YuzeJ21 · YuzeJ21 · Jul 16, 2026 · Jul 16, 2026 · Jul 16, 2026 · Jul 16, 2026
diff --git a/Makefile b/Makefile
@@ -1,6 +1,7 @@
 .PHONY: help help-full next-stage profile-context research-change-snapshot research-change-monitor research-review-queue research-event-review-record demo demo-data-build demo-data-check demo-dashboard demo-dashboard-smoke demo-dashboard-render-smoke local-profile-seed linkedin-share-check public-performance-contract public-performance-gate public-ux-review-checklist public-ux-review-checklist-json public-ux-review-notes public-ux-review-notes-check public-ux-review-note pilot-review-feedback pilot-feedback-closeout browser-qa-evidence browser-qa-capture-plan hosted-demo-readiness pilot-readiness-check pilot-readiness-packet pilot-share-brief trusted-data-pilot trusted-data-pilot-candidates trusted-data-pilot-packet trusted-data-pilot-lane trusted-data-pilot-board trusted-data-pilot-evidence reviewed-data-proof reviewed-data-proof-record reviewed-batch-proof reviewed-batch-proof-record reviewed-batch-compare reviewed-batch-preflight auto-refresh-plan auto-refresh-daily auto-refresh-weekly auto-refresh-optional auto-refresh-runbook auto-refresh-status scheduler-activation-checklist auto-apply-gate lane-outcome-history price-reviewed-run fundamentals-batch-proof peer-batch-proof peer-mapping-source-review peer-mapping-writeback-guard public-demo-readiness-pack readiness-ops-center readiness-queue data-coverage-proof-queues coverage-frontier data-coverage-planner coverage-expansion-loop readiness-ops-evidence reviewed-batch decision-proof-queue metric-readiness metric-readiness-board benchmark-risk-review diff-hygiene diff-hygiene-summary diff-hygiene-files data-release-decision public-release-package public-release-handoff license-status session-source-preflight source-activation-guide provider-setup-checklist provider-smoke fmp-smoke alpha-vantage-smoke finnhub-smoke universe-scope fundamentals-source-ladder fundamentals-source-ladder-queue optional-context-source-ladder optional-context-source-ladder-queue fmp-stage alpha-vantage-stage finnhub-stage yfinance-stage sec-filing-share-stage staged-hygiene-check public-wording-check public-check status status-check test pipeline stock-report stock-report-md local-tickers monthly track-record validate-data data-sources-check data-sources research-health research-health-check risk-context action-queue action-queue-check project-status project-status-check verify validate-all daily dashboard dashboard-smoke sec-stage sec-validate sec-preview sec-apply imports-validate imports-preview imports-apply import-staging universe-preview universe-preview-summary universe-stage universe-apply universe-refresh universe-report universe-active coverage data-wizard unlock-ladder unlock-summary command-bundles command-bundle-details command-bundle-runbook bundle-prices bundle-fundamentals bundle-peers bundle-prices-broader bundle-fundamentals-broader bundle-peers-broader detail-prices detail-fundamentals detail-peers detail-prices-broader detail-fundamentals-broader detail-peers-broader runbook-prices runbook-fundamentals runbook-peers runbook-prices-broader runbook-fundamentals-broader runbook-peers-broader focus-price focus-fundamentals focus-peers onboarding templates price-status price-worklist fundamentals-peer-worklist optional-context-worklist sec-stage-queue peer-mapping-queue dcf-input-proof-queue dcf-input-proof-handoff dcf-input-source-review dcf-input-source-command-plan dcf-input-source-guard share-count-proof-queue price-history-proof-queue price-validate price-preview price-apply price-refresh price-refresh-loop price-normalize import-prices price-coverage dcf-readiness import-fundamentals optional-context-summary optional-context-readiness import-earnings import-analyst-estimates readiness readiness-snapshot research-decisions earnings-nowcast-pilot earnings-nowcast-walkthrough earnings-nowcast-templates earnings-nowcast-validate earnings-nowcast-preview earnings-nowcast-readiness earnings-nowcast-prospective-plan
 
 .PHONY: thesis-journal thesis-journal-preview thesis-journal-record
+.PHONY: earnings-nowcast-sec-actuals-stage
 
 DEFAULT_TRUSTED_PILOT_TICKERS := MU,CRDO,HOOD,TSLA,META,A,APLD
 DEFAULT_TRUSTED_PILOT_EVIDENCE_TICKERS := MU,CRDO
@@ -1278,7 +1279,19 @@ earnings-nowcast-preview:
 	@python3 -m src.earnings_nowcast_onboarding preview --input-dir $(or $(INPUT_DIR),data/imports/earnings_nowcast) $(if $(EXISTING_DIR),--existing-dir $(EXISTING_DIR),) $(if $(AS_OF),--cutoff $(AS_OF),)
 
 earnings-nowcast-readiness:
-	@python3 -m src.earnings_nowcast_onboarding readiness --input-dir $(or $(INPUT_DIR),data/imports/earnings_nowcast) --ticker $(or $(TICKER),SYN1) $(if $(AS_OF),--cutoff $(AS_OF),)
+	@python3 -m src.earnings_nowcast_onboarding readiness --input-dir $(if $(FIXTURE),tests/fixtures/earnings_nowcast_onboarding,$(or $(INPUT_DIR),data/imports/earnings_nowcast)) --ticker $(or $(TICKER),SYN1) $(if $(AS_OF),--cutoff $(AS_OF),)
 
 earnings-nowcast-prospective-plan:
 	@python3 -m src.earnings_nowcast_onboarding prospective-plan --output-dir $(or $(OUTPUT_DIR),data/imports/earnings_nowcast)
+
+earnings-nowcast-sec-actuals-stage:
+ifndef TICKERS
+	$(error TICKERS is required, for example: make earnings-nowcast-sec-actuals-stage TICKERS=NVDA OUTPUT_DIR=/tmp/sec-actuals AS_OF=2026-07-16T03:59:59Z)
+endif
+ifndef OUTPUT_DIR
+	$(error OUTPUT_DIR is required; use a generated temporary/review directory)
+endif
+ifndef AS_OF
+	$(error AS_OF is required for cutoff-safe evidence staging)
+endif
+	@python3 -m src.earnings_nowcast_sec_actuals --tickers "$(TICKERS)" --output-dir "$(OUTPUT_DIR)" --cutoff "$(AS_OF)" --max-runtime-seconds "$(or $(SEC_STAGE_MAX_RUNTIME_SECONDS),300)"
diff --git a/README.md b/README.md
@@ -53,7 +53,7 @@ Use this table to decide what to do next without reopening exhausted proof loops
 | Optional earnings / estimates | Locked | Use trusted provider or reviewed manual rows only; do not infer optional context. |
 | Earnings Nowcast evidence | Real-data safety gates ready; real evidence blocked | Use the versioned templates and prospective plan; add no real output until comparable quarterly actuals and point-in-time consensus pass conflict, cutoff, validation, and readiness gates. |
 | Broad proof queues | Do not retry now | Current queues are exhausted; reopen only after keyed provider rows, reviewed manual rows, or changed blockers exist. |
-| Public UX polish | Review limited | Public checks and repeated local cold/warm route timings pass; external reviewer evidence is still required before upgrading the claim. |
+| Public UX polish | Share-review ready locally | Public checks, browser evidence, and repeated local cold/warm route timings pass; hosted-route verification and external reviewer evidence are still required before calling it a hosted or externally validated product. |
 | Generated artifacts | Excluded by default | Keep local CSV/report/sample-report churn unstaged unless one exact artifact is reviewed as public evidence. |
 ## What You Can Analyze
 When trusted local data is available, the product can produce price, momentum, benchmark-relative return, drawdown, volatility, beta, Sharpe/Sortino review metrics, liquidity, market-direction context, portfolio purpose checks, thesis-review flags, DCF readiness, conservative scenario valuation, source-backed peer context, ETF/index monitor reports, and single-stock reports with reader guidance, proof checklists, blockers, read-only proof steps, and source readiness notes. Most blocked rows are not errors. They are data gaps the command center exposes instead of hiding.

diff --git a/ROADMAP.md b/ROADMAP.md
@@ -143,15 +143,15 @@ The Single-Stock Report now derives profile-scoped checks for readiness review,
 
 **Goal:** move the implemented Earnings Nowcast pilot from synthetic infrastructure proof to a leakage-safe, source-backed semiconductor cohort.
 
-Earnings Nowcast real-data safety infrastructure is implemented for deterministic Revenue/EPS ranges, consensus-relative classification, metric-specific canonical quarterly evidence, comparability checks, evidence-only directional signals, chronological walk-forward backtesting, explicit sample-sufficiency/calibration diagnostics, and a separate probability calibration gate. Versioned read-only append-only onboarding templates, validation, preview, readiness, and prospective collection planning are implemented. The committed fixture cohort is synthetic test evidence only.
+Earnings Nowcast real-data safety infrastructure is implemented for deterministic Revenue/EPS ranges, consensus-relative classification, metric-specific canonical quarterly evidence, comparability checks, evidence-only directional signals, chronological walk-forward backtesting, explicit sample-sufficiency/calibration diagnostics, and a separate probability calibration gate. Versioned read-only append-only onboarding templates, validation, preview, readiness, prospective collection planning, and SEC quarterly actual staging are implemented. The SEC stage accepts Q1-Q3 only from one-to-one source-backed duration/fiscal lineage, marks Companyfacts EPS split basis unverified, accepts Q4 only when an explicit SEC-filed result table supplies the selected-column period end, preserves complete revision chains and cutoff truth, reports quarter-continuity gaps, and rejects canonical or non-generated evidence destinations. It is review-only with no automatic apply path. The committed fixture cohort is synthetic test evidence only.
 
-1. Acquire permitted append-only historical quarterly actuals and point-in-time consensus snapshots with source references, publication/retrieval timestamps, and explicit Revenue/EPS comparability definitions for a narrow semiconductor cohort.
+1. Use the five-company SEC actuals staging scope (NVDA, AMD, AVGO, MU, and QCOM) only to assemble source-backed actual evidence; acquire permitted append-only historical point-in-time consensus snapshots with source references, publication/retrieval timestamps, and explicit Revenue/EPS comparability definitions before any real-company packet.
 2. Use `make earnings-nowcast-prospective-plan` for future snapshot collection, then run the implemented onboarding validate/preview/readiness gates before any real-company packet; no automatic apply path exists.
 3. Keep candidate peer/news signals separate from reviewed trusted evidence; signals explain context and never mutate forecast numbers.
 4. Run chronological out-of-sample evaluation against latest-consensus and prior-year benchmarks.
 5. Withhold numerical Beat/Miss probability until at least 100 valid events pass Brier-score, calibration-bin, and benchmark-improvement gates.
 
-Real semiconductor nowcast coverage remains `awaiting_point_in_time_consensus`; numerical probability remains `awaiting_calibration_evidence`.
+Real semiconductor nowcast coverage remains `awaiting_point_in_time_consensus`; numerical probability remains `awaiting_calibration_evidence`. SEC staging success alone does not change either status.
 
 **Stop rule:** do not substitute current analyst estimates for historical point-in-time snapshots, use post-cutoff evidence, infer numeric adjustments from text, claim predictive accuracy from fixtures, or predict post-earnings price movement.
 

diff --git a/docs/EARNINGS_NOWCAST_PILOT.md b/docs/EARNINGS_NOWCAST_PILOT.md
@@ -38,6 +38,16 @@ make earnings-nowcast-prospective-plan OUTPUT_DIR=data/imports/earnings_nowcast
 
 Actuals and consensus files are required; reviewed signals are optional. The versioned schemas require source names, direct source references, fiscal periods, publication/retrieval timestamps, comparability definitions, and at least one supported metric. Exact duplicates, new rows, explicit append-only revisions, and unresolved conflicts are reported separately; a conflict makes the preview not packet-ready. Post-cutoff evidence is rejected. The prospective plan is scheduler-ready but does not fetch data or create its output directory. These commands never apply, overwrite, stage, commit, or push rows; there is intentionally no Earnings Nowcast apply command.
 
+## SEC Quarterly Actuals Staging
+
+The read-only SEC staging command is `make earnings-nowcast-sec-actuals-stage TICKERS=<comma-separated-tickers> OUTPUT_DIR=<generated-directory> AS_OF=<UTC-cutoff>`. `OUTPUT_DIR` must be a new temporary/review directory or an existing directory marked by this generated stage; canonical `data/` and `data/imports/` paths and existing non-generated evidence directories are rejected. The command reports `automatic_apply=false`; it neither changes canonical evidence nor provides an apply path. The five-company pilot scope is NVDA, AMD, AVGO, MU, and QCOM, but a successful staging run is not real Nowcast coverage.
+
+Q1-Q3 lineage accepts only source-backed SEC Companyfacts duration facts with a 60-120 day quarter duration and a one-to-one fiscal identity/period-end mapping. Cumulative facts, ambiguous concepts, conflicting fiscal identities, and post-cutoff rows are rejected. Companyfacts EPS uses `companyfacts_split_basis_unverified`, so it cannot become EPS-ready without separate source-backed comparability. Q4 requires an explicit fiscal-Q4 result table and one period-end date in its selected value column; filing timestamps and submission report dates are not substitutes. Annual-minus-nine-month arithmetic, derived Q4 disclosures, guidance, and cross-exhibit metric combinations are prohibited.
+
+Historical actual evidence is append-only and cutoff-aware: later presentations remain separate revisions and never overwrite an earlier source-backed row. The stage summary surfaces accepted rows, rejected rows, missing Q4, direct source references, and detected fiscal-quarter continuity gaps; it never fabricates a missing period or metric. Revenue and EPS remain independent. EPS is withheld when its split-adjustment, share, operations, currency, or accounting basis cannot be kept within one source-backed comparable basis.
+
+Real pilot output remains `awaiting_point_in_time_consensus` until permitted historical consensus snapshots are available at each forecast cutoff. Numerical Beat/Miss probability remains `awaiting_calibration_evidence` until at least 100 valid out-of-sample events pass the calibration gates.
+
 ## Signals
 
 Company news, industry indicators, macro evidence, and trusted peer earnings may provide directional explanation. Candidate peers remain `candidate_context_only`. Trusted signals require reviewed source evidence and can move the lane to `signal_context_ready`; they cannot mutate Revenue/EPS ranges or create a numeric adjustment.
@@ -54,9 +64,12 @@ Run:
 
 ```bash
 FIXTURE=1 make earnings-nowcast-pilot TICKER=SYN1 AS_OF=2026-01-31T23:59:59Z
+FIXTURE=1 make earnings-nowcast-readiness TICKER=SYN1 AS_OF=2026-01-31T23:59:59Z
 make earnings-nowcast-walkthrough AS_OF=2026-01-31T23:59:59Z
 ```
 
 The `SYN1`-`SYN5` cohort and `SYN5-BACKTEST` walkthrough label are synthetic test evidence only. The walkthrough demonstrates baseline ready, Revenue ready with EPS withheld, candidate-peer-only context, post-cutoff blocking, non-company exclusion, and backtest-insufficient/un-calibrated behavior. It proves deterministic contracts, readiness, ranges, signal separation, CLI output, and withholding behavior. It does not prove real-company coverage, current data, predictive accuracy, or investability.
 
+The fixture readiness command uses a schema-valid synthetic onboarding fixture and should report `baseline_ready`. The same readiness command without `FIXTURE=1` reads local real-data onboarding rows and must remain blocked until source-backed point-in-time consensus and actuals pass validation.
+
 Real semiconductor coverage is `awaiting_point_in_time_consensus`. The next legitimate data step is a narrow append-only cohort with licensed or otherwise permitted historical consensus snapshots and source-backed actuals. Generated packets remain local and unstaged unless an exact artifact is intentionally reviewed.
diff --git a/docs/LINKEDIN_PROJECT_BRIEF.md b/docs/LINKEDIN_PROJECT_BRIEF.md
@@ -23,7 +23,7 @@ Two-minute external review path:
 
 Each public page now opens with one question, one short answer, one primary next action, and one stop rule. The public workflow is checked at desktop and mobile widths. The current-page shortcut is visible so visitors know where they are.
 
-Current review status is `review_limited`: deterministic public checks and repeated local cold/warm route timings pass, while external reviewer evidence and hosted-route verification are still unavailable. This is a truthful controlled-demo status, not a hosted-product or data-freshness claim.
+Current review status is `share_review_ready` for the local GitHub/demo workflow: deterministic public checks, browser evidence, and repeated local cold/warm route timings pass. External reviewer evidence and hosted-route verification are still unavailable, so this remains a controlled-demo status, not a hosted-product or data-freshness claim.
 
 The first story is the public workflow, not operator automation. Keep reviewed batch packets, provider setup, and validate / preview / apply mechanics as operator detail after the visitor understands the product.