Overview

Step-by-step guides for common factrix workflows. Left column is the research-task framing; right column is the page title as it appears in the sidebar.

• Comparison-axes matrix and shared-keyword semantics (expand_over, regime dispatch) — Cross-function reference
• Raw data to a four-column factrix panel (sort order, frequency alignment, missing data) — Preparing data
• Picking information coefficient (IC) vs FM (the individual_continuous cell only) — Information coefficient vs Fama-MacBeth
  Other cells dispatch to a single procedure; see Concepts § Five analysis scenarios for the per-cell map.
• Sample-mode dispatch (PANEL ↔ TIMESERIES) and the N=1 special path — Panel vs timeseries
• Reading FactorProfile.primary_p, Survivors.adj_p, and MetricsBundle.metrics — Reading results
• False Discovery Rate (FDR) control across a factor batch (BHY / partial conjunction / hierarchical) — Batch screening with Benjamini-Hochberg-Yekutieli
• Slicing one metric by an attached label column (sector / regime / universe / ADV bucket) — Slice analysis
• Running every descriptive metric applicable to a cell (run_metrics) — Standalone metrics