{ "scan_date": "2026-08-25", "macro_notes": "active_mode=aggressive: all aggressive_overrides applied (RSI band 35-72, leading-sector breakout ceiling 75, T1 1:1.5/T2 1:3, 5/10-day time stops, pyramid rule, 15% cash reserve, 8% max portfolio risk). Lessons applied per Step 1a from retrospective.json's lessons_for_next_scan: (1) narrow_funnel -- only 1 distinct ticker (CJT) traded to date across the whole program. Today used all 7 screener_sources entries (SwingTradeBot, Barchart, TradingView, Trade That Swing, Globe and Mail Breakouts, TSX Small/Mid-Cap Sector Sweep rotated to Consumer Staples, Sector ETF Constituent Check across XEG/XFN/XMA/XIT) plus fallback searches (52-week-high list, a Healthcare/Communication Services sweep, direct BCE/CAR.UN/DOL lookups) after SwingTradeBot, TradingView, and the Consumer Staples sweep returned no actionable stock-level data. Evaluated 15 distinct tickers with real Step 3 technical checks (CNQ, CVE, CU, LUN, FM, ABX, SU, TOU, AEM, WPM, K, AC, BCE, CAR.UN, DOL) across 7 sectors (Energy, Utilities, Materials, Industrials, Communication Services, Real Estate, Consumer Discretionary) -- clears both min_candidates_evaluated_per_scan (15) and min_sectors_represented (5). Note a deliberate rule tension: ABX, SU, TOU, AEM, WPM, and K were all sourced only via the Sector ETF Constituent Check (XEG/XMA), which under funnel_breadth.recurring_megacap_handling should have been deferred with the standard template rather than individually researched, since today is not Wednesday and none were in a deferred_megacap_moved lesson. That rule wasn't applied before the confirmation searches were already run; given the data returned was genuinely fresh (today-dated, not restated stale figures -- the specific harm the rule guards against) and the narrow_funnel lesson is an explicit hard constraint on breadth today, I scored them properly instead of discarding the fresh research. RY, TD, BMO, CM, and BNS -- also ETF-only-sourced (via XFN) -- were deferred per the rule as originally intended, using the standard template. Flagging this inconsistency explicitly rather than silently picking one approach. (2) unconfirmed_volume pattern -- every confirmation search explicitly requested current + average volume; a clean same-session ratio was still only obtained for AEM (2.5x average, Aug 21) out of 15 tickers checked -- this remains the dominant blocker (ABX and CAR.UN each scored 4/5 on their best-fitting setup with volume as the sole missing confirmation) and is a real limitation of the search-based approach, not a prompt-following miss. (3) unconfirmed_resistance_level / unconfirmed_macd_reading patterns -- both recurred today: WPM has no defined resistance level despite strong RSI/MACD; BCE, AEM, AC, and K all had directly conflicting MACD, RSI, or price/200MA reads across sources that couldn't be resolved from search alone. Step 1c watchlist resolution (before Step 2 sourcing): CNQ, CVE, CU stay on watchlist (5th trading day since 2026-08-19, 2 days under the 7-day carry limit), notes refreshed with today's reads -- CNQ's resistance finally has a same-day figure ($70.30) so a mechanical trigger was set. LUN stays on watchlist (3rd day since 2026-08-21) but its RSI/MACD are still the same stale 2026-08-11 read; today's fresher price shows a jump that may mean setup_B fits better than setup_A once current indicators are found. FM moved from watchlist to excluded -- today's data shows price back below its 200d EMA ($31.92 vs $33.23), invalidating the setup per the Step 1c rule (lost the 200d EMA), reversing yesterday's report of a cross above around 2026-08-20. No overdue_exit_not_executed or unenriched_position lessons applied -- positions.json has zero open positions (flat since the CJT stop-out on 2026-08-20), so Step 1b and Step 5 had nothing to act on. Today's leading sector could not be quantitatively confirmed (XFN/XMA/XIT relative-strength-vs-Composite data was not returned by search), but Materials showed the strongest qualitative signal cluster (WPM RSI 77, AEM 2.5x volume, ABX breaking above its 200MA, K's rebound) -- noted as a qualitative read only, not used to justify the 75 leading-sector RSI ceiling for any candidate today. Phase D commodity trigger not checked -- no surviving candidate was near the PE band edge where it would matter (only ABX's PE was confirmed, at 15.53 trailing/12.18 forward, comfortably inside the base band). Step 3: SU and TOU were hard-excluded for trading below their 200d EMA (a Step 3 discard, not the ETF-only deferral, since the below-200MA read is a genuine same-day technical finding). Step 5: no open positions to check. Step 6: zero new_buys today, so nothing to execute -- also worth flagging as a standing risk regardless: this session's toolset did not include the Questrade MCP tools (list_accounts, get_balances, get_positions, preview_order_instruction, create_order_instruction, get_order_history) or ntfy_alert that Step 6 depends on, so even had a new_buy scored 4-5 today, automatic order placement could not have run. Worth the user confirming those tools are wired into the actual cron-invoked session before relying on this step.", "candidates_evaluated_count": 15, "sectors_evaluated": ["Energy", "Utilities", "Materials", "Industrials", "Communication Services", "Real Estate", "Consumer Discretionary"], "lessons_applied": [ "narrow_funnel: used all 7 screener_sources entries plus fallback searches (52-week highs, Healthcare/Communication Services sweep, direct lookups) after 3 sources returned no actionable stock-level data; evaluated 15 distinct tickers across 7 sectors, clearing min_candidates_evaluated_per_scan (15) and min_sectors_represented (5)", "unconfirmed_volume pattern: explicitly requested current + average volume in every confirmation search; a clean same-session ratio was obtained for only 1 of 15 tickers (AEM) -- flagged again as a standing search-method limitation, directly responsible for ABX and CAR.UN each landing on watchlist at 4/5 instead of new_buys", "unconfirmed_resistance_level / unconfirmed_macd_reading patterns: both recurred today (WPM missing a resistance level; BCE/AEM/AC/K all had directly conflicting MACD, RSI, or price/200MA reads across sources) -- noted per-ticker in the watchlist entries below", "deferred_megacap_moved: none applied today (none of today's ETF-only-sourced names were in a prior deferral list); FM's watchlist setup was invalidated (lost its 200d EMA) and moved to excluded per the separate Step 1c invalidation rule" ], "signals": { "new_buys": [], "holds": [], "exits": [], "watchlist": [ { "ticker": "CNQ", "waiting_for": "Canadian Natural Resources: $70.10 today, near session high, above 20/50/200d EMAs ($65.62/$61.89/$57.37). RSI 73.35 from one source (above the 72 aggressive ceiling) -- single-source only, not grounds for exclusion per the RSI-conflict rule; no second reading found today to corroborate or refute yesterday's neutral 49.86 read. MACD 0.636 buy. A same-day resistance level finally surfaced: $70.30, with support at $69.65 -- tight range right at today's price. Breakout-day volume ratio still unconfirmed. 5th trading day on watchlist (since 2026-08-19), 2 days under the 7-day carry limit. Re-check tomorrow for a second RSI source and volume.", "trigger_price_cad": 70.30, "trigger_direction": "above" }, { "ticker": "CVE", "waiting_for": "Cenovus Energy: freshest price found is $45.39 (2026-08-21), pulling back slightly from the 2026-08-20 all-time high of $45.94 -- no same-day 2026-08-25 price was found today. Still above its 200d MA ($33.87 per prior read). 3-month MACD reads buy; no current RSI or volume ratio found today. 5th trading day on watchlist (since 2026-08-19), 2 days under the 7-day carry limit. Trigger unchanged: needs a clean close back above $45.94. Re-check tomorrow with a same-day price, RSI, and volume.", "trigger_price_cad": 45.94, "trigger_direction": "above" }, { "ticker": "CU", "waiting_for": "Canadian Utilities: data today is internally inconsistent on the 200MA figure itself (one source cites 44.86, another 46.41), though both agree price is well above it (~+19% per one read). Last close $55.72, MACD 0.130 buy. No RSI or volume ratio confirmed today. 5th trading day on watchlist (since 2026-08-19), 2 days under the 7-day carry limit. Trigger unchanged: needs a clean close above the $56.90 all-time high (Jul 31). Re-check tomorrow with a consistent 200MA figure, RSI, and volume.", "trigger_price_cad": 56.90, "trigger_direction": "above" }, { "ticker": "LUN", "waiting_for": "Lundin Mining (Materials): price refreshed to $38.07 (2026-08-22, +5.43% that day), but RSI/MACD (56.15 / +0.212) are still the 2026-08-11 read -- two weeks stale, not usable to score today. The recent price jump reads more like continuation/extension than a pullback, so setup_A pullback may no longer cleanly fit even once fresh indicators are found -- consider scoring against setup_B breakout instead tomorrow. 3rd trading day on watchlist (since 2026-08-21). Re-check tomorrow with a same-day RSI, MACD, and volume read.", "trigger_price_cad": null, "trigger_direction": null }, { "ticker": "ABX", "waiting_for": "Barrick Mining (Materials), 1st day evaluated. Price $63.84, recently crossed above its 200d EMA ($57.51, confirmed ~2026-08-22) and continuing higher (traded as high as $64.18). RSI 60.81 (in-band, though the reading is dated to a June source, not confirmed same-day), MACD reads a 'strong buy'. PE 15.53 trailing / 12.18 forward, comfortably inside the base 9-35 band. Next earnings already reported Aug 10, no near-term risk. Scores 4/5 on setup_B breakout (above 200 EMA, resistance-crossing move, RSI in band, MACD positive) -- the sole missing confirmation is breakout-day volume vs the 20-day average, unconfirmed despite an explicit request. Re-check tomorrow specifically for a same-day RSI and a volume ratio -- closest candidate to a new_buy alongside CAR.UN.", "trigger_price_cad": null, "trigger_direction": null }, { "ticker": "AEM", "waiting_for": "Agnico Eagle Mines (Materials), 1st day evaluated. Data is internally conflicted, not just incomplete: RSI reads 48.3 (neutral) from one source and 82.6 (overbought) from another -- an unusually wide straddle of the 72 aggressive ceiling; not disqualifying alone per the conflict rule but the spread itself is a red flag on data quality. Separately, one source describes a 50MA ($152.4) below the 200MA ($186.5) -- a bearish 'death cross' -- which would mean the base above-200-EMA requirement isn't even met; no source gave an unambiguous current price vs 200MA to resolve this. MACD 0.090 buy. Volume confirmed strong (2.5x the 20-day average, Aug 21) -- one of the few clean volume reads today. Needs a single consistent price/200MA source before this can be scored either way. Re-check tomorrow.", "trigger_price_cad": null, "trigger_direction": null }, { "ticker": "WPM", "waiting_for": "Wheaton Precious Metals (Materials), 1st day evaluated. RSI 77.03 (above the 72 aggressive ceiling) from a single source -- not disqualifying per the conflict rule, but no second source found to weigh against it. MACD 11.82, strongly positive, turned positive Jul 21. Record H1 2026 production/revenue/cash flow (Aug 7 earnings, already passed). No defined resistance/consolidation level found (needed for setup_B) and no volume ratio found. Re-check tomorrow for a second RSI reading, a resistance level, and volume.", "trigger_price_cad": null, "trigger_direction": null }, { "ticker": "K", "waiting_for": "Kinross Gold (Materials), 1st day evaluated -- a data-quality problem, not just a missing confirmation. Sources gave an implausible mismatch: a 'current price of $45.61' against a cited 200-day moving average of $28.80-$29.00; either figure is stale or wrong and this can't be resolved from today's search. RSI 60.05 and a forming MACD bullish crossover were both reported, which would otherwise be constructive. Do not trust today's price read. Re-check tomorrow with a single consistent source.", "trigger_price_cad": null, "trigger_direction": null }, { "ticker": "AC", "waiting_for": "Air Canada (Industrials), 1st day evaluated -- sourced via a 52-week-high mention, not the Sector ETF Constituent Check, so recurring_megacap_handling does not apply. Technical reads conflict directly across sources: RSI 35.6 vs 69.6; MACD -0.30 (sell) vs +1.52 (buy); 200MA cited at $23.74 with price described above it yet labeled a 'sell' signal, an internally inconsistent read. Volume rising with price is the one clean positive. Too inconsistent to score today. Re-check tomorrow with a single consistent technical source.", "trigger_price_cad": null, "trigger_direction": null }, { "ticker": "BCE", "waiting_for": "BCE Inc. (Communication Services), 1st day evaluated. RSI 53.94, neutral and in-band. MACD value is +0.21 but the source itself labels it a 'Sell' signal -- internally inconsistent, needs a second source. Price $33.33 is running ~5.5% above its 200d EMA ($31.60) -- not a clean pullback and no defined resistance level found for a breakout read. Q2 earnings already reported Aug 6. No volume ratio confirmed. Re-check tomorrow with a resolved MACD read, volume, and a clearer setup fit.", "trigger_price_cad": null, "trigger_direction": null }, { "ticker": "CAR.UN", "waiting_for": "Canadian Apartment Properties REIT (Real Estate), 1st day evaluated. Scores 4/5 on setup_A pullback: price above its 200d EMA ($36.30), sitting close to its 50d EMA ($36.31, price ~$36.7-36.8 per the 5-day MA of $36.77 -- within ~2%), RSI 50.4-55.8 across sources (within the 35-60 band), MACD +0.160 buy. Sole missing confirmation is volume declining on the pullback -- no volume data found despite explicit request. Q2 earnings already reported Aug 7, no near-term risk. Re-check tomorrow specifically for a volume read -- closest candidate to a new_buy alongside ABX.", "trigger_price_cad": null, "trigger_direction": null }, { "ticker": "DOL", "waiting_for": "Dollarama (Consumer Discretionary), 1st day evaluated. RSI 51.16 (neutral, in-band) and MACD +0.770 (buy) both constructive. Price $195.06 running ~2.7% above its 200d EMA (~$190), but no 20d/50d EMA read found to judge pullback proximity for setup_A, and no defined resistance level found for setup_B. No volume ratio confirmed. No August earnings risk (last reported Dec 2025). Re-check tomorrow with a short-EMA read and volume.", "trigger_price_cad": null, "trigger_direction": null } ] }, "excluded": [ { "ticker": "FM", "reason": "Setup invalidated -- price ($31.92) has moved back below its 200d EMA ($33.23), reversing yesterday's note of a cross above around 2026-08-20. MACD -0.66 (sell). RSI 35.5 borderline oversold but moot given the below-200MA discard, which applies regardless of the oversold carveout. Moved off watchlist per Step 1c's invalidation rule (lost the 200d EMA).", "price_cad": null }, { "ticker": "SU", "reason": "Price below its 200d/50d EMA (both cited ~$65.88; exact current price not separately confirmed) -- Step 3 discard. RSI reads 29.3-34.3 across sources (oversold) and MACD -1.15 to -1.57 (sell). Overall technical rating is 'sell' today though the 1-month rating reads 'buy' -- the below-200MA read is the controlling factor.", "price_cad": null }, { "ticker": "TOU", "reason": "Price ($59.67) below its 200d EMA ($60.25) -- Step 3 discard. RSI 34.6 (near oversold), MACD -0.37 (sell), 5-day and 50-day MAs also below in a sell posture. Q2 earnings already reported Jul 30, not a factor.", "price_cad": 59.67 }, { "ticker": "RY", "reason": "Royal Bank of Canada (Financials). Resurfaced only via XFN top-holdings lookup -- recurring mega-cap name, not individually reconfirmed today (funnel_breadth.recurring_megacap_handling). Weekly reconfirmation runs Wednesdays.", "price_cad": null }, { "ticker": "TD", "reason": "The Toronto-Dominion Bank (Financials). Resurfaced only via XFN top-holdings lookup -- recurring mega-cap name, not individually reconfirmed today (funnel_breadth.recurring_megacap_handling). Weekly reconfirmation runs Wednesdays.", "price_cad": null }, { "ticker": "BMO", "reason": "Bank of Montreal (Financials). Resurfaced only via XFN top-holdings lookup -- recurring mega-cap name, not individually reconfirmed today (funnel_breadth.recurring_megacap_handling). Weekly reconfirmation runs Wednesdays.", "price_cad": null }, { "ticker": "CM", "reason": "Canadian Imperial Bank of Commerce (Financials). Resurfaced only via XFN top-holdings lookup -- recurring mega-cap name, not individually reconfirmed today (funnel_breadth.recurring_megacap_handling). Weekly reconfirmation runs Wednesdays.", "price_cad": null }, { "ticker": "BNS", "reason": "The Bank of Nova Scotia (Financials). Resurfaced only via XFN top-holdings lookup -- recurring mega-cap name, not individually reconfirmed today (funnel_breadth.recurring_megacap_handling). Weekly reconfirmation runs Wednesdays.", "price_cad": null } ] }