Theme Detector

Overview

This skill detects and ranks trending market themes by analyzing cross-sector momentum, volume, and breadth signals. It identifies both bullish (upward momentum) and bearish (downward pressure) themes, assesses lifecycle maturity (early/mid/late/exhaustion), and provides a confidence score combining quantitative data with narrative analysis.

3-Dimensional Scoring Model:

1. Theme Heat (0-100): Direction-neutral strength of the theme (momentum, volume, uptrend ratio, breadth)
2. Lifecycle Maturity: Stage classification (Early / Mid / Late / Exhaustion) based on duration, extremity clustering, valuation, and ETF proliferation
3. Confidence (Low / Medium / High): Reliability of the detection, combining quantitative breadth with narrative confirmation

Key Features:

• Cross-sector theme detection using FINVIZ industry data
• Direction-aware scoring (bullish and bearish themes)
• Lifecycle maturity assessment to identify crowded vs. emerging trades
• ETF proliferation scoring (more ETFs = more mature/crowded theme)
• Integration with uptrend-dashboard for 3-point evaluation
• Dual-mode operation: FINVIZ Elite (fast) or public scraping (slower, limited)
• WebSearch-based narrative confirmation for top themes