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fix: generalize scan-watchlist

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Original implementation hard-coded cha-martin's
watchlist and the number of rows(54). This
is more general.
Now, you save additional watchlists (csv format)
to the shared/ folder and when you run this workflow
spec it then.
This commit is contained in:
Eric Bell
2026-08-15 16:51:10 -04:00
parent 14e65f500f
commit 92388ef87e
4 changed files with 8 additions and 4 deletions
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2
workflows/scan-watchlist-icm/CONTEXT.md
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@@ -1,7 +1,7 @@
# Workspace Context: Watchlist Confluence Scan # Workspace Context: Watchlist Confluence Scan
## Routing ## 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. 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. 2. **01_broad_filter** - Perform broad filter across all tickers to narrow candidates.

1
workflows/scan-watchlist-icm/stages/00_clarify/CONTEXT.md
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@@ -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) 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: 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? 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. Record the answers in a markdown file.

4
workflows/scan-watchlist-icm/stages/01_broad_filter/CONTEXT.md
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@@ -2,11 +2,11 @@
## Inputs ## Inputs
- Layer 4 (working): ../00_clarify/output/user_preferences.md - 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 ## Process
1. Read user preferences to determine bias, time horizon, and asset class focus. 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). 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: 4. Perform a batch scan (using Finviz or equivalent) filtering for:
- Price within ~3% of the 50-day MA - Price within ~3% of the 50-day MA

5
workflows/scan-watchlist-icm/stages/02_confluence_analysis/CONTEXT.md
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@@ -2,10 +2,13 @@
## Inputs ## Inputs
- Layer 4 (working): ../01_broad_filter/output/shortlist.md - 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 ## Process
For each ticker in the shortlist, evaluate the following confluence factors: 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/<filename> 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. 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. 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. 3. Volume profile: check volume indicator for above-average volume confirming move or thin volume suggesting trap.