fix: customize equities clone for equities
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# Trade Plan Template
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# Trade Plan Template
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**Symbol:**
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**Symbol:**
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**Side:** (Long/Short)
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**Side:** (Long/Short)
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**Entry Zone:**
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**Entry Zone:**
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**Stop:**
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**Stop:**
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**Targets:** T1: , T2: , T3:
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**Targets:** T1: , T2: , T3:
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**Time Horizon:**
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**Time Horizon:**
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**Rationale:**
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**Rationale:**
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**Invalidation Condition:**
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**Invalidation Condition:**
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**Options Structure (if applicable):**
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- Credit spread strikes:
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- Bid-ask spread:
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- Time decay:
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## Plan: Watchlist Confluence Scan
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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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### Phase 1 — Broad filter across all 54 tickers (~5-8 tool calls)
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**1. Market context snapshot**
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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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- 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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**2. Batch screen for daily structure**
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- Run a Finviz scan (or equivalent) filtering for:
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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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- 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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- Consolidation/base pattern or pullback setup
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- Above/below VWAP context
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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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- This narrows 54 → likely 10-15 candidates worth deeper review.
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**3. Parallel ticker snapshots**
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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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- 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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- Current price, day range, volume vs average
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- Pre-market action (gappers up/down)
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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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- % 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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### 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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For each candidate, evaluate these confluence factors:
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| Factor | Tool / Source | What I'm looking for |
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| Factor | Tool / Source | What I'm looking for |
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|--------|--------------|----------------------|
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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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| **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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| **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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| **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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| **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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### 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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For the 2-4 tickers with the strongest confluence:
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**1. Chart the setup**
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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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- 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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- 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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**2. Draft the trade plan**
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- Symbol, side, entry zone, stop, targets, time horizon
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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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- **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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- **What invalidates it**: the one condition that kills the thesis
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### Phase 4 — Summary card
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**3. Options structure**
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- Given your preference for credit spreads, evaluate:
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Deliver a structured card showing:
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- Credit spread strikes (defined risk, collect premium)
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- Top 3-5 setups ranked by confluence score
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- Bid-ask spread width (< $0.25 preferred for scalps)
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- Each with: setup type, entry/stop/targets, key confluence factors, risk level
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- Time decay working in your favor
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- The "sitting on hands" list — tickers that looked okay but lacked a decisive edge
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### Phase 4 — Summary card
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---
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Deliver a structured card showing:
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### Estimated tool call count
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- Top 3-5 setups ranked by confluence score
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- **Phase 1:** ~8-10 calls
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- Each with: setup type, entry/stop/targets, key confluence factors, risk level
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- **Phase 2:** ~15-25 calls (depending on shortlist size)
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- The "sitting on hands" list — tickers that looked okay but lacked a decisive edge
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- **Phase 3:** ~5-8 calls
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- **Phase 4:** 1 card build call
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---
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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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### Estimated tool call count
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- **Phase 1:** ~8-10 calls
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### Key question before I proceed:
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- **Phase 2:** ~15-25 calls (depending on shortlist size)
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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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- **Phase 3:** ~5-8 calls
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2. **Time horizon:** Intraday scalps, or day/swing holds?
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- **Phase 4:** 1 card build call
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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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**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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# Stage 00 Clarify: Ask Key Questions
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# Stage 00 Clarify: Ask Key Questions
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## Inputs
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## Inputs
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- (none) - Start of workflow
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- (none) - Start of workflow
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## Process
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## Process
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Ask the user the following key questions to configure the scan:
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Ask the user the following key questions to configure the scan:
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1. Long only, or long + short? (Specify bias: long, short, or both)
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1. Long only, or long + short? (Specify bias: long, short, or both)
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2. Time horizon: 0DTE intraday scalps, or day/swing holds?
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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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3. Asset class focus: Equities only, or include ETFs (SPY/QQQ/TAN/SOXL/SQQQ/KRE) in the confluence review?
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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).
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4. Watchlist file: Enter the CSV filename (without path) located in the shared/ folder (e.g., cha-martin-watchlist.ms.csv or 260818.csv).
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Record the answers in a markdown file.
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Record the answers in a markdown file.
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## Outputs
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## Outputs
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- user_preferences.md -> output/
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- user_preferences.md -> output/
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# Stage 02 Confluence Analysis: Evaluate Candidates
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# Stage 02 Confluence Analysis: Evaluate Candidates
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## Inputs
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## Inputs
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- Layer 4 (working): ../01_broad_filter/output/shortlist.md
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- Layer 4 (working): ../01_broad_filter/output/shortlist.md
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- Layer 4 (working): ../00_clarify/output/user_preferences.md
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- Layer 4 (working): ../00_clarify/output/user_preferences.md
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(contains the watchlist filename to use)
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(contains the watchlist filename to use)
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## Process
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## Process
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For each ticker in the shortlist, evaluate the following confluence factors:
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For each ticker in the shortlist, evaluate the following confluence factors:
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First, read the watchlist filename from user_preferences.md and load the full ticker list from shared/<filename> as reference (if needed).
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First, read the watchlist filename from user_preferences.md and load the full ticker list from shared/<filename> as reference (if needed).
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1. Daily chart structure: load symbol, D timeframe to assess trend, price vs 50MA/200MA, support/resistance zones, base/consolidation patterns.
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1. Daily chart structure: load symbol, D timeframe to assess trend, price vs 50MA/200MA, support/resistance zones, base/consolidation patterns.
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2. Intraday setup: load 3-min or 5-min chart to examine VWAP relationship, pre-market gap vs overnight range, opening range break potential.
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2. Intraday setup: load 3-min or 5-min chart to examine VWAP relationship, pre-market gap vs overnight range, opening range break potential.
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3. Volume profile: check volume indicator for above-average volume confirming move or thin volume suggesting trap.
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3. Volume profile: check volume indicator for above-average volume confirming move or thin volume suggesting trap.
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4. Options flow / unusual activity: use MCP → ttg-options chain snapshot to spot unusual call/put volume, max pain, gamma exposure.
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4. Relative strength: visually compare chart to sector/market to see if holding while sector/market sells.
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5. Relative strength: visually compare chart to sector/market to see if holding while sector/market sells.
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Record analysis for each ticker, noting which factors align.
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Record analysis for each ticker, noting which factors align.
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## Outputs
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## Outputs
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- confluence_analysis.md -> output/
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- confluence_analysis.md -> output/
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# Stage 03 Trade Plan: Construct Detailed Trade Plans
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# Stage 03 Trade Plan: Construct Detailed Trade Plans
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## Inputs
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## Inputs
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- Layer 4 (working): ../02_confluence_analysis/output/confluence_analysis.md
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- Layer 4 (working): ../02_confluence_analysis/output/confluence_analysis.md
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- Layer 3 (reference): _config/trade_plan_template.md (optional template for structuring plans)
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- Layer 3 (reference): _config/trade_plan_template.md (optional template for structuring plans)
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## Process
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## Process
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1. From the confluence analysis, select the top 2-4 tickers with the strongest confluence.
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1. From the confluence analysis, select the top 2-4 tickers with the strongest confluence.
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2. For each selected ticker:
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2. For each selected ticker:
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- Load the ticker on AI chart with overlays: VWAP, 50 EMA, key support/resistance levels.
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- Load the ticker on AI chart with overlays: VWAP, 50 EMA, key support/resistance levels.
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- Identify the exact entry zone, stop level, and target levels (T1/T2/T3).
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- Identify the exact entry zone, stop level, and target levels (T1/T2/T3).
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- Draft a trade plan including:
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- Draft a trade plan including:
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* Symbol, side, entry zone, stop, targets, time horizon
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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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* 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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* What invalidates it: the one condition that kills the thesis
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- Given preference for credit spreads, evaluate options structure:
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3. Compile all trade plans into a single document.
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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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## Outputs
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* Time decay working in your favor
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3. Compile all trade plans into a single document.
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## Outputs
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- trade_plans.md -> output/
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- trade_plans.md -> output/
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