diff --git a/workflows/scan-watchlist-icm/CONTEXT.md b/workflows/scan-watchlist-icm/CONTEXT.md index 05c6a28..e5c3bd8 100644 --- a/workflows/scan-watchlist-icm/CONTEXT.md +++ b/workflows/scan-watchlist-icm/CONTEXT.md @@ -1,7 +1,7 @@ # Workspace Context: Watchlist Confluence Scan ## Routing -Given the goal to scan 54 tickers for trade setups with confluence, the workflow proceeds through stages: +Given the goal to scan 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. diff --git a/workflows/scan-watchlist-icm/stages/00_clarify/CONTEXT.md b/workflows/scan-watchlist-icm/stages/00_clarify/CONTEXT.md index d96eb8b..efa9913 100644 --- a/workflows/scan-watchlist-icm/stages/00_clarify/CONTEXT.md +++ b/workflows/scan-watchlist-icm/stages/00_clarify/CONTEXT.md @@ -8,6 +8,7 @@ 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? +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). Record the answers in a markdown file. diff --git a/workflows/scan-watchlist-icm/stages/01_broad_filter/CONTEXT.md b/workflows/scan-watchlist-icm/stages/01_broad_filter/CONTEXT.md index edf7e3b..bee302b 100644 --- a/workflows/scan-watchlist-icm/stages/01_broad_filter/CONTEXT.md +++ b/workflows/scan-watchlist-icm/stages/01_broad_filter/CONTEXT.md @@ -2,11 +2,11 @@ ## Inputs - Layer 4 (working): ../00_clarify/output/user_preferences.md -- Layer 3 (reference): shared/cha-martin-watchlist.ms.csv + (contains the watchlist filename to use) ## Process 1. Read user preferences to determine bias, time horizon, and asset class focus. -2. Load the full ticker list from the watchlist CSV. +2. Read the watchlist filename from user_preferences.md, then load the full ticker list from that CSV in the shared/ folder. 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 diff --git a/workflows/scan-watchlist-icm/stages/02_confluence_analysis/CONTEXT.md b/workflows/scan-watchlist-icm/stages/02_confluence_analysis/CONTEXT.md index 2ba6e7b..ab8b926 100644 --- a/workflows/scan-watchlist-icm/stages/02_confluence_analysis/CONTEXT.md +++ b/workflows/scan-watchlist-icm/stages/02_confluence_analysis/CONTEXT.md @@ -2,10 +2,13 @@ ## Inputs - Layer 4 (working): ../01_broad_filter/output/shortlist.md -- Layer 3 (reference): shared/cha-martin-watchlist.ms.csv (full ticker list for reference) +- Layer 4 (working): ../00_clarify/output/user_preferences.md + (contains the watchlist filename to use) ## Process For each ticker in the shortlist, evaluate the following confluence factors: + +First, read the watchlist filename from user_preferences.md and load the full ticker list from shared/ as reference (if needed). 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.