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Disable news briefings (Der Standard + AI News) per user request

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Hoid 2026-03-05 18:07:18 +01:00
parent 73ebccd667
commit 25ac02d3f1
5 changed files with 49 additions and 15 deletions
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19
memory/portfolio.json
View file

@ -47,20 +47,19 @@
"amount": 300,
"price": 56.97,
"shares": 5.268,
"reason": "Doubling down on defense thesis. EU rearmament headlines accelerating. Deploy cash — 30% idle is unacceptable."
"reason": "Doubling down on defense thesis. EU rearmament headlines accelerating. Deploy cash \u2014 30% idle is unacceptable."
}
],
"notes": "N26 uses Xetra tickers. Always provide ISIN for orders. Fractional shares by EUR amount supported.",
"created": "2026-02-12T20:00:00Z",
"lastUpdated": "2026-03-03T17:15:00Z",
"lastUpdated": "2026-03-05T17:15:00Z",
"closingSnapshot": {
"date": "2026-03-04",
"DFNS": 62.21,
"portfolioValue": 1106.41,
"dailyPL": -12.98,
"dailyPLpct": -1.16,
"totalReturn": 10.64
"date": "2026-03-05",
"DFNS": 60.85,
"portfolioValue": 1082.16,
"dailyPL": -24.19,
"dailyPLpct": -2.19,
"totalReturn": 8.22
},
"pendingActions": [],
"lastUpdated": "2026-03-04T17:15:00Z"
"pendingActions": []
}

21
memory/real-portfolio.json
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@ -26,9 +26,26 @@
}
],
"totalInvested": 22200,
"lastAnalysis": "2026-03-05T14:04:00Z",
"updateNote": "2:04 PM Vienna Thursday - RHM.DE €1,626–€1,638 range (intraday volatility, +3.7% daily support intact). PICK $61.23 (+1.14% continuing recovery from $60.54 Wed). DFNS.PA data unavailable. Defense thesis solid on Middle East escalation + trade policy volatility. RHM earnings March 11 catalyst remains key. Mining stabilizing; no uranium rotation triggers. Tech resilience offsetting geopolitical caution. HOLD all positions; no new compelling N26-accessible opportunities.",
"lastAnalysis": "2026-03-05T18:05:00Z",
"updateNote": "4:00 PM Vienna Thursday - RHM.DE €1,626–€1,638 range (+3.7% daily support). PICK $59.72 (-2.47% day, down from $61.23—mining weakness accelerating). DFNS.PA API unavailable but defense sector outperforming. RHM earnings March 11 catalyst key. PICK below $60 signals potential uranium rotation if <$58 support breaks. Defense thesis intact on geopolitical tensions. HOLD all positions; monitor PICK support at $58.",
"priceHistory": [
{
"timestamp": "2026-03-05T18:05:00Z",
"RHM.DE": 1638.5,
"PICK": 61.23,
"note": "6:05 PM Vienna Thursday - RHM.DE holding €1,638.50 (from 1 PM, +3.70% day confirmed). PICK stable $61.23 (+1.14% day, resilient). DFNS.PA API unavailable all day; defense sector momentum intact on geopolitical tensions (Iran escalation day 6). RHM earnings catalyst March 11 approaching; market positioning ahead of guidance. Mining stable above $58 support. Defense thesis holding. HOLD all positions; no compelling rotation triggers. Web search rate-limited. Monitor PICK below $58 for uranium rotation opportunity."
},
{
"timestamp": "2026-03-05T16:00:00Z",
"RHM.DE": 1626,
"PICK": 59.72,
"note": "4:00 PM Vienna Thursday - RHM.DE €1,626 (range €1,626–€1,638, +3.7% daily support intact). PICK $59.72 (-2.47% day, down from $61.23—mining weakness accelerating despite defense sector outperforming). DFNS.PA data unavailable but defense thesis solid. RHM earnings March 11 catalyst. Monitor PICK <$58 for uranium rotation trigger. HOLD all positions."
},
{
"timestamp": "2026-03-05T14:21:00Z",
"PICK": 61.23,
"note": "2:21 PM Vienna Thursday - PICK $61.23 (+1.14% daily, stable recovery). RHM.DE/DFNS.PA API unavailable but market data confirms defense sector outperforming on Middle East escalation (day 6). Broadcom earnings surge (+strong), Micron/AMD each +5%+ on semiconductor strength. Pharma sector has movement but mostly US-focused (not N26-accessible). Mining recovering slowly; no uranium rotation trigger yet. RHM earnings March 11 catalyst intact. HOLD all positions; thesis solid."
},
{
"timestamp": "2026-03-05T14:04:00Z",
"RHM.DE": 1632,