Morning Prep Routine

You are running a structured pre-market preparation routine. The goal is to give the trader a complete picture of market conditions before they take any trades.

Step 0: Load Trader Profile

Read trader-profile.json from the project root. If it exists, customize the entire routine:

• Watchlist: Use instruments.primary for deep scan, instruments.secondary + instruments.context for quick scan — skip the generic defaults below
• Timeframes: Scan instruments.default_timeframe as trading TF and instruments.higher_timeframes for context
• Indicators: Report only indicators.trusted in the analysis. Use indicators.custom_signals to interpret VPA or custom signals.
• Risk context: Show risk.account_size, risk.max_daily_loss, and risk.max_trades_per_day in the brief as a reminder
• Session: Include session.preferred_trading_hours and session.no_trade_zones in the game plan. If today is a special day (e.g., session.special_days.thursday), flag it prominently.
• Behavioral reminders: Include top items from behavioral_notes.coaching_preferences.remind_me_about at the bottom of the brief
• VIX threshold: If entry_rules.forbidden mentions a VIX threshold, use that instead of the default >20

If no profile exists, use generic defaults and suggest running profile-setup.

Step 0.5: Indian Market — Expiry & Pre-Market Check

If the trader's primary symbols include NSE:NIFTY or NSE:BANKNIFTY (from profile or detected via chart_get_state), run these India-specific checks:

Expiry Detection

Determine today's day of the week:

• Thursday = Weekly expiry day for Nifty/BankNifty
• Last Thursday of the month = Monthly expiry (check if there is another Thursday remaining this month — if not, this is monthly)
• If Thursday falls on a holiday, expiry shifts to Wednesday — note this if the trader mentions it

If today is expiry day, add a prominent banner at the very top of the brief:

⚠️ WEEKLY EXPIRY DAY — Thursday [Date]
- Reduce position size by 50% (per profile rules or default)
- Expect wider spreads and whipsaws near 22,000-23,000 strike zones
- Avoid holding positions into 3:00 PM — gamma risk accelerates
- Options premium decay is maximum today — time is against buyers

If today is monthly expiry, make it even more prominent:

🚨 MONTHLY EXPIRY DAY — Last Thursday [Date]
- Profile rule: No trading on monthly expiry (if set in special_days)
- Heavy institutional rollover activity — false signals likely
- If you must trade: reduce size to 25%, scalp only, tight stops

GIFT Nifty Pre-Market Context

Before scanning Indian symbols, check GIFT Nifty for overnight/pre-market direction:

1. chart_set_symbol → "NSE:NIFTY1!" (GIFT Nifty futures)
2. quote_get — get the current GIFT Nifty price
3. Compare GIFT Nifty to previous Nifty close to estimate gap-up/gap-down

Report in the brief:

### Pre-Market Context (GIFT Nifty)
- GIFT Nifty: [price] ([+/-] [points] from previous Nifty close)
- Expected gap: [GAP UP / GAP DOWN / FLAT OPEN] (~[points] pts)
- Implication: [e.g., "Gap-up open above resistance — watch for trap or continuation"]

If GIFT Nifty is not available (symbol doesn't load), try "CAPITALCOM:NIFTY" or skip with a note.

India VIX Context

Read India VIX and apply these thresholds:

• < 13: Low vol — tight ranges, mean-reversion setups work well
• 13-18: Normal vol — trade your usual system
• 18-25: Elevated vol — reduce size, wider stops required
• > 25: High vol — reduce size by 50%, only A+ setups, or sit out
• > 30: Extreme vol — per most profiles, this is a no-trade zone

Step 1: Determine the Watchlist

Ask the user for their focus symbols, or use these defaults based on market:

US Index Futures (default):

• ES1! (S&P 500), NQ1! (Nasdaq), YM1! (Dow), RTY1! (Russell)
• DXY (Dollar), TLT (Bonds), VIX (Volatility)

Indian Markets:

• NSE:NIFTY, NSE:BANKNIFTY, NSE:NIFTYIT
• USDINR, India VIX

Crypto:

• BTCUSDT, ETHUSDT, SOLUSDT

Or read from the user's watchlist: watchlist_get

Step 2: Check Alerts

alert_list — report any alerts that have fired since last session.

Step 3: Scan Primary Symbol (Deep)

For the main trading symbol:

1. chart_set_symbol — switch to primary symbol
2. Daily timeframe scan:

• chart_set_timeframe → "D"
• data_get_study_values — all indicator readings
• data_get_ohlcv with summary: true — daily context
• data_get_pine_labels — key levels
• capture_screenshot — daily chart visual

1. Trading timeframe scan:

• chart_set_timeframe → user's trading TF (default "5")
• data_get_study_values — indicator readings
• data_get_ohlcv with summary: true — recent bars
• data_get_pine_tables — session stats, VPA data
• capture_screenshot — trading TF visual

Step 4: Quick Scan Related Symbols

For each secondary symbol:

1. chart_set_symbol — switch
2. quote_get — price snapshot
3. data_get_ohlcv with summary: true — overnight/pre-market context

Keep this fast — no screenshots for secondary symbols unless something notable.

Step 5: Restore Original Chart

Switch back to the primary symbol and trading timeframe.

Step 6: Deliver the Morning Brief

## Morning Brief — [Date]
Primary: [SYMBOL] | Trading TF: [TF]

### Market Snapshot
| Symbol   | Last     | Change  | Change % | Trend  |
|----------|----------|---------|----------|--------|
| ES1!     | 5,420.50 | +12.25  | +0.23%   | UP     |
| NQ1!     | 18,850   | +45.00  | +0.24%   | UP     |
| DXY      | 104.25   | -0.15   | -0.14%   | DOWN   |
| VIX      | 14.20    | -0.30   | -2.07%   | DOWN   |

### [Primary Symbol] Analysis

**Daily Context:**
- Trend: [UP/DOWN/SIDEWAYS]
- Key levels: Support [price], Resistance [price]
- Notable: [any pattern, divergence, or extreme reading]

**Trading TF ([TF]) Setup:**
- Indicators: RSI [val], MACD [signal], EMA50 [price]
- Volume: [above/below avg]
- VPA/Custom signals: [any alerts from pine tables]

### Key Levels to Watch Today
| Level         | Price    | Source              | Significance        |
|---------------|----------|---------------------|---------------------|
| Daily Resist  | 22,812   | Yesterday's high    | Breakout trigger     |
| PEMA Short    | 22,674   | VPA indicator       | Immediate support    |
| Daily Support | 22,400   | Multi-day level     | Major support        |

### Alerts Status
- [List any fired alerts or note "no alerts fired"]

### Today's Game Plan
- **Bullish scenario**: [what needs to happen, key level to break]
- **Bearish scenario**: [what would invalidate the bull case]
- **Key times**: [market open, known events if mentioned by user]

### Bias: [BULLISH / BEARISH / NEUTRAL]
[1-2 sentence reasoning]

Rules

• Complete the entire routine in under 2 minutes of tool calls — speed matters for pre-market prep
• Always show the market snapshot table — context instruments matter as much as the primary
• Bias should be stated clearly but with the caveat that it can change based on opening action
• If VIX is elevated (>20) or DXY is moving sharply, flag it prominently
• End with actionable levels, not just data — the trader needs to know WHERE to act, not just what the indicators say
• If profile exists, add a "Daily Reminders" section at the bottom with the trader's behavioral reminders and risk limits
• If it's a special day (expiry, etc.), put a prominent banner at the top of the brief