SwingTrader — session recap · Mon 2026-08-31

Setup D & The Sleeve

Everything that touched disk today, in order — the routine 7:33am cron run, then a strategy-review session tonight that changed how the scanner scores entries and stood up a whole second, smaller trading system alongside it.

files touched

newly created

08:05→22:19

span of edits

dashboard files touched

Timeline

automated (AM) vs. hands-on (PM)

07:33 – 14:05 · unattended cron

07:33Daily scan fires run_daily_scan.sh

Full candidate scan under the pre-Setup-D rubric (A/B/C only). Wrote daily_snapshots/swing_trade_2026-08-31.json.

08:39Morning snapshot backed up …morning-cron-run.bak.json

Byte-identical to the live snapshot — a preservation copy taken before tonight's session, not an edit to the scan's own output.

13:30Hourly position check check_positions.sh

Stop/target sweep against live quotes — no open positions to flag (both prior trades already closed).

13:55Live quotes refreshed live_prices.json

14:05Retrospective regenerated retrospective.json

Confirmed the state that triggered tonight's rethink: exactly 2 closed trades on record — CJT and CAR.UN — both losses.

21:47 – 22:19 · strategy review session

21:47Criteria rewritten screen_criteria.json

Added data_integrity.stale_flagged_input_rule and entry_setups.setup_D_momentum; loosened three soft guardrails.

21:48Scan prompt updated daily_scan_prompt.md

Step 4 now enforces the stale-input rule; Step 1a adds a momentum-specific adaptive-review clause.

21:49Methodology doc updated agent_and_tips.md

Setup D documented in Part 4 Step 4 and Part 10, alongside Setups A–C.

21:50Closed trades annotated positions.json

CJT and CAR.UN both retroactively tagged entered_despite_flagged_data_gap — the shared root cause the new rule targets.

22:02–22:04Options sleeve built sleeve_*.{json,py,sh,md} ×6

New capital ledger, watchlist, mechanical poller, reconfirm prompt — all created from scratch, none existed this morning.

22:09Permissions extended .claude/settings.local.json

22:18Sleeve cron wired in sleeve_monitor_state.json

Confirmed live in crontab -l: */5 7-13 * * 1-5 sleeve_monitor.sh — a 6th automation entry, running now.

22:19Docs closed out CLAUDE.md

Both changes written up so a future session (or a fresh-eyes review) doesn't have to reconstruct tonight from the diff alone.

This morning vs. right now

what the system could do, before and after

dimension	07:33 scan	as of 22:19
Entry setups scored	A · B · C — pullback, breakout, oversold reversal	+ D — momentum/relative-strength acceleration, 1–3 sessions
A flagged stale input	Scored anyway if a candidate cleared its threshold — the exact CJT/CAR.UN failure mode	Blocked: must be refreshed or the candidate is excluded for that setup
Min risk:reward	1 : 3	1 : 2
Cash reserve floor	15%	10%
Max portfolio risk	8%	11%
High-risk options sleeve	Did not exist	Live · $1,000 CAD cap · 17-ticker poll · alert-only, no auto-orders
Cron entries	5	6 + sleeve_monitor.sh
Closed-trade record	CJT, CAR.UN closed as losses — cause unlabeled	Both tagged with the shared root cause the new rule exists to prevent

Dashboard — what to check

swingtrader_dashboard_v2.1.html, last touched Aug 20

no change needed

Setup D will render with zero code changes

All three places the dashboard shows setup_type — the position card, the watchlist table, the review table — interpolate it as plain text. "momentum" shows up automatically the first time a scan or reconfirm tags a candidate that way.

no change needed

server.py's API surface is untouched

Last modified Aug 27, before tonight's work. Nothing in the sleeve build calls its /api/positions endpoint — by design, sleeve fills are meant to be reported and logged by hand, the same trust pattern as the core system's manual flow.

real gap

The sleeve has no panel — it's invisible in the browser

There's no code path from sleeve_ledger.json or sleeve_watchlist.json into the dashboard at all. Right now the only way to see the sleeve's $1,000 cap, what's committed, or a flagged ticker is to read those two files directly or wait for an ntfy push. Tonight's work didn't ask for a panel, so this isn't a bug — but if you want sleeve state visible in-app rather than phone-only, that's unbuilt, not broken.