| name | morning-routine |
| description | Use when the user wants to run their daily pre-market workflow — a structured morning brief covering economic risk, market health, geopolitical events, news digest, sentiment scores, strategy signals, portfolio review, open orders, and trade decisions. |
Morning Routine
Overview
Orchestrates a complete pre-market workflow before the US market open (9:30 AM ET). Invokes multiple skills and trader CLI commands in a defined sequence, then synthesizes findings into a structured morning brief with market regime, top opportunities, risk flags, and prioritized action items.
Total time: ~10-15 minutes. Run between 8:00-9:15 AM ET for maximum value.
When to Use
- "Run my morning routine"
- "Give me the pre-market brief"
- "Morning check before open"
- Any session start where you want a full situational awareness update
Dependencies (Other Skills)
This skill orchestrates the following skills — they must be available:
| Skill | Purpose |
|---|
economic-calendar-fetcher | High-impact events today/tomorrow |
sector-analyst | Market health via SPY/QQQ/IWM signals |
geopolitical-influence | Overnight geopolitical event scan |
All market data comes from the trader CLI directly.
Required Setup
Before running, confirm:
- IBKR Client Portal Gateway is running on port 5001 and browser-authenticated
.env has BENZINGA_API_KEY set- Your watchlist is defined — ask the user if not already provided: "What tickers are on your watchlist today?"
Workflow
Step 1 — Economic Risk Check
Invoke the economic-calendar-fetcher skill for today and tomorrow.
Focus only on High-impact events. Key events to flag:
- FOMC rate decision or minutes
- CPI / PPI / PCE releases
- NFP (Non-Farm Payrolls)
- GDP revision
- Fed Chair speeches
Decision gate:
- If 2+ High-impact events today → set
risk_mode = ELEVATED. Reduce position sizing, widen stops.
- If 0 High-impact events → set
risk_mode = NORMAL.
Record: economic_events[], risk_mode
Step 2 — Market Health Check
Invoke the sector-analyst skill for the market indices: SPY, QQQ, IWM.
Assess:
- Trend direction (SPY above/below 50-day MA proxy via RSI momentum)
- Risk-on vs risk-off: QQQ vs IWM relative strength
- Breadth: are most sectors aligned or diverging?
Supplement with CLI signals:
uv run trader strategies signals --tickers SPY,QQQ,IWM --strategy rsi --with-news
uv run trader quotes get SPY QQQ IWM
Market Regime Classification:
| Regime | Criteria |
|---|
| Bull Trend | SPY RSI 45-65, QQQ outperforming, breadth positive |
| Cautious Bull | SPY RSI 40-50, mixed breadth, IWM lagging |
| Neutral / Choppy | SPY RSI 40-60 with no trend, mixed sector signals |
| Risk-Off | SPY RSI <40, VIX elevated, defensive sectors leading |
| Bear Pressure | SPY RSI <35, broad selling, QQQ underperforming |
Record: market_regime, index_signals{SPY, QQQ, IWM}
Step 3 — Geopolitical Scan
Invoke the geopolitical-influence skill with a prompt focused on overnight developments.
Web search for: "markets overnight" site:reuters.com OR site:bloomberg.com and "geopolitical risk" today site:reuters.com
If a High-severity event is found:
- Add to
risk_flags[]
- Note affected sectors
- Pre-stage hedge commands for Step 9
If no significant events: note "No material overnight geopolitical developments."
Record: geo_events[], affected_sectors[]
Step 4 — News Digest
Fetch latest headlines for all watchlist tickers:
uv run trader news latest --tickers WATCHLIST_TICKERS --limit 20
Parse the JSON output. For each headline:
- Flag any earnings surprises, guidance changes, FDA approvals/rejections, analyst upgrades/downgrades, M&A
- These are high-conviction catalysts that override technical signals
Record: catalyst_flags{} — map of ticker → catalyst type
Step 5 — Sentiment Scores
Run sentiment for each watchlist ticker:
uv run trader news sentiment TICKER --lookback 24h
Build a sentiment table:
| Ticker | Sentiment Score | Bias |
|---|
| AAPL | +0.41 | Bullish |
| TSLA | -0.28 | Neutral-Bearish |
| NVDA | +0.67 | Strong Bullish |
Thresholds:
- ≥ +0.4 → Bullish
- +0.15 to +0.39 → Neutral-Bullish
- -0.14 to +0.14 → Neutral
- -0.15 to -0.39 → Neutral-Bearish
- ≤ -0.4 → Bearish
Record: sentiment_table{}
Step 6 — Strategy Signals
Run RSI signals across the full watchlist with news overlay:
uv run trader strategies signals --tickers WATCHLIST_TICKERS --strategy rsi --with-news
Optionally also run MACD for confirmation on top opportunities:
uv run trader strategies signals --tickers TOP_3_TICKERS --strategy macd --with-news
For each ticker, capture:
- Signal:
buy | sell | hold | neutral
- RSI value
- Confirmation from news sentiment (Step 5)
Signal scoring (for ranking opportunities):
- RSI buy signal + Bullish sentiment + No negative catalyst = Strong Long (+2)
- RSI buy signal + Neutral sentiment = Moderate Long (+1)
- Pullback -1 signal + Bearish sentiment + Negative catalyst = Strong Short via Puts (-2)
- Pullback +1 signal + Bullish sentiment = Pullback Buy (+1.5)
- RSI sell signal + Bearish sentiment + Negative catalyst = Strong Short (-2)
- Conflicting signals = No Trade (0)
Record: signal_scores{} — ranked list of tickers by score
Step 7 — Portfolio Review
Fetch current holdings and P&L:
uv run trader positions list
uv run trader positions pnl
For each open position:
- Is it in the affected sectors from Step 3 (geopolitical)?
- Is there a negative catalyst from Step 4?
- Is the RSI signal now sell/bearish (Step 6)?
Flag positions that need attention:
- Protect — add or tighten stop on positions with ≥2 bearish indicators
- Watch — one bearish indicator, monitor during session
- Hold — no bearish indicators, maintain
Record: position_flags{}, unrealized_pnl, realized_pnl
Step 8 — Open Orders Check
uv run trader orders list --status open
Review all pending orders:
- Any limit orders from yesterday that are now outside a reasonable range?
- Any stops that need adjusting based on today's market regime?
- Any orders conflicting with today's new thesis?
Flag stale orders for cancellation. Provide cancel commands if needed:
uv run trader orders cancel ORDER_ID
Record: open_orders[], stale_order_ids[]
Step 9 — Decision Synthesis
Aggregate all inputs into the morning brief.
Trade decision logic:
IF risk_mode = ELEVATED AND market_regime in [Risk-Off, Bear Pressure]:
→ Reduce new trade sizing by 50%, prioritize protecting existing positions
IF signal_score >= +2 AND market_regime in [Bull Trend, Cautious Bull]:
→ Green light for long entries on top-scored tickers
IF position has ≥2 bearish flags (geopolitical + sentiment + signal):
→ Recommend stop tightening or close consideration
IF geo_event.severity = High:
→ Confirm hedge in place before any new longs
Action Item categories:
- Must-do before open — stop adjustments on flagged positions, cancel stale orders
- Trade opportunities — ranked by signal score, entry timing
- Watch list — tickers to monitor for intraday confirmation
- Deferred — good signals but wait for regime confirmation
Output: Morning Brief
╔══════════════════════════════════════════════════════╗
║ MORNING BRIEF — {date} {time} ET ║
╚══════════════════════════════════════════════════════╝
MARKET REGIME: [Bull Trend / Cautious Bull / Neutral / Risk-Off / Bear Pressure]
RISK MODE: [NORMAL / ELEVATED]
─── ECONOMIC CALENDAR ─────────────────────────────────
High-impact today: [event list or "None"]
High-impact tomorrow:[event list or "None"]
─── INDEX SIGNALS ──────────────────────────────────────
SPY: RSI XX Signal: [buy/hold/sell]
QQQ: RSI XX Signal: [buy/hold/sell]
IWM: RSI XX Signal: [buy/hold/sell]
─── GEOPOLITICAL ───────────────────────────────────────
[Event summary or "No material overnight developments"]
Affected sectors: [list or "None"]
─── WATCHLIST SIGNALS ──────────────────────────────────
Ticker | Sentiment | RSI | Signal | Score
--------|-----------|------|--------------|------
NVDA | +0.67 | 38 | Strong Long | +2
AAPL | +0.41 | 52 | Moderate Long| +1
TSLA | -0.28 | 61 | No Trade | 0
[...]
─── PORTFOLIO STATUS ───────────────────────────────────
Unrealized P&L: $X,XXX | Realized P&L: $X,XXX
Flagged positions:
⚠ TICKER — [reason: geopolitical exposure / bearish signal / catalyst]
✓ TICKER — Hold
─── OPEN ORDERS ────────────────────────────────────────
[order list or "No open orders"]
Stale orders to cancel: [list or "None"]
─── ACTION ITEMS ───────────────────────────────────────
BEFORE OPEN (must-do):
1. [e.g. Tighten stop on TSLA: uv run trader orders stop TSLA --price XXX]
2. [e.g. Cancel stale limit ORDER_ID: uv run trader orders cancel XXXXX]
TRADE OPPORTUNITIES:
1. NVDA — Long setup. RSI 38, sentiment +0.67, no negative catalyst.
Entry: uv run trader orders buy NVDA 10 --type limit --price XXX
Stop: uv run trader orders stop NVDA --price XXX
WATCH (wait for confirmation):
1. [ticker + what to watch for]
DEFERRED:
1. [ticker + reason for deferral]
Quick Reference
| Step | Skill / Command |
|---|
| Economic events | economic-calendar-fetcher skill |
| Market health | sector-analyst skill on SPY/QQQ/IWM |
| Geopolitical scan | geopolitical-influence skill |
| News digest | uv run trader news latest --tickers WATCHLIST --limit 20 |
| Sentiment | uv run trader news sentiment TICKER --lookback 24h |
| RSI Signals | uv run trader strategies signals --tickers WATCHLIST --strategy rsi --with-news |
| Portfolio | uv run trader positions list && uv run trader positions pnl |
| Open orders | uv run trader orders list --status open |
Common Mistakes
- Running without a watchlist — ask the user for their watchlist before starting; don't assume it's unchanged from yesterday.
- Skipping the economic calendar — a surprise CPI print can invalidate all technical signals. Step 1 is not optional.
- Recommending trades during elevated risk mode — in ELEVATED risk mode, default to protecting existing positions before adding new ones.
- Acting on signals that conflict with regime — a RSI buy signal in a Bear Pressure regime is a low-confidence setup. Note it but don't execute.
- Forgetting stale orders — old limit orders from prior sessions can execute at bad prices if not reviewed.
- Issuing commands — the morning brief is a recommendation document. Present the full action list; parent agents execute autonomously based on guardrail checks.
- Watchlist sentiment lookback — use
--lookback 24h for the morning routine (overnight news). Use --lookback 7d only for longer trend analysis.
