{ "scan_date": "2026-08-26", "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). Step 1a lessons from retrospective.json (generated 2026-08-25): (1) narrow_funnel -- only 1 distinct ticker (CJT) traded across the whole program to date. Addressed today: Step 1c re-checked all 12 prior watchlist tickers, then Step 2 ran all 7 screener_sources entries (sector sweep rotated to Technology, the least-recently-used sector) plus the Globe and Mail breakouts source surfaced 5 fresh independently-sourced names (CLS, MDA, EIF, KXS, X) and confirmed RY/CM/BMO at all-time highs via an independent source, not just ETF lookup. Combined with the Wednesday mega-cap reconfirmation window, evaluated 22 distinct tickers with real Step 3 technical checks across 9 sectors (Energy, Utilities, Materials, Industrials, Communication Services, Real Estate, Consumer Discretionary, Financials, Technology) -- clears min_candidates_evaluated_per_scan (15) and min_sectors_represented (5) by a wide margin. (2) unconfirmed_volume pattern -- persisted again: ABX finally got a same-session volume figure today (current ~3.21M vs 20-day avg ~4.83M, ratio ~0.66x) but it came in BELOW the 1.2x breakout threshold -- this is a real negative finding, not a missing confirmation, so ABX's setup_B score was marked down from yesterday's provisional 4/5 to 3/5 rather than left pending. CAR.UN, EIF, CLS, MDA and BNS all still lack a usable volume read. (3) unconfirmed_resistance_level / unconfirmed_macd_reading -- both recurred: EIF and CLS have no defined resistance/consolidation level; MDA's MACD reads outright negative (-0.29) from its only source; BCE, AC, BMO and X all have internally-contradictory or cross-source-conflicting MACD/RSI/200MA reads that couldn't be resolved from search alone. Recurring_megacap_handling: none of RY/CM/BMO/TD/BNS were deferred today -- RY, CM and BMO were independently sourced (Globe and Mail all-time-high mentions, not ETF-only), and today is a Wednesday, so TD and BNS (ETF-only sourced via XFN) also got the mandatory weekly reconfirmation instead of the standard deferral template. Step 1c watchlist resolution (run before Step 2, per rule): CNQ/CVE/CU stay on watchlist (6th trading day since 2026-08-19, 1 day under the 7-day carry limit -- tomorrow is the last day before the carry limit forces a resolution). CNQ's search today returned an internally implausible price ($51.40, a ~27% drop from yesterday's $70.10 with no news) -- this is almost certainly a USD-denominated NYSE-listed quote, not a real TSX move (51.40 x ~1.38 CAD/USD FX ~= 70.9, consistent with yesterday's CAD range), so it was NOT used; CNQ's trigger stays at $70.30/above pending a clean same-day CAD read. CU's 200MA figure is now a single consistent source ($49.88, resolving yesterday's two-source conflict) with RSI 58 in-band; still needs volume; trigger unchanged $56.90/above. LUN's RSI/MACD figures (56.154/0.212) came back byte-for-byte identical to two weeks ago again today, confirming this is a stale cached source, not fresh data, while price moved to $35.23 (down from $38.07) -- treat both indicators as unusable until a genuinely different source is found. ABX, AEM, WPM, K, AC, BCE, CAR.UN, DOL are on their 2nd evaluated day; AEM's price/200MA death-cross ambiguity from yesterday resolved constructively (confirmed crossed above 200MA ~2026-08-25) but RSI remains a wide, unresolved straddle (48.3 vs 82.6) of the 72 ceiling; K's implausible price/200MA mismatch from yesterday also resolved toward a plausible pair (~$29-30 vs 200MA ~$29, essentially at parity, not clearly above); AC's conflicting RSI/MACD/200MA reads recurred with near-identical figures to yesterday -- this is its 2nd flagged day, one more unresolved repeat and Step 1c's 3-consecutive-scan rule requires moving it to excluded; BCE gained a new same-day resistance level ($38) which was previously missing, giving it a mechanical trigger for the first time. No overdue_exit_not_executed or unenriched_position lessons applied and Step 5 had nothing to check -- positions.json still has zero open positions (flat since the CJT stop-out on 2026-08-20). Step 3 discards today: RY, CM and TD all report Q3 fiscal 2026 earnings this Thursday, 2026-08-27 -- 1 trading day away, inside the 3-trading-day earnings exclusion, so none were scored despite otherwise-interesting setups. KXS was discarded for trading marginally below its 200-day EMA ($180.40 vs $182.50). Today's leading sector could only be judged qualitatively again (Materials/gold and Financials both showed strength -- Globe and Mail noted nearly half the positive-breakout list was gold names and financials/base-metals drove the index higher) -- not used to justify the 75 leading-sector RSI ceiling for any candidate today, same conservative treatment as yesterday. Phase D commodity trigger not checked -- no surviving candidate sat near the PE band edge where it would matter. Step 6: zero new_buys today, so nothing to execute -- also re-flagging the standing risk noted in yesterday's scan: this session's toolset does 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. I confirmed via crontab -l and run_daily_scan.sh that the actual cron-invoked process IS allow-listed for these tools (--allowedTools includes mcp__Questrade__*), so this specific session is evidently not that literal cron invocation (or its MCP connection didn't come up) -- worth the user confirming the live cron run actually has these tools connected, since a scan that scores a clean 4-5 candidate under this same gap would silently fail to place the order.", "candidates_evaluated_count": 22, "sectors_evaluated": ["Energy", "Utilities", "Materials", "Industrials", "Communication Services", "Real Estate", "Consumer Discretionary", "Financials", "Technology"], "lessons_applied": [ "narrow_funnel: used all 7 screener_sources entries (sector sweep rotated to Technology) plus Step 1c's 12 watchlist re-checks; evaluated 22 distinct tickers across 9 sectors, clearing min_candidates_evaluated_per_scan (15) and min_sectors_represented (5)", "unconfirmed_volume pattern: recurred again, but ABX's volume gap was resolved with a real (unfavorable) number today -- ratio ~0.66x, below the 1.2x breakout threshold -- scored as a genuine miss rather than left pending; CAR.UN, EIF, CLS, MDA, BNS still lack any usable volume read", "unconfirmed_resistance_level / unconfirmed_macd_reading patterns: both recurred (EIF/CLS missing resistance levels; MDA/BCE/AC/BMO/X conflicting or negative MACD reads) -- noted per-ticker below; BCE's resistance level was newly found today ($38), resolving that specific gap", "deferred_megacap_moved: none applied today (no prior deferral list entries); recurring_megacap_handling's deferral itself was not applied to RY/CM/BMO/TD/BNS today -- RY/CM/BMO were independently sourced (not ETF-only) and today is the Wednesday reconfirmation day, so TD/BNS also got full scoring instead of the standard deferral" ], "signals": { "new_buys": [], "holds": [], "exits": [], "watchlist": [ { "ticker": "CNQ", "waiting_for": "Canadian Natural Resources: today's search returned an implausible $51.40 price (a ~27% drop from yesterday's $70.10 with no news) -- almost certainly a USD-denominated NYSE quote, not a real TSX move (51.40 x ~1.38 FX ~= 70.9 CAD, consistent with yesterday). Not used. No reliable same-day CAD price, RSI, or volume found today. 6th trading day on watchlist (since 2026-08-19), 1 day under the 7-day carry limit -- tomorrow is the last day before this must be resolved one way or another. Re-check tomorrow with a TSX-specific (CAD) price source.", "trigger_price_cad": 70.30, "trigger_direction": "above" }, { "ticker": "CVE", "waiting_for": "Cenovus Energy: no same-day 2026-08-26 price, RSI, or volume found today; freshest confirmed price remains $45.39 (2026-08-21). 6th trading day on watchlist (since 2026-08-19), 1 day under the 7-day carry limit. Trigger unchanged: needs a clean close back above the $45.94 all-time high. 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: 200MA ambiguity resolved today -- a single consistent figure of $49.88 (last close $55.72, +~12% above). RSI 58, in-band. Still no volume ratio confirmed despite explicit request. 6th trading day on watchlist (since 2026-08-19), 1 day under the 7-day carry limit. Trigger unchanged: needs a clean close above the $56.90 all-time high. Re-check tomorrow for volume.", "trigger_price_cad": 56.90, "trigger_direction": "above" }, { "ticker": "LUN", "waiting_for": "Lundin Mining (Materials): RSI/MACD (56.154 / 0.212) returned byte-for-byte identical to the reading from two weeks ago for a second straight check -- confirmed stale/cached source, not usable. Price has moved to $35.23 (down from $38.07), the opposite direction of the 'continuation' read two days ago. 4th trading day on watchlist (since 2026-08-21). Re-check tomorrow with a genuinely different source for RSI/MACD -- if the same stale figures recur again, treat the technical read as permanently unavailable and score off price action alone.", "trigger_price_cad": null, "trigger_direction": null }, { "ticker": "ABX", "waiting_for": "Barrick Mining (Materials), 2nd day evaluated. Price $67.59, up from $63.84, continuing above its confirmed 200d EMA ($57.51). Volume finally confirmed today: ~3.21M current vs ~4.83M 20-day average, a ratio of ~0.66x -- BELOW the 1.2x breakout-volume threshold. This downgrades today's setup_B score to 3/5 (above 200 EMA, resistance-crossing move, RSI unconfirmed but previously in-band -- volume now a confirmed miss, not just missing). Re-check tomorrow for a fresh breakout-day volume spike or a same-day RSI.", "trigger_price_cad": null, "trigger_direction": null }, { "ticker": "AEM", "waiting_for": "Agnico Eagle Mines (Materials), 2nd day evaluated. Price/200MA death-cross ambiguity from yesterday resolved constructively -- confirmed the stock crossed above its 200d EMA around 2026-08-25 and is holding above it. RSI remains a wide, unresolved straddle (48.3 neutral vs 82.6 overbought) of the 72 aggressive ceiling -- still a data-quality red flag, not just a missing figure. MACD 0.090 buy (unchanged). Volume confirmed strong (2.5x 20-day average, dated Aug 21 -- getting stale). Re-check tomorrow specifically for a single consistent, same-day RSI source.", "trigger_price_cad": null, "trigger_direction": null }, { "ticker": "WPM", "waiting_for": "Wheaton Precious Metals (Materials), 2nd day evaluated. RSI still single-source above the 72 ceiling (technical score describes 'overbought zone' / 'RSI above 70'). A resistance figure of $208 was returned today but is inconsistent with the stock's known price scale (recent reads put WPM in the $100s) -- likely mismatched to a different instrument or currency; not used. MACD 11.82 strongly positive (unchanged). No volume ratio confirmed. Re-check tomorrow for a second RSI reading and a resistance level that's actually consistent with WPM's current price.", "trigger_price_cad": null, "trigger_direction": null }, { "ticker": "K", "waiting_for": "Kinross Gold (Materials), 2nd day evaluated. Yesterday's implausible price/200MA mismatch ($45.61 vs ~$29) resolved toward a plausible pair today: price traded as high as $30.09 vs a 200MA of $29.00 -- essentially at parity, not clearly 'above' by a confirmable margin. RSI 60.05 and a forming MACD bullish crossover reported previously but not re-confirmed today. Re-check tomorrow for a same-day price clearly separated from the 200MA, plus current RSI/MACD.", "trigger_price_cad": null, "trigger_direction": null }, { "ticker": "AC", "waiting_for": "Air Canada (Industrials), 2nd flagged day with unresolved conflicting technicals (RSI 35.6 vs 69.6; MACD -0.30 sell vs +1.52 buy; 200MA $23.74 sell-labeled vs $21.26 buy-labeled) -- figures are nearly identical to yesterday's, confirming the conflict isn't resolving on its own. Current price $28.94 (new data point). Per Step 1c's rule against repeating an unchanged note for a 3rd consecutive scan: if tomorrow's check still can't produce a single consistent technical source, this must move to excluded rather than carry a 3rd time.", "trigger_price_cad": null, "trigger_direction": null }, { "ticker": "BCE", "waiting_for": "BCE Inc. (Communication Services), 2nd day evaluated. A same-day resistance level was found for the first time: $38, with support at $32.58/$31.07 -- resolves yesterday's 'no defined resistance level' gap. MACD reads a 3-month buy signal but the same source flags a pivot-top sell from 2026-08-20 -- still internally mixed. No same-day RSI or volume found today (RSI was 53.94 yesterday). Re-check tomorrow for a resolved MACD read and volume.", "trigger_price_cad": 38.00, "trigger_direction": "above" }, { "ticker": "CAR.UN", "waiting_for": "Canadian Apartment Properties REIT (Real Estate), 2nd day evaluated. Scored 4/5 on setup_A pullback yesterday (above 200d EMA, near its 50d EMA, RSI 50.4-55.8 in-band, MACD +0.160 buy); today's only volume figure found (30-day average '172', likely thousands = ~172K shares/day) still doesn't give a current-day figure or a declining-volume-on-pullback confirmation. Re-check tomorrow specifically for a current-day volume read -- still the closest candidate to a new_buy on the sheet.", "trigger_price_cad": null, "trigger_direction": null }, { "ticker": "DOL", "waiting_for": "Dollarama (Consumer Discretionary), 2nd day evaluated. Price fell to $185.05 today (from $195.06), a real ~5% pullback, while still running +2.6% above its 200d EMA -- this may now put it closer to its 20d/50d EMA and improve its fit for setup_A pullback, but no short-EMA read was found today to confirm proximity. No volume ratio confirmed. Re-check tomorrow for a 20d/50d EMA read and volume.", "trigger_price_cad": null, "trigger_direction": null }, { "ticker": "CLS", "waiting_for": "Celestica (Technology), 1st day evaluated -- sourced independently via Globe and Mail's institutional-accumulation breakout list, not ETF-only. Price $382.01, above its 200d SMA ($304.54, MACD +4.14 buy, RSI 49.29 neutral) -- but a separate composite-score source (StockInvest.us, dated Aug 21) rates it a 'Strong Sell Candidate' on a 3-month MACD sell signal, directly conflicting with the fresh MACD read. Price sits ~2.6% above its 50d EMA ($372.42) -- just outside the ~2% pullback proximity setup_A wants. Volume today (~1.99M vs ~2.25M avg, ratio ~0.89x) is below average, which could read as pullback-friendly declining volume but doesn't confirm a breakout. Re-check tomorrow to resolve the Strong-Sell/MACD-buy conflict and get a cleaner EMA-proximity or resistance-level read.", "trigger_price_cad": null, "trigger_direction": null }, { "ticker": "MDA", "waiting_for": "MDA Space (Industrials), 1st day evaluated -- sourced independently via Globe and Mail. 200d SMA/EMA ($31.24/$32.01) both read as a Buy signal, Q2 revenue +34% YoY with raised outlook, last earnings already reported Aug 7 (no near-term risk). However MACD reads -0.29 (Sell) from its only source -- a real negative signal, not just missing -- and no current price was found to confirm it is actually trading above the 200MA/EMA levels cited. Volume well below average today (444,994 vs 1,274,041 avg). Re-check tomorrow for a current price vs 200MA/EMA and a resolved MACD trend before this can be scored either way.", "trigger_price_cad": null, "trigger_direction": null }, { "ticker": "EIF", "waiting_for": "Exchange Income Corp (Industrials), 1st day evaluated -- sourced independently via Globe and Mail. RSI 62.63 neutral, MACD 0.98 buy, price $77.46 vs 200d SMA $60.46 (well above, +28%). Record Q2 results, raised 2026 guidance, Scotiabank price target raised to $145 from $129; last earnings call Aug 12 (no near-term risk). No defined resistance/consolidation level found for a setup_B read, and no current-day volume ratio confirmed (only a 20-day average of 109,864 shares was found). Scores an estimated 3/5 on setup_B (above 200MA, RSI in-band, MACD positive) pending resistance level and volume. Re-check tomorrow for both.", "trigger_price_cad": null, "trigger_direction": null }, { "ticker": "X", "waiting_for": "TMX Group (Financials), 1st day evaluated -- sourced independently via a Kalkine news mention, not ETF-only. Price $56.27 sits almost exactly at its 200-day moving average ($56.44, a ~0.3% gap) -- too marginal to confirm clearly above or below; RSI 42.87 and MACD -0.19 both lean bearish today despite strong Q2 2026 earnings (revenue +16% YoY, EPS +96% YoY, reported Jul 31, no near-term earnings risk). Not scored given the marginal/ambiguous 200MA position. Re-check tomorrow for an unambiguous price vs 200MA read.", "trigger_price_cad": 56.44, "trigger_direction": "above" }, { "ticker": "BMO", "waiting_for": "Bank of Montreal (Financials), sourced independently via Globe and Mail (all-time-high breakout mention) as well as XFN -- not deferred as a recurring mega-cap given the independent source. Earnings already reported 2026-08-25 (yesterday), so no imminent-earnings exclusion applies. But today's data is internally incoherent: one source cites a 200d SMA of $120.52 against a current price of $143.65 (a plausible pair, +19%), while another cites an all-time-high of $259.20 on Aug 17 -- roughly 1.8x the stated current price, an implausible mismatch likely reflecting a different share class, currency, or stale/wrong data mixed into the same search. RSI 39.7 neutral, MACD bearish (below signal), noted crossing below its 50-day MA on Aug 19. Given the post-earnings volatility and the price inconsistency, not scored today. Re-check tomorrow for a single coherent, same-day price source once the post-earnings dust settles.", "trigger_price_cad": null, "trigger_direction": null }, { "ticker": "BNS", "waiting_for": "Bank of Nova Scotia (Financials), sourced via XFN -- given the Wednesday reconfirmation window, not deferred. Earnings already reported 2026-08-25 (yesterday) with a beat (Q3 net income $2,953M vs $2,527M prior year, adjusted diluted EPS $2.28 vs $1.88), so no imminent-earnings exclusion applies. RSI 60.22 neutral, MACD 1.276 buy, price $80.56 above its 20-day ($78.89) and 60-day ($74.83) SMAs -- but no 200d EMA, resistance level, or volume ratio was found to complete a setup_A or setup_B score. Genuinely promising post-earnings-beat setup on the data available; re-check tomorrow specifically for a 200d EMA read, a resistance/consolidation level, and volume.", "trigger_price_cad": null, "trigger_direction": null } ] }, "excluded": [ { "ticker": "RY", "reason": "Royal Bank of Canada (Financials). Next earnings report is Thursday 2026-08-27 -- 1 trading day away, inside the 3-trading-day earnings exclusion. Not a recurring_megacap_handling deferral (RY was independently sourced via Globe and Mail's all-time-high mention, not ETF-only) -- this is a genuine same-day Step 3 discard.", "price_cad": null }, { "ticker": "CM", "reason": "Canadian Imperial Bank of Commerce (Financials). Earnings report scheduled 2026-08-27 -- 1 trading day away, inside the 3-trading-day earnings exclusion. Independently sourced (all-time high $172.87 on Aug 17 per Globe and Mail/SEC filings, not ETF-only) -- a genuine same-day Step 3 discard, not a mega-cap deferral.", "price_cad": null }, { "ticker": "TD", "reason": "Toronto-Dominion Bank (Financials). Q3 fiscal 2026 earnings release is 2026-08-27 -- 1 trading day away, inside the 3-trading-day earnings exclusion. Sourced only via the XFN Sector ETF Constituent Check, but the earnings-proximity discard applies regardless of the Wednesday reconfirmation rule -- a genuine same-day Step 3 discard, not a mega-cap deferral.", "price_cad": null }, { "ticker": "KXS", "reason": "Kinaxis (Technology). Price ($180.40) is below its 200-day EMA ($182.50) -- a genuine same-day Step 3 discard despite otherwise-bullish RSI (57.0) and MACD (0.49 buy) readings. Last earnings already reported Aug 5, not a factor.", "price_cad": null } ] }