fix: added new ticker list, moved md with premise into shared/

workflows/scan-watchlist-icm/shared/260817.csv

@@ -0,0 +1,5 @@
+OAMI
+IPST
+IVF
+EYPT
+TRUG

workflows/scan-watchlist-icm/shared/scan-watchlist.md

@@ -0,0 +1,74 @@
+
+## 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?
+

workflows/scan-watchlist-icm/stages/00_clarify/output/user_preferences.md

@@ -1,13 +1,13 @@
-# Scan Preferences — run 2026-08-16 (Sun)
+# Scan Preferences — run 2026-08-17 (Mon)
 
-## Config (confirmed by operator 2026-08-16 ~7:43 PM ET)
+## Config (confirmed by operator 2026-08-17 ~10:38 AM ET)
 
 1. **Bias:** long + short (both). Short setups evaluated when price is into resistance / key MAs.
-2. **Time horizon:** 0DTE intraday — setups targeted at Monday 2026-08-17 open. All reference levels from Friday 2026-08-14 close.
-3. **Asset class focus:** Equities + ETFs. In-list ETFs (TAN, SQQQ) get the full confluence review. SPY/QQQ used for market regime only.
-4. **Watchlist file:** `cha-martin-1.csv` (8 tickers)
+2. **Time horizon:** 0DTE intraday — live run during Monday 2026-08-17 session (market open, ~10:38 AM ET).
+3. **Asset class focus:** Equities + in-list ETFs (TAN, SQQQ get full confluence review). SPY/QQQ used for market regime only.
+4. **Watchlist file:** `cha-martin-1.csv` (9 tickers)
 
-## Tickers (8)
+## Tickers (9)
 
 | Ticker | Type |
 |--------|------|
@@ -15,11 +15,11 @@
 | UPS | equity |
 | UBER | equity |
 | TSM | equity |
-| TSLS | equity (Telesis? — verify symbol at scan time) |
+| TSLS | equity (verify symbol at scan time) |
 | TSLA | equity |
 | TGT | equity |
 | TAN | ETF (solar) |
-| SQQQ | ETF (inverse QQQ) |
+| SQQQ | ETF (inverse QQQ 3x short) |
 
 ## Standing preferences carried from memory
 
@@ -27,4 +27,5 @@
 - Credit spreads preferred over debit for options structures (bid-ask ≤ $0.25 preferred for scalps).
 - VWAP is the standard intraday reference; pullbacks to VWAP in rising action = long trigger.
 - Multi-target exits (T1/T2/T3) with partials; stop-tighten as targets hit.
-- GEX checked at 9:45 ET open for the 0DTE execution window.
+- GEX checked at 9:45 ET open for the 0DTE execution window (done pre-run; re-check after major moves).
+- User polls for progress — keep status updates visible between stages.