# Handoff — MIS Deep-Dive — fresh-session kickoff

**Generated:** 2026-05-19, 3:30 PM EDT (Session 36) · America/New_York
**Purpose:** Sam picked Cluster A (MIS deep-dive) as the next focused session. It needs clean
context — open a NEW Claude Code session and paste the prompt at the bottom. This doc is the
brief that session works from. Full scope: `docs/SCOPE_BACKLOG.md` § MIS DEEP-DIVE.

## What this session must produce (Cluster A — 6 deliverables)

1. **Codex / GitHub issue status** — review the last MIS email + the open issues on
   `zee78900/MIS` (#3–#7 per CURRENT_STATE Session 30: BLUF visual, Game Plan, High Conviction,
   Trade Actions/Holdings, afternoon-update). State plainly: fixed all / some / none.
2. **Claude's own MIS report** — produce the 3 PM Power Hour equivalent, from the live sheet,
   independently.
3. **Comparison** — Claude's report vs the real 3 PM Power Hour: aesthetics, formatting, and
   most importantly the data and the logic. What's the same, what differs.
4. **Power Hour audit** — what's still wrong / unfinished / what Codex didn't reach.
5. **Logic review** — independently re-derive the sheet's logic; find mistakes and wrong logic;
   sanity-check that Sam is even capturing the right inputs.
6. **"MIS → 100% useful" plan** — time + money management, momentum bang-for-buck, markets-up
   vs markets-down playbook, ETFs vs single stocks (when to play / not), how to use the sheet.
   Delivered as a briefing.

## Read FIRST (receipts protocol — actual files, end to end)

- `docs/MIS_FSE_ARCHITECTURE.md` — **canonical**. FSE = single source of decision truth.
- `docs/MIS_REVIEW_2026-04-27.md` · `docs/MIS_TAB_AUDIT_2026-04-28.md` · `docs/MIS_AUDIT_2026-04-26.md`
- Memories: `project_mis_quick_trade_calc.md` (Quick Trade Calc IS the canonical bracket
  planner, NOT Trade_Planner) · `project_mis_resume_marker.md` + `_pt3.md` · `feedback_tab_data_duplicity.md`
  · `feedback_no_monday_morning_qb.md` · `feedback_direction_on_every_signal.md` ·
  `reference_gemini_v11_audit_2026-05-04.md`
- The **live MIS sheet** — v1 (`1HEmRev…`) is canonical; v2 (`1F31zPca…`) is broken from an
  Excel round-trip. Read via the Google Drive MCP.
- The **last MIS email** in Gmail (the 3 PM Power Hour / Trade Action). The MIS production
  Apps Script is clasp `1yBMztL4`.
- GitHub issues: `gh issue list --repo zee78900/MIS`.
- `MIS/` folder docs + `MIS/python/`.

## Known state going in (from the 15-day review, 2026-05-19)

- Schwab API re-auth **24+ days stale** — prices drift; manual paste bridges only.
- 24-row holdings paste-block was ready (`outputs/2026-05-14_16-55_action_holdings-paste-block-CORRECTED.md`), due 5/17 — confirm whether pasted into `Trade_Log_Imported`.
- MIS P0 fixes (PORTFOLIO_OVERLAP gate + REDUCE/EXIT graduation) await Sam's "GO" — without
  them MIS recommends ADD on tickers Sam already owns.
- Phantom holdings flagged: AVGO / COST / VOO / PYPL / SCHZ / KO.
- Holdings don't reliably include Schwab — a core "must always be right" gap.

## Constraints / do-not

- **FSE is the single authority** — no surface independently classifies tickers.
- Don't confuse `Quick Trade Calc` (canonical hand-entered bracket planner) with `Trade_Planner`.
- Watch tab-name + ticker-row duplicity (`feedback_tab_data_duplicity.md`) — silent zero-weight risk.
- **Do NOT direct-push MIS `master`** — history holds a private broker-screenshot commit
  (`a83cc3c`); use a code-only branch.
- Never commit Schwab Client ID / API keys — they belong in Script Properties, never git.

## Output + notify

- Deliver the report + comparison + audit + plan as briefing HTML in `outputs/`, commit, push
  (deploys to ops.hookstreetservices.com), rebuild `outputs/index.html`.
- Notify Sam: run `notifyOwner_`-style SMS (Twilio is wired in `command-inbox/start-here.gs`),
  or tell Sam to run `notifyReviewReady()`.

## PASTE-READY PROMPT for the new session

```
Use the hookstreet-session-operator skill. Read outputs/2026-05-19_15-30_handoff_mis-deepdive-kickoff.md
in full — it is your brief. This session is the MIS deep-dive (Cluster A).

Do the 6 deliverables in that handoff: Codex/GitHub issue status, Claude's own MIS report,
comparison vs the real 3 PM Power Hour, Power Hour audit, independent logic review, and the
"MIS to 100% useful" plan. Read every file in the "Read FIRST" list before producing anything
(receipts protocol). Read the live MIS v1 sheet and the last MIS email.

Deliver as a briefing in outputs/, commit + push, rebuild the index. Do not direct-push MIS
master. Do not create broad new plans — produce the report and the audit.
```

---
*Handoff by Claude Code · Session 36 · 2026-05-19. Repo zee78900/hookstreet-workspace.*