Clarion Watchlist Update

Clarion watchlist update

Read-only snapshot of the latest watchlist with current prices. Surfaces what's moved, what might be near a trigger, and how stale the screen is. Does not modify the watchlist file — for a fresh screen, run clarion-value-screener.

When to use

User asks any of:

• "What's hit my watchlist?"
• "Watchlist update."
• "Anything moving on my watchlist?"
• "Has anything reached a trigger?"
• "Run a daily watchlist check."

Cadence: this is a quick read, suitable for daily / pre-market.

Decision tree

1. Run the script — no args needed.

   python /home/workspace/clarion-intelligence-system/skills/clarion-watchlist-update/scripts/update.py
   

   The script:

   • Loads the latest watchlist file from ~/clarion/watchlists/
   • Fetches current prices for every ticker in the Stage 1 ranked table (via yfinance)
   • Computes % move since the screen
   • Pulls every thesis with status: watchlist from ~/clarion/theses/ and shows current vs cost-basis

2. Pass the report through to the user verbatim. It's already structured (header / movers / watchlist theses / staleness).

3. If a screen-time price is missing for a ticker (the script flags it), suggest a fresh screen — partial data on the watchlist undermines the comparison.

4. If the watchlist is stale (>14 days), the script flags it. Suggest running clarion-value-screener for a fresh screen.

5. For names with large positive moves, suggest checking whether the thesis still holds at the higher price — the entry case may no longer apply.

6. For names with large negative moves, suggest checking whether a thesis is worth opening — those are the moments the screen pays off.

How to run

UPDATE=python /home/workspace/clarion-intelligence-system/skills/clarion-watchlist-update/scripts/update.py

$UPDATE                          # all watchlist tickers
$UPDATE --top-only               # only the Top-N after sector cap (less noise)
$UPDATE --threshold-pct 5        # custom threshold for "noticeable mover" (default 10%)
$UPDATE --max-stale-days 7       # custom staleness threshold (default 14)

Voice

Lead with what's moved. Big movers first (positive or negative — both are signal). Then watchlist-status theses. Then staleness flag.

When a ticker has a large negative move (down >10% since screen), call attention to it explicitly — these are often the moments where a watchlist thesis becomes a real thesis. Suggest running clarion-single-stock-eval <TICKER> to refresh the lens.

When a ticker has a large positive move (up >10%), don't add it to anything — the entry case has weakened. Surface for awareness but don't act.

On error

• WATCHLIST_UPDATE_ERROR: no watchlists — ~/clarion/watchlists/ is empty. Run clarion-value-screener first.
• WATCHLIST_UPDATE_ERROR: latest watchlist unparseable — the latest file isn't in canonical format. Verify it; consider regenerating with a fresh screener run.
• _warning: yfinance fetch failed for <TICKER> — non-fatal; that ticker is shown without a current price.