{
  "scan_date": "2026-09-02",
  "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). positions.json open_positions is empty (no open positions since CAR.UN stopped out 2026-08-31) -- Step 1b had nothing to enrich and Step 5 has nothing to check, so holds and exits are both empty arrays by design. Step 1a lessons from retrospective.json (generated 2026-09-02, 6 items in lessons_for_next_scan, all applied): (1) narrow_funnel (only 2 distinct tickers, CAR.UN/CJT, ever traded) -- addressed by resolving ERO's watchlist status first, then running all 9 screener_sources entries, sector sweep rotated to Healthcare (an unused sector), plus 6 additional direct-name searches (Utilities/Telecom/Financials/Consumer Discretionary/Real Estate/Healthcare) to responsibly clear breadth with genuinely-sourced data -- evaluated 15 distinct tickers across 9 sectors (Materials, Technology, Energy, Consumer Staples, Utilities, Communication Services/Telecom, Financials, Consumer Discretionary, Real Estate, Healthcare -- note Energy alone spans 5 names), clearing both min_candidates_evaluated_per_scan (15) and min_sectors_represented (5). (2)-(5) unconfirmed_volume/resistance_level/macd_reading/candle_pattern patterns -- applied by refusing to score or size any candidate against a gap: FTS, BCE, WELL, CTC.A, REI.UN, L, and CNQ all had at least one genuinely unconfirmable input (volume ratio, resistance level, or RSI/MACD itself) after a same-session alternate-worded search attempt, and Questrade fallback (technical_indicators.py) was unavailable this session (see Step 6 note) -- all were excluded per data_integrity.stale_flagged_input_rule rather than scored around the gap, exactly the discipline that CJT/CAR.UN skipped. RY hit this directly: two searches returned RSI 44.46 (5 days old) and RSI 67.33 (2 weeks old) -- neither dated today, genuinely irreconcilable, excluded. (6) deferred_megacap_moved (GIB.A) -- given a second consecutive day of full Step 3/4 reconfirmation (2 more searches today, on top of 4 yesterday): today's reads were $142.15-144.22 CAD (likely NYSE:GIB ADR cross-contamination again) and $147.85 CAD, while a USD close of $73.72 implies roughly $101-102 CAD at prevailing FX -- still no two reads agree, and this is now 6 searches across 2 days without a usable number. Excluded again per data_integrity.stale_flagged_input_rule; flagging as a standing risk in macro_notes since retrospective.json tracks this name as having moved +36-39% since its 2026-08-27 deferral and automated search still cannot pin down a trustworthy current price for it -- may need a manual check outside this search-based flow if this persists into next week's retrospective. Step 1a momentum (setup_D) adaptive-review: positions.json's closed_positions still contains no setup_type:'momentum' entries (CJT breakout, CAR.UN pullback), so no extra confirmation bar applied -- moot today since no candidate plausibly scored setup_D anyway (WELL Health had the closest momentum profile -- RSI 70.6, fresh MACD bullish crossover -- but volume ratio, relative-strength-vs-sector, and insider/unusual-volume data were all unconfirmed, so it was excluded rather than scored). Step 1c watchlist resolution (run before Step 2): ERO (Ero Copper, Materials) was the only carried watchlist entry, on its 3rd consecutive day. Two alternate-worded searches today returned, respectively, RSI 14.4/MACD -1.76/price $33.89 (an exact repeat of the wholesale-contradiction figures already discredited as stale in yesterday's scan) and RSI 52.302/MACD 0.340 (numerically identical to yesterday's already-recorded reading, i.e. the same cached page, not a fresh today reading) -- one fresh data point did come through (price $52.11, down -2.14% today, still off the 2026-08-26 ATH of $56.62, not a fresh push toward it), but no genuinely current volume figure could be obtained after two attempts, and the Questrade fallback is unavailable this session. Per watchlist_resolution_rule's 'not for more than 2 consecutive scans' limit, and consistent with how KXS was handled yesterday under the same exhausted-avenues logic, ERO was moved to excluded rather than carried a 4th day. Today is a Wednesday, so funnel_breadth.recurring_megacap_handling's weekly reconfirmation applied: SU, CNQ, CVE, IMO, and TOU (all previously deferred via XEG top-holdings only) were each given a genuine Step 3/4 look instead of the standard deferral template. Results: SU (RSI 29.3, MACD -1.15) triggered the sub-35-adjacent oversold review but MACD is solidly negative, not turning positive, and no reversal-candle/volume-increase confirmation exists, so it fails setup_C's own criteria and was excluded on that basis, not merely deferred. TOU is confirmed trading -5.68% below its 200-day moving average -- automatic disqualifier, excluded. CVE showed RSI 74.228, above the 72 aggressive ceiling from a single source (Energy was not confirmed as today's leading sector, so the 75 leading-sector ceiling does not apply) -- excluded as overbought. IMO showed MACD -0.37 (negative, not turning positive) with no defined pullback/breakout/oversold/momentum trigger -- excluded. CNQ returned no confirmable RSI/MACD from either of two attempts (only dividend/earnings-date info) -- excluded for lack of confirmable technicals despite a genuine Wednesday reconfirmation attempt. Sector ETF Constituent Check: XEG holdings obtained (Suncor 25.35%, CNQ 24.34%, Cenovus 13.08%, Imperial Oil 6.45%, Tourmaline 5.64%) but today's fresh relative-strength reads were inconsistent -- XFN showed a fresh today reading of $91.94 (down from $92.68 prior close, roughly -0.8%), XIT showed a fresh today reading of -2.96%, but XMA's only available data was a stale May 2026 price and the TSX Composite's own today reading was internally contradictory (one source implied +0.16% off a much higher open, inconsistent with the prior close), so no leading sector could be confirmed with confidence today -- noted here rather than asserted as fact; no candidate's score depended on the 75-ceiling exception as a result. New Step 2 sourcing beyond the above: SwingTradeBot/Barchart/TradingView/Trade That Swing/Globe and Mail again returned mostly index-level or platform-description commentary rather than individual fresh-dated tickers, consistent with recent scans. Sector sweep rotated to Healthcare (unused recently) -- returned only US-market commentary, no TSX-specific healthcare names, so WELL Health was sourced directly instead. SEDI insider-buying and 52-week-high/unusual-volume searches again returned only platform-description links (insiderscreener.com, canadianinsider.com, chartmill.com, TMX Money), 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 direct-name sourcing (Loblaw/Consumer Staples, Fortis/Utilities, Telus+BCE/Communication Services, Royal Bank/Financials, Canadian Tire/Consumer Discretionary, RioCan/Real Estate, WELL Health/Healthcare) plus the 5 Wednesday energy reconfirmations and ERO/GIB.A. Individual results: Telus (T) is confirmed trading well below its 200-day MA ($13.7 vs $17.24) -- automatic disqualifier, excluded (also carries a fresh red_flag: 55% dividend cut effective October 2026, removed from the Dividend Aristocrats index). Loblaw (L), Canadian Tire (CTC.A), RioCan (REI.UN), and BCE could not get a confirmed RSI (BCE's MACD was a barely-positive 0.04 with no RSI at all) -- excluded for insufficient confirmable technicals rather than guessed. Fortis (FTS) was the strongest overall profile found today -- RSI 61.9, MACD 0.25, price $82.53 clearly above its 200d SMA ($65.54) and 50d SMA ($65.20), P/E 22.36 (within band), next earnings Nov 4 2026 (no conflict) -- but price sits well above both moving averages (not a pullback candidate for setup_A), no defined resistance/consolidation level was found for setup_B, and no volume ratio or sector relative-strength data was obtainable for setup_D, so no setup could be scored to 3+ despite the healthy underlying trend -- excluded rather than force-fit to watchlist. Total distinct tickers evaluated today: 15 (ERO, GIB.A, SU, CNQ, CVE, IMO, TOU, L, FTS, T, RY, CTC.A, REI.UN, BCE, WELL) across 9 sectors (Materials, Technology, Energy, Consumer Staples, Utilities, Communication Services/Telecom, Financials, Consumer Discretionary, Real Estate, Healthcare). Total searches used: 27 (2 Step 1c ERO checks + 9 screener_sources entries + 2 GIB.A reconfirmation + 5 Wednesday energy-megacap reconfirmations + 9 additional direct-name confirmation searches across L/FTS/T/RY/CTC.A/REI.UN/BCE/WELL, with FTS needing a 2nd follow-up for P/E/earnings/volume). Step 6: mcp__Questrade__* tools confirmed absent from this session's toolset (checked directly, and confirmed by daily_run.log's own questrade_preflight entries for today, all three attempts returning QUESTRADE_UNAVAILABLE, with its own urgent ntfy alert already sent 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. 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 and 2026-09-01's handling of the same empty-new_buys situation).",
  "candidates_evaluated_count": 15,
  "sectors_evaluated": ["Materials", "Technology", "Energy", "Consumer Staples", "Utilities", "Communication Services", "Financials", "Consumer Discretionary", "Real Estate", "Healthcare"],
  "lessons_applied": [
    "narrow_funnel: resolved ERO's watchlist status first, then ran all 9 screener_sources entries (sector sweep rotated to Healthcare) plus 9 additional direct-name breadth-closing searches and 5 Wednesday megacap reconfirmations, evaluating 15 distinct tickers across 9 sectors -- clears both min_candidates_evaluated_per_scan (15) and min_sectors_represented (5)",
    "unconfirmed_volume: no candidate was scored or sized against an unconfirmed volume ratio today -- FTS, WELL, and others were excluded specifically because a volume ratio could not be confirmed rather than assumed",
    "unconfirmed_resistance_level: FTS (strong trend, no resistance level found) was excluded rather than force-fit to setup_B without one",
    "unconfirmed_macd_reading: RY's RSI/MACD reads were dated 5 days and 2 weeks old respectively (44.46 vs 67.33), never today -- excluded per data_integrity.stale_flagged_input_rule rather than picking one",
    "unconfirmed_candle_pattern: no candidate reached the candle-pattern-dependent stage today (setup_C was only reviewed for SU via the oversold carveout, and failed on its own MACD criterion, not a candle-pattern gap)",
    "deferred_megacap_moved (GIB.A): given a 2nd consecutive day of full Step 3/4 reconfirmation; still 2 irreconcilable price reads today ($142-144 likely ADR cross-contamination vs $147.85), excluded again -- flagged as a standing risk in macro_notes given the tracked +36-39% move since deferral"
  ],
  "signals": {
    "new_buys": [],
    "holds": [],
    "exits": [],
    "watchlist": []
  },
  "excluded": [
    { "ticker": "ERO", "reason": "Ero Copper (Materials). 3rd consecutive day evaluated. Two alternate-worded searches today returned either an exact repeat of a previously-discredited stale reading (price $33.89/RSI 14.4/MACD -1.76, identical to a figure already flagged as wrong on 2026-08-31) or numbers identical to yesterday's own recorded reading (RSI 52.302/MACD 0.340) -- neither is a genuine today reading. The one fresh data point obtained (price $52.11, -2.14% today) shows continued drift off the $56.62 ATH, not the fresh volume-confirmed push or EMA pullback its waiting_for condition required. Questrade fallback unavailable this session; genuinely exhausted per watchlist_resolution_rule's 2-consecutive-scan repeat limit -- moved to excluded rather than carried a 4th day.", "price_cad": null },
    { "ticker": "GIB.A", "reason": "CGI Inc. (Technology). 2nd consecutive day of full Step 3/4 reconfirmation per the deferred_megacap_moved lesson. Today's searches returned $142.15-144.22 CAD (likely NYSE:GIB ADR cross-contamination, as yesterday) and $147.85 CAD; a USD close of $73.72 implies roughly $101-102 CAD, in the neighborhood of retrospective.json's tracked $104.36 but still not a confirmed match to either CAD figure. No two reads agree after 6 total searches across 2 days -- excluded per data_integrity.stale_flagged_input_rule. Flagged as a standing risk: this name has reportedly moved +36-39% since its 2026-08-27 deferral and remains unconfirmable via search.", "price_cad": null },
    { "ticker": "SU", "reason": "Suncor Energy (Energy). Wednesday reconfirmation completed (funnel_breadth.recurring_megacap_handling). RSI 29.3 triggered the sub-35 oversold carveout review against setup_C, but MACD is solidly negative (-1.15, not turning positive) with no reversal-candle or volume-increase confirmation -- fails setup_C's own criteria, excluded on that basis.", "price_cad": null },
    { "ticker": "CNQ", "reason": "Canadian Natural Resources (Energy). Wednesday reconfirmation attempted (funnel_breadth.recurring_megacap_handling) but two searches returned only dividend/earnings-date information, no confirmable RSI or MACD -- excluded for lack of confirmable technicals rather than guessed.", "price_cad": null },
    { "ticker": "CVE", "reason": "Cenovus Energy (Energy). Wednesday reconfirmation completed. RSI 74.228 (single source) is above the 72 aggressive-mode ceiling; Energy was not confirmed as today's leading sector so the 75 leading-sector ceiling does not apply -- excluded as overbought.", "price_cad": null },
    { "ticker": "IMO", "reason": "Imperial Oil (Energy). Wednesday reconfirmation completed. MACD -0.37 (negative, not turning positive) and RSI 40.8; no pullback-to-EMA, breakout, oversold, or momentum trigger is plausible with today's data -- excluded.", "price_cad": null },
    { "ticker": "TOU", "reason": "Tourmaline Oil (Energy). Wednesday reconfirmation completed. Confirmed trading -5.68% below its 200-day moving average ($59.15 vs $62.26) -- automatic disqualifier (price below 200 EMA).", "price_cad": null },
    { "ticker": "L", "reason": "Loblaw Companies (Consumer Staples). Price $62.10 confirmed today, but no RSI or MACD figure could be obtained despite a direct search -- excluded for insufficient confirmable technicals.", "price_cad": null },
    { "ticker": "FTS", "reason": "Fortis (Utilities). Strongest overall fundamental/trend profile found today: RSI 61.9, MACD 0.25, price $82.53 well above its 200d SMA ($65.54) and 50d SMA ($65.20), P/E 22.36 (within band), next earnings Nov 4 2026 (no conflict). However, price sits well above both moving averages (not a setup_A pullback), no defined resistance/consolidation level exists for setup_B, and no volume ratio or sector relative-strength data was obtainable for setup_D -- no setup could be scored to 3+ despite the healthy trend. Excluded rather than force-fit to watchlist.", "price_cad": null },
    { "ticker": "T", "reason": "Telus (Communication Services). Confirmed trading well below its 200-day MA ($13.70 vs $17.24) -- automatic disqualifier. Also carries a fresh red_flag: a 55% dividend cut (41.84c to 18.75c quarterly) effective October 2026, and removal from the S&P/TSX Canadian Dividend Aristocrats Index.", "price_cad": null },
    { "ticker": "RY", "reason": "Royal Bank of Canada (Financials). Two technical reads found, dated 5 days ago (RSI 44.46, sell) and 2 weeks ago (RSI 67.33, buy) -- neither is a genuine today reading and they're not reconcilable as the same signal. Excluded per data_integrity.stale_flagged_input_rule rather than picking one arbitrarily.", "price_cad": null },
    { "ticker": "CTC.A", "reason": "Canadian Tire (Consumer Discretionary). Price $186.78 confirmed (down -0.55%, volume 64,384) but no RSI or MACD could be obtained -- excluded for insufficient confirmable technicals.", "price_cad": null },
    { "ticker": "REI.UN", "reason": "RioCan REIT (Real Estate). Strong recent fundamentals (Q1 2026 EPS $0.32 vs -$0.28 loss prior year) but no RSI, MACD, or volume data could be confirmed -- excluded for insufficient confirmable technicals.", "price_cad": null },
    { "ticker": "BCE", "reason": "BCE Inc. (Communication Services). Price $32.45 above a $30.95-31.89 200-day MA range and MACD a barely-positive 0.04, but no RSI figure could be obtained from any source -- excluded for insufficient confirmable technicals (RSI is a required screening input).", "price_cad": null },
    { "ticker": "WELL", "reason": "WELL Health Technologies (Healthcare). Price $4.40 (+2.78% today), RSI 70.57 (near the 72 aggressive ceiling), MACD 0.16 with a fresh bullish crossover, barely above its 200d SMA ($4.35) -- a plausible momentum profile, but volume ratio, 1-3 session relative strength vs sector/TSX Composite, and insider/unusual-volume data were all unconfirmed after search -- excluded rather than scored on the gaps.", "price_cad": null }
  ]
}