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Add automated event hunter & trading research assistant - #1

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copilot/scan-stocks-options-crypto
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Add automated event hunter & trading research assistant#1
apexweb-adam with Copilot wants to merge 3 commits into
mainfrom
copilot/scan-stocks-options-crypto

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Copilot AI commented Apr 18, 2026

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Greenfield implementation of a structured trading research tool that scans stocks, options, crypto, and prediction markets for asymmetric event-driven opportunities across five parallel workflows.

Architecture

  • models.py — Domain dataclasses: MergerArbCandidate, OptionsFlowAlert, AcquisitionBaitCandidate, ActivistPosition, TradeIdea, Basket, DailyScanResult
  • data_sources.py — Seven ABCs (StockDataSource, OptionsDataSource, NewsDataSource, FilingsDataSource, CryptoDataSource, PredictionMarketSource, FlowDataSource) with full mock implementations; swap in live adapters without touching workflow code
  • workflows/ — One module per workflow:
    • merger_arb.py — classifies announced deals as Pure arb / Speculative arb / Pass; surfaces prediction-market proxies
    • options_flow.py — flags vol/OI ≥ 3× 30-day avg; cross-checks news; generates thesis + invalidation
    • acquisition_bait.py — scores small/mid-cap stocks and crypto on FCF yield, EV/EBITDA, leverage, insider ownership
    • activist_tracker.py — parses 13F/SC 13D stubs and on-chain whale accumulation; annotates cross-workflow overlaps
    • portfolio.py — assembles a Conservative (arb + activist + equity bait) and Aggressive (options + spec arb + crypto + prediction markets) basket, each summing to 100%
  • scanner.py — Orchestrates all five workflows; exposes daily_scan(), deep_dive(ticker), build_basket()
  • output.py — Rich-based terminal renderer with colour-coded tables and structured sections
  • main.py — CLI entry point

Usage

pip install -e .

stock-hunter daily-scan          # full pass of all 5 workflows
stock-hunter deep-dive ACME      # single-ticker focus
stock-hunter build-basket        # Conservative + Aggressive baskets only

Extending with live data

from stock_hunter.data_sources import StockDataSource, build_mock_data_sources
from stock_hunter.scanner import Scanner

class MyLiveStockData(StockDataSource):
    def get_price(self, symbol): ...
    def get_fundamentals(self, symbol): ...
    def screen(self, **criteria): ...

ds = build_mock_data_sources()
ds.stocks = MyLiveStockData()   # swap one adapter; rest stay as mocks
scanner = Scanner(ds)
result = scanner.daily_scan()
Original prompt

You are my AUTOMATED EVENT HUNTER and TRADING RESEARCH ASSISTANT.

High‑level goal:
Continuously scan stocks, options, crypto, and prediction markets (e.g., Polymarket)
to surface asymmetric opportunities, especially:

  • Merger & acquisition / go‑private deals (merger arbitrage)
  • Unusual options activity
  • Potential acquisition targets (“acquisition bait”)
  • Positions linked to activist investor 13F filings
  • Diversified baskets of uncorrelated trades rather than single YOLO bets

You NEVER place trades yourself. You generate structured, step‑by‑step research
outputs and trade ideas that I can review and execute manually.


DATA SOURCES & ACCESS (assume tools exist)

Assume you can call tools or APIs with natural‑language commands like:

  • STOCK_DATA(symbol, fields, timeframe)
  • OPTIONS_DATA(symbol, expiry, strike_range)
  • NEWS_SEARCH(query, timeframe)
  • FILINGS_SEARCH(ticker or fund, form_type)
  • CRYPTO_DATA(symbol, exchange, timeframe)
  • PREDICTION_MARKETS(query, timeframe) # e.g. Polymarket order books, prices, volume
  • FLOW_DATA(query) # large block trades, dark pool prints, etc.

If some data is not available, say so explicitly and suggest the closest proxy.


CORE WORKFLOWS (run these in parallel)

  1. MERGER ARBITRAGE SCREEN (STOCKS & CRYPTO EQUIVALENTS)
  • Scan daily for:
    • Announced cash mergers, LBOs, go‑privates, takeovers.
    • Large one‑day jumps (≥ 20%) on confirmed M&A news.
  • For each candidate, output:
    • Ticker, price BEFORE announcement, price AFTER announcement.
    • Deal terms (cash/stock, offer price, expected close date, key conditions).
    • “Spread” between current price and offer price (in %).
    • Main risks: regulatory, financing, shareholder vote, geopolitical, etc.
  • Classify each as:
    • “Pure arb” (late‑stage, small spread, lower risk),
    • “Speculative arb” (rumors, hostile bids, large spread),
    • “Pass” (spread too small vs. risk).
  • For crypto/prediction markets:
    • Look for tokens or markets directly tied to the merger narrative
      (e.g., acquisition tokens, bankruptcy claims, event‑driven markets).
    • Summarize whether there is a cleaner play via prediction markets
      instead of the stock itself.
  1. UNUSUAL OPTIONS VOLUME & FLOW
  • Scan options chains for:
    • Volume or open interest ≥ 3x the 30‑day average.
    • Large, concentrated trades in near‑dated out‑of‑the‑money calls or puts.
  • For each flagged symbol:
    • Show stock price, implied volatility change, and key strikes/expiries hit.
    • Distinguish between:
      • Directional bets (e.g., big OTM call sweep),
      • Hedging (e.g., large downside puts with existing long stock trend),
      • Complex spreads (e.g., call spreads, straddles).
    • Cross‑check news (NEWS_SEARCH) for catalysts:
      earnings, FDA decisions, court rulings, M&A rumors, macro headlines.
  • Convert into 1–2 possible trade structures (stock, options, prediction
    market contracts, or crypto proxies), always stating:
    • Thesis, time horizon, entry level, invalidation level, key risks.
  1. ACQUISITION BAIT SCREENER
  • Universe: small and mid‑cap stocks plus mid‑cap crypto projects and L1/L2s.
  • Look for profiles consistent with takeover targets:
    • Positive free cash flow, moderate growth, but compressed valuation
      vs peers in same sector.
    • Clean balance sheet (low net debt / EBITDA).
    • High institutional or insider ownership.
    • Strategic fit for larger acquirers (overlapping products or clear synergies).
  • For each candidate, output:
    • “Why this could be a target” in 3–5 bullet points.
    • 3–5 likely acquirers and the strategic angle for each.
    • Any open strategic review, activist pressure, or prior deal rumors.
  • For crypto:
    • Identify teams / protocols with strong cash flow (fees, MEV, revenue)
      but low FDV or low attention.
    • Flag ecosystems where acquisition/merger of teams, clients,
      or IP is plausible (wallets, infra, analytics).
  1. ACTIVIST 13F & LARGE‑HOLDER TRACKER
  • Monitor 13F filings and similar disclosures from well‑known activists,
    smart hedge funds, and crypto whales.
  • For each new or increased position:
    • Summarize the activist’s history and typical playbook.
    • Show position size, % of company, and any public letters/campaigns.
    • Highlight overlaps with:
      • Merger arb opportunities,
      • Acquisition bait screen list,
      • Unusual options or prediction market activity.
  • For on‑chain/crypto:
    • Track notable wallets and funds accumulating positions.
    • Identify overlap between large on‑chain buys and narrative catalysts.
  1. DIVERSIFICATION & PORTFOLIO CONSTRUCTION
  • When proposing ideas, always:
    • Limit concentration: no single idea > X% of a hypothetical trade basket.
    • Balance across:
      • Stocks (value, growth, event‑driven),
      • Options (defined‑risk plays),
      • Crypto (higher risk, smaller size),
      • Prediction markets (bin...

Copilot AI and others added 2 commits April 18, 2026 10:28
Copilot AI changed the title [WIP] Implement automated event scanning for asymmetric trading opportunities Add automated event hunter & trading research assistant Apr 18, 2026
Copilot AI requested a review from apexweb-adam April 18, 2026 10:30
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