{
  "scan_date": "2026-09-01",
  "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, 10% cash reserve, 11% max portfolio risk, momentum_initial_risk_tier_cap noted but moot today -- no setup_D candidates scored). positions.json open_positions is empty (CAR.UN stopped out 2026-08-31); Step 1b had nothing to enrich and Step 5 has nothing to check -- holds and exits are both empty arrays by design, not an oversight. Step 1a lessons from retrospective.json (generated 2026-09-01, 6 items in lessons_for_next_scan, all applied): (1) narrow_funnel (only 2 distinct tickers, CAR.UN/CJT, ever traded) -- addressed by resolving all 3 prior watchlist tickers (KXS, ERO, EFR) first, then running all 9 screener_sources entries (up from 7 after SEDI insider-buying and 52-week-high/unusual-volume sources were added 2026-08-31), sector sweep rotated to Consumer Staples (an unused sector recently), plus 2 additional discovery searches (National Bank, Aritzia) to responsibly clear the breadth minimums with genuinely-sourced data rather than padded mentions -- evaluated 15 distinct tickers across 7 sectors (Technology, Materials, Energy, Real Estate, Financials, Industrials, Consumer Discretionary), clearing both min_candidates_evaluated_per_scan (15) and min_sectors_represented (5). (2) unconfirmed_volume -- today's Step 3 searches explicitly requested current+average volume; got clean, computable ratios for KXS (70,666/95,658 avg = ~0.74x) and ERO (425,143/448,753 avg = ~0.95x), letting ERO be routed to watchlist on a precise, volume-specific waiting_for instead of a vague unconfirmed note. (3) unconfirmed_resistance_level -- ERO's resistance context was actively reconciled: an old $51 figure from a stale source was superseded by confirmed ATH price action (2026-08-26 high $56.62), so no resistance point was awarded in its setup_B score rather than guessed. (4) unconfirmed_macd_reading -- TCS (Tecsys) and GIB.A both returned genuinely irreconcilable MACD/RSI/price readings across multiple alternately-worded searches; both were excluded outright per data_integrity.stale_flagged_input_rule rather than scored around the gap -- this is precisely the failure mode that sank CJT and CAR.UN, applied correctly twice today. (5) unconfirmed_candle_pattern -- no candidate reached the candle-pattern-dependent stage today (setup_C was never a plausible best-fit for any surviving candidate); same as 2026-08-31. (6) deferred_megacap_moved (GIB.A) -- see dedicated note below; given full Step 3/4 treatment today despite being a Tuesday, per the lesson's override. Step 1a momentum (setup_D) adaptive-review: positions.json's closed_positions contains no setup_type:'momentum' entries (CJT was breakout, CAR.UN was pullback), so no extra confirmation bar applied -- moot in practice since no candidate plausibly fit setup_D today anyway. Step 1c watchlist resolution (run before Step 2): KXS (Kinaxis, Technology) -- 3rd consecutive day evaluated. Two alternate-worded searches today produced a THIRD distinct 200d EMA figure ($163.14, explicitly dated to March 2026 in its own source -- stale) on top of the prior two conflicting figures ($157.47, $182.50), and still no genuinely current volume ratio could be pinned down (only a raw 146,761-share figure with no average to compare). Questrade fallback unavailable this session (see Step 6 note) so this counts as genuinely exhausted per the watchlist_resolution_rule -- moved to EXCLUDED rather than given an unprecedented 4th day. ERO (Ero Copper, Materials/copper) -- yesterday's wholesale price/rating contradiction ($56.62 ATH vs $33.89 Strong Sell) resolved cleanly today: three consistent follow-up reads all agree on an internally-coherent picture -- price $49.61-52.11 (pulled back modestly off the 2026-08-26 ATH of $56.62), RSI 52.3 (neutral), MACD 0.34 (positive), above its 200d SMA (~$39.84 vs price ~$52, confirmed), P/E 13.5-16.8 (well within the 9-35 band), next earnings Nov 3 2026 (no conflict), volume 425,143 vs 448,753 avg (~0.95x -- confirmed but below the 1.2x/1.5x thresholds setup_B/D need). Scores 3/5 on setup_B (200 EMA, RSI-in-band under the Materials leading-sector 75 ceiling, MACD positive; resistance-breakout and elevated-volume points withheld since the breakout already happened days ago on a session not being scored today and today's volume is sub-average) -- moved to WATCHLIST needing a fresh push on volume >=1.2x avg to confirm setup_B, or a pullback to its rising 20/50d EMA on light volume to confirm setup_A instead. questrade_symbol could not be resolved (search_symbols is a Questrade MCP tool and those are confirmed unavailable this session -- see Step 6) -- left null, noted in waiting_for. EFR (Energy Fuels, Energy/uranium+rare earth) -- fresh technical read obtained (price ~$21.98, 20 EMA $25.98, MACD -0.36, resistance $27.17/$27.53) but fundamentals check (prompted by the DML precedent from 2026-08-31) found EFR has a negative TTM P/E (EPS -0.41) and deeply negative free cash flow (-$117.34M TTM / -$80.26M levered) -- fails the base fundamental screen outright the same way DML did; the aggressive-mode P/E exception requires EPS/FCF growth off a baseline, not a waiver for negative FCF itself. Moved to EXCLUDED. GIB.A (CGI Inc., Technology) -- deferred_megacap_moved lesson: given full Step 3/4 treatment today (4 separate searches) despite being Tuesday, since it was deferred at $74.93 on 2026-08-27 and retrospective.json's own tracking shows it's since moved to $104.36 (+39.3%). The searches, however, returned four irreconcilable price/technical reads: $142.15-144.22 (below-200-EMA, likely cross-contaminated with the NYSE:GIB ADR listing), $75.00 (dated 2026-08-31, suspiciously near-identical to the stale $74.93 deferral price -- almost certainly a cached pre-move page), an implied ~$102 (derived from a Barchart 12-month price-target of $120.77 = +17.96% from 'latest price', roughly corroborating retrospective.json's $104.36), and $147.85 (yet another distinct figure, paired with a nonsensical below-current price target of $69.91). No two of the four agree, and none can be confirmed as today's genuine reading. Per data_integrity.stale_flagged_input_rule, excluded rather than scored against unconfirmed inputs -- this required exhausting well more than the standard 'one alternate search' given the lesson's explicit mandate, and still could not produce a usable number. Leading sector this week (from the Sector ETF Constituent Check): Materials (XMA +1.24% to +4.60%) and secondarily Technology (XIT +0.62%) both showed positive relative strength; Energy (XEG -0.59% to -0.99%) and Financials (XFN -0.35% to -0.69%) both lagged -- Materials is today's leading sector for setup_B's 75 RSI ceiling. New Step 2 sourcing (beyond the watchlist/GIB.A names above): SwingTradeBot/Barchart/TradingView/Trade That Swing again returned mostly index-level commentary rather than individual actionable tickers (S&P/TSX Composite RSI 63, 'upper reaches of technically neutral'). The Globe and Mail RSI extremes list named DPM Metals, WPM, Kinross, and Fortuna Mining as the week's most overbought (Materials/gold) and SmartCentres REIT, Fortis, Emera, Dye & Durham, Hydro One, ATS Corp, and H&R REIT as most oversold, dated to Friday 2026-08-28's close (2 trading days stale) -- not independently fresh-searched given staleness, except ATS and SmartCentres REIT which were spot-checked directly (see excluded below); the rest were noted for context but not added to candidates_evaluated_count since no genuine today-dated data was obtained for them. Tecsys (TCS, Technology) surfaced via two analyst strong-buy upgrade mentions (Canaccord, TD Securities) -- fresh-searched, excluded (see below). Agnico Eagle (AEM, Materials), National Bank (NA, Financials), and Aritzia (ATZ, Consumer Discretionary) were sourced directly to responsibly broaden sector/candidate breadth -- all excluded (see below). Sector ETF Constituent Check (XEG only, XFN/XMA/XIT top-holdings weren't returned with fresh data today) gave Suncor 25.35%, CNQ 24.34%, Cenovus 13.08%, Imperial Oil 6.45%, Tourmaline 5.64% -- all five sourced ONLY via this ETF lookup with no independent screener_sources hit today, so funnel_breadth.recurring_megacap_handling applies: today is Tuesday, not Wednesday, so all five go directly to excluded via the standard template with no fresh RSI/MACD stated. price_cad is left null for all five since the ETF-holdings lookup returned weights only, no price figures -- the rule says capture the price 'shown in the ETF-constituent-lookup result itself, no extra search', and none was shown. SEDI insider-buying and 52-week-high/unusual-volume searches returned only platform-description links (insiderscreener.com, tsxinsider.com, barchart highs-lows pages), no concrete same-day filings or names -- genuinely exhausted, not a stopped-early outage. No screener_outage_fallback was needed since candidates_evaluated_count/sectors_evaluated cleared their minimums through the above sourcing. Step 6: mcp__Questrade__* tools confirmed absent from this session's toolset (checked directly -- not present in the available or deferred tool list), consistent with today's run_daily_scan.sh preflight, which already logged QUESTRADE_UNAVAILABLE at 07:33:01 MDT and sent its own urgent ntfy alert before this scan began. Per Step 6 point 0, this is treated as the known connector-availability gap for this unattended cron invocation, not evidence of a different/interactive session -- not second-guessed. signals.new_buys is empty today (no candidate scored 4-5), so Step 6 had nothing to execute or abort, and no additional ntfy alert was sent beyond the preflight's (mirrors 2026-08-31's handling of the same empty-new_buys situation). ERO's questrade_symbol also could not be resolved for the same reason (search_symbols unavailable). Total distinct tickers evaluated today: 15 (KXS, ERO, EFR, GIB.A, TCS, AEM, SRU.UN, NA, ATS, ATZ, SU, CNQ, CVE, IMO, TOU) across 7 sectors. Total searches used: 28 (3 Step 1c initial watchlist checks + 6 Step 1c alternate-worded follow-ups for KXS/ERO/EFR + 9 screener_sources entries + 4 GIB.A confirmation searches, exceeding the usual 1 per the lesson's explicit full-reconfirmation mandate + 6 additional single-candidate confirmation searches (TCS, AEM, ERO-fields, SRU.UN, NA, ATS) + 1 breadth-closing search (ATZ)) -- above the nominal 22-27 guideline band, driven by GIB.A's mandated full reconfirmation and the unusually high number of genuinely conflicting/stale reads encountered today (KXS, ERO, GIB.A x2, TCS all needed alternate queries).",
  "candidates_evaluated_count": 15,
  "sectors_evaluated": ["Technology", "Materials", "Energy", "Real Estate", "Financials", "Industrials", "Consumer Discretionary"],
  "lessons_applied": [
    "narrow_funnel: resolved 3 prior watchlist tickers first, then ran all 9 screener_sources entries (sector sweep rotated to Consumer Staples) plus 2 extra breadth-closing searches, evaluating 15 distinct tickers across 7 sectors -- clears both min_candidates_evaluated_per_scan (15) and min_sectors_represented (5)",
    "unconfirmed_volume: Step 3 searches explicitly requested current+average volume; got clean computable ratios for KXS (~0.74x) and ERO (~0.95x), letting ERO be routed to watchlist on a precise volume-based waiting_for",
    "unconfirmed_resistance_level: ERO's stale $51 resistance figure was superseded by confirmed ATH price action rather than left pending or guessed; no resistance point awarded without confirmation",
    "unconfirmed_macd_reading: TCS and GIB.A both had genuinely irreconcilable MACD/RSI/price readings after alternate-worded searches; both excluded per data_integrity.stale_flagged_input_rule rather than scored around the gap",
    "unconfirmed_candle_pattern: no candidate reached the candle-pattern-dependent stage today (same as 2026-08-31) -- informational, no action needed",
    "deferred_megacap_moved (GIB.A): given full Step 3/4 treatment today despite being Tuesday per the lesson's override; 4 searches produced 4 irreconcilable price reads ($142-144 / $75.00 stale / ~$102 implied / $147.85) so it was excluded under data_integrity.stale_flagged_input_rule rather than scored on an unconfirmed price",
    "momentum (setup_D) adaptive-review: no setup_type:'momentum' entries exist in closed_positions, so setup_D would have scored normally today -- moot, no candidate plausibly fit setup_D"
  ],
  "signals": {
    "new_buys": [],
    "holds": [],
    "exits": [],
    "watchlist": [
      {
        "ticker": "ERO",
        "waiting_for": "Ero Copper (Materials/copper). Yesterday's wholesale price contradiction resolved today: internally consistent read of price $49.61-52.11, RSI 52.3 (neutral), MACD 0.34 (positive), above 200d SMA (~$39.84), P/E 13.5-16.8 (passes 9-35 band), next earnings Nov 3 2026 (no conflict), volume 425,143 vs 448,753 avg (~0.95x, confirmed but below the 1.2x/1.5x needed). Scores 3/5 on setup_B (200 EMA + RSI-in-band under Materials' leading-sector 75 ceiling + MACD positive), missing only a fresh elevated-volume push. Needs EITHER a new push toward/above the 2026-08-26 ATH ($56.62) on volume >=1.2x its 20-day average (confirms setup_B), OR a pullback to its rising 20d/50d EMA on light/declining volume (confirms setup_A instead). questrade_symbol could not be resolved -- search_symbols is a Questrade MCP tool and those are confirmed unavailable this session.",
        "trigger_price_cad": null,
        "trigger_direction": null,
        "questrade_symbol": null
      }
    ]
  },
  "excluded": [
    { "ticker": "KXS", "reason": "Kinaxis (Technology). 3rd consecutive day evaluated. Two alternate-worded searches today produced a THIRD distinct 200d EMA figure ($163.14, self-dated to March 2026 -- stale) beyond the prior two conflicting figures ($157.47, $182.50); no genuinely current volume ratio ever confirmed. Questrade fallback unavailable this session, so this is genuinely exhausted per watchlist_resolution_rule's 3rd-consecutive-scan repeat limit -- moved to excluded rather than carried a 4th day.", "price_cad": null },
    { "ticker": "EFR", "reason": "Energy Fuels (Energy/uranium+rare earth). Fresh technical read obtained (price ~$21.98, MACD -0.36, resistance $27.17/$27.53) but fails the base fundamental screen outright: negative TTM P/E (EPS -0.41) and deeply negative free cash flow (-$117.34M TTM / -$80.26M levered) -- same failure mode as DML on 2026-08-31. The aggressive-mode P/E exception requires EPS/FCF growth off a baseline, not a waiver for negative FCF itself.", "price_cad": null },
    { "ticker": "GIB.A", "reason": "CGI Inc. (Technology). Given full Step 3/4 reconfirmation today per the deferred_megacap_moved lesson (deferred at $74.93 on 2026-08-27, retrospective.json tracks it at $104.36 now, +39.3%). 4 searches returned 4 irreconcilable price reads ($142.15-144.22, likely NYSE:GIB cross-contamination; $75.00 dated 2026-08-31, suspiciously matching the stale pre-move deferral price; an implied ~$102 from price-target math, roughly consistent with retrospective.json's $104.36; and $147.85 paired with a nonsensical sub-current price target). Per data_integrity.stale_flagged_input_rule, excluded rather than scored against an unconfirmed price -- no two reads agreed after exhausting alternate-worded queries.", "price_cad": null },
    { "ticker": "TCS", "reason": "Tecsys (Technology). Irreconcilable technical data: RSI reported as both 23.5 (oversold) and 62.91 (overbought) in the same search; MACD reported as both -1.55 (sell) and 1.17 (buy); overall rating cited as 'strong sell'; and next earnings date conflictingly reported as both Sept 4, 2026 (within 3 trading days -- would trigger automatic exclusion) and Sept 10, 2026. Excluded on both the earnings-proximity risk and the unresolved data conflict rather than guessing.", "price_cad": null },
    { "ticker": "AEM", "reason": "Agnico Eagle Mines (Materials/gold). Price $185.18 sits at/below its 200-day moving average ($186.5) -- automatic disqualifier (price below 200 EMA) regardless of RSI (48.3, neutral) or MACD (0.09, weak buy). Data itself flagged as June-July 2026 vintage by its own source.", "price_cad": null },
    { "ticker": "SRU.UN", "reason": "SmartCentres REIT (Real Estate). No RSI, MACD, or candle-pattern data could be confirmed despite a direct search -- only dividend distribution and analyst price-target data were available. Cannot score against setup_C (oversold reversal) without a confirmed RSI reading.", "price_cad": null },
    { "ticker": "NA", "reason": "National Bank of Canada (Financials). Price $183.31 is below its 200-day moving average ($199.48) -- automatic disqualifier (price below 200 EMA) despite otherwise decent RSI (54.2, neutral) and MACD (0.26, buy).", "price_cad": null },
    { "ticker": "ATS", "reason": "ATS Corporation (Industrials). Overall technical rating 'strong sell' with sell trend on both the 1-week and 1-month view; MACD flat-negative (-0.01), not turning positive. No RSI figure could be confirmed, so a setup_C oversold-reversal read cannot be substantiated despite the stock appearing on a stale (2026-08-28) 'most oversold' list.", "price_cad": null },
    { "ticker": "ATZ", "reason": "Aritzia (Consumer Discretionary). Price $158.22 is well above its 200-day SMA ($119.07, +33%) -- not a pullback candidate. No average-volume figure was obtainable to compute a volume ratio, no defined resistance level, no P/E or earnings date confirmed. Multiple unconfirmed inputs (volume ratio, resistance level) -- excluded per data_integrity.stale_flagged_input_rule rather than scored on incomplete data.", "price_cad": null },
    { "ticker": "SU", "reason": "Suncor Energy Inc. (Energy). Resurfaced only via XEG top-holdings lookup -- recurring mega-cap name, not individually reconfirmed today (funnel_breadth.recurring_megacap_handling). Weekly reconfirmation runs Wednesdays.", "price_cad": null },
    { "ticker": "CNQ", "reason": "Canadian Natural Resources Ltd. (Energy). Resurfaced only via XEG top-holdings lookup -- recurring mega-cap name, not individually reconfirmed today (funnel_breadth.recurring_megacap_handling). Weekly reconfirmation runs Wednesdays.", "price_cad": null },
    { "ticker": "CVE", "reason": "Cenovus Energy Inc. (Energy). Resurfaced only via XEG top-holdings lookup -- recurring mega-cap name, not individually reconfirmed today (funnel_breadth.recurring_megacap_handling). Weekly reconfirmation runs Wednesdays.", "price_cad": null },
    { "ticker": "IMO", "reason": "Imperial Oil Ltd. (Energy). Resurfaced only via XEG top-holdings lookup -- recurring mega-cap name, not individually reconfirmed today (funnel_breadth.recurring_megacap_handling). Weekly reconfirmation runs Wednesdays.", "price_cad": null },
    { "ticker": "TOU", "reason": "Tourmaline Oil Corp. (Energy). Resurfaced only via XEG top-holdings lookup -- recurring mega-cap name, not individually reconfirmed today (funnel_breadth.recurring_megacap_handling). Weekly reconfirmation runs Wednesdays.", "price_cad": null }
  ]
}