geometrybase
48b89552fe
Request: - Use the analyst skill to digest downloaded IPO archive data and start building an analysis model. Changes: - Add ipo_score_v0 as the first transparent stage-safe scoring rule set. - Add build_analysis_dataset.py to derive model features, scores, decision bands, and empirical D1 calibration from SQLite. - Generate analysis_model_v0_dataset.csv with 293 scored IPO rows and archived source paths. - Add a model calibration report documenting coverage, T0/T1 bucket performance, usage, and known gaps. - Record the initial model entry in the rule change log and document the command in README. Verification: - Ran py_compile for scripts/build_analysis_dataset.py. - Regenerated the analysis dataset and report with as-of 2026-06-15T13:00:00Z. - Checked CSV row count, source path coverage, and repo-relative path hygiene. - Ran git diff --cached --check. Next useful context: - v0 should be treated as a transparent baseline, with T1 high-score calibration strongest and middle buckets still non-monotonic. - T2 is excluded until a reliable grey-market source is approved.
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Rule Change Log
2026-06-15 - Introduce ipo_score_v0
Request:
- Start digesting the downloaded IPO archive and build the first analyst model.
Change:
- Added
rules/ipo_score_v0.yamlas the initial transparent scoring baseline. - Added
scripts/build_analysis_dataset.pyto generate a feature dataset and calibration report fromdata/hk_ipo.sqlite. - Added
data/snapshots/analysis_model_v0_dataset.csvas the first model-ready snapshot. - Added
reports/2026-06-15_analysis_model_v0.mdto document coverage, calibration, and known gaps.
Rationale:
- The archive now has enough T0 facts and D1/D5/D20/D60 labels to support a repeatable baseline.
- T1 demand data is partially structured and highly informative where available.
- T2 grey-market data remains blocked until a reliable source exists, so it is excluded from v0.
Verification:
- Generated the dataset from the current SQLite archive.
- Confirmed the model keeps post-listing returns as labels only.
- Recorded non-monotonic middle buckets as a limitation rather than overfitting them away.