What problem does it solve? A value-investing watchlist goes stale quickly: prices drift, entry zones get hit or missed, and nobody notices without manually re-checking every ticker. This Skill automates that daily check by re-pricing the latest screen and surfacing only what deserves attention. ## Core Features & Use Cases - Price Refresh & Move Detection: Reads the latest watchlist from ~/clarion/watchlists/, fetches current prices via yfinance, and computes the % move since the screen for every ticker. - Big-Mover Flagging: Highlights tickers that moved more than a configurable threshold (default 10%) in either direction, with guidance on whether the entry case weakened or a fresh look is warranted. - Watchlist Thesis Tracking: Pulls every thesis with status:watchlist from ~/clarion/theses/ and shows current price versus cost basis. - Staleness Detection: Flags screens older than 14 days (configurable) and suggests running clarion-value-screener for a refresh. - Use Case: Each morning before market open, ask for a watchlist update to see which screened names dropped more than 10% — those are candidates for a full single-stock evaluation. ## Quick Start Ask the assistant to run a watchlist update and show what has moved since the latest screen.
