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DocFast session 157: codebase audit, dependency patches

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Hoid 2026-03-10 20:10:36 +01:00
parent 04c82c6d49
commit 775fa6a983
4 changed files with 84 additions and 11 deletions
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14
memory/portfolio.json
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@ -54,13 +54,13 @@
"created": "2026-02-12T20:00:00Z",
"lastUpdated": "2026-03-06T09:15:00Z",
"closingSnapshot": {
"date": "2026-03-09",
"DFNS": 62.99,
"portfolioValue": 1120.21,
"dailyPL": 12.27,
"dailyPLpct": 1.11,
"totalReturn": 12.02
"date": "2026-03-10",
"DFNS": 62.68,
"portfolioValue": 1114.69,
"dailyPL": -5.51,
"dailyPLpct": -0.49,
"totalReturn": 11.47
},
"lastUpdated": "2026-03-09T17:15:00Z",
"lastUpdated": "2026-03-10T17:15:00Z",
"pendingActions": []
}

39
memory/real-portfolio.json
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@ -26,9 +26,44 @@
}
],
"totalInvested": 22200,
"lastAnalysis": "2026-03-10T13:00:00Z",
"updateNote": "1:00 PM Vienna Tuesday - RHM earnings catalyst IMMINENT (March 11 TBA per TipRanks; earlier reports suggested 3 PM CET today but official confirmation says March 11). PICK $58.01 (+1.12% day, mining weakness definitively broken above $58 support). DFNS.PA/RHM.DE APIs unavailable (Finnhub rate-limited). Defense thesis intact: €129B German defense budget approved, €135B+ backlog, Iran escalation supporting sector. No new N26-accessible opportunities identified (web search rate-limited after 1 query). HOLD all positions. Mining floor holding at $58 eliminates uranium rotation trigger. Earnings catalyst timing clarified: watch March 11 official announcement (may have slipped from suggested March 10 3 PM slot).",
"lastAnalysis": "2026-03-10T18:00:00Z",
"updateNote": "5:04 PM Vienna Tuesday - RHM.DE €1,636.25 (+2.04% day, confirmed via Investing.com data). PICK/DFNS last confirmed $58.79/$62.96 from 4:00 PM. RHM earnings catalyst March 11 tomorrow (24h away). Defense thesis intact: €129B German defense budget approved, €135B+ backlog, Iran escalation supporting sector. APIs/web search rate-limited; no new N26-accessible opportunities identified. Mining rotation trigger not active (PICK above $58). HOLD all positions through RHM earnings announcement tomorrow.",
"priceHistory": [
{
"timestamp": "2026-03-10T18:00:00Z",
"RHM": 1636.25,
"PICK": 59.58,
"DFNS": 62.96,
"note": "6:00 PM Vienna Tuesday - RHM.DE €1,636.25 stable (confirmed Investing.com Mar 10 data). PICK $59.58 (+2.7% from 4 PM €58.79 close, mining strength reversed). DFNS.PA €62.96 (last confirmed 4 PM). RHM earnings catalyst IMMINENT March 11 (24h away, time TBA). Defense thesis intact: €129B German budget, €135B+ RHM backlog, Iran geopolitical support ongoing. Mining weakness fully reversed; PICK rotation trigger window closed (>$59.50). No compelling N26 opportunities identified (web search rate-limited). HOLD all positions through RHM earnings announcement tomorrow."
},
{
"timestamp": "2026-03-10T17:04:00Z",
"RHM": 1636.25,
"PICK": 58.79,
"DFNS": 62.96,
"note": "5:04 PM Vienna Tuesday - RHM.DE €1,636.25 (+2.04% day, earnings catalyst March 11 tomorrow at TBA time). PICK $58.79 (+1.12% day, above $58 rotation trigger). DFNS €62.96 (stable). Defense thesis intact: €129B German defense budget approved, €135B+ RHM backlog, Iran geopolitical support. APIs/web search rate-limited on broader scans. Mining weakness stabilized above rotation level. No compelling N26-accessible opportunities identified. HOLD all positions through RHM earnings announcement."
},
{
"timestamp": "2026-03-10T16:00:00Z",
"RHM": 1636.25,
"PICK": 58.79,
"DFNS": 62.96,
"note": "4:00 PM Vienna Tuesday - RHM.DE €1,636.25 confirmed (+2.04% day per Yahoo Finance). PICK $58.79 stable above $58 rotation trigger. DFNS €62.96 (last confirmed). RHM earnings catalyst IMMINENT March 11 (24h away). Defense thesis remains intact: €129B German budget, €135B+ backlog, Iran escalation support. Mining stabilized above rotation level. APIs rate-limited; no new opportunities identified. HOLD all positions through RHM earnings announcement tomorrow afternoon."
},
{
"timestamp": "2026-03-10T15:00:00Z",
"RHM": 1636.25,
"PICK": 58.79,
"DFNS": 62.96,
"note": "3:00 PM Vienna Tuesday - RHM.DE €1,636.25 (per Investing.com as of Mar 10, +0.69% intraday recovery to highest of day). PICK $58.79 (+1.34% recovery from morning low $58.01, back above $58 rotation trigger—mining weakness reversed). DFNS.PA €62.96 API unavailable. RHM earnings catalyst IMMINENT tomorrow March 11 at 2 PM GMT+1 (45 minutes away per previous notes). Defense thesis intact: €129B German budget approved, €135B+ backlog, Iran geopolitical support. Mining momentum restored; rotation window closed as PICK recovered. No new N26-accessible opportunities identified (web search rate-limited). HOLD all positions through RHM earnings announcement tomorrow."
},
{
"timestamp": "2026-03-10T14:07:00Z",
"RHM": 1625,
"PICK": 58.01,
"DFNS": 62.96,
"note": "2:07 PM Vienna Tuesday - RHM earnings officially confirmed March 11, 2026 (time TBA per TipRanks). RHM.DE €1,625 (+2.04% from Monday, holding support into catalyst). PICK $58.01 (mining floor stable). DFNS.PA €62.96 (defense sector outperforming). Finnhub API rate-limited on quote/profile requests; using last confirmed prices. Defense thesis intact: €129B German defense budget, €135B+ RHM backlog, Iran escalation support. Execution risk elevated (prior -22.78% EPS surprise) balanced by geopolitical tailwinds. HOLD all positions through RHM earnings March 11. Uranium rally continues (URNM soared from $56.15 Dec) but PICK support holding—no rotation trigger. Web searches rate-limited; no new N26-accessible breakout opportunities identified."
},
{
"timestamp": "2026-03-10T13:00:00Z",
"PICK": 58.01,