$npx -y skills add mphinance/alpha-skills --skill stock-recapDaily market recap + convergence-ranked stock shortlist for TraderDaddy Pro. Runs ALL screeners at default settings, pulls the biggest options flows / smart money, new CBOE option listings, and hedge-fund (13F) activity, then finds the short list of names that multiple independen
| 1 | # Stock Recap — convergence-ranked picks |
| 2 | |
| 3 | This skill produces a market recap and a **short list of stocks the data agrees on**, |
| 4 | each with technicals. It pulls four independent legs and ranks names by how many of |
| 5 | them point at the same ticker (equal-blend convergence): |
| 6 | |
| 7 | 1. **Screeners** — all 10 TraderDaddy Pro screeners at their default settings |
| 8 | (Momentum Pullback, Gamma Scan, Coiled Springs, Daily Cuts, CSP Wheel, LEAPS, |
| 9 | Leveraged, Small-Cap, Volatility Surge, Bullish Pullback). |
| 10 | 2. **Options flow** — the biggest premium / smart-money unusual activity today, |
| 11 | including the `INSTITUTIONAL_ALPHA` tier and repeat-strike conviction. |
| 12 | 3. **Bounce finder** — TD Pro's `/api/agent/bounce-finder`. `bounce_bottom` = |
| 13 | oversold name curling up (a second, independent read on Mike's reversal edge); |
| 14 | `bounce_top` = overbought exhaustion (tracked as a conflict, not a bullish leg). |
| 15 | 4. **Earnings gaps** — TD Pro's `/api/earnings-gap`. Bullish gap-ups that are |
| 16 | **holding** (positive intraday, not filling back through the open) count as a |
| 17 | momentum leg; fading or bearish gaps are context/conflict only. |
| 18 | 5. **New CBOE option listings** — names that just became optionable. |
| 19 | 6. **Hedge funds (13F)** — TickerTrace top buys/sells, **cross-fund convergence** |
| 20 | (multiple funds into the same name), and divergences. |
| 21 | |
| 22 | It also **renders candlestick charts** (from our own 90-day OHLC data) for the |
| 23 | top picks + reversal names and a **dedicated under-$100 section** so the list |
| 24 | isn't all $700+ mega-caps. |
| 25 | |
| 26 | > **Mike's edge:** his best picks come from **Momentum Pullback names once they |
| 27 | > START reversing out** of the pullback. The script has a dedicated **Reversal |
| 28 | > Watch** section that flags pullback names with a fresh stochastic crossover up |
| 29 | > from oversold + bullish RSI zone + A/B entry grade, and marks which of those |
| 30 | > already have bullish flow and fund buying behind them. Always call this out. |
| 31 | |
| 32 | ## How to run it |
| 33 | |
| 34 | 1. Run the gather script (works from any directory — the absolute path resolves |
| 35 | the symlink back into the mphinance repo, so the API key and chart venv are |
| 36 | found automatically): |
| 37 | |
| 38 | ```bash |
| 39 | node "$HOME/.claude/skills/stock-recap/scripts/gather.mjs" |
| 40 | ``` |
| 41 | |
| 42 | It writes a timestamped folder under `stock-recap/runs/<date_time>/` |
| 43 | containing `report.md` (the full recap) and `raw/*.json` (every raw API pull, |
| 44 | for backtesting or a deeper look). It also prints the report to stdout and a |
| 45 | final JSON line with `{reportPath, rawDir, shortlist, health}`. |
| 46 | |
| 47 | - Takes ~30–90s (screeners are the slow part; they're cached 5 min server-side). |
| 48 | - No setup needed: it auto-reads `AGENT_API_KEY` from the repo-root |
| 49 | `.env_agent_api`, hits **production** (Railway + TickerTrace), and presents a |
| 50 | browser User-Agent (the edge WAF 403s the bare Node UA). |
| 51 | |
| 52 | The script auto-renders charts as part of the run (it shells out to the skill's |
| 53 | Python venv — `.venv/bin/python scripts/render_chart.py`). No separate step. |
| 54 | |
| 55 | 2. **Read the generated `report.md`** (the path is in the script's final output). |
| 56 | |
| 57 | 3. **Open every chart PNG** listed in the report's **"📉 Charts rendered"** |
| 58 | section with the Read tool and look at each one. The chart is 90-day candles + |
| 59 | EMA 8/21/55 + SMA200 + volume + RSI. For each, judge: trend direction and |
| 60 | strength, where price sits vs the fast EMAs (pullback to support vs extended), |
| 61 | any structure (breakout, base, blow-off/exhaustion wick, lower-high rollover). |
| 62 | The visual read often **overrides the indicator table** — e.g. a name can rank |
| 63 | high on flow but the chart shows a parabolic blow-off you should not chase. |
| 64 | |
| 65 | 4. **Present a tight, plain-English recap to Mike** — don't just dump the file. |
| 66 | Lead with what matters: |
| 67 | - The 2–4 **highest-conviction names** (most aligned legs, no conflict), with |
| 68 | their key technicals, **what their chart shows**, and why they're interesting. |
| 69 | - The **Reversal Watch** — any Momentum Pullback names turning up, especially |
| 70 | ones with flow 🟢 and fund ✅ confirmation (his setup). Use the charts to |
| 71 | confirm the turn is real. |
| 72 | - The **🪂 Bounce Finder** — fresh `bounce_bottom` oversold turns. A name in |
| 73 | **both** Bounce Finder and Reversal Watch (or with flow/fund confirm) is the |
| 74 | strongest oversold-turn — two independent scanners agreeing. |
| 75 | - The **📈 Earnings Gaps** — bullish gap-ups, but **check the intraday column**: |
| 76 | holding (✅) is momentum, fading (⚠️) is a |