Use cases at a glance
Day's notable flow recap
Top 3 flow signals from today's session. Highest premium, most unusual relative to average.
Position P&L summary
For each held position: entry price, current price, P&L $, P&L %, days to expiration, theta burned today.
IV rank snapshot
End-of-day IV rank for each watchlist ticker. Flag significant moves (>10 rank points in one day).
Next-day watchlist
5–7 tickers worth watching tomorrow, ranked by signal (FLOW / EARNINGS / IV_SPIKE / CATALYST).
Debrief agent architecture
The debrief agent aggregates output from the other agents. It references stored data from parts 1–4, pulling today's flow alerts (Part 2 data), current position Greeks/P&L (Part 3 data), earnings calendar updates (Part 4 data), and adding EOD VIX and market summary.
The debrief runs at 4:15 PM ET—15 minutes after the 4:00 PM market close, giving time for final prices to settle and for after-hours earnings to be noted. Here's the YAML config:
agents:
eod-debrief:
description: "End-of-day trading debrief with flow recap, P&L, and next-day watchlist"
tools:
- tradier-api
- polygon-api
- cboe-public
config:
tradier_token: "${TRADIER_API_TOKEN}"
polygon_token: "${POLYGON_API_KEY}"
positions_yaml_path: "./positions.yaml"
watchlist: [SPY, QQQ, AAPL, MSFT, NVDA, TSLA, META]
output:
format: markdown
channel: slack
time: "16:15"
timezone: "America/New_York"
include_weekly_debrief: true # Fridays only
Day's notable flow recap
Pull the top 3 flow signals from today's session (from Part 2 flow alerts). Show ticker, type (call/put), premium, classification (VOLUME_SPIKE / SWEEP / SWEEP_OTM_SHORT_DTE).
Example format:
Position P&L summary
For each position in positions.yaml, compute end-of-day value using closing bid/ask midpoint from Tradier. Table format:
| Position | Entry Price | Current Price | P&L ($) | P&L (%) | DTE | Theta Burned Today |
|---|---|---|---|---|---|---|
| SPY $440 Call (Apr 17) | $2.50 | $3.20 | +$70 | +28% | 22 | +$0.95 |
| TSLA $240 Put × 2 (Apr 10) | $3.75 | $2.85 | +$180 | +24% | 15 | +$2.10 |
| PORTFOLIO TOTAL | +$250 | +26% | +$3.05 |
IV rank end-of-day snapshot
Pull end-of-day IV rank for each watchlist ticker. Flag any that moved significantly (>10 IV rank points in one day) as notable. Include 52-week high/low context.
VIX close and regime note
VIX close vs. open, vs. prior close, vs. 20-day MA. One-sentence regime summary:
Example: "VIX closed at 18.3, up from 17.8 at open. Still in normal range but trending toward elevated. Watch for spread widening if VIX approaches 20."
Next-day watchlist builder
Combine signals from all parts to create tomorrow's watchlist:
- FLOW signal: Tickers with elevated flow today (3x+ volume or sweeps)
- EARNINGS signal: Tickers with earnings in the next 1–5 days
- IV_SPIKE signal: Tickers where IV rank moved >10 points today
- CATALYST signal: Economic events, Fed speakers, major news
Rank the combined list by strength and output 5–7 tickers with reason tags:
Weekly debrief (Fridays)
On Fridays, extend the debrief with:
- Week's cumulative flow signals: Top 5 sweeps/unusual volume across the full week
- Week's P&L summary: Daily breakdown, cumulative P&L, best and worst trades
- Options expiration summary: What expired, what rolled, new positions opened
- Next week's key earnings dates: Major earnings weeks ahead
- Weekly IV rank range: High, low, close for the week on each watchlist ticker
HEARTBEAT schedule
Weekday EOD debrief runs every trading day:
15 16 * * 1-5
Friday extended weekly debrief runs in addition (both run on Friday):
15 16 * * 5
Sample end-of-day debrief output
Realistic EOD debrief for a hypothetical Thursday:
FAQ
Can OpenClaw track my actual P&L from my brokerage?
Not directly—OpenClaw doesn't connect to your brokerage account. The P&L tracking in the debrief agent works from your positions.yaml file (the same one used in Part 3) combined with end-of-day price data from Tradier. It computes estimated P&L based on the difference between your recorded entry price and the current market price of each contract. Your actual P&L from your broker will differ due to bid/ask spreads, commissions, and precise fill prices.
What should I do with the next-day watchlist the debrief generates?
The next-day watchlist is generated by combining three signals: (1) tickers where today's flow was elevated (from Part 2 data), (2) tickers with earnings in the next 1–5 days (from Part 4 calendar), and (3) tickers where IV rank moved significantly today (from Part 3 data). It's a starting point for your own pre-market research—not a trade recommendation. Review it alongside the Part 1 pre-market scan the following morning.
What time does the debrief run?
The debrief runs at 4:15 PM ET—15 minutes after the 4:00 PM close, giving time for final price data to settle and for after-hours earnings to be noted. Some data (like official closing IV) can take a few minutes to propagate through the API. If you regularly see stale data in your debrief, adjust the schedule to 4:30 PM.
How should I use the weekly debrief?
The weekly debrief on Fridays gives you a comprehensive view of the week: what worked, what didn't, which setups were profitable, which were noise. Use it to calibrate your strategy for the following week. If certain types of earnings setups worked well, plan more of those. If certain tickers or strategies lost money, plan to avoid or adjust them next week.