ORACLE

You are looking at 1,831 US companies over $1bn, scored from their own filings and ranked inside their own sector.

This page is about driving the app. For what the measures mean and how they are calculated, see DOCS.

Five minutes, in order

1. Pick the question, not the stock

   The eight tabs are eight different questions. Nothing is “the best company” in the abstract — a name that tops COMPOUNDERS will usually look expensive under OWNER, and that is not a contradiction. Choose the tab that matches what you are actually looking for.

2. Read down the sector, not across the market

   Rankings are computed inside each sector, because a 20% margin means one thing in software and another in grocery. The list is grouped by sector for exactly that reason. Untick group by sector if you want a flat list.

3. Check “% judged” before you believe a score

   It is the share of the scoring that had data behind it. A 95 at 45% judged is a thin result wearing a confident number — worth less than an 80 at 90%.

4. Open the entry for the reasoning

   Click any row and the card opens: the eight scores, then what every measure found, in sentences. Nothing is asserted without the finding behind it.

5. Press SHOW THE NUMBERS when you want to check it

   Every figure with its formula in words, the formula with the actual numbers, and for each input the XBRL tag it came from and a link to the filing on EDGAR. Two clicks from a ratio to the document.

6. Star the ones you want followed

   The star saves to the server, so the list is the same on every device. Anything you star is included in the nightly enrichment pass whatever its score.

7. Take the PDF if you want to think away from the screen

   TEASER PDF on the card gives a one-page summary — the case, what to watch, the numbers, the filed horizon, insider activity and the news. Printable, and readable in greyscale.

Which tab answers which question

A low score on a measure the current tab does not weight is not a fault. Manhattan Associates tops QUALITY at 100 while scoring 0 on recovery, because it sits at its own peak margin — perfect for a compounder, disqualifying for a turnaround. The readable view only warns you about measures the tab you are on actually cares about.

The two views

The other pages

Home

Counts, your favorites, the job history, and every card that has been created with the reason it was picked. Start here to see what the app has been doing.

Cards

Which companies have been enriched with news, Form 4 filings and their filed horizon — and the policy that chose them, read off the running code rather than described.

Jobs

When the nightly rebuild last ran, how long each phase took, and whether it succeeded. “Partial” means the rankings are fresh but enrichment failed — the page is fine, the news is not.

Docs

The criteria: the seven measures, the archetype weightings, the thresholds, and an explicit list of what the Oracle does not know.

Questions that come up

A company shows — instead of a score. Is that bad?

No. It means the figure was not filed, and the Oracle never scores an absence as zero. The card lists what could not be measured.

INSIDER says “not read” on some names.

The Form 4 filings could not be fetched. That is explicitly NOT a finding that nobody is buying — the two are opposite facts and the app keeps them apart everywhere.

Why do most companies have no news or insider reading?

Enrichment is expensive — an IB request and a filings crawl per company — so the nightly pass covers the top 3 of every sector plus your favorites, capped at 120. For anything else, open its card and press ENRICH. It takes a few seconds.

HORIZON says “unclear” a lot.

Around 1,100 companies disclose no contract liabilities at all — a supermarket is paid at the till, so it has nothing to defer. Unclear means undisclosed, not short-term.

A multiple is marked EXPENSIVE. Is that a fault?

No, and it is deliberately amber rather than red. Price is a fact about the market, not a weakness in the business.

A price looks stale.

Prices are IB delayed quotes refreshed by the nightly job, which is fine for a screen and useless for execution.

I am on the snapshot and the star does nothing.

The public mirror has no server. It says so in the banner across the top: favorites and ENRICH need the app running on gabriele-mac.

Direct links

Every view is addressable, so you can bookmark a filtered list or send somebody straight to one company.

One habit worth keeping

Treat every score as a question, not an answer. The app is built so you can always get from a number to the filing it came from in two clicks — and the only reason to build it that way is that you are meant to check it.

Research and education only. Not investment advice.