My Investor AI starts with a thematic hypothesis, then separates mapping, primary evidence, financial verification, materiality, valuation, freshness, conflicts, and the final decision dossier. A missing gate remains visible; it is never filled with an estimate.
A candidate must state a structural driver, causal chain, bottlenecks, time horizon, monitoring signals, and thesis-break conditions. Passing schema and relationship-integrity checks admits it as a research seed—not as a validated opportunity.
Mapping identifies a plausible business role to investigate. Exposure labels remain hypotheses until official filings establish the relevant segment, revenue or cash-flow path, and financial materiality. A mapped company is not an endorsed security.
Official filings are the primary fundamental layer. Values keep their source, effective date, retrieval time, period, unit, and quality state. Derived metrics require compatible cited inputs; stale, conflicting, invalid, or lineage-free values are withheld.
A conclusion changes when new primary evidence alters the causal chain, materiality, financial quality, freshness, conflict state, or a stated thesis-break condition. Valuation appears only when dated market inputs have verified public-display rights.
The research desk receives only an accepted theme, company, or dossier identifier. Server-side context controls the scope. Current web evidence is treated as untrusted material to verify—not as instructions. The public answer is a My Investor AI conclusion, never an automatic buy, sell, hold, target price, or position-size instruction.
Vendor identities, internal weighting, private prompts, unpublished research methods, and raw provider traces remain behind the server boundary.
Each definition states meaning, unit, period, freshness, evidence priority, and whether the metric is required.
GAAP revenue recognized during the fiscal year.
Year-over-year change in GAAP fiscal-year revenue.
GAAP revenue less directly classified cost of revenue when the issuer reports a comparable gross-profit subtotal.
Comparable GAAP gross profit divided by GAAP revenue.
GAAP income from operations for the fiscal year.
GAAP operating income divided by GAAP revenue.
Operating income plus filing-reported depreciation and amortization; excludes issuer-specific adjustments.
Operating EBITDA divided by GAAP revenue.
GAAP net income available to common stockholders.
GAAP diluted earnings per common share for the fiscal year.
GAAP net cash provided by operating activities.
Cash paid to acquire property, plant, and equipment; not assumed to equal maintenance capital spending.
Operating cash flow less cash capital expenditures, before financing flows and without a maintenance-capex adjustment.
Free cash flow divided by GAAP revenue.
Free cash flow divided by net income available to common; unavailable when the denominator is non-positive.
GAAP cash and cash equivalents at fiscal year-end.
Current and non-current debt at fiscal year-end.
Total debt less cash and cash equivalents.
Fiscal year-end net debt divided by fiscal-year operating EBITDA.
GAAP operating income divided by non-operating interest expense.
After-tax operating profit divided by average debt plus equity less cash, using the filing-reported effective tax rate.
Weighted-average diluted common shares for the fiscal year.
Year-over-year change in weighted-average diluted shares; a negative value indicates net share-count reduction.
Market capitalization plus total debt less cash, divided by operating EBITDA, all aligned to a disclosed market close.
Fiscal-year free cash flow divided by market capitalization at a disclosed market close.