Monthly run
Leaving the month blank runs the latest complete month. Sealing freezes this month's raw pulls so any future re-run replays the same bytes instead of re-pulling Yahoo and FRED. A run takes roughly a minute.
Manual inputs
These override anything parsed from the inbox documents. sp500_forward_eps is the human-gated blend — while it is empty the S&P valuation and composite render [H] rather than computing on a missing operand. Inputs are stored per month, so re-running an old month uses the figures that month was actually built from.
Inbox — Tier-3 document drops
Green Street CPPI, CBRE Capital Markets, the S&P DJI factsheet and FactSet Earnings Insight. Recognised by filename; anything that will not parse kicks to the manual list rather than writing a value silently.
Previous runs
First-time setup — seed the canonical series
The engine cannot compute a 15-year percentile without the maintained series
(gold_monthly, CPPI, NDX/Gold, tier-2 history, earnings anchors). Generate
regime-seed.json from the local pipeline with
node tests/regime-export-seed.cjs, then load it here once.