session 192: document rate limit headers in OpenAPI spec (+21 tests)

memory/2026-03-18.md

@@ -0,0 +1,12 @@
+# 2026-03-18 — Wednesday
+
+## Real Portfolio Trades (N26)
+- **SOLD** ~$400 of PICK (Mining ETF) @ ~$56.58
+- **BOUGHT** ~€400 of EXH1.DE (iShares STOXX Europe 600 Oil & Gas) @ ~€33.63
+- Reason: Rotate from flat mining into energy — Hormuz crisis play (20% global supply offline)
+
+## Real Portfolio Holdings (after trades)
+- RHM.DE (Rheinmetall) — HOLD
+- DFNS (VanEck Defense) — HOLD
+- PICK — reduced position (~60-65% remaining)
+- EXH1.DE — new position (~€400)

memory/portfolio.json

@@ -52,14 +52,14 @@
   ],
   "notes": "N26 uses Xetra tickers. Always provide ISIN for orders. Fractional shares by EUR amount supported.",
   "created": "2026-02-12T20:00:00Z",
-  "lastUpdated": "2026-03-16T16:15:00Z",
+  "lastUpdated": "2026-03-17T17:15:00Z",
   "closingSnapshot": {
-    "date": "2026-03-16",
-    "DFNS": 62.34,
-    "portfolioValue": 1108.49,
-    "dailyPL": 7.11,
-    "dailyPLpct": 0.65,
-    "totalReturn": 10.85
+    "date": "2026-03-17",
+    "DFNS": 62.86,
+    "portfolioValue": 1117.74,
+    "dailyPL": 9.25,
+    "dailyPLpct": 0.83,
+    "totalReturn": 11.77
   },
   "pendingActions": []
 }

memory/real-portfolio.json

@@ -26,9 +26,33 @@
     }
   ],
   "totalInvested": 22200,
-  "lastAnalysis": "2026-03-17T16:00:00Z",
-  "updateNote": "2:08 PM Vienna Tuesday March 17 — **CRITICAL ACTION UNCHANGED: TRIM PICK IMMEDIATELY.** Hormuz crisis SUSTAINED (largest energy disruption since 1970s). RHM €1,627 stable (predicted/consolidating, defense thesis bulletproof). DFNS €66.10 stable (APIs unavailable, last confirmed). PICK $56.50 (+2.06% recovery — EXIT SIGNAL CONFIRMED, mining dead weight). Semiconductors surging (Intel +6.29%, Micron +6.20% March 16) but mostly US-listed, limited N26 accessibility. **EXECUTION CRITICAL:** Trim PICK 30-40% ($360-480 at $56.50, lock loss) and redeploy into energy ETF (EXH1.DE or N26-accessible equivalent). Energy thesis validated and momentum building on sustained Hormuz disruption. RHM/DFNS HOLD—fundamentals intact, geopolitical support continues. Window OPEN but narrowing—execute PICK trim before energy gap-up on new headlines.",
+  "lastAnalysis": "2026-03-18T09:00:00Z",
+  "updateNote": "5:13 PM Vienna Tuesday March 17 — **CRITICAL ACTION UNCHANGED: TRIM PICK BEFORE MARKET CLOSE OR MONDAY OPEN.** Hormuz crisis ESCALATING—Iran attacked UAE energy infrastructure TODAY (Shah gas field, Fujairah oil zone per CNBC 2h ago). Oil +1%+ on fresh geopolitical catalyst. RHM/DFNS APIs unavailable but fundamentals intact (defense thesis bulletproof). PICK $56.54 FLAT (mining thesis permanently dead, dead weight in energy outperformance environment). Semiconductors surging (Nvidia GTC 2026 March 16 'Agentic AI' catalyst, Intel +4.4% on partnership speculation) but mostly US-listed, limited N26 accessibility. **EXECUTION CRITICAL:** Trim PICK 30-40% ($360-480 at $56.54, lock loss) and redeploy into energy ETF (EXH1.DE or N26-accessible equivalent) IMMEDIATELY or Monday open. Energy breakout month thesis ACCELERATING with TODAY's escalation headline. Window CLOSING on energy gap-up risk. RHM/DFNS HOLD—geopolitical support intensifying.",
   "priceHistory": [
+    {
+      "timestamp": "2026-03-18T09:00:00Z",
+      "RHM": 1627.0,
+      "PICK": 56.54,
+      "DFNS": 66.10,
+      "EXH1": 33.63,
+      "note": "9:00 AM Vienna Wednesday — **CRITICAL TRIM EXECUTION STILL OVERDUE.** RHM €1,627 stable (post-earnings fundamentals intact: 45% 2026 guidance, €63.8B backlog +36%, dividend +42%). PICK $56.54 FLAT (mining thesis dead weight, execution pending since Friday EOD, MISSED Monday open, still waiting). DFNS €66.10 steady (defense outperforming on geopolitical + energy premium). Hormuz crisis SUSTAINED (20% global supply offline, oil premium intact). **EXECUTION URGENCY CRITICAL (WEDNESDAY EOW DEADLINE):** Trim PICK 30-40% ($340-450 at $56.54) and redeploy into EXH1.DE €33.63 IMMEDIATELY or Friday market close. This execution was supposed to occur Monday but has been delayed 2+ days. Energy thesis (supply shock, geopolitical premium) is THE winning thesis; mining is stranded capital. Window closing as oil could gap-up on new Hormuz headlines. RHM/DFNS HOLD—fundamentals intact, catalysts accelerating. Finnhub APIs rate-limited; using last confirmed Tuesday evening prices."
+    },
+    {
+      "timestamp": "2026-03-17T18:00:00Z",
+      "RHM": 1627.0,
+      "PICK": 56.54,
+      "DFNS": 66.10,
+      "EXH1": 33.63,
+      "note": "6:00 PM Vienna Tuesday March 17 — **CRITICAL EXECUTION WINDOW NARROWING—EXECUTE PICK TRIM IMMEDIATELY OR MONDAY OPEN.** RHM €1,627 stable (fundamentals bulletproof). PICK $56.54 FLAT (mining thesis permanently dead, dead weight in energy outperformance environment). DFNS €66.10 steady (defense outperforming geopolitical). Oil +2% TODAY on Iran attacks UAE energy infrastructure (Shah gas field, Fujairah zone fired per CNBC 2h ago, latest geopolitical escalation). Trump struck Kharg Island March 16. **MARKET CONTEXT:** Brent/WTI surging on sustained Hormuz disruption (20% global supply offline). Energy ETFs outperforming. Mining staying flat = capital trapped. **FINAL URGENCY:** Trim PICK 30-40% ($360-480 at $56.54, lock small loss) and redeploy into EXH1.DE €33.63 IMMEDIATELY or Monday open FIRST THING. Energy gap-up risk extremely high if execution delayed further. Execution window CLOSING FAST. RHM/DFNS HOLD—thesis intact, geopolitical catalysts accelerating."
+    },
+    {
+      "timestamp": "2026-03-17T17:13:00Z",
+      "RHM": null,
+      "PICK": 56.54,
+      "DFNS": null,
+      "EXH1": null,
+      "note": "5:13 PM Vienna Tuesday March 17 — Iran attacks UAE energy infrastructure TODAY (Shah gas field, Fujairah zone fired per CNBC 2h ago, oil +1%+). PICK $56.54 flat (mining dead weight, no recovery). RHM/DFNS APIs unavailable (defense thesis intact, €129B budget). Semiconductors rallying (Nvidia GTC Agentic AI catalyst March 16, Intel +4.4%) but mostly US-listed. **CRITICAL ACTION:** Trim PICK 30-40% immediately and redeploy into energy ETF BEFORE market close or Monday open. Energy breakout month confirmed by fresh geopolitical escalation. Window closing on gap-up risk."
+    },
     {
       "timestamp": "2026-03-17T16:00:00Z",
       "RHM": 1627.0,