openclawd/config
1
0
Fork 0
Code Issues Pull requests Projects Releases Packages Wiki Activity Actions

snapapi: session 50 — billing & middleware test coverage (223 tests)

Browse source
This commit is contained in:
Hoid 2026-03-03 12:41:22 +01:00
parent 525c1be517
commit 7940bf9801
4 changed files with 93 additions and 6 deletions
Download patch file Download diff file Expand all files Collapse all files

25
memory/real-portfolio.json
View file

@ -27,6 +27,27 @@
],
"totalInvested": 22200,
"priceHistory": [
{
"timestamp": "2026-03-03T12:01:00Z",
"RHM.DE": 1627.50,
"PICK": 64.36,
"note": "12:01 PM Vienna - RHM.DE retreated to €1,627.50 (down €36 from morning high ~€1,663, -2.2% intraday). PICK holding $64.36. Defense sector profit-taking visible but geopolitical thesis intact. Broad market weakness, defense/commodities outperforming. RHM earnings March 11 catalyst."
},
{
"timestamp": "2026-03-03T11:00:00Z",
"PICK": 64.36,
"note": "11:00 AM Vienna - PICK flat at $64.36 (+0.02% daily). Defense surge confirmed: RHM.DE +2-6%, BAE +6%, Hensoldt +5%, Leonardo +2%, Renk +3%. US-Iran conflict driving safe-haven flows into defense/commodities. Broad market weakness but thesis intact."
},
{
"timestamp": "2026-03-03T10:01:00Z",
"PICK": 64.36,
"note": "10:01 AM Vienna - PICK flat at $64.36 (+0.03%). RHM.DE ~+2% per news (Fortune/Reuters). Defense sector rallying (BAE +6%, Rheinmetall +2%, Leonardo up, US majors LMT/RTX/GD jumping). Broad selloff continues; safe-haven/commodities outperforming. Portfolio geopolitical thesis intact."
},
{
"timestamp": "2026-03-03T09:00:00Z",
"PICK": 64.36,
"note": "9:00 AM Vienna - PICK steady at $64.36 (+0.03%). Defense sector confirmed rallying on US-Iran escalation (Lockheed/Raytheon jumping). RHM.DE & DFNS.PA data unavailable via API but geopolitical thesis supporting both. Safe-haven rotation intact. HOLD thesis."
},
{
"timestamp": "2026-03-02T18:02:00Z",
"PICK": 63.65,
@ -75,6 +96,6 @@
"note": "RHM at €1,663.50; recent earnings miss (-22.78%). Gold/metals/mining outperforming in 2026. Defense sector stable amid geopolitical tensions."
}
],
"lastAnalysis": "2026-03-02T18:02:00Z",
"updateNote": "6:02 PM Vienna - PICK $63.65 (-1.07% to close, down from $64.34 open). Defense sector confirmed rallying on live Iran conflict (Bloomberg/CNBC reporting energy & defense stocks jumping). Broad market weakness with safe-haven rotation intact. RHM earnings catalyst March 11 (recent miss but NATO defense budget tailwinds +45% 2026). Portfolio thesis holding: geopolitical premium + real assets outperformance. HOLD all positions—no compelling rotation opportunities. Monitor RHM earnings catalyst closely."
"lastAnalysis": "2026-03-03T12:01:00Z",
"updateNote": "12:01 PM Vienna Tuesday - RHM.DE retreated to €1,627.50 (-€36 from morning, ~-2.2%). Defense thesis still valid amid geopolitical tensions but profit-taking visible. PICK holding $64.36. DFNS.PA data unavailable. Broad market weakness continues, defense outperforming but volatility elevated. RHM earnings March 11 remain key catalyst. No compelling new opportunities; portfolio thesis intact despite intraday pullback. HOLD all."
}

5
memory/wind-down-log.json
View file

@ -25,6 +25,11 @@
"time": "21:15",
"type": "checkin",
"note": "Second nudge. Nose shower reminder + Chuck suggestion. No response to 19:12 nudge."
},
{
"time": "22:16",
"type": "status",
"note": "No response to 19:12 check-in. Not nudging again this late."
}
]
}