How investment synthesis triggers work
Trigger badges are not random labels. They describe the main reason SignalInvest decided a company thesis needed to be refreshed. Some triggers come from new company disclosures, some from market tape, some from sector context, and some from simple thesis staleness.
What a trigger means
A trigger explains why the synthesis reran. It does not, by itself, mean the stock became attractive or unattractive.
Why multiple labels may appear
The canonical trigger family tells you the category. Supporting trigger reasons give more concrete evidence like price moves, volume spikes, report publications, or event accumulation.
Legacy compatibility
Older records may only contain legacy reason strings. In those cases the UI falls back gracefully instead of pretending to know more than the data actually says.
Canonical trigger families
Report Published
A newly published company report triggered a full refresh of the investment view.
What the tooltip is trying to tell you
A fresh report usually changes the factual base of the thesis, so the system reruns analysis from updated company disclosures.
Manual Refresh
The synthesis was refreshed on demand rather than by an automated market or company event.
What the tooltip is trying to tell you
This refresh came from an explicit request rather than an automated trigger family.
Material Company Event
A company-specific disclosure or event was assessed as material enough to revisit the thesis.
What the tooltip is trying to tell you
This usually means new announcements, filings, or event evidence likely altered the company-specific risk or upside picture.
Market Regime Move
Price action, volume, or broader market conditions moved enough to justify re-checking the signal.
What the tooltip is trying to tell you
This trigger is about tape and regime changes, not just headlines. It catches shifts in momentum, price action, and related market context.
Thesis Expired
The existing thesis was deemed stale enough that it required a structured re-evaluation.
What the tooltip is trying to tell you
Even without a single dramatic event, the system refreshes views that have aged past their safe shelf life.
Sector Regime Shift
Sector or industry context changed enough that the company thesis needed to be re-read in a new frame.
What the tooltip is trying to tell you
This trigger captures changes in the company’s surrounding industry environment, not only what the company itself reported.
Composite Signal
Multiple weaker signals combined into a stronger case for re-running the synthesis.
What the tooltip is trying to tell you
No single datapoint had to dominate. The system saw enough separate evidence lining up to justify a refreshed view.
Metric Update
A fresh metrics synthesis updated the numerical evidence base behind the investment view.
What the tooltip is trying to tell you
New metrics or structured financial updates were processed, so the investment view was re-evaluated with refreshed quantitative evidence.
Qualitative Update
A fresh qualitative synthesis updated the narrative evidence behind the investment view.
What the tooltip is trying to tell you
Narrative company context changed enough to warrant a refreshed investment view, even if the trigger was not a standalone market or filing event.
Quantitative Update
A fresh quantitative synthesis updated the model-driven financial evidence behind the investment view.
What the tooltip is trying to tell you
New financial or model-based evidence was processed, so the investment view was refreshed from updated quantitative inputs.
How to interpret triggers correctly
1. Start with the family
The family tells you whether the refresh was driven by company evidence, market action, sector context, scheduling, or staleness.
2. Read the supporting reasons
Supporting labels narrow the cause. For example, a market regime move may be tied to volume, momentum, or unusual price action.
3. Do not confuse refresh with recommendation
A trigger explains why the system looked again. The resulting position, conviction, risks, and catalysts are the actual investment output.