fix: chg 01 stage context

was: did too much work, dup'ping some
based on how many tickers.

now: just do the work once

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

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

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.

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

@@ -1,4 +1,8 @@
-# Stage 01 Broad Filter: Initial Ticker Screening
+# Stage 01 Broad Filter: Curated List Triage
+
+Note: the input watchlist is always operator-curated (typically 5-50 tickers), never
+a broad-market universe. This stage is a lightweight triage pass on that list, not
+a market-wide scan — don't run Finviz-style universe screens here.
 
 ## Inputs
 - Layer 4 (working): ../00_clarify/output/user_preferences.md
@@ -6,13 +10,16 @@
 
 ## Process
 1. Read user preferences to determine bias, time horizon, and asset class focus.
-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
-   - Consolidation/base pattern or pullback setup
-   - Above/below VWAP context
-5. Record the resulting shortlist of candidates (expected 10-15 tickers) for further analysis.
+2. Read the watchlist filename from user_preferences.md, then load the full curated 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). Record this regime read in the output so stage 02 can reuse it instead of re-pulling.
+4. Pull batch snapshot data (price vs 50-day MA, VWAP position, basic volume/range) for every ticker on the list in a single batch request — not one ticker at a time.
+5. Decide whether triage is needed, based on list size:
+   - **List ≤15 tickers:** skip filtering. The operator has already curated it — pass the full list through unchanged as the shortlist.
+   - **List >15 tickers (up to ~50):** apply lightweight triage to cut to a working shortlist (target ~10-15) using:
+     * Price within ~3% of the 50-day MA, or a clear pullback/base pattern
+     * VWAP alignment with the stated bias (above VWAP for longs, below for shorts; either if both)
+     * Drop tickers with no clear structure / no signal
+6. Record the resulting shortlist, with a one-line reason for any ticker dropped in the >15 case.
 
 ## Outputs
-- shortlist.md -> output/
+- shortlist.md -> output/ (includes the SPY/QQQ regime notes from step 3)