Moved files around, updated README

Various files from live trading sessions were dumped in the root.
Moved these files sources/misc/ (new folder).
Updated README

README.md

@@ -23,7 +23,7 @@ This README catalogs the tools and resources in this directory. It is intended f
 | `sources/2026-08-11-SFY-IC-Debrief.md` | Debrief of a SPY Iron Condor trade on 2026-08-11 with observations and key takeaways. | `2026-08-11-SFY-IC-Debrief.md` | Use for reviewing past iron condor trades to learn and improve. |
 | `sources/HANDOFF_scan_workflow_scripts.md` | Documentation of the mechanical data-fetch script for scan workflows (API, MCP, output format). | `HANDOFF_scan_workflow_scripts.md` | Use when understanding or implementing the fetch_scan_data.py script. |
 | `sources/servers.md` | List of MCP servers available in the MARI environment (ttg-stocks, ttg-benzinga, etc.). | `servers.md` | Use when referencing which data servers are available for MCP tool calls. |
-| `sources/xpon-squeeze-2026-08-24.md` | XPON Short Squeeze — Premarket signal reconstruction (2026-08-24) with volume spike and squeeze mechanics. | `xpon-squeeze-2026-08-24.md` | Use for studying a micro-cap short squeeze setup and premarket signals. |
+| `sources/misc/` | Miscellaneous files of interest that may be used as sources (e.g., trade plans, analysis). | Various files (e.g., `xpon-squeeze-2026-08-24.md`) | For referencing miscellaneous source-like files. |
 | `tos-short-squeeze/` | Contains a TSV file for short squeeze scanning. | `ShortSqueezeScanner.tsv` | Use for scanning short squeeze opportunities using the provided TSV data. |
 | `backtest-workflow-PLAN.md` | Draft plan for a backtesting workflow (approved and built) describing architecture and stages. | `backtest-workflow-PLAN.md` | Use for understanding the design of the backtest-strategy workspace. |
 | `build-watcher.md` | Build spec/prompt for a scheduled 9EMA×VWAP cross alert watcher on MESU6 futures. | `build-watcher.md` | Use when building, reviewing, or resuming the MESU6 9EMA/VWAP cross scheduled-alert watcher (or as a template for a similar cross-based futures alert). |
@@ -215,16 +215,17 @@ Referencing which data servers are available for MCP tool calls in workflows or
 **Setup / dependencies:**  
 None noted.
 
-### `sources/xpon-squeeze-2026-08-24.md`
+### `sources/misc/`
 
 **Purpose:**
-XPON Short Squeeze — Premarket signal reconstruction (2026-08-24) documenting a micro-cap short squeeze setup with volume spike, range break, premarket gap, and squeeze mechanics.
+Miscellaneous files of interest that may be used as sources (e.g., trade plans, analysis, data dumps). These are not primary source files but could be referenced for insights or as starting points.
 
 **Contents:**
-- `xpon-squeeze-2026-08-24.md` — detailed analysis of the setup, premarket signal, squeeze mechanics, why it was flagged, what went wrong, risk assessment, and key takeaways.
+- `xpon-squeeze-2026-08-24.md` — XPON Short Squeeze — Premarket signal reconstruction (2026-08-24) documenting a micro-cap short squeeze setup with volume spike, range break, premarket gap, and squeeze mechanics.
+- Various JSON files containing live trading cockpit data, error fixes, and trade plans from September 2026.
 
 **Use when:**
-Studying a micro-cap short squeeze setup and premarket signals for scanning or education.
+Referring to miscellaneous source-like files for reference, analysis, or as a starting point for creating new sources.
 
 **Setup / dependencies:**
 None noted.

sources/create-watchlist-prompt.md

@@ -0,0 +1,29 @@
+New watchlist. Interview me, then build and run it.
+
+INTERVIEW — exactly 6 questions, quick-answer buttons (or numbered choices in chat), one at a time:
+1. Size bucket: Large ($10B+) | Mid ($2B–10B) | Small ($300M–2B) | Micro (<$300M) | Mixed
+2. Setup (max 2): Short squeeze (high SI + gap) | Gap & momentum | Near 50MA confluence |
+   VWAP pullback | Base/measured-move breakout | Volume breakout
+3. Universe: Full US market | Cha Martin watchlist | My scratchpad file | Sector/theme (free text)
+4. Liquidity floor: $1M | $5M | $20M | $100M avg daily dollar volume | No floor
+5. List size: 5 | 10 | 15 | 20 tickers
+6. Cadence: On-demand only | Daily pre-market 9:15 ET (scheduled job, needs my approval) |
+   Twice daily (9:15 + 11:30 ET) | Intraday every 2h RTH
+Derive the profile name from the answers (e.g. "smallcap-squeeze"). Do not ask more than 6
+questions; fold anything else into sensible defaults and state them.
+
+ARTIFACTS — after the answers:
+- Save the profile as .mari/scratchpad/watchlists/configs/<name>.json
+  (fields: name, created, updated, size_bucket, horizon, screens, min_dollar_volume,
+  market_cap bounds, universe, list_size, sector_rule "avoid_concentration", cadence, notes).
+- Never edit _template/config.json; copy its schema.
+- Run the first scan immediately against live TTG data (snapshot day.vw = session VWAP,
+  day.dv = today dollar volume; market cap verified per finalist via stocks_reference_ticker;
+  ETFs excluded unless I asked for them).
+- Write results to .mari/scratchpad/watchlists/results/<name>-<YYYY-MM-DD>.md plus -latest.md
+  mirror, and show me the table in chat: Ticker | Price | VWAP or ref level | % from level |
+  $Vol | Mkt Cap | one-line note, plus one alternate and any rejections with reasons.
+
+RERUN SEMANTICS — going forward, "run my <name> watchlist" = same screens, fresh data, new
+dated file. "Patch <name>: <change>" = edit one field of the JSON, keep history.
+If the button-card renderer fails, fall back to numbered in-chat choices — same flow.

sources/largecap-vwap-pullback.md

@@ -0,0 +1,36 @@
+Run my largecap-vwap-pullback watchlist.
+
+PROFILE (the 6 answers, saved at .mari/scratchpad/watchlists/configs/largecap-vwap-pullback.json):
+1. Size bucket: Large cap, market cap ≥ $10B (verify per candidate via ticker details — never assume)
+2. Setup: VWAP pullback — price within ±0.35% of live session VWAP, session high at least
+   +0.5% above VWAP (ran up, pulled back to the line), price still above/near VWAP
+3. Universe: full US market (exclude ETFs — require type CS or ADRC in ticker details)
+4. Liquidity: today's dollar volume ≥ $5M (use $25M to pre-narrow, verify $5M floor on finalists)
+5. List size: top 5, ranked by push-above-VWAP depth then dollar volume; max 2 per sector
+6. Cadence: on-demand only ("run my <name> watchlist")
+
+DATA PATH (TTG MCP servers only):
+- One call to ttg-stocks stocks_snapshot_all {include_otc:false} → per-ticker day.vw IS the
+  live session VWAP, day.dv is today's dollar volume, day.h is the session high. No per-ticker
+  bar calls needed. Parse: find '{"mcp_ui"' in the dump → json.loads → ["json"]["tickers"].
+- Market cap only comes from stocks_reference_ticker (market_cap field) — call it per finalist,
+  after narrowing, never before.
+- Screen passes → market-cap + type verification → reject anything under $10B or any ETF
+  (watch for lookalikes: leveraged ETFs like QID/LABD/AAPD, commodity/crypto ETFs like BITO/ETHA).
+
+ARTIFACTS:
+- Save/refresh results at .mari/scratchpad/watchlists/results/<name>-<YYYY-MM-DD>.md,
+  mirror to <name>-latest.md, keep dated history.
+- Table columns: Ticker | Price | VWAP | % vs VWAP | % High-over-VWAP | $Vol | Mkt Cap | Note.
+- Include an alternate (6th name) and list any near-miss rejections with the reason (e.g.
+  "AAL cut: $8.6B mcap under the $10B bar").
+
+OUTPUT: the table + one-line trigger note (VWAP reclaim/hold = long trigger, stop under session
+low). Terse. No re-asking the 6 questions — they live in the config file.
+
+Variants — swap only line 1 and the market-cap bar:
+
+Small-cap list: size bucket: small ($300M–2B) → bar becomes ≥$300M, <$2B
+Mid-cap: ≥$2B, <$10B
+Different setup: replace the screen definition in item 2 (e.g., "gap & momentum: day open ≥2% above prev close, dollar volume ≥ 2× 20-day average") — everything else stays
+The profile JSON on disk is the source of truth; this prompt is just its human-readable twin. Say "run my largecap-vwap-pullback watchlist" any time and I execute exactly this.

watchlists/README.md

@@ -0,0 +1,19 @@
+# Watchlists — reusable scan configs
+
+Each watchlist is a small JSON config. Say "run my <name> watchlist" (or "update my <name> watchlist")
+and MARI re-runs the scan against the saved config, then refreshes the results file.
+Say "new watchlist" to answer the 7-question card again and create a new config.
+
+## Layout
+- `_template/config.json` — schema/template (copy, never edit)
+- `configs/<name>.json` — saved watchlist definitions
+- `results/<name>-<YYYY-MM-DD>.md` — dated scan output; latest is also mirrored to `results/<name>-latest.md`
+
+## Re-run semantics
+- Same config → same screens → dated results file. Old results are kept for history.
+- "Update my watchlist" = re-run with today's data. Config can be patched via chat ("make it midcaps now").
+- MARI pulls market data only from TTG MCP servers; screens use ADV, price, gap, short interest,
+  distance-to-50MA, VWAP structure, and news-catalyst checks as the config directs.
+
+## Config fields (see _template/config.json)
+size_bucket, horizon, screens, min_dollar_volume, price_range, catalyst_rule, list_size, sector_rule, notes.

watchlists/_template/config.json

@@ -0,0 +1,14 @@
+{
+  "name": "",
+  "created": "",
+  "updated": "",
+  "size_bucket": "large | mid | small | micro | mixed",
+  "horizon": "intraday | swing | position",
+  "screens": ["short_squeeze", "gap_momentum", "near_50ma", "vwap_pullback", "base_breakout", "volume_breakout"],
+  "min_dollar_volume": 0,
+  "price_range": { "min": 0, "max": null },
+  "catalyst_rule": "require_news | exclude_earnings_5d | no_filter",
+  "list_size": 10,
+  "sector_rule": "no_constraint | avoid_concentration | prefer:<sector>",
+  "notes": ""
+}

watchlists/configs/largecap-vwap-pullback.json

@@ -0,0 +1,23 @@
+{
+  "name": "largecap-vwap-pullback",
+  "created": "2026-09-02",
+  "updated": "2026-09-02",
+  "size_bucket": "large",
+  "horizon": "intraday",
+  "screens": [
+    "vwap_pullback"
+  ],
+  "min_dollar_volume": 5000000,
+  "price_range": {
+    "min": null,
+    "max": null
+  },
+  "market_cap_min_usd": 10000000000,
+  "catalyst_rule": "no_filter",
+  "list_size": 5,
+  "universe": "full_us_market",
+  "sector_rule": "avoid_concentration",
+  "cadence": "on_demand",
+  "notes": "Member intake 2026-09-02 via 6-question flow. Large caps ($10B+), full US market, >=$5M ADV dollar volume, top 5, VWAP pullback setup (price above VWAP earlier in session, pulling back to/through VWAP with hold). Rerun phrase: 'run my largecap-vwap-pullback watchlist'.",
+  "lastRun": "2026-09-03T14:28-04:00"
+}

watchlists/results/largecap-vwap-pullback-2026-09-02.md

@@ -0,0 +1,20 @@
+# Watchlist: largecap-vwap-pullback — 2026-09-02 (3:05 PM ET re-run)
+
+Profile: large caps ($10B+), full US market, ≥$5M dollar volume, VWAP-pullback setup, top 5, on-demand refresh.
+Screen: price within ±0.35% of session VWAP, session high ≥ +0.5% above VWAP, dollar volume ≥ $5M, market cap ≥ $10B verified per finalist, ETFs excluded, max 2 per sector, ranked by push-above-VWAP depth.
+
+## Top 5
+
+| # | Ticker | Price | VWAP | vs VWAP | High vs VWAP | $ Vol | Mkt Cap | Note |
+|---|--------|-------|------|---------|--------------|-------|---------|------|
+| 1 | SMCI | 36.60 | 36.55 | +0.15% | +3.64% | $25M | $24B | Deepest push on the board, back at the line |
+| 2 | NIO | 3.88 | 3.88 | -0.24% | +2.20% | $52M | $10.2B | Right at VWAP, big intraday push earlier |
+| 3 | TSLA | 352.71 | 353.54 | -0.23% | +2.00% | $26M | mega | Slightly under VWAP — needs reclaim |
+| 4 | SPCX | 140.11 | 140.48 | -0.26% | +1.86% | $38M | $1.87T | Repeat visitor; testing VWAP from above all day |
+| 5 | NVDA | 224.40 | 224.38 | +0.01% | +1.59% | $120M | mega | Pinched on VWAP, highest $volume by 3x |
+
+Alternate: NOK 9.83 (+0.08%, push +1.55%, $38M, $56B) — held out to keep tech count at 2.
+Rejected: SNXX (Tradr 2x Long SNDK ETF — not a stock), AAL ($8.6B mcap, under the $10B bar), F (auto-sector concentration — would be the 3rd auto with NIO+TSLA), CDE (market-cap screen).
+Note vs 2:35 PM run: AAPL, PFE, VALE have drifted >0.35% off VWAP or lost the push; NVDA entered as it settled onto VWAP.
+
+Trigger template: reclaim/hold of VWAP, stop under session low or VWAP-minus.

watchlists/results/largecap-vwap-pullback-2026-09-03-1430et.md

@@ -0,0 +1,20 @@
+# largecap-vwap-pullback — 2026-09-03 (run ~2:28 PM ET, afternoon re-run)
+
+Universe: full US market, non-OTC. Screen: price within ±0.35% of live session VWAP, session high ≥+0.5% above VWAP, price ≥ VWAP−0.35%, $dv ≥ $5M (pre-narrow $25M → relaxed to $5M to fill list), mcap ≥ $10B verified per finalist, ETFs excluded (CS/ADRC only), max 2/sector. Ranked by push-above-VWAP depth, then $vol.
+
+| # | Ticker | Price | VWAP | % vs VWAP | % High-over-VWAP | $Vol | Mkt Cap | Note |
+|---|--------|-------|------|-----------|------------------|------|---------|------|
+| 1 | BSX | 47.22 | 47.36 | -0.30% | +4.01% | $11M | $70.1B | Med devices, day -2.4%, low 46.97 |
+| 2 | MRNA | 145.22 | 145.10 | +0.08% | +3.51% | $9M | $60.2B | Biotech, day -4.0%, low 142.78 |
+| 3 | U | 42.295 | 42.19 | +0.24% | +3.19% | $7M | $17.9B | Unity/software, day +3.8%, low 41.00 |
+| 4 | KHC | 25.475 | 25.47 | +0.03% | +2.48% | $13M | $31.1B | Consumer staples, day -3.0%, low 25.30 |
+| 5 | CCL | 23.415 | 23.42 | -0.02% | +2.27% | $13M | $32.5B | Cruises, day -1.4%, low 23.26 |
+| 6 (alt) | BBD | 3.46 | 3.467 | -0.19% | +1.83% | $30M | $36.5B | Brazil bank ADR (ADRC); also F $56.4B push +0.8% $28M |
+
+**Rejected (near-miss):** PLTD/METU/DRAM-type ETFs; KEEL $1.9B, PLUG $2.9B, AAL $8.7B, PATH $9.3B all under $10B bar; NTSK/FLO/GRAB/OPEN/RXRX/KLAR/SOUN under bar or unverified; GLXY unverified ticker (likely ETF-lookalike).
+
+**Afternoon vs 10:23 run:** MU/IREN/NOK ran well above VWAP band (no longer pullbacks); CNH faded to -0.54% vs VWAP (off screen).
+
+**Trigger:** long only on VWAP reclaim/hold (tick back above live VWAP with follow-through); stop under session low. No reclaim = no trade.
+
+Data: stocks_snapshot_all @ ~14:28 ET; mcap/type via stocks_reference_ticker per finalist.

watchlists/results/largecap-vwap-pullback-2026-09-03.md

@@ -0,0 +1,18 @@
+# largecap-vwap-pullback — 2026-09-03 (run ~10:23 ET)
+
+Universe: full US market, non-OTC. Screen: price within ±0.35% of live session VWAP, session high ≥+0.5% above VWAP, price ≥ VWAP−0.35%, $dv ≥ $5M (pre-narrow $25M → relaxed to $5M to fill list), mcap ≥ $10B verified per finalist, ETFs excluded, max 2/sector. Ranked by push-above-VWAP depth, then $vol.
+
+| # | Ticker | Price | VWAP | % vs VWAP | % High-over-VWAP | $Vol | Mkt Cap | Note |
+|---|--------|-------|------|-----------|------------------|------|---------|------|
+| 1 | MU | 936.84 | 938.22 | -0.15% | +2.30% | $8M | $1.08T | Semis, day -2.0%, low 918.8801 |
+| 2 | CNH | 13.6284 | 13.59 | +0.30% | +2.23% | $5M | $22.0B | Ag/Industrials, day -0.2%, low 13.38 |
+| 3 | IREN | 39.57 | 39.49 | +0.21% | +1.72% | $9M | $15.6B | Crypto-miner/AI, day -0.1%, low 39.03 |
+| 4 | NOK | 9.675 | 9.66 | +0.13% | +1.27% | $21M | $55.1B | Telecom equip, day -1.6%, low 9.54 |
+| 5 | F | 14.225 | 14.21 | +0.07% | +0.95% | $6M | $56.4B | Autos, day +0.6%, low 14.06 |
+| 6 (alt) | INTC | 89.34 | 89.07 | +0.30% | +0.86% | $16M | $476B | 2nd semis slot; NVDA cut: sector cap (3rd semis) |
+
+**Rejected (near-miss):** SPWR $0.34 microcap; SOXL/GDX/SCHD/QID ETFs; NVD $3.68 / ONDS / PLUG / AUR under $10B; PATH cut: $9.3B mcap under bar; BTG cut: $7.1B mcap under bar; DRAM unverified ticker (likely ETF); AUR also member-designated exclusion; NVDA sector cap.
+
+**Trigger:** long only on VWAP reclaim/hold (tick back above live VWAP with follow-through); stop under session low. No reclaim = no trade.
+
+Data: stocks_snapshot_all @ ~10:23 ET; mcap/type via stocks_reference_ticker per finalist.

watchlists/results/largecap-vwap-pullback-latest.md

@@ -0,0 +1,18 @@
+# largecap-vwap-pullback — 2026-09-03 (run ~14:32 ET)
+
+Universe: full US market, non-OTC. Screen: price within ±0.35% of live session VWAP, session high ≥+0.5% above VWAP, $dv ≥ $5M, mcap ≥ $10B verified per finalist, ETFs excluded, max 2/sector. Ranked by push-above-VWAP depth, then $vol. 53 raw hits → verified finalists.
+
+| # | Ticker | Price | VWAP | % vs VWAP | % High-over-VWAP | $Vol | Mkt Cap | Note |
+|---|--------|-------|------|-----------|------------------|------|---------|------|
+| 1 | BSX | 47.22 | 47.36 | -0.30% | +4.02% | $11M | $70.1B | Med-device, day -2.4%, deep push reclaim off low 46.97 |
+| 2 | MRNA | 144.82 | 145.10 | -0.20% | +3.51% | $9M | $60.2B | Biotech, day -3.8%, big intraday push off low 142.78 |
+| 3 | U | 42.295 | 42.19 | +0.24% | +3.19% | $7M | $17.9B | Software, day +3.9%, trending name holding above VWAP |
+| 4 | KHC | 25.475 | 25.47 | +0.03% | +2.48% | $13M | $31.1B | Packaged food, day -3.0%, tight coil at VWAP |
+| 5 | CCL | 23.415 | 23.42 | -0.02% | +2.27% | $13M | $32.5B | Cruises, day -1.4%, dead-on VWAP |
+| 6 (alt) | RKLB | 63.43 | 63.53 | -0.16% | +2.16% | $15M | $40.3B | Space; kept as alt only — 2-day fresh momentum already extended |
+
+**Rejected (near-miss):** MARA $4.0B mcap; CAG $7.8B mcap; NCLH $7.15B mcap; NTSK/PLTD/FLO/GRAB/KLAR/GLXY/HL/SOUN/CDE/KEEL/FRMI/EQX/GGB/BBD/SBS/ABEV/JBLU/HTZ under $10B or microcap; XLB/METU ETFs; PFE cut on sector cap (3rd healthcare w/ BSX+MRNA); NFLX/ITUB/CMCSA/NVO lower push depth.
+
+**Trigger:** long only on VWAP reclaim/hold (tick back above live VWAP with follow-through); stop under session low. No reclaim = no trade.
+
+Data: stocks_snapshot_all @ ~14:31 ET; mcap/type via stocks_reference_ticker per finalist.