Stock Recap

Stock Recap — convergence-ranked picks

This skill produces a market recap and a short list of stocks the data agrees on, each with technicals. It pulls four independent legs and ranks names by how many of them point at the same ticker (equal-blend convergence):

1. Screeners — all 10 TraderDaddy Pro screeners at their default settings (Momentum Pullback, Gamma Scan, Coiled Springs, Daily Cuts, CSP Wheel, LEAPS, Leveraged, Small-Cap, Volatility Surge, Bullish Pullback).
2. Options flow — the biggest premium / smart-money unusual activity today, including the INSTITUTIONAL_ALPHA tier and repeat-strike conviction.
3. Bounce finder — TD Pro's /api/agent/bounce-finder. bounce_bottom = oversold name curling up (a second, independent read on Mike's reversal edge); bounce_top = overbought exhaustion (tracked as a conflict, not a bullish leg).
4. Earnings gaps — TD Pro's /api/earnings-gap. Bullish gap-ups that are holding (positive intraday, not filling back through the open) count as a momentum leg; fading or bearish gaps are context/conflict only.
5. New CBOE option listings — names that just became optionable.
6. Hedge funds (13F) — TickerTrace top buys/sells, cross-fund convergence (multiple funds into the same name), and divergences.

It also renders candlestick charts (from our own 90-day OHLC data) for the top picks + reversal names and a dedicated under-$100 section so the list isn't all $700+ mega-caps.

Mike's edge: his best picks come from Momentum Pullback names once they START reversing out of the pullback. The script has a dedicated Reversal Watch section that flags pullback names with a fresh stochastic crossover up from oversold + bullish RSI zone + A/B entry grade, and marks which of those already have bullish flow and fund buying behind them. Always call this out.

How to run it

1. Run the gather script (works from any directory — the absolute path resolves the symlink back into the mphinance repo, so the API key and chart venv are found automatically):

   node "$HOME/.claude/skills/stock-recap/scripts/gather.mjs"
   

   It writes a timestamped folder under stock-recap/runs/<date_time>/ containing report.md (the full recap) and raw/*.json (every raw API pull, for backtesting or a deeper look). It also prints the report to stdout and a final JSON line with {reportPath, rawDir, shortlist, health}.

   • Takes ~30–90s (screeners are the slow part; they're cached 5 min server-side).
   • No setup needed: it auto-reads AGENT_API_KEY from the repo-root .env_agent_api, hits production (Railway + TickerTrace), and presents a browser User-Agent (the edge WAF 403s the bare Node UA).

   The script auto-renders charts as part of the run (it shells out to the skill's Python venv — .venv/bin/python scripts/render_chart.py). No separate step.

2. Read the generated report.md (the path is in the script's final output).

3. Open every chart PNG listed in the report's "📉 Charts rendered" section with the Read tool and look at each one. The chart is 90-day candles + EMA 8/21/55 + SMA200 + volume + RSI. For each, judge: trend direction and strength, where price sits vs the fast EMAs (pullback to support vs extended), any structure (breakout, base, blow-off/exhaustion wick, lower-high rollover). The visual read often overrides the indicator table — e.g. a name can rank high on flow but the chart shows a parabolic blow-off you should not chase.

4. Present a tight, plain-English recap to Mike — don't just dump the file. Lead with what matters:

   • The 2–4 highest-conviction names (most aligned legs, no conflict), with their key technicals, what their chart shows, and why they're interesting.
   • The Reversal Watch — any Momentum Pullback names turning up, especially ones with flow 🟢 and fund ✅ confirmation (his setup). Use the charts to confirm the turn is real.
   • The 🪂 Bounce Finder — fresh bounce_bottom oversold turns. A name in both Bounce Finder and Reversal Watch (or with flow/fund confirm) is the strongest oversold-turn — two independent scanners agreeing.
   • The 📈 Earnings Gaps — bullish gap-ups, but check the intraday column: holding (✅) is momentum, fading (⚠️) is a trap. These have been some of Mike's best trades — always surface the holders.
   • The 💵 Under-$100 picks — Mike specifically wants accessible names, not just $700+ mega-caps. Always surface a few.
   • A one-line flow/fund tone read (net bullish vs bearish premium; what the funds are buying/selling; any notable cross-fund convergence).
   • ⚠️ Conflicts — names where bullish sources disagree with bearish flow or fund selling (e.g. funds buying but options heavily bearish). Flag, don't bury.
   • New CBOE listings only if there's something worth noting.

5. Point Mike at the saved report.md for the full tables/charts, and mention the raw/ JSON is there if he wants to dig in or backtest.

Tuning (optional env vars)

• RECAP_SHORTLIST=20 — shortlist size (default 15).
• RECAP_MAX_PRICE=50 — cutoff for the under-$N affordable section (default 100).
• RECAP_TIMEOUT_MS=90000 — per-request timeout (default 60s).
• TD_API_URL / TICKERTRACE_API_URL — override base URLs (e.g. point at http://localhost:3001 for a local backend).

Notes / gotchas

• Convergence is directional. Only bullish-aligned legs (screener hit, bullish flow, fund buying, cross-fund buying, new-CBOE) add to a name's score. Bearish flow or fund selling against a bullish name is recorded as a conflict, not agreement, and is penalised in the ranking. This is a long-idea finder.
• Technicals enrichment: names that arrive via flow/funds only (no technical screener) are back-filled from /api/agent/ticker/:symbol (RSI, ADX, EMA stack, call/put walls, expected move). Stochastic isn't available there, so the Stoch column shows — for those.
• 13F data is TickerTrace, not TD Pro's /api/institutional/* (the agent key is scoped to /api/agent/* and can't reach it). If TickerTrace is down, the hedge-fund leg degrades gracefully and the rest still runs.
• Each run is a fresh point-in-time snapshot; nothing is overwritten. Old run folders are safe to delete (they're gitignored under .claude/).
• Charts are rendered from our own /api/agent/ticker/:symbol/chart-data (90d OHLC + indicators) — no TradingView scraping, no session cookies, no account risk, no third-party chart API. If the chart step fails, the data recap still completes; the health table shows the render status.
• One-time setup (already done on this machine): a Python venv lives at .venv/ with mplfinance + pandas. If it's missing (fresh clone), recreate: python3 -m venv .venv && .venv/bin/pip install mplfinance pandas.