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fix: customize equities clone for equities

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This commit is contained in:
Eric Bell
2026-08-18 19:49:44 -04:00
parent 315c15537f
commit 2076abcf0c
5 changed files with 129 additions and 145 deletions
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4
workflows/scan-watchlist-for-equities/_config/trade_plan_template.md
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@@ -8,7 +8,3 @@
**Time Horizon:**
**Rationale:**
**Invalidation Condition:**
**Options Structure (if applicable):**
- Credit spread strikes:
- Bid-ask spread:
- Time decay:

11
workflows/scan-watchlist-for-equities/shared/scan-watchlist.md
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@@ -28,7 +28,6 @@ For each candidate, evaluate these confluence factors:
| **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)
@@ -41,15 +40,9 @@ For the 2-4 tickers with the strongest confluence:
**2. Draft the trade plan**
- Symbol, side, entry zone, stop, targets, time horizon
- **Rationale**: confluence factors that align (daily structure + intraday trigger + flow confirmation)
- **Rationale**: confluence factors that align (daily structure + intraday trigger + volume 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:
@@ -69,6 +62,6 @@ Deliver a structured card showing:
### 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?
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
workflows/scan-watchlist-for-equities/stages/00_clarify/CONTEXT.md
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@@ -6,9 +6,9 @@
## 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?
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 vertical-spread.csv).
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.

3
workflows/scan-watchlist-for-equities/stages/02_confluence_analysis/CONTEXT.md
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@@ -12,8 +12,7 @@ First, read the watchlist filename from user_preferences.md and load the full ti
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.
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.

6
workflows/scan-watchlist-for-equities/stages/03_trade_plan/CONTEXT.md
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@@ -11,12 +11,8 @@
- 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)
* Rationale: confluence factors that align (daily structure + intraday trigger + volume 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