MIS — Proposal to finish the end-product cleanly

Generated: Friday, April 24 2026 · 3:33 PM EDT (NY)
Session: 15 cont. (architect proposal — not a build)
What this is: 3 paths to getting the "perfect end-product MIS" you asked for, honest comparison, ticker list, 5 clarifying questions.
What this is NOT: code I've already written. Per your own instruction — you approve the path first, then I build.
Sheet: 1cosuFrU_EJRAprVMm-FEpmddSUTVQWhlI0tHpS1w2S4 (MIS v10.1, confirmed live — 4 emails fired today)
Source doc: docs/MIS_PHASE2_BLUEPRINT.md (Phase 2 spec written Session 8)

TL;DR

MIS v10.1 is already the end product you described — live, emails firing, SACS math + ATR risk + headline overlay + VIX regime all working. Building a new sheet from zero would be reinventing your own wheel.
Three honest paths laid out below: (A) Polish existing (my recommendation), (B) Fresh install from current code, no cruft, (C) Pivot to TradingView + thin automation.
Known open items on v10.1 (ALL already documented, none of this is new discovery): duplicate scripts firing parallel reports; Phase 2 portfolio-sync.js module unbuilt; Tickers tab add-UX rough; earnings overlay + Finnhub not wired.
Ticker list proposal (20): 5 indices + 5 mega-caps + 7 sector ETFs + 3 vol/bond. Takes 2 min to paste into Tickers tab. Framework below.
Before I write a line of code, answer the 5 questions at the bottom. Each has a default if you just say "go." This is the "clarify before waste" loop you asked for.

Current state (verified in this session)

I didn't take this on faith — I actually looked:

Live sheet: MIS_SPREADSHEET_ID = '1cosuFrU_EJRAprVMm-FEpmddSUTVQWhlI0tHpS1w2S4', main controller is MIS MASTER v10.1 in MIS/src/emailDailySnapshot.js.
Today's emails received (2026-04-24 to sam@hookstreetcapital.com):
- 9:52 AM — 📈 MIS Morning Brief (MIS ARCHITECT format)
- 1:03 PM — ⚡ MIS Power Hour | 04/24 (different format! "Power Hour" branded, SPY/QQQ/VIX top line + sector breadth) — this is the rogue duplicate script flagged in project_mis_reporting.md
- 2:05 PM — 🚨 2:05 PM MIS Trade Action (MIS ARCHITECT PLAYBOOK)
- 3:03 PM — 🚀 3:00 PM MIS Power Hour (MIS ARCHITECT POWER_HOUR)
Tab aliases in code — Daily_Snapshot, Momentum_Engine, execution_playbook, Playbook_V2, Trade_Log, Holdings, Sector_Map, Trade_Planner, plus support tabs: CONTROL, RUN_LOG, DIAGNOSTICS, NEWS_CATALYST, LIVE_GUARD, REPORT_SNAPSHOTS, VIX_OPEN_HISTORY, MARKET_CALENDAR, HOLDINGS_CLEAN, SELF_GRADE, BROKER_IMPORT, HIST_DAILY_SNAPSHOT, HIST_MOMENTUM, HIST_EXECUTION_PLAYBOOK, HIST_PLAYBOOK_V2, HIST_TRADE_LOG.
Documented gaps (from docs/MIS_PHASE2_BLUEPRINT.md):
1. Duplicate scripts firing — BOS v7.3 rogue + BOS v2.2 correct, Power Hour V10.5 in wrong container, double Quick Capture router
2. Phase 2 portfolio-sync.js module unbuilt — Trade_Planner auto-builder, Holdings PnL live-price sync, isTickerHeld_() gate, getTotalBookRisk_() 6% book cap, Finnhub earnings overlay
3. PDF attachments removed from 2:05 + 3:00 PM emails — Playbook_V2 logic shows all tickers as LEAN IN regardless of signal
4. Tickers tab — doesn't auto-validate or sector-tag new entries

Reinvent-the-wheel reality check (answering your meta-question): if I start a new Google Sheet + Apps Script from zero, I'm throwing away ~2,800 lines of working code, V10.5 SACS math you've tuned, and the Yahoo Finance REST integration you specifically moved to AFTER the GOOGLEFINANCE 20-min-hang disaster. That's reinventing your own wheel. The real value is in finishing Phase 2 + deduping — that's where the "perfect end product" lives.

Three paths — honest comparison

Path	Effort	Risk	End state	When this is right
A. Polish existing v10.1	1 focused session (~3 hrs)	Low — incremental on working code	Duplicates killed; Phase 2 `portfolio-sync.js` shipped; Tickers tab has add-UX; earnings overlay via Finnhub; PDFs back (fixed); Holdings PnL live.	Default — my recommendation. You already trust the core math. Dedupe + finish what's scoped.
B. Fresh install from current code	2 sessions (~6 hrs)	Medium — migration bugs, history loss	New Sheet ID, same code pulled from `MIS/src/` minus cruft tabs (HIST_*, DIAGNOSTICS, REPORT_SNAPSHOTS), clean Tickers tab, fresh trade log.	If the current Sheet has too many old tabs/triggers to trust + you want a visible "fresh start." Cost: lose HIST_* historical data unless we export-import.
C. Pivot — TradingView + thin automation	4 hrs setup, then $15/mo TradingView + Zapier	Low — but abandons custom code	TradingView watchlist (20 tickers) + saved screener + alerts → Gmail filter → Apps Script parses + reformats to your BOS daily briefing format.	If you want to stop maintaining 2,800 lines of Apps Script. You keep 20% of MIS (the delivery format), buy the 80% (the signal engine).

Path A detailed scope (what "polish" actually delivers)

Dedupe duplicate scripts (45 min). Audit all Apps Script projects attached to 1cosuFrU...; identify rogue v7.3 + misplaced Power Hour V10.5; disable triggers on rogues; archive rogue code to MIS/archive/; confirm only one script per report type fires. Referenced in docs/SCRIPTS_AUDIT.md, never executed.
Ship portfolio-sync.js (90 min). Per docs/MIS_PHASE2_BLUEPRINT.md Section 4: buildTradePlannerTab(), syncHoldingsPnL(), isTickerHeld_(), getTotalBookRisk_(), buildEarningsOverlay(). Integration points already spec'd.
Tickers tab UX (30 min). Add: (a) a named-range Tickers the engine reads, (b) auto-sector-tag via lookup against Sector_Map, (c) data-validation dropdown for ADD/REMOVE/WATCH states, (d) "+ Add ticker" button that runs appendToTickers_(prompt, sector).
Finnhub earnings overlay (45 min). Requires free Finnhub key + stored in ScriptProperties as FINNHUB_API_KEY. Fallback to EARNINGS_MASTER tab if API fails. Flag ⚠️ EARNINGS [date] — reduce size in emails when earnings ≤ 7 days out.
Clean up HIST_* cruft (15 min). Archive HIST tabs older than 60 days to a separate workbook so the active sheet doesn't carry multi-month ballast.

Deliverable: code pushed via clasp push to the existing Sheet; a 1-page MIS_v10.2_CHANGELOG.md committed to the repo; no new sheet needed.

Path B detailed scope (fresh install)

Create new Sheet + new Apps Script project (via clasp).
Pull current MIS/src/emailDailySnapshot.js + scrubbed Code.js.
Build: Tickers, Daily_Snapshot, Momentum_Engine, Playbook_V2, Trade_Planner, Holdings, Sector_Map, Trade_Log. No HIST_*, no LIVE_GUARD, no SELF_GRADE, no DIAGNOSTICS at install.
Same ticker list + same email triggers (9:52, 2:05, 3:00 PM).
Update email to: recipient; leave old Sheet's triggers active for 1 week as backup; flip over.
Export HIST_* tabs from old Sheet as .csv archives to MIS/data/ for record.

Path C detailed scope (pivot)

TradingView Pro+ account ($15/mo). Build one Watchlist (20 tickers), one Saved Screener (momentum/SACS-equivalent via built-in indicators), one set of Alerts per ticker (ATR stop breach, RSI extremes, MA crossover).
Alerts fire to sam@hookstreetcapital.com with a consistent subject prefix.
Apps Script lives on (simple form): listens for TradingView emails, parses, reformats into your Morning Brief / Power Hour template, emails to you.
Retire 90% of MIS code to MIS/archive/legacy-v10/. Keep the email-formatting module only.
BOS integration stays — the new narrow Apps Script writes daily snapshot into BOS Monthly Obligations as before.

Cost comparison: Path A = $0 + 3 hrs Claude time. Path B = $0 + 6 hrs + 1 week migration watch. Path C = $15/mo + 4 hrs build + retires ~2,500 LOC.

Ticker list proposal (20)

Default seed — you'll edit in the Tickers tab. Grouped for sector screening:

Group	Tickers	Why
Indices (5)	SPY, QQQ, IWM, DIA, VTI	Benchmark + breadth + small-cap pulse + Dow + total market
Mega-caps (5)	AAPL, MSFT, NVDA, GOOGL, AMZN	These 5 drive ~25% of SPY daily moves; can't read the tape without them
Sector ETFs (7)	XLK (Tech), XLF (Financials), XLV (Healthcare), XLE (Energy), XLI (Industrials), XLY (Consumer Discretionary), XLU (Utilities)	SPY-weight sectors; feeds Sector_Map breadth logic already in code
Vol + Bonds (3)	^VIX (via Yahoo symbol), TLT (20y Treasury), HYG (High-Yield Credit)	Regime signal (VIX), flight-to-safety (TLT), credit stress (HYG); your MacroBias logic already consumes VIX

Room for 20 more by adding to Tickers tab — your individual stocks / crypto proxies (BITO/IBIT) / REITs / semis like SMCI-AMD-AVGO go as you edit. The engine auto-discovers new rows.

5 questions — answer these and I'll build.

Which path — A, B, or C? Default if you just say "go": A (polish).
If A: do you want me to have clasp push access to the MIS Apps Script? (You run clasp login once in MIS/src/, I push from there going forward.) Default: yes.
Ticker list — keep the 20 above, give me your preferred 20, or leave whatever you have in the sheet now? Default: keep whatever is in Tickers tab today, append indices/sector ETFs only if missing.
Finnhub earnings overlay — you sign up for free API key, or skip it for v10.2 and ship later? Default: skip for v10.2, ship in v10.3 once you have key.
Communication channel (from Draft #1): send-to-self with auto-label, single Google Doc, or hybrid? Default: hybrid — send email + append to Claude-Log Doc.

How to answer: reply in any form ("A, yes, keep mine, skip, hybrid"). Or just say "go with defaults." I'll execute from there.

What I'd do next (after you answer)

Create a MIS v10.2 / Path A task list, pin to docs/SCOPE_BACKLOG.md M-tier.
Open a branch on the MIS repo (v10.2-phase2-polish), commit scope.
Execute the 5 scope items in the order above — each is a separate commit.
clasp push to live Sheet; you verify the next Morning Brief fires cleanly.
Memory: feedback_reinvent_wheel_check.md — save the rule to actively surface reinvent-vs-buy calls at task-start, with weight.
Update docs/MIS_PHASE2_BLUEPRINT.md → mark completed items; draft blueprint for v10.3 (broker-API reality layer).

Source trail
File: outputs/2026-04-24_15-33_proposal_mis-sheets-build-or-polish.html
Commit: ca1372e (pending this draft's commit)
Working dir: C:\Users\ztrei\OneDrive\2. Hook Street\05. 2026 BH\
Pair doc: outputs/2026-04-24_15-33_recap_session-15-cont2-cleanup-response.html (Draft #1 — session recap)
Sheet: 1cosuFrU_EJRAprVMm-FEpmddSUTVQWhlI0tHpS1w2S4 · Code: MIS/src/emailDailySnapshot.js (v10.1) · Spec: docs/MIS_PHASE2_BLUEPRINT.md