From 2076abcf0c0ee96f802bab5b50909e0a12f2b6f1 Mon Sep 17 00:00:00 2001 From: Eric Bell Date: Tue, 18 Aug 2026 19:49:44 -0400 Subject: [PATCH] fix: customize equities clone for equities --- .../_config/trade_plan_template.md | 24 ++- .../shared/scan-watchlist.md | 141 +++++++++--------- .../stages/00_clarify/CONTEXT.md | 30 ++-- .../stages/02_confluence_analysis/CONTEXT.md | 39 +++-- .../stages/03_trade_plan/CONTEXT.md | 40 +++-- 5 files changed, 129 insertions(+), 145 deletions(-) diff --git a/workflows/scan-watchlist-for-equities/_config/trade_plan_template.md b/workflows/scan-watchlist-for-equities/_config/trade_plan_template.md index 15a700f..9c17e6c 100644 --- a/workflows/scan-watchlist-for-equities/_config/trade_plan_template.md +++ b/workflows/scan-watchlist-for-equities/_config/trade_plan_template.md @@ -1,14 +1,10 @@ -# Trade Plan Template - -**Symbol:** -**Side:** (Long/Short) -**Entry Zone:** -**Stop:** -**Targets:** T1: , T2: , T3: -**Time Horizon:** -**Rationale:** -**Invalidation Condition:** -**Options Structure (if applicable):** -- Credit spread strikes: -- Bid-ask spread: -- Time decay: \ No newline at end of file +# Trade Plan Template + +**Symbol:** +**Side:** (Long/Short) +**Entry Zone:** +**Stop:** +**Targets:** T1: , T2: , T3: +**Time Horizon:** +**Rationale:** +**Invalidation Condition:** \ No newline at end of file diff --git a/workflows/scan-watchlist-for-equities/shared/scan-watchlist.md b/workflows/scan-watchlist-for-equities/shared/scan-watchlist.md index 3578a9c..9044c4b 100644 --- a/workflows/scan-watchlist-for-equities/shared/scan-watchlist.md +++ b/workflows/scan-watchlist-for-equities/shared/scan-watchlist.md @@ -1,74 +1,67 @@ - -## Plan: Watchlist Confluence Scan - -### Phase 1 — Broad filter across all 54 tickers (~5-8 tool calls) - -**1. Market context snapshot** -- Pull `SPY` and `QQQ` snapshots to establish the day's market regime (trend, range, key levels). Everything filters through this — no short setups in a strong uptrend day, no longs into a breakdown. - -**2. Batch screen for daily structure** -- Run a Finviz scan (or equivalent) filtering for: - - Price within ~3% of the 50-day MA (your stated preference) - - Consolidation/base pattern or pullback setup - - Above/below VWAP context -- This narrows 54 → likely 10-15 candidates worth deeper review. - -**3. Parallel ticker snapshots** -- Pull `snapshot` data for the ~10-15 candidates from Phase 2 to get: - - Current price, day range, volume vs average - - Pre-market action (gappers up/down) - - % change from 50MA (if available from scan data) - -### Phase 2 — Confluence analysis on the shortlist (~3-4 calls per ticker × 5-8 tickers) - -For each candidate, evaluate these confluence factors: - -| Factor | Tool / Source | What I'm looking for | -|--------|--------------|----------------------| -| **Daily chart structure** | `chart_command` — load symbol, D timeframe | Trend direction, price vs 50MA/200MA, support/resistance zones, base/consolidation patterns | -| **Intraday setup** | `chart_command` — 3-min or 5-min chart | VWAP relationship, pre-market gap vs overnight range, opening range break potential | -| **Volume profile** | `chart_command` — volume indicator | Above-average volume confirming the move, or thin volume suggesting trap | -| **Options flow / unusual activity** | `mcp` → `ttg-options` chain snapshot | Unusual call/put volume, max pain, gamma exposure — institutional positioning signal | -| **Relative strength** | Visual chart comparison | Is it holding while the sector/market sells? That's a Mike-style confluence flag | - -### Phase 3 — Trade plan construction on top setups (2-4 tickers max) - -For the 2-4 tickers with the strongest confluence: - -**1. Chart the setup** -- Load the ticker on AI chart with overlays: VWAP, 50 EMA, key S/R levels drawn -- Identify the exact entry zone, stop level, and target levels (T1/T2/T3) - -**2. Draft the trade plan** -- Symbol, side, entry zone, stop, targets, time horizon -- **Rationale**: confluence factors that align (daily structure + intraday trigger + flow confirmation) -- **What invalidates it**: the one condition that kills the thesis - -**3. Options structure** -- Given your preference for credit spreads, evaluate: - - Credit spread strikes (defined risk, collect premium) - - Bid-ask spread width (< $0.25 preferred for scalps) - - Time decay working in your favor - -### Phase 4 — Summary card - -Deliver a structured card showing: -- Top 3-5 setups ranked by confluence score -- Each with: setup type, entry/stop/targets, key confluence factors, risk level -- The "sitting on hands" list — tickers that looked okay but lacked a decisive edge - ---- - -### Estimated tool call count -- **Phase 1:** ~8-10 calls -- **Phase 2:** ~15-25 calls (depending on shortlist size) -- **Phase 3:** ~5-8 calls -- **Phase 4:** 1 card build call - -**Total: ~30-45 tool calls** — this is a substantive scan. I'd recommend we do Phase 1 first to see the shortlist, then you can approve Phase 2 on the narrowed candidates rather than burning through credits on all 54. - -### Key question before I proceed: -1. **Long only, or long + short?** You've expressed interest in both — what's the bias today? -2. **Time horizon:** 0DTE intraday scalps, or day/swing holds? -3. **Asset class focus:** Equities only, or include ETFs (SPY/QQQ/TAN/SOXL/SQQQ/KRE) in the confluence review? - + +## Plan: Watchlist Confluence Scan + +### Phase 1 — Broad filter across all 54 tickers (~5-8 tool calls) + +**1. Market context snapshot** +- Pull `SPY` and `QQQ` snapshots to establish the day's market regime (trend, range, key levels). Everything filters through this — no short setups in a strong uptrend day, no longs into a breakdown. + +**2. Batch screen for daily structure** +- Run a Finviz scan (or equivalent) filtering for: + - Price within ~3% of the 50-day MA (your stated preference) + - Consolidation/base pattern or pullback setup + - Above/below VWAP context +- This narrows 54 → likely 10-15 candidates worth deeper review. + +**3. Parallel ticker snapshots** +- Pull `snapshot` data for the ~10-15 candidates from Phase 2 to get: + - Current price, day range, volume vs average + - Pre-market action (gappers up/down) + - % change from 50MA (if available from scan data) + +### Phase 2 — Confluence analysis on the shortlist (~3-4 calls per ticker × 5-8 tickers) + +For each candidate, evaluate these confluence factors: + +| Factor | Tool / Source | What I'm looking for | +|--------|--------------|----------------------| +| **Daily chart structure** | `chart_command` — load symbol, D timeframe | Trend direction, price vs 50MA/200MA, support/resistance zones, base/consolidation patterns | +| **Intraday setup** | `chart_command` — 3-min or 5-min chart | VWAP relationship, pre-market gap vs overnight range, opening range break potential | +| **Volume profile** | `chart_command` — volume indicator | Above-average volume confirming the move, or thin volume suggesting trap | +| **Relative strength** | Visual chart comparison | Is it holding while the sector/market sells? That's a Mike-style confluence flag | + +### Phase 3 — Trade plan construction on top setups (2-4 tickers max) + +For the 2-4 tickers with the strongest confluence: + +**1. Chart the setup** +- Load the ticker on AI chart with overlays: VWAP, 50 EMA, key S/R levels drawn +- Identify the exact entry zone, stop level, and target levels (T1/T2/T3) + +**2. Draft the trade plan** +- Symbol, side, entry zone, stop, targets, time horizon +- **Rationale**: confluence factors that align (daily structure + intraday trigger + volume confirmation) +- **What invalidates it**: the one condition that kills the thesis + +### Phase 4 — Summary card + +Deliver a structured card showing: +- Top 3-5 setups ranked by confluence score +- Each with: setup type, entry/stop/targets, key confluence factors, risk level +- The "sitting on hands" list — tickers that looked okay but lacked a decisive edge + +--- + +### Estimated tool call count +- **Phase 1:** ~8-10 calls +- **Phase 2:** ~15-25 calls (depending on shortlist size) +- **Phase 3:** ~5-8 calls +- **Phase 4:** 1 card build call + +**Total: ~30-45 tool calls** — this is a substantive scan. I'd recommend we do Phase 1 first to see the shortlist, then you can approve Phase 2 on the narrowed candidates rather than burning through credits on all 54. + +### Key question before I proceed: +1. **Long only, or long + short?** You've expressed interest in both — what's the bias today? +2. **Time horizon:** Intraday scalps, or day/swing holds? +3. **Asset class focus:** Equities only, or include ETFs (SPY/QQQ/TAN/SOXL/SQQQ/KRE) in the confluence review? + diff --git a/workflows/scan-watchlist-for-equities/stages/00_clarify/CONTEXT.md b/workflows/scan-watchlist-for-equities/stages/00_clarify/CONTEXT.md index efa9913..080b2a1 100644 --- a/workflows/scan-watchlist-for-equities/stages/00_clarify/CONTEXT.md +++ b/workflows/scan-watchlist-for-equities/stages/00_clarify/CONTEXT.md @@ -1,16 +1,16 @@ -# Stage 00 Clarify: Ask Key Questions - -## Inputs -- (none) - Start of workflow - -## Process -Ask the user the following key questions to configure the scan: -1. Long only, or long + short? (Specify bias: long, short, or both) -2. Time horizon: 0DTE intraday scalps, or day/swing holds? -3. Asset class focus: Equities only, or include ETFs (SPY/QQQ/TAN/SOXL/SQQQ/KRE) in the confluence review? -4. Watchlist file: Enter the CSV filename (without path) located in the shared/ folder (e.g., cha-martin-watchlist.ms.csv or vertical-spread.csv). - -Record the answers in a markdown file. - -## Outputs +# Stage 00 Clarify: Ask Key Questions + +## Inputs +- (none) - Start of workflow + +## Process +Ask the user the following key questions to configure the scan: +1. Long only, or long + short? (Specify bias: long, short, or both) +2. Time horizon: intraday scalps, or day/swing holds? +3. Asset class focus: Equities only, or include ETFs (SPY/QQQ/TAN/SOXL/SQQQ/KRE) in the confluence review? +4. Watchlist file: Enter the CSV filename (without path) located in the shared/ folder (e.g., cha-martin-watchlist.ms.csv or 260818.csv). + +Record the answers in a markdown file. + +## Outputs - user_preferences.md -> output/ \ No newline at end of file diff --git a/workflows/scan-watchlist-for-equities/stages/02_confluence_analysis/CONTEXT.md b/workflows/scan-watchlist-for-equities/stages/02_confluence_analysis/CONTEXT.md index ab8b926..c33c38c 100644 --- a/workflows/scan-watchlist-for-equities/stages/02_confluence_analysis/CONTEXT.md +++ b/workflows/scan-watchlist-for-equities/stages/02_confluence_analysis/CONTEXT.md @@ -1,21 +1,20 @@ -# Stage 02 Confluence Analysis: Evaluate Candidates - -## Inputs -- Layer 4 (working): ../01_broad_filter/output/shortlist.md -- Layer 4 (working): ../00_clarify/output/user_preferences.md - (contains the watchlist filename to use) - -## Process -For each ticker in the shortlist, evaluate the following confluence factors: - -First, read the watchlist filename from user_preferences.md and load the full ticker list from shared/ as reference (if needed). -1. Daily chart structure: load symbol, D timeframe to assess trend, price vs 50MA/200MA, support/resistance zones, base/consolidation patterns. -2. Intraday setup: load 3-min or 5-min chart to examine VWAP relationship, pre-market gap vs overnight range, opening range break potential. -3. Volume profile: check volume indicator for above-average volume confirming move or thin volume suggesting trap. -4. Options flow / unusual activity: use MCP → ttg-options chain snapshot to spot unusual call/put volume, max pain, gamma exposure. -5. Relative strength: visually compare chart to sector/market to see if holding while sector/market sells. - -Record analysis for each ticker, noting which factors align. - -## Outputs +# Stage 02 Confluence Analysis: Evaluate Candidates + +## Inputs +- Layer 4 (working): ../01_broad_filter/output/shortlist.md +- Layer 4 (working): ../00_clarify/output/user_preferences.md + (contains the watchlist filename to use) + +## Process +For each ticker in the shortlist, evaluate the following confluence factors: + +First, read the watchlist filename from user_preferences.md and load the full ticker list from shared/ as reference (if needed). +1. Daily chart structure: load symbol, D timeframe to assess trend, price vs 50MA/200MA, support/resistance zones, base/consolidation patterns. +2. Intraday setup: load 3-min or 5-min chart to examine VWAP relationship, pre-market gap vs overnight range, opening range break potential. +3. Volume profile: check volume indicator for above-average volume confirming move or thin volume suggesting trap. +4. Relative strength: visually compare chart to sector/market to see if holding while sector/market sells. + +Record analysis for each ticker, noting which factors align. + +## Outputs - confluence_analysis.md -> output/ \ No newline at end of file diff --git a/workflows/scan-watchlist-for-equities/stages/03_trade_plan/CONTEXT.md b/workflows/scan-watchlist-for-equities/stages/03_trade_plan/CONTEXT.md index 4bcd5ee..17a9c1b 100644 --- a/workflows/scan-watchlist-for-equities/stages/03_trade_plan/CONTEXT.md +++ b/workflows/scan-watchlist-for-equities/stages/03_trade_plan/CONTEXT.md @@ -1,23 +1,19 @@ -# Stage 03 Trade Plan: Construct Detailed Trade Plans - -## Inputs -- Layer 4 (working): ../02_confluence_analysis/output/confluence_analysis.md -- Layer 3 (reference): _config/trade_plan_template.md (optional template for structuring plans) - -## Process -1. From the confluence analysis, select the top 2-4 tickers with the strongest confluence. -2. For each selected ticker: - - Load the ticker on AI chart with overlays: VWAP, 50 EMA, key support/resistance levels. - - Identify the exact entry zone, stop level, and target levels (T1/T2/T3). - - Draft a trade plan including: - * Symbol, side, entry zone, stop, targets, time horizon - * Rationale: confluence factors that align (daily structure + intraday trigger + flow confirmation) - * What invalidates it: the one condition that kills the thesis - - Given preference for credit spreads, evaluate options structure: - * Credit spread strikes (defined risk, collect premium) - * Bid-ask spread width (< $0.25 preferred for scalps) - * Time decay working in your favor -3. Compile all trade plans into a single document. - -## Outputs +# Stage 03 Trade Plan: Construct Detailed Trade Plans + +## Inputs +- Layer 4 (working): ../02_confluence_analysis/output/confluence_analysis.md +- Layer 3 (reference): _config/trade_plan_template.md (optional template for structuring plans) + +## Process +1. From the confluence analysis, select the top 2-4 tickers with the strongest confluence. +2. For each selected ticker: + - Load the ticker on AI chart with overlays: VWAP, 50 EMA, key support/resistance levels. + - Identify the exact entry zone, stop level, and target levels (T1/T2/T3). + - Draft a trade plan including: + * Symbol, side, entry zone, stop, targets, time horizon + * Rationale: confluence factors that align (daily structure + intraday trigger + volume confirmation) + * What invalidates it: the one condition that kills the thesis +3. Compile all trade plans into a single document. + +## Outputs - trade_plans.md -> output/ \ No newline at end of file