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ite-workflows/sources/create-watchlist-prompt.md
Eric Bell c34ec8af08 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
2026-09-16 10:59:54 -04:00

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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.