The bot only knew P&L + positions, so "what's on the watchlist?" and "why
isn't it trading?" both fell back to "positions: none" — useless. Now it
retrieves the actual desk state and gives the user direction.
- gather_context: today P&L + recent closed trades (cross-day, robust to the
midnight boundary) + open positions + the live WATCHLIST (states + scores) +
READY SIGNALS (entry/stop/vwap) + a why-blocked tally (risk_rule_triggered
counts) + all-time.
- symbol_context: when a question names a ticker the bot knows, append a focused
dive — its last trade + the setup criteria it passed/failed.
- Help menu (help / /start) lists exactly what it can answer; sent on startup so
the user has direction. Sharper system prompt (concrete, quote real numbers,
say what data exists when it can't answer).
Verified live: "what's on the watchlist?" -> "148 symbols: 97 blocked, 48 late,
3 ready (LAES, NOWL, PBK)"; "why isn't it trading?" -> coherent; "what happened
with VTAK?" -> "stop loss -$659, entry $1.14". Tests: help menu, retrieval
includes watchlist/blocks; 10/10 green.
Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
