Handoff Rules
To Technical Analyst
Send ACTIONABLE_DAY1 and high-quality DAY1_WATCH names to technical-analyst for chart validation. The chart review should reject candidates with:
- Long upper wick / intraday fade
- Obvious overhead supply
- Chaotic low-liquidity price action
- Already extended multi-day move before the catalyst
- Stop distance too wide for the account's risk model
To Position Sizer
For Stockbee EPs, the default stop reference is the EP-day low. Use:
risk_per_share = entry_reference - ep_day_low
shares = account_risk_dollars / risk_per_shareIf the EP-day low is too far away, do not force the trade. Keep it in DELAYED_EP_WATCH and wait for a controlled pullback or secondary range.
To PEAD Screener
Send earnings/guidance candidates with pead_handoff=true to pead-screener when:
- The Day 1 move is strong but too extended to chase
- The candidate needs a weekly red-candle / delayed reaction setup
- The trader wants a 1-5 week post-earnings monitoring process
To Stockbee Momentum Burst Screener
Use stockbee-momentum-burst-screener to confirm whether the EP also has:
- 4% breakout
- Dollar breakout
- Range expansion
- Volume expansion
- Close near high
The best candidates often show both catalyst quality and momentum-burst confirmation.
To Trader Memory Core
Record only candidates that pass manual review or are intentionally kept on a delayed EP watchlist. Do not pollute the thesis store with every low-grade headline. For broad learning on rejected candidates, use a separate model-book or research log.