires per-stock volatility history and tuning of the z-score
 threshold; rejects the simpler but universe-blind fixed-percent rule.
 Status: active

diff --git a/context/MAP.md b/context/MAP.md
@@ -13,10 +13,10 @@ SYSTEM.md             Research-agent identity installed into the isolated profil
 extensions/           Restores Pi's tool prompt envelope and brands the startup header
 scripts/bootstrap.mjs Isolated-profile bootstrap
 skills/               Skill collection and skill-level documentation
-  signal-sweep/       Discovery — scan the universe, surface tickers
-  sec-edgar-skill/    Data — SEC EDGAR filings, ownership, 13F holders
-  market-scout/       Data — price, peers, transcripts (Yahoo Finance)
-  bottom-up-analyst/  Analysis — one operating company → scoped answer or memo
+  idea-generation/    Discovery — scan the universe, surface tickers
+  sec-filings/        Data — SEC EDGAR filings, ownership, 13F holders
+  market-data/        Data — Yahoo Finance fields and earnings-call transcripts
+  due-diligence/      Analysis — one operating company → scoped answer or memo
   pitch-like-lou/     Voice — finished thesis → VIC-style pitch
 context/              Agent-maintained project documentation
 ```
@@ -49,39 +49,40 @@ configuration, sessions, and unrelated settings remain profile-local and untouch
 
 ## Skill internals
 
-- `skills/signal-sweep/` — `scripts/scan_insiders.py`, `scan_market.py`,
+- `skills/idea-generation/` — `scripts/scan_insiders.py`, `scan_market.py`,
   `scan_conferences.py`, `search_themes.py`; universe config in `screens.json`; shared
   bootstrap in `scripts/_common.py`.
-- `skills/sec-edgar-skill/` — `scripts/fetch_*.py`, `parse_financials.py`, `orient.py`,
-  `list_headings.py`; filing, financial, ownership, proxy/governance, and holdings guides in
-  `references/`; shared bootstrap in `scripts/_common.py`.
-- `skills/market-scout/` — `scripts/fetch_market_data.py`, `fetch_transcripts.py`, and shared
+- `skills/sec-filings/` — `scripts/fetch_*.py`, `parse_financials.py`, `orient.py`,
+  `test_setup.py`; `references/edgartools.md` (inline API) and `references/ownership.md`
+  (ownership and governance semantics, shared with `due-diligence`); shared bootstrap in
   `scripts/_common.py`.
-- `skills/bottom-up-analyst/` — valuation `scripts/dcf.py`, `epv.py`; archetypes and guides in
-  `references/`.
+- `skills/market-data/` — `scripts/fetch_market_data.py`, `fetch_transcripts.py`, and shared
+  `scripts/_common.py`.
+- `skills/due-diligence/` — valuation `scripts/dcf.py`, `epv.py`; `references/`
+  normalization, valuation, archetypes, and memo spine.
 - `skills/pitch-like-lou/` — reference corpus only, no scripts.
 
 ## Data flow
 
 ```mermaid
 flowchart TD
-    SS[signal-sweep<br/>surfaces tickers] --> BUA[bottom-up-analyst<br/>analysis + optional memo]
-    BUA --> SEC[sec-edgar-skill<br/>filings]
-    BUA --> MS[market-scout<br/>price / peers / transcripts]
+    SS[idea-generation<br/>surfaces tickers] --> BUA[due-diligence<br/>analysis + optional memo]
+    BUA --> SEC[sec-filings<br/>filings]
+    BUA --> MS[market-data<br/>price / peers / transcripts]
     BUA --> PLL[pitch-like-lou<br/>renders pitch]
 ```
 
-- `bottom-up-analyst` selects evidence, reasons over it, and produces the requested analysis or
+- `due-diligence` selects evidence, reasons over it, and produces the requested analysis or
   full memo. Retrieval contracts and source semantics remain in the data skills.
 - The two filing/market data skills know nothing of each other and are swappable.
-- `signal-sweep` and SEC-facing `sec-edgar-skill` commands read `EDGAR_IDENTITY` and use
+- `idea-generation` and SEC-facing `sec-filings` commands read `EDGAR_IDENTITY` and use
   on-disk cache contracts defined in their `_common.py` modules. The SEC skill's routine 13F
   convenience queries use 13f.info and expose underlying SEC periods and identifiers; raw
   EDGAR remains the deep-field and verification route.
 
 ## Production order
 
-For a full thesis: `signal-sweep` → `bottom-up-analyst` → memo → optionally
+For a full thesis: `idea-generation` → `due-diligence` → memo → optionally
 `pitch-like-lou`.
 
 For the package installation and isolated-profile workflow, start at the root

diff --git a/package.json b/package.json
@@ -12,10 +12,10 @@
       "./extensions/startup-header.ts"
     ],
     "skills": [
-      "./skills/signal-sweep",
-      "./skills/sec-edgar-skill",
-      "./skills/market-scout",
-      "./skills/bottom-up-analyst",
+      "./skills/idea-generation",
+      "./skills/sec-filings",
+      "./skills/market-data",
+      "./skills/due-diligence",
       "./skills/pitch-like-lou"
     ]
   }

diff --git a/pyproject.toml b/pyproject.toml
@@ -38,7 +38,7 @@ ignore = [
 convention = "google"
 
 [tool.ruff.lint.isort]
-known-first-party = ["bottom-up-analyst", "market-scout", "pitch-like-lou", "sec-edgar-skill", "signal-sweep"]
+known-first-party = ["due-diligence", "market-data", "pitch-like-lou", "sec-filings", "idea-generation"]
 
 [dependency-groups]
 dev = [

diff --git a/scripts/bootstrap.mjs b/scripts/bootstrap.mjs
@@ -170,9 +170,9 @@ function mergeSettings() {
 function ensurePythonEnvironment() {
   const uv = findUv();
   const projects = [
-    installedSecStackPath("skills", "signal-sweep"),
-    installedSecStackPath("skills", "sec-edgar-skill"),
-    installedSecStackPath("skills", "market-scout"),
+    installedSecStackPath("skills", "idea-generation"),
+    installedSecStackPath("skills", "sec-filings"),
+    installedSecStackPath("skills", "market-data"),
   ];
   for (const project of projects) {
     const pyproject = join(project, "pyproject.toml");

diff --git a/skills/README.md b/skills/README.md
@@ -8,52 +8,53 @@ they form a research pipeline.
 
 | Layer | Skill | Job |
 |---|---|---|
-| **Discovery** | [`signal-sweep`](signal-sweep/) | Scan SEC filings and market data to surface new investment ideas. |
-| **Data** | [`sec-edgar-skill`](sec-edgar-skill/) | Retrieve and extract SEC filings, ownership, and 13F holder data. |
-| **Data** | [`market-scout`](market-scout/) | Pull prices, returns, peers, sector screens, and transcripts. |
-| **Analysis** | [`bottom-up-analyst`](bottom-up-analyst/) | Turn one operating company into scoped analysis or an auditable investment memo. |
+| **Discovery** | [`idea-generation`](idea-generation/) | Surface new tickers from insider buying, 13Ds, screens, filing themes, and investor events. |
+| **Data** | [`sec-filings`](sec-filings/) | Retrieve filings, XBRL statements, insider trades, 13F holders, and blockholders. |
+| **Data** | [`market-data`](market-data/) | Pull any Yahoo Finance field and earnings-call transcripts. |
+| **Analysis** | [`due-diligence`](due-diligence/) | Turn one operating company into a scoped answer or an auditable investment memo. |
 | **Voice** | [`pitch-like-lou`](pitch-like-lou/) | Render a finished thesis as a VIC-style pitch. |
 
 ## Data flow
 
 ```text
-  signal-sweep  (surfaces tickers)
+  idea-generation  (surfaces tickers)
        │
        ▼
-  bottom-up-analyst  (deep dive on one ticker)
-       ├── sec-edgar-skill  (filings and ownership)
-       ├── market-scout  (price, peers, transcripts)
+  due-diligence  (deep dive on one ticker)
+       ├── sec-filings  (filings and ownership)
+       ├── market-data  (price, peers, transcripts)
        ▼
   pitch-like-lou  (finished pitch)
 ```
 
-`bottom-up-analyst` is the conductor. It decides what to pull, reasons over the evidence,
+`due-diligence` is the conductor. It decides what to pull, reasons over the evidence,
 values the business, and produces the requested analysis or full memo. The data skills supply
 the underlying evidence.
 
-`signal-sweep` and `sec-edgar-skill` are independent data sources. `market-scout` is also
-swappable: the analyst can use a different market-data provider without changing its
-reasoning workflow.
+`idea-generation` and `sec-filings` are independent data sources. `market-data` is also
+swappable: due diligence can use a different market-data provider without changing its
+reasoning.
 
 The voice skill renders from a finished thesis; it is not an idea generator.
 
-**Production order for a full thesis:** signal-sweep → bottom-up-analyst → memo → optionally
+**Production order for a full thesis:** idea-generation → due-diligence → memo → optionally
 pitch-like-lou.
 
 ## Progressive disclosure
 
-Each skill keeps its `SKILL.md` entry point concise. Detailed guidance lives in
-`references/`, executable helpers live in `scripts/`, and configuration/assets stay beside
-the skill that owns them. Load only the guide or script required for the current task.
+Each `SKILL.md` holds routes, commands, and pointers. A script's lessons live in its code,
+error messages, `--help`, and report text; off-script detail lives in `references/`,
+executable helpers in `scripts/`, and configuration beside the skill that owns it.
 
 ## Skill resources
 
-- [`signal-sweep`](signal-sweep/) contains configurable market screens, SEC discovery
+- [`idea-generation`](idea-generation/) contains configurable market screens, SEC discovery
   scanners, conference discovery, and theme search.
-- [`sec-edgar-skill`](sec-edgar-skill/) contains filing, financial, ownership, and 13F
-  retrieval helpers.
-- [`market-scout`](market-scout/) contains Yahoo Finance market and transcript helpers.
-- [`bottom-up-analyst`](bottom-up-analyst/) contains valuation arithmetic and memo frameworks.
+- [`sec-filings`](sec-filings/) contains filing, financial, ownership, and 13F
+  retrieval helpers plus an inline `edgartools` reference.
+- [`market-data`](market-data/) contains Yahoo Finance snapshot and transcript helpers.
+- [`due-diligence`](due-diligence/) contains valuation arithmetic, archetypes, and the memo
+  spine.
 - [`pitch-like-lou`](pitch-like-lou/) contains the pitch-writing workflow and reference corpus.
 
 Each skill's README documents its dependencies and usage. Invoke installed artifact-producing

diff --git a/skills/bottom-up-analyst/README.md b/skills/bottom-up-analyst/README.md