init

workflows/scan-watchlist-icm/CLAUDE.md

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+# Scan Watchlist ICM Workspace
+
+This workspace orchestrates a multi-stage watchlist confluence scan for trading ideas.
+The agent follows the numbered stages to filter tickers, analyze confluence, construct trade plans, and produce a summary card.
+
+Folder structure:
+- CLAUDE.md (Layer 0): workspace identity
+- CONTEXT.md (Layer 1): workspace-level routing
+- stages/: numbered stage folders
+  - 00_clarify/: ask key questions
+  - 01_broad_filter/: broad filter across tickers
+  - 02_confluence_analysis/: confluence analysis on shortlist
+  - 03_trade_plan/: trade plan construction
+  - 04_summary_card/: summary card creation
+- _config/: Layer 3 reference material (stable across runs)
+- shared/: Layer 3 shared references
+- Each stage's output/ holds Layer 4 working artifacts for handoff to next stage.

workflows/scan-watchlist-icm/CONTEXT.md

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+# Workspace Context: Watchlist Confluence Scan
+
+## Routing
+Given the goal to scan 54 tickers for trade setups with confluence, the workflow proceeds through stages:
+
+1. **00_clarify** - Ask clarifying questions about long/short bias, time horizon, asset class focus.
+2. **01_broad_filter** - Perform broad filter across all tickers to narrow candidates.
+3. **02_confluence_analysis** - Analyze confluence factors for each candidate.
+4. **03_trade_plan** - Construct detailed trade plans for top setups.
+5. **04_summary_card** - Produce a structured summary card of setups and sitting-on-hands list.
+
+## Shared Resources
+- _config/: Contains references such as ticker list, default parameters.
+- shared/: May contain common tools or scripts (if any).
+
+The agent should read the stage's CONTEXT.md for detailed inputs, process, and outputs.

workflows/scan-watchlist-icm/_config/trade_plan_template.md

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+# 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:

workflows/scan-watchlist-icm/shared/cha-martin-watchlist.ms.csv

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+AAPL
+UPS
+UBER
+TSM
+TSLS
+TSLA
+TGT
+TAN
+SQQQ
+SPY
+SPX
+SOXL
+SEDG
+SBUX
+RUN
+ROKU
+RIVN
+RBLX
+QQQ
+PYPL
+PLTR
+PINS
+PANW
+NVDA
+NKE
+NFLX
+MU
+MSFT
+META
+KRE
+INTC
+HOOD
+HD
+GOOGL
+GOOG
+FSLR
+FDX
+ETSY
+ENPH
+DIS
+DE
+DDOG
+CRWD
+CRM
+COST
+COIN
+CAT
+BITO
+BABA
+BA
+ARKK
+AMZN
+AMD
+AFRM
+ADBE

workflows/scan-watchlist-icm/stages/00_clarify/CONTEXT.md

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+# 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?
+
+Record the answers in a markdown file.
+
+## Outputs
+- user_preferences.md -> output/

workflows/scan-watchlist-icm/stages/01_broad_filter/CONTEXT.md

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+# Stage 01 Broad Filter: Initial Ticker Screening
+
+## Inputs
+- Layer 4 (working): ../00_clarify/output/user_preferences.md
+- Layer 3 (reference): shared/cha-martin-watchlist.ms.csv
+
+## Process
+1. Read user preferences to determine bias, time horizon, and asset class focus.
+2. Load the full ticker list from the watchlist CSV.
+3. Establish market context by pulling snapshot data for SPY and QQQ to determine the day's regime (trend, range, key levels).
+4. Perform a batch scan (using Finviz or equivalent) filtering for:
+   - Price within ~3% of the 50-day MA
+   - Consolidation/base pattern or pullback setup
+   - Above/below VWAP context
+5. Record the resulting shortlist of candidates (expected 10-15 tickers) for further analysis.
+
+## Outputs
+- shortlist.md -> output/

workflows/scan-watchlist-icm/stages/02_confluence_analysis/CONTEXT.md

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+# Stage 02 Confluence Analysis: Evaluate Candidates
+
+## Inputs
+- Layer 4 (working): ../01_broad_filter/output/shortlist.md
+- Layer 3 (reference): shared/cha-martin-watchlist.ms.csv (full ticker list for reference)
+
+## Process
+For each ticker in the shortlist, evaluate the following confluence factors:
+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
+- confluence_analysis.md -> output/

workflows/scan-watchlist-icm/stages/03_trade_plan/CONTEXT.md

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+# 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
+- trade_plans.md -> output/

workflows/scan-watchlist-icm/stages/04_summary_card/CONTEXT.md

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+# Stage 04 Summary Card: Produce Final Scan Summary
+
+## Inputs
+- Layer 4 (working): ../03_trade_plan/output/trade_plans.md
+- Layer 4 (working): ../02_confluence_analysis/output/confluence_analysis.md (for sitting-on-hands list)
+- Layer 4 (working): ../01_broad_filter/output/shortlist.md (optional reference)
+
+## Process
+1. Review the trade plans and confluence analysis to rank setups by confluence score.
+2. Select the top 3-5 setups.
+3. For each selected setup, extract:
+   - Setup type (e.g., pullback, breakout, etc.)
+   - Entry zone, stop level, target levels (T1/T2/T3)
+   - Key confluence factors that aligned
+   - Risk level (based on stop distance, volatility, etc.)
+4. Compile a "sitting on hands" list: tickers from the shortlist that showed some promise but lacked a decisive edge (note reasons).
+5. Produce a structured summary card in markdown format.
+
+## Outputs
+- summary_card.md -> output/