fix: customize equities clone for equities
This commit is contained in:
@@ -1,74 +1,67 @@
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## Plan: Watchlist Confluence Scan
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### Phase 1 — Broad filter across all 54 tickers (~5-8 tool calls)
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**1. Market context snapshot**
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- 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.
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**2. Batch screen for daily structure**
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- Run a Finviz scan (or equivalent) filtering for:
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- Price within ~3% of the 50-day MA (your stated preference)
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- Consolidation/base pattern or pullback setup
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- Above/below VWAP context
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- This narrows 54 → likely 10-15 candidates worth deeper review.
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**3. Parallel ticker snapshots**
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- Pull `snapshot` data for the ~10-15 candidates from Phase 2 to get:
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- Current price, day range, volume vs average
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- Pre-market action (gappers up/down)
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- % change from 50MA (if available from scan data)
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### Phase 2 — Confluence analysis on the shortlist (~3-4 calls per ticker × 5-8 tickers)
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For each candidate, evaluate these confluence factors:
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| Factor | Tool / Source | What I'm looking for |
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|--------|--------------|----------------------|
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| **Daily chart structure** | `chart_command` — load symbol, D timeframe | Trend direction, price vs 50MA/200MA, support/resistance zones, base/consolidation patterns |
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| **Intraday setup** | `chart_command` — 3-min or 5-min chart | VWAP relationship, pre-market gap vs overnight range, opening range break potential |
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| **Volume profile** | `chart_command` — volume indicator | Above-average volume confirming the move, or thin volume suggesting trap |
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| **Options flow / unusual activity** | `mcp` → `ttg-options` chain snapshot | Unusual call/put volume, max pain, gamma exposure — institutional positioning signal |
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| **Relative strength** | Visual chart comparison | Is it holding while the sector/market sells? That's a Mike-style confluence flag |
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### Phase 3 — Trade plan construction on top setups (2-4 tickers max)
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For the 2-4 tickers with the strongest confluence:
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**1. Chart the setup**
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- Load the ticker on AI chart with overlays: VWAP, 50 EMA, key S/R levels drawn
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- Identify the exact entry zone, stop level, and target levels (T1/T2/T3)
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**2. Draft the trade plan**
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- Symbol, side, entry zone, stop, targets, time horizon
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- **Rationale**: confluence factors that align (daily structure + intraday trigger + flow confirmation)
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- **What invalidates it**: the one condition that kills the thesis
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**3. Options structure**
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- Given your preference for credit spreads, evaluate:
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- Credit spread strikes (defined risk, collect premium)
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- Bid-ask spread width (< $0.25 preferred for scalps)
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- Time decay working in your favor
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### Phase 4 — Summary card
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Deliver a structured card showing:
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- Top 3-5 setups ranked by confluence score
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- Each with: setup type, entry/stop/targets, key confluence factors, risk level
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- The "sitting on hands" list — tickers that looked okay but lacked a decisive edge
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---
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### Estimated tool call count
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- **Phase 1:** ~8-10 calls
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- **Phase 2:** ~15-25 calls (depending on shortlist size)
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- **Phase 3:** ~5-8 calls
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- **Phase 4:** 1 card build call
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**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.
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### Key question before I proceed:
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1. **Long only, or long + short?** You've expressed interest in both — what's the bias today?
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2. **Time horizon:** 0DTE intraday scalps, or day/swing holds?
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3. **Asset class focus:** Equities only, or include ETFs (SPY/QQQ/TAN/SOXL/SQQQ/KRE) in the confluence review?
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## Plan: Watchlist Confluence Scan
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### Phase 1 — Broad filter across all 54 tickers (~5-8 tool calls)
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**1. Market context snapshot**
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- 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.
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**2. Batch screen for daily structure**
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- Run a Finviz scan (or equivalent) filtering for:
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- Price within ~3% of the 50-day MA (your stated preference)
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- Consolidation/base pattern or pullback setup
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- Above/below VWAP context
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- This narrows 54 → likely 10-15 candidates worth deeper review.
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**3. Parallel ticker snapshots**
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- Pull `snapshot` data for the ~10-15 candidates from Phase 2 to get:
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- Current price, day range, volume vs average
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- Pre-market action (gappers up/down)
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- % change from 50MA (if available from scan data)
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### Phase 2 — Confluence analysis on the shortlist (~3-4 calls per ticker × 5-8 tickers)
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For each candidate, evaluate these confluence factors:
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| Factor | Tool / Source | What I'm looking for |
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|--------|--------------|----------------------|
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| **Daily chart structure** | `chart_command` — load symbol, D timeframe | Trend direction, price vs 50MA/200MA, support/resistance zones, base/consolidation patterns |
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| **Intraday setup** | `chart_command` — 3-min or 5-min chart | VWAP relationship, pre-market gap vs overnight range, opening range break potential |
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| **Volume profile** | `chart_command` — volume indicator | Above-average volume confirming the move, or thin volume suggesting trap |
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| **Relative strength** | Visual chart comparison | Is it holding while the sector/market sells? That's a Mike-style confluence flag |
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### Phase 3 — Trade plan construction on top setups (2-4 tickers max)
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For the 2-4 tickers with the strongest confluence:
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**1. Chart the setup**
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- Load the ticker on AI chart with overlays: VWAP, 50 EMA, key S/R levels drawn
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- Identify the exact entry zone, stop level, and target levels (T1/T2/T3)
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**2. Draft the trade plan**
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- Symbol, side, entry zone, stop, targets, time horizon
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- **Rationale**: confluence factors that align (daily structure + intraday trigger + volume confirmation)
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- **What invalidates it**: the one condition that kills the thesis
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### Phase 4 — Summary card
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Deliver a structured card showing:
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- Top 3-5 setups ranked by confluence score
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- Each with: setup type, entry/stop/targets, key confluence factors, risk level
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- The "sitting on hands" list — tickers that looked okay but lacked a decisive edge
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---
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### Estimated tool call count
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- **Phase 1:** ~8-10 calls
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- **Phase 2:** ~15-25 calls (depending on shortlist size)
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- **Phase 3:** ~5-8 calls
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- **Phase 4:** 1 card build call
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**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.
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### Key question before I proceed:
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1. **Long only, or long + short?** You've expressed interest in both — what's the bias today?
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2. **Time horizon:** Intraday scalps, or day/swing holds?
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3. **Asset class focus:** Equities only, or include ETFs (SPY/QQQ/TAN/SOXL/SQQQ/KRE) in the confluence review?
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