{
  "scan_date": "2026-09-04",
  "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. Note on continuity: no swing_trade_2026-09-03.json exists -- daily_run.log shows Thu Sep 3's cron-dispatched scan logged '=== Thu Sep 3 07:33:01 AM MDT 2026 ===' through '=== done ===', but a separate interactive invocation that ran concurrently correctly detected the live cron process (distinct PID, its own log lines) and deferred rather than duplicate it -- the cron process itself apparently never wrote an output file despite logging 'done'. Not something this scan can retroactively fix; flagging for awareness since Step 1c's 'most recent prior file' therefore resolved to 2026-09-02 instead of 2026-09-03. Step 1a lessons from retrospective.json (generated 2026-09-04, 6 items in lessons_for_next_scan, all applied): (1) narrow_funnel (only 2 distinct tickers, CAR.UN/CJT, ever traded) -- addressed by running all 9 screener_sources entries (sector sweep rotated to Industrials, the least-recently-used sector) plus 14 additional direct-name breadth-closing searches across Materials/Industrials/Financials/Consumer Staples/Consumer Discretionary/Communication Services/Utilities/Energy once the generic screener sources again returned only index-level commentary and platform-description links rather than fresh dated tickers (consistent with recent scans) -- evaluated 21 distinct tickers across 9 sectors (Materials, Industrials, Financials, Consumer Staples, Consumer Discretionary, Communication Services, Utilities, Energy, Technology), clearing both min_candidates_evaluated_per_scan (15) and min_sectors_represented (5). (2) unconfirmed_volume pattern (100/132, 75.8%) -- applied by actually excluding rather than scoring around the gap: CNR and TFII both had a genuinely unconfirmable today-volume figure after a same-session alternate-worded follow-up search (CNR only ever returned a 10-day average, never today's actual volume; TFII's only volume figure was 13 days stale from Aug 21), and TECK.B's confirmed volume ratio (2.45M/3.24M avg = 0.76x) and ARX's (2M/4M avg = 0.5x) both fell below the 0.8x technical-section minimum outright -- none were promoted on an assumed or stale volume figure. (3) unconfirmed_resistance_level pattern (45/132, 34.1%) -- TFII's only resistance-level figures found ($212-238) were numerically inconsistent with its own confirmed price (~$133), almost certainly a cross-listing/currency scale mismatch (TFII trades on both TSX in CAD and NYSE in USD) -- excluded rather than force-fit to setup_B on an unreconciled level. (4) unconfirmed_macd_reading pattern (5/132, 3.8%) -- AEM's single query returned mutually exclusive MACD readings (+0.090 'Buy' vs -0.97587 'bearish'), compounding a similarly split RSI (48.3 vs 82.6, straddling the aggressive ceiling) and 200-day-EMA relationship (price above per one reading, below per another) -- consistent with the same NYSE/TSX cross-listing contamination pattern GIB.A has shown twice before; excluded per data_integrity.stale_flagged_input_rule rather than picking a reading. (5) unconfirmed_candle_pattern pattern (4/132, 3.0%) -- no candidate reached the candle-pattern-dependent stage today (setup_C oversold-reversal was never invoked; the one setup_A candidate that scored, MFC, missed on its RSI-band and volume-declining points, not a candle-pattern gap) -- moot today, noted per instructions. (6) deferred_megacap_moved (GIB.A) -- given a 3rd consecutive full Step 3/4 reconfirmation regardless of day-of-week per the lesson override. This time two independent sources converged: stockanalysis.com's 'CA$102.28 as of Sep 2' and a second source's '52-week-high-relative' figure implying trading 1.44% below a 200-day MA of CA$103.85 -- both land in the same ~$102-104 CAD neighborhood as retrospective.json's own tracked $104.36, finally resolving the standing $142-148 ADR-cross-contamination risk flagged the last two scans. With a genuine confirmed number in hand, GIB.A is disqualified on ordinary technical grounds (price below its 200-day EMA) rather than excluded for data ambiguity -- this closes out the standing risk cleanly. 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 regardless since no candidate reached setup_D scoring today. Step 1c watchlist resolution: prior file's (2026-09-02) signals.watchlist was empty, nothing to resolve. Step 2 sourcing: all 9 screener_sources entries run (SwingTradeBot/Barchart/TradingView/TradeThatSwing/Globe and Mail again returned generic swing-trading commentary or index-level Barchart Opinion scores, not individual fresh-dated TSX tickers; sector sweep rotated to Industrials returned only generic mid-cap commentary; SEDI insider-buying and 52-week-high/unusual-volume searches again returned only platform-description links, no concrete same-day filings or names -- genuinely exhausted, not stopped early); Sector ETF Constituent Check returned XEG's top 5 holdings (Suncor 25.35%, CNQ 24.34%, Cenovus 13.08%, Imperial Oil 6.45%, Tourmaline 5.64%) with no price data in the result itself, so per recurring_megacap_handling's 'no extra search' rule their excluded entries below carry price_cad: null rather than a separately-fetched price. Since today is a Friday (not Wednesday) and none of these five are in today's deferred_megacap_moved lesson (only GIB.A, sourced separately from the ETF lookup, was), all five got the standard_exclusion_note_template deferral rather than full reconfirmation. Breadth was closed with 15 direct-name searches (AEM, FNV, TECK.B, WSP, TFII, CNR, TD, MFC, SLF, ATD, MG, DOO, RCI.B, AQN, ARX) plus GIB.A's reconfirmation, then 8 further follow-up searches to resolve conflicting/missing data points on the most promising names (WSP, ARX, CNR, AQN, FNV, TECK.B, MFC, TFII) -- total ~33 searches today, above the usual 22-27 estimate, reflecting an unusually high rate of cross-source conflicts this session rather than inefficiency. Individual exclusions beyond the pattern-lesson ones above: TD (RSI 75.449, single clear source, above the 72 aggressive ceiling -- overbought); SLF (no RSI figure found from any source -- a required screening input); ATD (next earnings Sep 8, 2026 -- with Sep 7 a Canadian market holiday (Labour Day), that is the very next trading day, well inside the 3-trading-day earnings exclusion); MG (no numeric RSI, MACD, or 200-EMA figure obtained from any source despite two distinct qualitative 'sell' vs '10/10 buy' ratings -- insufficient confirmable technicals); DOO (RSI 31.3 vs 62.4 and MACD -1.9 vs +4.64, both wildly conflicting, compounded by earnings having been released just yesterday (Sep 3) meaning any pre-existing technical reading may not reflect the post-earnings gap -- excluded rather than scored around the conflict, worth a fresh look once post-earnings technicals settle); RCI.B (adjusted EPS missed by 12.9% this quarter -- a valid red flag, not deprioritized narrative -- compounding an unresolved ~20% price conflict ($46.14 vs $55.75) and a bearish-leaning MACD read); AQN (price conflicting by ~35% across sources, $5.96 vs $8.09, on the exact number needed to size a stop -- genuinely irreconcilable after a follow-up attempt, and the elevated volume's catalyst could not be confirmed either); WSP (follow-up confirmed, not resolved-away: price ~$185-191 CAD is confirmed genuinely below its 200-day SMA of $245.52, corroborated by an independent Aug 18 'passed below 200-day MA' alert -- a real disqualifier, not a data artifact). One candidate reached watchlist: MFC (Manulife, Financials) scored 3/5 on setup_A_pullback -- confirmed above its 200-day MA ($39.87), price ($59.92-$59.99 across same-session reads) sitting within 0.2% of its 50-day SMA ($59.87), and MACD (0.13) already positive, but RSI (68.0, from the prior read) sits above the 35-60 pullback band and volume (6.32M vs 5.43M avg, ~1.16x) is elevated rather than the 'declining on the pullback' pattern setup_A wants -- waiting_for is RSI cooling into the 35-60 band alongside a confirmed bullish reversal candle at the 50-day EMA; not a single crossable price level, so trigger_price_cad/trigger_direction are left null per the schema note. questrade_symbol could not be resolved for MFC's watchlist entry: mcp__Questrade__* tools were confirmed absent from this session's toolset (checked directly; matches daily_run.log's own questrade_preflight entries for today, all three attempts QUESTRADE_UNAVAILABLE, with its own urgent alert already sent before this scan began). Step 6: since signals.new_buys is empty today (no candidate scored 4-5), Step 6 had nothing to execute or abort regardless of the Questrade outage, and no additional ntfy alert was sent beyond the preflight's own (mirrors 2026-08-31 through 2026-09-02's handling of the same empty-new_buys situation).",
  "candidates_evaluated_count": 21,
  "sectors_evaluated": ["Materials", "Industrials", "Financials", "Consumer Staples", "Consumer Discretionary", "Communication Services", "Utilities", "Energy", "Technology"],
  "lessons_applied": [
    "narrow_funnel: ran all 9 screener_sources entries (sector sweep rotated to Industrials) plus 14 direct-name breadth-closing searches once generic screeners again returned only index-level commentary, evaluating 21 distinct tickers across 9 sectors -- clears both min_candidates_evaluated_per_scan (15) and min_sectors_represented (5)",
    "unconfirmed_volume: CNR and TFII excluded specifically because today's volume genuinely could not be confirmed after a follow-up attempt; TECK.B and ARX excluded on confirmed-but-failing volume ratios (0.76x and 0.5x) rather than proceeding on an unconfirmed or stale figure",
    "unconfirmed_resistance_level: TFII's only resistance levels found were numerically inconsistent with its confirmed price (likely a cross-listing scale mismatch) -- excluded rather than force-fit to setup_B",
    "unconfirmed_macd_reading: AEM's single search returned mutually exclusive MACD/RSI/200-EMA readings (consistent with NYSE/TSX cross-listing contamination) -- excluded per data_integrity.stale_flagged_input_rule rather than picking one",
    "unconfirmed_candle_pattern: no candidate reached the candle-pattern-dependent stage today -- moot, noted per instructions",
    "deferred_megacap_moved (GIB.A): given a 3rd consecutive full Step 3/4 reconfirmation; two independent sources finally converged on a genuine ~$102-104 CAD reading (matching retrospective.json's tracked $104.36), resolving the prior ADR-cross-contamination ambiguity -- now disqualified on ordinary grounds (confirmed below its 200-day EMA) rather than excluded for data ambiguity, closing out the standing risk"
  ],
  "signals": {
    "new_buys": [],
    "holds": [],
    "exits": [],
    "watchlist": [
      {
        "ticker": "MFC",
        "waiting_for": "Setup_A_pullback scored 3/5: confirmed above 200d MA ($39.87) and sitting within 0.2% of its 50d SMA ($59.87) with MACD already positive (0.13), but RSI (68.0) is above the 35-60 pullback band and volume (~1.16x avg) is elevated rather than declining. Needs RSI to cool into the 35-60 band together with a confirmed bullish reversal candle at the 50d EMA -- not a single crossable price level. questrade_symbol unresolved: mcp__Questrade__* tools were unavailable this session (confirmed connector outage, see macro_notes), not attempted via search_symbols.",
        "trigger_price_cad": null,
        "trigger_direction": null,
        "questrade_symbol": null
      }
    ]
  },
  "excluded": [
    { "ticker": "GIB.A", "reason": "CGI Inc. (Technology). 3rd consecutive day of full Step 3/4 reconfirmation per the deferred_megacap_moved lesson. Two independent sources today converged on a genuine reading: CA$102.28 (as of Sep 2) and a separate source implying trading 1.44% below a 200-day MA of CA$103.85 -- both consistent with retrospective.json's tracked $104.36, finally resolving the prior ADR-cross-contamination ambiguity. Confirmed trading below its 200-day EMA -- automatic disqualifier on ordinary technical grounds now that the price is genuinely confirmed.", "price_cad": 102.28 },
    { "ticker": "SU", "reason": "Suncor Energy (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 (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 (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 (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 (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": "AEM", "reason": "Agnico Eagle Mines (Materials). A single search returned mutually exclusive readings on every deciding number: RSI 48.3 vs 82.6 (straddling the aggressive 72 ceiling), MACD +0.090 'Buy' vs -0.97587 'bearish', and price above vs below its 200-day EMA depending on source -- consistent with NYSE/TSX cross-listing contamination (AEM trades on both). Excluded per data_integrity.stale_flagged_input_rule rather than picking a reading.", "price_cad": null },
    { "ticker": "FNV", "reason": "Franco-Nevada (Materials). Price confirmed fresh ($356.25 CAD, +0.42%) well above both 50d ($326.40) and 200d ($293.82) MAs, but no numeric RSI could be obtained after two attempts, and today's volume (104,171 vs 390,820 avg, ~0.27x) is well below average -- no setup could be scored: not a pullback (price far above both MAs), no volume/RS confirmation for setup_D, and RSI itself unconfirmable.", "price_cad": null },
    { "ticker": "TECK.B", "reason": "Teck Resources (Materials). Today's volume confirmed at 2.45M vs 3.24M average (~0.76x) -- below the 0.8x minimum daily volume ratio outright. 200-day EMA relationship also remained unresolved across two attempts (conflicting scale readings, likely cross-listing contamination similar to AEM). Excluded on the confirmed volume shortfall alone.", "price_cad": null },
    { "ticker": "WSP", "reason": "WSP Global (Industrials). Follow-up search confirmed rather than resolved the concern: current price ~$185-191 CAD is genuinely below its 200-day SMA of $245.52, corroborated by an independent Aug 18, 2026 'passed below 200-day moving average' alert -- a real disqualifier (price below 200 EMA), not a data artifact.", "price_cad": null },
    { "ticker": "TFII", "reason": "TFI International (Industrials). Today's volume could not be confirmed after a follow-up attempt (only figure found was 13 days stale, Aug 21). The only resistance levels found ($212.68-$237.71) are numerically inconsistent with the stock's own confirmed price (~$133.31), likely a cross-listing/currency scale mismatch -- excluded rather than force-fit to setup_B on an unreconciled level.", "price_cad": null },
    { "ticker": "CNR", "reason": "Canadian National Railway (Industrials). Sits within ~0.25% of its 20d EMA after a run (a plausible pullback setup) with RSI 49.97 in-band, but today's actual trading volume could not be obtained after a follow-up attempt (only a 10-day average volume figure was ever returned, never today's reading) -- excluded per data_integrity.stale_flagged_input_rule rather than scoring the pullback without a real volume read.", "price_cad": null },
    { "ticker": "TD", "reason": "Toronto-Dominion Bank (Financials). RSI 75.449 from a clear, single source -- above the 72 aggressive-mode ceiling. No contradicting reading was found, so the RSI-conflict carve-out does not apply -- excluded as overbought.", "price_cad": null },
    { "ticker": "SLF", "reason": "Sun Life Financial (Financials). 200d MA (88.66) and MACD (0.230, buy) both confirmed, 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": "ATD", "reason": "Alimentation Couche-Tard (Consumer Staples). Confirmed next earnings date Sep 8, 2026 after close. With Sep 7 a Canadian market holiday (Labour Day), Sep 8 is the very next trading day -- well inside the 3-trading-day earnings exclusion window. Automatic disqualifier regardless of its (also conflicting) RSI/MACD readings.", "price_cad": null },
    { "ticker": "MG", "reason": "Magna International (Consumer Discretionary). No numeric RSI, MACD, or 200-day EMA figure could be obtained from any source, only conflicting qualitative ratings ('sell' vs '10/10 buy, pullback opportunity') -- excluded for insufficient confirmable technicals.", "price_cad": null },
    { "ticker": "DOO", "reason": "BRP Inc. (Consumer Discretionary). RSI (31.3 vs 62.4) and MACD (-1.9 vs +4.64) both wildly conflicting across sources, compounded by earnings having been released just yesterday (Sep 3, a 50% EPS beat) -- any pre-existing technical reading may not reflect the post-earnings gap. Excluded rather than scored around the conflict; worth a fresh look once post-earnings technicals settle.", "price_cad": null },
    { "ticker": "RCI.B", "reason": "Rogers Communications (Communication Services). Missed Q2 2026 adjusted EPS by 12.9% ($1.01 vs $1.16 est.) -- a valid red flag, not deprioritized narrative. Also carries an unresolved ~20% price conflict ($46.14 vs $55.75) on the number needed to judge overbought status, and a bearish-leaning MACD read -- excluded on the earnings miss plus the unresolved conflict.", "price_cad": null },
    { "ticker": "AQN", "reason": "Algonquin Power & Utilities (Utilities). Price conflicts by ~35% across sources ($5.96 vs $8.09) on the exact number needed to size a stop -- genuinely irreconcilable after a follow-up attempt. Elevated volume (2.85x avg) lacked any confirmable catalyst after the same follow-up. Excluded per data_integrity.stale_flagged_input_rule.", "price_cad": null },
    { "ticker": "ARX", "reason": "ARC Resources (Energy). Pending acquisition by Shell ($22B deal, approved by shareholders, expected to close H2/Q3 2026) means price action is now governed by deal-arbitrage dynamics rather than normal swing-trade technicals -- not a suitable candidate regardless of technicals. Today's volume (2M vs 4M avg, ~0.5x) also failed confirmation independently.", "price_cad": null }
  ]
}