{
  "scan_date": "2026-09-10",
  "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 and watchlist are both empty (no open positions since CAR.UN stopped out 2026-08-31) -- Step 1b had nothing to enrich, Step 1c had nothing to re-check (2026-09-09's watchlist was also empty), and Step 5 has nothing to check, so holds and exits are all empty arrays by design. Tool-availability check: mcp__Questrade__* tools confirmed absent from this session's toolset (not present even as a deferred/loadable tool), consistent with run_daily_scan.sh's own pre-flight check failing 3/3 attempts at 07:33 and already sending an urgent ntfy alert before this scan started. Since signals.new_buys ends up empty today, Step 6 had nothing to execute or abort and no additional ntfy alert was needed beyond that pre-flight alert (mirrors 2026-09-01 through 2026-09-09's handling of the same empty-new_buys situation). Step 1a lessons from retrospective.json (generated 2026-09-10, 6 items in lessons_for_next_scan, all applied): (1) narrow_funnel -- addressed by running all 9 screener_sources entries (again returning only generic platform/index-level commentary, no fresh dated tickers) then pivoting to direct-name searches across sectors, evaluating 15 distinct tickers across 11 sectors (Energy, Communication Services, Financials, Industrials, Real Estate, Consumer Staples, Technology, Materials, Consumer Discretionary, Utilities, Healthcare), clearing both min_candidates_evaluated_per_scan (15) and min_sectors_represented (5). (2) unconfirmed_volume -- applied: QSR's volume was successfully confirmed (5.08M/3.72M avg = 1.37x); MRU's volume was confirmed (439,107/491,284 = 0.89x, moot given its EMA failure); WCP's volume was actively pursued via two differently-worded searches and came back genuinely conflicting both times (7.40M vs a 7.35M 'average' in one attempt; 3.40M today vs 5.31M average in a second, i.e. ~1.0x vs ~0.64x) -- per data_integrity.stale_flagged_input_rule this was NOT picked arbitrarily; WCP was excluded from setup_D scoring on this specific unrefreshable point rather than scored through the gap. (3) unconfirmed_resistance_level -- moot again; no candidate reached setup_B scoring (WCP's fresh 52-week-high explicitly routes to setup_D instead of setup_B precisely because it has no established resistance level with 2+ touches). (4) unconfirmed_candle_pattern -- moot; no watchlist carry-forward existed to re-check and no candidate's scoring depended on a candle pattern today. (5) unconfirmed_macd_reading -- applied: QSR's single-source MACD reading (1.84, oddly labeled 'Sell' despite the positive value) was not corroborated by a second source and was not credited toward its score; this uncredited point contributed to QSR's exclusion for insufficient setup-fit data rather than a promotion. (6) deferred_megacap_moved: GIB.A -- forced a full Step 3/4 reconfirmation today regardless of day-of-week per the lesson; confirmed still -2.74% below its 200-day moving average (price $102.02, same reading used in yesterday's 09-09 reconfirmation) despite RSI improving from oversold toward neutral 50 and MACD attempting a bullish crossover -- excluded again on ordinary technical grounds (price below 200 EMA). NOTE: retrospective.json's lessons_for_next_scan still listed this as an open/unresolved deferral even though the 2026-09-09 scan had already performed this identical reconfirmation and exclusion yesterday -- this looks like generate_retrospective.py's deferred-megacap tracker not yet recognizing a prior day's resolution (worth the user checking that script's logic); today's scan complied with the instruction and re-ran the check anyway rather than assuming it was already handled. 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 was applied to setup_D candidates today -- moot in practice since WCP (the only setup_D-eligible candidate) was excluded on data-integrity grounds, not the adaptive bar. Step 2 sourcing: all 9 screener_sources entries run first (SwingTradeBot/Barchart/TradingView/TradeThatSwing/Globe and Mail again returned only generic platform-description or index-level commentary rather than individual fresh-dated TSX tickers; sector sweep rotated to Telecom, unused recently -- returned nothing concrete; SEDI and 52-week-high/unusual-volume searches again returned only platform links, no concrete same-day filings/names; Sector ETF Constituent Check returned XEG/XMA/XIT top-holdings composition but only a stale Sept 7 relative-performance snapshot, not a current read) -- breadth was then closed with 15 direct-name searches spanning Energy (TOU, ARX, WCP, IMO, PPL), Communication Services (T), Financials (SLF), Industrials (TIH), Real Estate (REI.UN), Consumer Staples (MRU), Technology (GIB.A), Materials (TECK.B), Consumer Discretionary (QSR), Utilities (EMA), and Healthcare (CSH.UN). A new, non-lesson data point surfaced today: ARC Resources (ARX) is now confirmed operating as a subsidiary of Shell Canada Limited under Shell PLC's acquisition agreement (announced April 2026) -- excluded regardless of its otherwise-favorable technicals since its price action is now deal-arbitrage-driven, not a valid organic swing setup. Phase D commodity trigger check: WTI rose to $97.19, up +2.76% today (US/Iran tanker strikes per Yahoo Finance/Investing.com) -- this DOES qualify the >1% bullish WTI trigger in aggressive_overrides.valuation_exception for Energy/Materials, making up to a 45 P/E permissible with >10% YoY EPS/FCF growth, but no Energy or Materials candidate today was actually excluded on P/E grounds (all failed on 200-EMA, data-conflict, or M&A-status grounds instead), so the exception was never actually needed. Gold was roughly flat (~$4,439-4,448, down ~0.3%) -- does not qualify the bullish >0.5% gold trigger. No confirmed current XEG-vs-TSX-Composite relative-strength percentage was obtainable today (only a stale Sept 7 snapshot showing sector ETFs broadly down), so today's leading sector could not be confirmed with certainty despite Energy's plausible strength from the WTI move -- moot since no Energy candidate reached setup_B scoring where the leading-sector RSI ceiling would matter. Total searches today: 9 screener_sources entries + 1 GIB.A reconfirmation + 1 commodity-trigger check + 15 direct-name confirmation searches + 3 follow-up conflict-resolution/insider-buying searches (ARX/WCP price-volume-PE-earnings, WCP volume/relative-strength refresh, WCP SEDI insider check, QSR volume/earnings/PE refresh) = 29 searches, above the usual 22-27 range, reflecting both the direct-name breadth-closing effort and an unusually high rate of cross-source data conflicts requiring refresh attempts this session.",
  "candidates_evaluated_count": 15,
  "sectors_evaluated": ["Energy", "Communication Services", "Financials", "Industrials", "Real Estate", "Consumer Staples", "Technology", "Materials", "Consumer Discretionary", "Utilities", "Healthcare"],
  "lessons_applied": [
    "narrow_funnel: ran all 9 screener_sources entries (again only generic commentary), then closed breadth with 15 direct-name searches across 11 sectors -- clears both min_candidates_evaluated_per_scan (15) and min_sectors_represented (5)",
    "unconfirmed_volume: QSR (1.37x) and MRU (0.89x) volume ratios successfully confirmed; WCP's volume was pursued via two differently-worded searches and came back genuinely conflicting both times -- per data_integrity.stale_flagged_input_rule, excluded from setup_D scoring on this specific unrefreshable point rather than picking a number",
    "unconfirmed_resistance_level: moot today -- no candidate reached setup_B scoring (WCP's fresh 52-week high routes to setup_D instead, which has no resistance-level requirement)",
    "unconfirmed_candle_pattern: moot today -- no watchlist carry-forward existed and no candidate's scoring depended on a candle pattern",
    "unconfirmed_macd_reading: QSR's single-source, oddly-labeled MACD reading was not corroborated and not credited toward its score, contributing to its exclusion for insufficient setup-fit data",
    "deferred_megacap_moved: GIB.A given a full Step 3/4 reconfirmation today -- confirmed still -2.74% below its 200-day moving average (unchanged from the reading already used in yesterday's identical reconfirmation), excluded again on ordinary technical grounds; flagging that retrospective.json's lesson generator appears not to have registered yesterday's resolution"
  ],
  "signals": {
    "new_buys": [],
    "holds": [],
    "exits": [],
    "watchlist": []
  },
  "excluded": [
    { "ticker": "TOU", "reason": "Tourmaline Oil (Energy). RSI 54.351 is in-band, but MACD (-0.060) and its 200-day EMA reading ($65.37) both read Sell against the current price (8 of 8 signals Sell across daily/weekly/monthly ratings), implying price below its 200 EMA -- excluded on ordinary technical grounds.", "price_cad": null },
    { "ticker": "ARX", "reason": "ARC Resources (Energy). Confirmed as of Sept 2, 2026 to be operating as a subsidiary of Shell Canada Limited under Shell PLC's acquisition agreement (announced April 2026) -- price action is now deal-arbitrage-driven, not a valid organic swing setup, regardless of its otherwise-favorable RSI (56-61)/MACD (positive)/200-EMA readings.", "price_cad": null },
    { "ticker": "WCP", "reason": "Whitecap Resources (Energy). Made a fresh 52-week high today ($18.70) with RSI 61.24 in-band, MACD positive, PE 16.70, and earnings not until Oct 28 -- only setup_D_momentum plausibly fits, but its volume figure conflicted materially across two differently-worded searches (7.40M vs a 7.35M 'average' in one attempt; 3.40M today vs 5.31M average in a second, i.e. ~1.0x vs ~0.64x) and no confirmed 1-3 session relative-strength-vs-XEG/TSX figure was obtainable -- per data_integrity.stale_flagged_input_rule, excluded from setup_D scoring rather than picking one of the conflicting volume figures. Note: insider buying here is genuinely strong (CEO Grant Fagerheim + 3 other execs, 12 open-market buys, ~$856K CAD over 90 days, no sells) -- worth a fresh look on a day with cleaner volume data.", "price_cad": null },
    { "ticker": "IMO", "reason": "Imperial Oil (Energy). Price $134.68 sits above its 200-day EMA ($110.89, Buy) and 20/50-day EMAs, but MACD reads 1.96 'Sell' despite the positive value (unresolved direction) and no RSI or volume/average-volume figure was obtainable -- excluded for insufficient confirmable technicals.", "price_cad": null },
    { "ticker": "PPL", "reason": "Pembina Pipeline (Energy). RSI 44.165, MACD -0.010, and 200-day EMA $67.60 all read Sell against a current price of $60.76 (below its 200 EMA) -- excluded on ordinary technical grounds.", "price_cad": null },
    { "ticker": "T", "reason": "Telus (Communication Services). Search results returned internally inconsistent data apparently blended between TSX-listed T.TO (CAD) and the NYSE ADR TU (USD) -- a cited '200-day MA of $13.1' with the 50-day MA below it is inconsistent with T.TO's actual price range, and no volume data was obtainable -- excluded for unconfirmable/conflicting technicals.", "price_cad": null },
    { "ticker": "SLF", "reason": "Sun Life Financial (Financials). Price $108.51 above its 200-day EMA ($88.66, Buy) and MACD positive (0.230), but the only RSI figure available was dated to June 2026 (3+ months stale) and no volume data was found -- excluded for insufficient confirmable current technicals.", "price_cad": null },
    { "ticker": "TIH", "reason": "Toromont Industries (Industrials). Current price conflicted materially across sources ($156.94 vs $124.64, a >25% discrepancy) and MACD conflicted in scale (1.52 vs 3.41) -- excluded per data_integrity.stale_flagged_input_rule on the unresolved conflict.", "price_cad": null },
    { "ticker": "REI.UN", "reason": "RioCan REIT (Real Estate). Current price conflicted materially across sources ($22.55 vs $18.52, a >20% discrepancy) and MACD conflicted in sign (-0.03 vs 0.22) -- excluded per data_integrity.stale_flagged_input_rule.", "price_cad": null },
    { "ticker": "MRU", "reason": "Metro Inc. (Consumer Staples). Price $93.28 sits below both its 50-day SMA ($99.36) and 200-day SMA ($101.67) -- confirmed below its 200 EMA -- excluded on ordinary technical grounds. (Volume ratio was confirmed at 439,107/491,284 = 0.89x, above the 0.8x floor, but moot given the EMA failure.)", "price_cad": null },
    { "ticker": "GIB.A", "reason": "CGI Inc. (Technology). Given a full Step 3/4 reconfirmation today per retrospective.json's deferred_megacap_moved lesson. Price $102.02 remains 2.74% below its 200-day moving average (same reading used in yesterday's 09-09 reconfirmation) despite RSI improving from oversold toward neutral 50 and MACD attempting a bullish crossover -- excluded again on ordinary technical grounds (price below 200 EMA).", "price_cad": null },
    { "ticker": "TECK.B", "reason": "Teck Resources (Materials). The only technical data obtainable was explicitly dated to July 2026 by the source itself (2+ months stale) -- excluded for unconfirmable current technicals rather than using outdated RSI/MACD/EMA readings.", "price_cad": null },
    { "ticker": "QSR", "reason": "Restaurant Brands International (Consumer Discretionary). Price $93.94 above its 200-day SMA ($90.31), RSI 51.03 in-band, volume confirmed at 5.08M/3.72M avg (1.37x, passes the 0.8x floor), next earnings not until Oct 29 -- but its MACD read 'Sell' from a single uncorroborated source despite a positive 1.84 value, no 20d/50d EMA-proximity figure was found for a pullback fit, and no resistance level, insider-buying, or 1-3 session relative-strength figure was found for a breakout/momentum fit -- excluded for insufficient setup-fit data.", "price_cad": null },
    { "ticker": "EMA", "reason": "Emera Inc. (Utilities). RSI 32.267 (below the 35 floor, routed to exclusions.rsi_oversold_carveout), but its 200-day EMA ($72.26) reads Sell against the current price -- per the same treatment applied to NTR on 2026-09-09, the oversold carveout only waives the RSI-floor discard, not the 200-EMA discard -- excluded on ordinary technical grounds.", "price_cad": null },
    { "ticker": "CSH.UN", "reason": "Chartwell Retirement Residences (Healthcare/Real Estate). Price $21.83 above its 200-day SMA ($19.35, Buy) with MACD reading 5.16 (Buy), but the source's own summary was self-contradictory (an explicit 'Strong Sell' daily signal alongside text describing the trend as 'strongly bullish'), and no volume data was obtainable -- excluded per data_integrity.stale_flagged_input_rule on the unresolved conflicting signal.", "price_cad": null }
  ]
}