source-coverage-matrix.csv

workflow,required_inputs,minimum_coverage,preferred_inputs,source_gap_action,refresh_rule,notes
single_equity_first_pass,"issuer_primary_disclosure;market_price_and_trading;consensus_and_estimates_or_source_gap","At least one L1/L2 source for company facts; one L5 source for price or valuation; expectation baseline or explicit source_gap","professional_media;industry_and_supply_chain_signal;sellside_and_expert_research;mira_derived_analysis","If issuer primary disclosure is missing stop durable thesis; if consensus is missing mark source_gap and reduce expectation-confidence","Refresh after next earnings, material 8-K, guidance change, or 90 days","Use before writing investment-memo.md"
earnings_event,"issuer_primary_disclosure;market_price_and_trading;consensus_and_estimates_or_source_gap","Earnings release or filing; transcript or explicit transcript_gap; price reaction; consensus proxy or source_gap","peer issuer_primary_disclosure;professional_media;sellside_and_expert_research;mira_derived_analysis","If transcript is missing mark transcript_gap; if consensus is missing mark source_gap and avoid beat/miss overclaim","Refresh when transcript, 10-Q/10-K, consensus update, or peer result arrives","Use with earnings-report-analysis skill"
research_report_interpretation,"report_source_or_user_material_intake;license_scope;report_date_or_source_gap;independent_cross_check_or_source_gap","Report identity, permission/storage boundary, report date/completeness, claim-level extraction, and independent verification status for material claims","issuer_primary_disclosure;consensus_and_estimates;market_price_and_trading;peer disclosure;restricted_source_note;mira_derived_analysis","If permission, date or completeness is unclear keep material private/transient and downgrade; if independent verification is missing treat report claims as attributed signal, not durable evidence","Refresh when issuer disclosure, consensus, target/rating update, new filing, new earnings, or report permission/source boundary changes","Use research-report-interpretation skill; report claims do not replace primary sources"
thesis_update,"trigger_source;existing_evidence_log;market_price_and_trading_if_relevant","Update trigger plus prior thesis package; at least one confirming/disconfirming source where practical","issuer_primary_disclosure;professional_media;industry_and_supply_chain_signal;mira_derived_analysis","If trigger cannot be verified write needs_refresh or watch_only","Refresh when trigger source is confirmed, contradicted, or superseded","Use monitoring-loop or thesis-update-loop"
event_delta,"event_source;market_price_and_trading;existing_expectation_map_or_source_gap","Specific event source; market reaction; expectation baseline or explicit source_gap","issuer_primary_disclosure;professional_media;consensus_and_estimates;sellside_and_expert_research","If event has only social sourcing keep as narrative_watch or rumor_watch","Refresh within 14 days or when primary confirmation arrives","Use event-delta-loop"
industry_concept,"official_macro_and_industry;issuer_primary_disclosure_or_industry_and_supply_chain_signal","Concept definition; value-chain evidence; at least one primary or official source for major factual claims","sellside_and_expert_research;professional_media;market_price_and_trading;mira_derived_analysis","If only narratives exist downgrade to concept_watch and list evidence gaps","Refresh on policy change, capacity update, major earnings cycle, or 90 days","Use industry-concept-analysis"
macro_context,"official_macro_and_industry;market_price_and_trading","Official data series with as-of date; market pricing series if asset impact is discussed","professional_media;sellside_and_expert_research;mira_derived_analysis","If official series unavailable do not infer macro fact from commentary","Refresh at next official release or policy event","Use macro-economic-analysis"
etf_listing_discovery,"regulatory_and_exchange;issuer_primary_disclosure_or_professional_media","Exchange or issuer/listing signal; product identity; launch or filing status","market_price_and_trading;professional_media","If only media/discovery table exists keep candidate unconfirmed","Refresh when exchange/issuer/fund filing confirms, amends, or withdraws","Discovery output should not overstate listing certainty"
etf_listing_analysis,"regulatory_and_exchange;issuer_primary_disclosure;market_price_and_trading","Ticker/listing status; issuer product page or filing; holdings/AUM/volume if listed","professional_media;industry_and_supply_chain_signal;mira_derived_analysis","If holdings or fee source is missing mark source_gap and avoid exposure precision","Refresh after first holdings file, first full trading week, or material product update","Use etf-listing-analysis package"
methodology_review,"methodology_primary_paper_or_original_material;replication_or_review_sources","Original method source; implementation details; at least one independent review or replication attempt where practical","professional_media;sellside_and_expert_research;mira_derived_analysis","If no primary method source exists keep method as unreviewed","Refresh when new replication, critique, dataset, or implementation change appears","Use methodology-research-loop"
small_cap_catalyst,"issuer_primary_disclosure_or_event_source;market_price_and_trading;social_and_community_signal_if_relevant","At least one traceable event source; price/volume context; explicit status for social or rumor inputs","regulatory_and_exchange;professional_media;industry_and_supply_chain_signal","If only anonymous rumor exists write unverified_rumor and watch_only","Refresh within 24-72 hours for active rumor watch or at next company/regulatory update","Looser input standard, same conclusion standard"
sec_supplement,"ticker_or_cik;target_question;needed_metrics_or_sections;active_case_path","Specific SEC source checked; CIK/accession/form/filing date/report period or companyfacts tag provenance; evidence-log update or explicit source_gap","company IR duplicate route;market data conflict check;prior case evidence","If required filing or metric is unavailable write source_gap_refresh and do not upgrade durable conclusion","Refresh when relevant filing, amendment, companyfacts tag, 8-K exhibit or next 10-Q/10-K appears","Lightweight SEC fact verification inside another workflow"
sec_filing_deep_dive,"company_name;ticker_or_cik;filing_type;filing_date_or_period;accession_or_source_url;research_question","Filing identity; completeness check; extracted metric table; risk/language delta; accounting-quality check; claim-level evidence log","prior filing;earnings release;companyfacts;peer filing;market reaction","If filing is missing stop as source_gap; if filing conflicts with release or prior thesis escalate to thesis_update or event_delta","Refresh on amendment, next periodic filing, new 8-K exhibit, SEC comment/enforcement, proxy update, ownership filing, or companyfacts restatement","Dedicated filing analysis package"
position_review,"position_context;existing_thesis_package;market_price_and_trading","User-provided position data status; current thesis state; stale/refresh status; price or valuation context when relevant","portfolio_constraints;consensus_and_estimates;mira_derived_analysis","If no position data exists use research_only; if thesis is stale mark needs_refresh before position-level conclusion","Refresh on user position change, major event, stale_after breach, mandate change, or material price/valuation change","Use position-review-loop"
portfolio_construction_review,"holdings_or_weights;portfolio_context;existing_thesis_packages;market_price_and_trading","Portfolio review scope; weights or explicit no_position_data; thesis state and stale status; exposure map by theme/factor/macro/catalyst","risk_budget;benchmark;liquidity data;consensus_and_estimates;mira_derived_analysis","If holdings or mandate are missing downgrade to research_book; if numeric exposure is not calculated mark calculation_gap","Refresh on PM review cadence, position change, major event, stale_after breach, or constraint change","Use portfolio-construction-review-loop"
decision_quality_review,"original_decision_record;outcome_window;original_evidence_log;outcome_data","Original knowable facts; outcome window; thesis variable realization or explicit source_gap; process error classification","position_context;benchmark_or_peer_return;valuation_change;mira_derived_analysis","If original record is missing mark reconstruction confidence low; if outcome data is missing do process audit only","Refresh when outcome window closes, missing data arrives, or postmortem changes methodology","Use decision-quality-review-loop"
portfolio_review,"existing_case_packages;market_price_and_trading;thesis_ledgers","Current thesis state; price/valuation change; stale/refresh state for each holding or watch item","issuer_primary_disclosure;consensus_and_estimates;mira_derived_analysis","If case is stale mark needs_refresh before making portfolio-level judgment","Refresh on PM review cadence, major event, or stale_after breach","Use portfolio-review-loop"
data_tool_ingestion,"ingestion_route;provider_or_submitter;license_scope;storage_scope;as_of_date;source_date;field_coverage","Ingestion artifact exists for retained user material, public API output, authorized provider data, portfolio export or derived dataset; permissions and field mapping are explicit","connector_registry;dataset_manifest;field_map;ingestion_log;restricted_source_note","If license, date, permission or field coverage is missing keep material private, mark source_gap, and block publication or actionability as needed","Refresh on source update, entitlement change, user file replacement, as-of breach, schema drift or provider outage","Use data/ingestion-layer.md before evidence logging or calculation ledger"