Moat Analysis - toddbadams/strawberry GitHub Wiki

Epic: Moat Analysis

1. 🔴 As an Equity Analyst, I want a rubric UI to manually score each company on Brand, Network Effects, Switching Costs, Cost Advantage, and IP so that we capture qualitative moat data.

   • Acceptance: Streamlit form accepts and persists scores (1–5) per category.
   • Docs:
   • Status: 🔴
   • Priority: 🔴

2. 🔴 As an NLP Engineer, I want to extract “moat-related” keywords from 10-K MD&A text using spaCy so that I can pre-fill or suggest rubric scores.

   • Acceptance: Keyword frequency table appears alongside each company transcript.
   • Docs:
   • Status: 🔴
   • Priority: 🔴