tv-ta-daily-sweep

name	tv-ta-daily-sweep
plugin	tradingview
description	Batch daily Technical Analysis sweep across all holdings.
allowed-tools	Bash, Read

Daily Portfolio TA Sweep Skill

Trigger

/ta-daily-sweep or /portfolio-scan

What This Skill Does

Batch technical analysis scan of all current portfolio holdings via TradingView CDP. For each holding, reads the Data Window (RSI, Vol Bias, ADX, Squeeze, Volume) in one CDP session — no screenshots, all numeric. Cross-references DCF projections and target-portfolio.json for thesis context. Outputs a ranked daily report with actionable flags: abnormal volume, momentum extremes, squeeze setups, distribution patterns, and DCF fair value proximity.

Complements /x-news-sweep (fundamental/news lens) with a pure technical lens. Run both at the start of a session for a full picture.

---

Phase 0 — Health Check

python3 "$(find plugins/tradingview/scripts ~/.claude/plugins/cache -name tv_health_check.py -path "*/tradingview/*" 2>/dev/null | sort | tail -1)" --json

If TradingView is NOT connected:

TradingView Desktop not detected. The TA sweep requires TradingView running on port 9222.
Launch: python3 launch_tradingview_with_debugport.py

Stop if unhealthy.

---

Phase 1 — Verify Data Files

Confirm both data files exist before running:

• investment_screener/backend/data/portfolio.json — current holdings
• investment_screener/backend/data/theses/target-portfolio.json — thesis/targets

If portfolio.json is stale (last_updated > 24h), suggest running /tv-portfolio-sync first.

---

Phase 2 — Run Batch Sweep

python3 plugins/tradingview/scripts/ta_sweep_batch.py 2>&1

This will:

1. Read all holdings from portfolio.json (skips PSU.U.TO, USD_CASH)
2. Switch TradingView chart to each ticker sequentially
3. Read Data Window values via CDP (RSI, ADX, Vol Bias, Squeeze, Volume, ATR)
4. Compute technical flags per ticker
5. Cross-reference DCF projections for NEAR_FV / ABOVE_FV / DEEP_VALUE flags
6. Output enriched JSON to stdout

Expected runtime: ~4s per ticker. For 29 equity holdings: ~2 minutes. Show the user: "Scanning 29 holdings... (~2 minutes)" before running.

The script reports progress to stderr: [1/29] APLD, [2/29] BE, etc.

---

Phase 3 — Parse and Prioritize Results

The JSON output is an array of objects:

{
  "ticker": "COIN",
  "close": 285.40,
  "changePct": 3.8,
  "rsi": 73.2,
  "rsima": 68.1,
  "volBias": -62.4,
  "adx": 28.3,
  "squeezeOn": false,
  "vol": 18400000,
  "volMA": 9200000,
  "volumeRatio": 2.0,
  "flags": ["RSI_OB", "DIST_SIGNAL", "VOLUME_SPIKE"],
  "action": "REDUCE",
   
   
          

Sort by: flag count descending (most flagged = most urgent to review). Action priority: REDUCE > MONITOR > ACCUMULATE > HOLD.

---

Phase 4 — Generate Report

Output a structured two-section report:

Section 1: Action Items (flagged holdings only)

For each holding with flags, write a short analysis line (1-2 sentences) explaining:

• What the flag means in this specific context
• Why it matters for this holding (reference thesis action if available)
• Suggested next step

Format each as:

🔴 REDUCE   COIN   RSI 73.2 (OB) + Vol Bias -62% (DIST) + 2× volume spike
             Consider trimming — distribution into strength. DCF fair value $312 (9% away).
             Thesis says ACCUMULATE but technical setup is working against you short-term.

🟡 MONITOR  SNDK   DIST_SIGNAL + VOLUME_DRY on +5.3% day
             Big up day on below-average volume suggests weak conviction breakout.
             Wait for RSI > 70 + above-avg volume before adding. GTC entry $1,350.

🟢 ACCUM    APLD   RSI 28.1 (oversold) + DEEP_VALUE (40% below fair value)
             Technical oversold at fundamental value zone — high-conviction accumulate.
             Confirm: is this a sector sell-off or thesis-specific risk?

Emoji guide:

• 🔴 REDUCE / EXIT
• 🟡 MONITOR (watch but don't act yet)
• 🟢 ACCUMULATE
• ⚪ HOLD (no flags or clean setup)

Section 2: Full Scan Summary Table

TICKER  PRICE    DAY%    RSI    ADX   VBIAS    V/MA   SQZ  ACTION
──────────────────────────────────────────────────────────────────
APLD    40.95   +2.1%   62.3   28.4   +12%    1.3×    —   HOLD
BE      14.20   -1.2%   41.2   18.3   -22%    0.9×    —   HOLD
...

Columns:

• PRICE: current close
• DAY%: daily change %
• RSI: RSI value (bold if >72 or <30)
• ADX: trend strength (note if >30 or <20)
• VBIAS: Vol Bias % (positive = bullish distribution, negative = bearish)
• V/MA: volume as multiple of volume MA
• SQZ: ✓ if squeeze on, — if off
• ACTION: derived action

Section 3: Session Summary

SWEEP SUMMARY — {DATE} — {N} holdings scanned
  Action breakdown:   {X} REDUCE  |  {Y} MONITOR  |  {Z} ACCUMULATE  |  {W} HOLD
  Top flags:          DIST_SIGNAL (N), RSI_OB (N), VOLUME_SPIKE (N)
  Time to scan:       ~{T} seconds
  Data Window source: AI-TA (RSI, Vol Bias, ADX, Squeeze) + TV OHLCV

---

Flag Reference

Flag	Condition	Implication
RSI_OB	RSI > 72	Overbought — watch for fade or fade confirmation
RSI_OS	RSI < 30	Oversold — potential entry if thesis intact
RSI_COOLING	RSI < RSI-MA and RSI-MA > 62	Momentum fading after hot run
ADX_STRONG	ADX > 30	Trend confirmed — let it ride, tight stop
ADX_WEAK	ADX < 20	Ranging — mean-reversion likely, fade breakouts
SQUEEZE_ON	Squeeze = 1	Compression — big directional move coming
DIST_SIGNAL	Vol Bias < -50%	Down-volume dominating — distribution
ACCUM_SIGNAL	Vol Bias > +50%	Up-volume dominating — accumulation
VOLUME_SPIKE	Vol > 1.8× MA	Institutional activity — direction matters
VOLUME_DRY	Vol < 0.5× MA AND move > 2%	Weak-hand move — don't chase
BIG_DAY	|daily%| > 4%	Outsized move — confirm direction with volume
NEAR_FV	Price within 5% of DCF fair value	Approaching trim zone
ABOVE_FV	Price > DCF fair value	Above intrinsic — reduce
DEEP_VALUE	Price > 25% below DCF fair value	High-conviction accumulate zone
AT_BUY_TIER_N	Price within 2% below buyTier[N].price	Limit order zone — accumulate
AT_SELL_TIER_N	Price within 2% below sellTier[N].price	Prepare tier trim limit order
ABOVE_SELL_TIER_N	Price above sellTier[N].price	Tier triggered — confirm trim executed
AT_STOP_LOSS

---

Action Logic

Flags present	Derived Action
RSI_OS	ACCUMULATE
ACCUM_SIGNAL + DEEP_VALUE	ACCUMULATE
AT_BUY_TIER_N	ACCUMULATE — tier approaching, consider GTC limit
ABOVE_FV	REDUCE
ABOVE_SELL_TIER_N	REDUCE — confirm tier trim was executed
RSI_OB + (NEAR_FV or DIST_SIGNAL)	REDUCE
AT_SELL_TIER_N	MONITOR — prepare trim limit order at tier price
AT_STOP_LOSS	MONITOR — thesis breaker approaching, review thesis urgently
BELOW_STOP_LOSS	REDUCE/EXIT — thesis breaker triggered
DIST_SIGNAL + VOLUME_DRY	MONITOR
VOLUME_SPIKE or BIG_DAY	MONITOR
SQUEEZE_ON	MONITOR
Default	HOLD

Important: targetAction from thesis may conflict with the derived TA action. When they conflict, note the conflict explicitly — e.g., "Thesis says BUY but TA says REDUCE — wait for RSI to cool before adding."

---

Phase 3b — Enrich with Price Level Tier Flags

After the TA sweep (Phase 2–3), read priceLevelSnapshot from portfolio.json for each holding and merge tier proximity flags into the output:

import json
from pathlib import Path

REPO_ROOT = Path(__file__).resolve().parents[5]  # adjust for install path
portfolio_path = REPO_ROOT / 'investment_screener/backend/data/portfolio.json'

with open(portfolio_path) as f:
    portfolio = json.load(f)

for holding in portfolio.get('holdings', []):
    snapshot = holding.get('priceLevelSnapshot', {})
    flags = snapshot.get('proximityFlags', [])
    # Merge into the ticker's flag list for reporting
    ticker_flags[holding['symbol']].extend(flags)

If a holding's priceLevelSnapshot has tier flags, include them in the action card:

🟠 MONITOR  GOOG  AT_SELL_TIER_1 ($518 target, 1.4% away)
             Sell Tier 1 approaching: 30% trim at $518 (DCF base FV).
             TA: RSI 65 — momentum supporting trim signal.
             Suggested: place limit sell at $518 (30% of position).

Hard rule: Tier proximity flags from priceLevelSnapshot are informational — do not auto-execute. Always surface for user review in the action card.

Hard Rules

1. Never suggest selling below DCF fair value purely on TA signals alone — context the TA action against the fundamental target weight and action.
2. VOLUME_SPIKE without direction context is not a sell signal — it can mean accumulation or distribution. Check Vol Bias to determine direction.
3. SQUEEZE_ON is a setup, not a signal — don't act until the squeeze fires (price breaks out of the compression range).
4. Conflicts between TA and thesis always get flagged — the user decides.
5. Do not modify any data files during this skill — read-only.

---

Script Reference

Script	Purpose
plugins/tradingview/scripts/ta_sweep_batch.py	Python orchestrator — reads portfolio, calls CDP sweep, enriches with DCF
tradingview-cdp/core/sweep.js	Node.js CDP scan engine — symbol switching + Data Window reads
tradingview-cdp/cli.js sweep --tickers A,B,C	Direct CLI access to sweep engine