morning-routine

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:

1. IBKR Client Portal Gateway is running on port 5001 and browser-authenticated
2. .env has BENZINGA_API_KEY set
3. 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:

# Run for each ticker individually
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:

1. Must-do before open — stop adjustments on flagged positions, cancel stale orders
2. Trade opportunities — ranked by signal score, entry timing
3. Watch list — tickers to monitor for intraday confirmation
4. 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.