{
  "scan_date": "2026-08-14",
  "macro_notes": "active_mode=aggressive: all aggressive_overrides applied (RSI ceiling 72, leading-sector breakout ceiling 75; PE band 9-35 with Energy/Materials PE-up-to-45 exception gated on an active commodity trigger + >10% YoY EPS/FCF growth -- not invoked today, no surviving Energy/Materials candidate needed it; stop = 2.5x ATR(14) below entry; T1 20% at 1:1.5 R:R then stop to breakeven; T2 30% at 1:3 R:R trailing below rising 20 EMA; T3 50% runner; risk% by score 5=1.75%/4=1.25%/3=1.0%; min R:R 1:3; cash_reserve_pct 15; max_simultaneous_positions 8). Today is Friday, not Wednesday -- funnel_breadth.recurring_megacap_handling's weekly reconfirmation does not apply; no deferred_megacap_moved lessons were present to override that either, and no recurring mega-cap (SU/CNQ/CVE/IMO/TOU etc.) was actually resurfaced by today's Sector ETF Constituent Check search (it returned only index-level ETF price moves, not constituent names), so none are listed in excluded today -- not omitted, genuinely not sourced. Step 1b SKIPPED -- positions.json's one open position (CJT) already has company/sector/stop_loss_cad/target_1_cad/target_2_cad/target_1_hit/target_2_hit fully populated, nothing to enrich. STEP 6 CAVEAT: the Questrade MCP tools this step requires (list_accounts, get_balances, get_positions, preview_order_instruction, create_order_instruction, get_order_history) were not available in this session -- moot today since 0 new_buys were generated, but flagging for any future run with candidates: automatic order placement could not have executed this session and would need to fall back to place_trade_prompt.md's interactive flow. Lessons applied (retrospective.json, generated 2026-08-13, all 3 active): (1) narrow_funnel (1 distinct ticker traded to date, CJT) -- ran all 7 screener_sources entries (sector-sweep rotated to Utilities, continuing the cycle: Financials/Energy/Industrials/Materials already done 08-10 through 08-13) reaching 15 distinct tickers evaluated across 6 sectors (Industrials, Financials, Energy, Utilities, Technology, Materials), clearing min_candidates_evaluated_per_scan(15) and min_sectors_represented(5) without needing screener_outage_fallback. (2) unconfirmed_volume pattern -- actively pursued for every surviving candidate per the Step 3 volume-specific search format: EIF's got a decisive, freshly-confirmed ratio (165.38K vs 84.78K 20-day avg = 1.95x), which is exactly why it's kept on watchlist with a precise trigger price instead of excluded; TD and BNS each got a dedicated follow-up search that still could not produce a usable volume figure (BNS returned two internally-conflicting readings roughly 3.4x apart, 2.37M/2.27M-avg vs 766K/2.63M-avg, likely different listings/timeframes) -- reported explicitly as the sole remaining gap on each rather than silently dropped, consistent with why they're watchlist and not new_buys despite an otherwise-complete score. (3) unconfirmed_resistance_level pattern -- EIF's is now resolved with a precise level (its $136.75 52-week high, price $133.85 and 2.1% below, hasn't closed above it yet) captured as trigger_price_cad/trigger_direction for tomorrow's mechanical re-check; TD/BNS/TOT/CM's resistance levels remained unconfirmed despite dedicated searches (Globe and Mail's 'positive breakouts' listing for TD/CM/BNS was treated as confirming a breakout occurred, satisfying that setup_B scoring point, but without a specific numeric level for the trigger-price field). DATA QUALITY FLAGS (new, not from retrospective): SLF -- three consecutive scans (08-12/08-13/08-14) of increasingly conflicted price data; today's fresh TSX-specific quote ($80.13, range $80.06-81.05, 52wk $57.22-84.38) is internally consistent with the $83.75/$86.24/$88.66 readings gathered on 08-12/08-13, which strongly suggests the 08-13 scan's 'reconciliation' to $115.41 CAD (dismissing $86.24 as a USD/NYSE mismatch) was itself the error, not the other way around -- flagging so $115.41 isn't carried forward as fact. CJT (the one open position) -- today's price searches returned three inconsistent readings ($81.11 with a $65.60-113.89 52wk range; $93.67 with a $85-140 range from an 08-11-dated page; a confirmed post-earnings-call read of $90.25 up from $86.26 pre-earnings on 08-11). The $90.25/$86.26/entry-fill-$91.09 cluster is internally consistent; the $81.11 and $140-52wk-high figures look like stale/mismatched cache hits and were not used. No live get_positions call was possible this session (no Questrade MCP tools, see Step 6 caveat) to resolve this authoritatively -- current_price_cad left null on the holds entry rather than guessed; all reliable data points sit well above the $87.50 stop. Today's leading sector: Energy, on today's daily ETF move (XEG +0.70% vs XFN -0.24%, XMA -0.20%, XIT -1.42% -- the only one of the four positive today); no candidate's scoring hinged on the 75-vs-72 leading-sector RSI distinction regardless. Net result: 0 new_buys (TD and BNS both reached a kept score of 4/5 with volume as the single unconfirmed point, which per Step 4 routes them to watchlist rather than new_buys), 3 watchlist (TD, BNS, EIF), 1 hold (CJT, no exit trigger), 12 excluded.",
  "candidates_evaluated_count": 15,
  "sectors_evaluated": [
    "Industrials",
    "Financials",
    "Energy",
    "Utilities",
    "Technology",
    "Materials"
  ],
  "lessons_applied": [
    "narrow_funnel (retrospective.json lessons_for_next_scan #1, 1 distinct ticker traded to date): ran all 7 screener_sources entries (sector-sweep rotated to Utilities) reaching 15 distinct tickers across 6 sectors, clearing min_candidates_evaluated_per_scan(15) and min_sectors_represented(5) without needing screener_outage_fallback.",
    "unconfirmed_volume pattern: dedicated volume-ratio searches run for EIF (resolved: 1.95x, decisive), TD and BNS (pursued but genuinely unconfirmable today -- BNS's two sources conflicted ~3.4x, reported explicitly rather than dropped, which is why both are watchlist not new_buys despite a 4/5 kept score).",
    "unconfirmed_resistance_level pattern: EIF's resolved to a precise numeric level (52-week high $136.75) now captured as trigger_price_cad/trigger_direction for tomorrow's mechanical re-check; TD/CM/BNS's breakout status was corroborated via Globe and Mail's own 'positive breakouts' listing (one of screener_sources itself) even though a specific price level couldn't be pinned down."
  ],
  "signals": {
    "new_buys": [],
    "holds": [
      {
        "ticker": "CJT",
        "days_held": 1,
        "current_price_cad": null,
        "stop_intact": true,
        "t1_hit": false,
        "t2_hit": false,
        "action": "HOLD -- current_price_cad left null, today's searches returned three mutually inconsistent CJT quotes ($81.11, $93.67, and a confirmed post-earnings $90.25) and no live broker call was possible this session (see macro_notes Step 6 caveat) to resolve authoritatively. The internally-consistent cluster ($90.25 post-earnings, $86.26 pre-earnings, $91.09 actual entry fill) sits well clear of the $87.50 stop, so stop_intact is marked true on that basis, but recommend a live price check (fetch_prices.py / broker) before relying on this. Only 1 day held, nowhere near the 5/10-day aggressive time stop. No new candidate scored >=4 outright (TD/BNS both hit 4 but are gated to watchlist on the single unconfirmed-volume point) so no SWAP flag."
      }
    ],
    "exits": [],
    "watchlist": [
      {
        "ticker": "TD",
        "waiting_for": "Toronto-Dominion Bank: on Globe and Mail's positive-breakouts list this week (screener_sources-sourced, treated as confirming the breakout occurred), above its 200d SMA (151.21) and 50d SMA (156.32) at a recent price of $172.34, MACD +0.490 (positive), RSI conflicting across sources (53.2 neutral vs 72.06 marginally-overbought -- not 2+ sources agreeing above the 72 aggressive ceiling, so carried forward per the RSI conflict rule, not discarded), next earnings Aug 27 (>3 trading days out). The one thing a dedicated follow-up search still could not produce: a breakout-day volume figure vs the 20-day average. Re-check tomorrow specifically for that volume ratio.",
        "trigger_price_cad": null,
        "trigger_direction": null
      },
      {
        "ticker": "BNS",
        "waiting_for": "Bank of Nova Scotia: on Globe and Mail's positive-breakouts list this week alongside TD/CM, price $94.66 well above its 200d SMA (80.61), MACD +1.37 (positive), RSI 68.28 (within the 72 aggressive ceiling despite one source's own 'overbought' label against its own lower threshold), PE 16.81-17.37 (within the 9-35 band), next earnings Aug 25 (7 trading days out, clears the 3-day exclusion but worth re-checking proximity daily). The one thing still unconfirmed: volume -- two sources returned readings roughly 3.4x apart (2.37M vs 2.27M avg = ~1.0x; 766K vs 2.63M avg = ~0.29x), a genuine unresolved conflict rather than a confirmed figure. Re-check tomorrow for a single reliable volume-vs-20-day-average read.",
        "trigger_price_cad": null,
        "trigger_direction": null
      },
      {
        "ticker": "EIF",
        "waiting_for": "Exchange Income Corp: price $133.85 (day range $133.63-136.30), now confirmed running at 1.95x its 20-day average volume (165.38K vs 84.78K -- decisive, resolves the volume gap that's carried this ticker for 3 scans), above its 200d EMA (crossed 08-12, still holding). Still hasn't actually closed above its 52-week high of $136.75 -- sitting 2.1% below it, so the setup_B breakout hasn't triggered yet, it's approaching. MACD not reconfirmed today. This is now a clean single-level watch: needs a confirmed close above $136.75 on continued strong volume to promote to new_buys tomorrow.",
        "trigger_price_cad": 136.75,
        "trigger_direction": "above"
      }
    ]
  },
  "excluded": [
    {
      "ticker": "SLF",
      "reason": "Watchlist carryover, INVALIDATED after 3 consecutive scans (08-12/08-13/08-14): the setup_B breakout thesis assumed a volume-confirmed breakout, but price has instead drifted below its 20d EMA ($83.75) to today's confirmed $80.13 (-4.3%), volume stayed flat (~1.0x avg, no breakout), and MACD remains ambiguous ('Sell'-labeled despite a positive value). Thesis invalidated, not a breakout in progress -- moved to excluded rather than carried a 4th day. Data-quality note: today's fresh, internally-consistent TSX quote ($80.13, 52wk range $57.22-84.38) indicates the 08-13 scan's 'reconciliation' to $115.41 CAD was itself the error (mistaking the correct TSX-scale price for a USD/NYSE mismatch) -- do not carry $115.41 forward as fact in future scans.",
      "price_cad": null
    },
    {
      "ticker": "CM",
      "reason": "CIBC: on Globe and Mail's positive-breakouts list and above its 200/50-day MAs (price $112.30), but PE ratio could not be confirmed despite a dedicated search, and MACD is internally contradictory (numeric value +3.90 but source-labeled 'Negative momentum'). With the PE fundamentals gate unresolved and MACD unclear, only 2 of 5 setup_B points could be confidently awarded -- insufficient to score 3+, excluded rather than guessed at PE.",
      "price_cad": null
    },
    {
      "ticker": "TOT",
      "reason": "Total Energy Services: strong post-earnings pop (+12.60% on 2026-08-13, next earnings already passed so no imminent-earnings risk), PE 11.49 (within band), RSI 58.85 and MACD +0.030 both marginally positive, above its 200d SMA. But market cap could not be confirmed (a hard Step 3 gate, not just a scoring point), no specific resistance level was found, and no volume-vs-20-day-average ratio could be confirmed beyond a qualitative 'trading activity spikes' headline. Three unresolved gates (one of them a hard discard criterion) is too many to carry on watchlist alongside TD/BNS/EIF's single-gap entries -- excluded rather than guessed at market cap.",
      "price_cad": null
    },
    {
      "ticker": "CPX",
      "reason": "Capital Power: price data found was 10 days stale (Aug 4, $66.26), RSI could not be found at all despite a dedicated search, and MACD showed a 'Sell' signal (+3.22, source-labeled bearish) contradicting the otherwise-bullish MA picture. Too incomplete and stale to score confidently -- excluded rather than guessed.",
      "price_cad": null
    },
    {
      "ticker": "RY",
      "reason": "Royal Bank: Globe and Mail notes RY within 1% of its record close this week, but -- unlike TD/CM/BNS -- it was not itself on the positive-breakouts list, so no breakout trigger is confirmed. No dedicated RSI/MACD/PE/volume confirmation search was run given today's search-budget prioritization toward TD/CM/BNS/TOT/CPX/EIF. Counted toward today's breadth, not scored.",
      "price_cad": null
    },
    {
      "ticker": "BMO",
      "reason": "Bank of Montreal: same treatment as RY -- within 1% of its record close per Globe and Mail but not on the positive-breakouts list itself, no dedicated confirmation search run given budget prioritization. Counted toward today's breadth, not scored.",
      "price_cad": null
    },
    {
      "ticker": "HIVE",
      "reason": "HIVE Digital Technologies: confirmed up-listed from TSXV to TSX main board in May 2026 (no longer a structural TSXV exclusion), surfaced via the Trade That Swing monthly list. No dedicated RSI/MACD/PE/volume confirmation search completed today given search-budget prioritization toward today's actual bank/energy/utilities movers. Genuine search-budget constraint, stated explicitly rather than guessed.",
      "price_cad": null
    },
    {
      "ticker": "TECT",
      "reason": "Tectonic Metals: surfaced via the Trade That Swing monthly list alongside HIVE/Fortune Minerals. No dedicated current-day confirmation search completed given search-budget prioritization; exchange listing (TSX main board vs TSXV) also not independently re-verified today. Genuine search-budget constraint, stated explicitly rather than guessed.",
      "price_cad": null
    },
    {
      "ticker": "FT",
      "reason": "Fortune Minerals: surfaced via the same Trade That Swing monthly list mention. No dedicated current-day confirmation search completed given search-budget prioritization. Genuine search-budget constraint, stated explicitly rather than guessed.",
      "price_cad": null
    },
    {
      "ticker": "CLS",
      "reason": "Celestica: reappeared among today's session-mover search results, but this doesn't change the underlying fact that excluded it in the two prior scans -- trailing PE 39.71 exceeds the base 9-35 band and Technology doesn't qualify for the Energy/Materials PE exception. No fresh PE search run today since the fundamental fact doesn't shift daily; still excluded on that basis.",
      "price_cad": null
    },
    {
      "ticker": "AC",
      "reason": "Air Canada: reappeared among today's session-mover search results (figures matched 08-13's exactly, likely a stale cached hit rather than fresh 08-14 data, so not treated as a new signal). Prior exclusion reasoning stands: only 2 of 5 setup_B criteria were confirmable (MACD not confirmed positive, no breakout-volume-ratio or specific resistance level found) -- insufficient to score 3+. No fresh confirmation search re-run today given budget constraints.",
      "price_cad": null
    },
    {
      "ticker": "BBD-B",
      "reason": "Bombardier: surfaced via a short-interest search, but the specific article (55% rally, short interest surge) is dated July 21, 2025, not a genuine current-day August 2026 signal. No dedicated confirmation search run -- excluded as a stale/mis-dated source hit, not a real candidate today.",
      "price_cad": null
    }
  ]
}