snapapi: session 54 — cancelled tier fix, security improvements, 338 tests

memory/2026-03-03.md

@@ -0,0 +1,16 @@
+# 2026-03-03 — Tuesday
+
+## Key Events
+- **USA-Iran conflict**: Major escalation. US & Israel struck Iran Feb 28 ("Operation Epic Fury"). Iran retaliating with missiles/drones on US bases in Persian Gulf. Active conflict ongoing.
+- **Sessel Lieferung**: Scheduled 12:00-17:00, no confirmation received
+- **Portfolio**: RHM closed ~€1,611 (-1%), PICK dropped -6.84% to $59.96, DFNS closed €62.04 (+10.31% total return)
+- **News briefings disabled**: User asked to stop Der Standard and AI News cron jobs — both disabled (not deleted)
+- **RHM analysis**: Analysts say Iran conflict NOT a direct catalyst for RHM — European rearmament is the thesis. Consolidation until March 11 earnings.
+- **No response to evening wind-down messages** (19:15 and 20:20 WhatsApp)
+
+## Portfolio Notes
+- PICK significant drop — possible rotation from broad metals to nuclear/uranium
+- URA ETF +5.6% — uranium sector surging
+- Consider checking URA availability on N26
+- RHM earnings March 11 key catalyst
+- DFNS volatile session, hit €64.04 intraday before pullback to €62.04

memory/portfolio.json

@@ -52,14 +52,15 @@
   ],
   "notes": "N26 uses Xetra tickers. Always provide ISIN for orders. Fractional shares by EUR amount supported.",
   "created": "2026-02-12T20:00:00Z",
-  "lastUpdated": "2026-03-02T17:15:00Z",
+  "lastUpdated": "2026-03-03T17:15:00Z",
   "closingSnapshot": {
-    "date": "2026-03-02",
-    "DFNS": 61.89,
-    "portfolioValue": 1100.74,
-    "dailyPL": 45.35,
-    "dailyPLpct": 4.3,
-    "totalReturn": 10.07
+    "date": "2026-03-03",
+    "DFNS": 62.04,
+    "portfolioValue": 1103.07,
+    "dailyPL": -5.16,
+    "dailyPLpct": -0.47,
+    "totalReturn": 10.31
   },
-  "pendingActions": []
+  "pendingActions": [],
+  "lastUpdated": "2026-03-03T17:15:00Z"
 }

memory/real-portfolio.json

@@ -27,6 +27,18 @@
   ],
   "totalInvested": 22200,
   "priceHistory": [
+    {
+      "timestamp": "2026-03-03T15:03:00Z",
+      "RHM.DE": 1627.50,
+      "PICK": 64.36,
+      "note": "3:03 PM Vienna - RHM.DE stable €1,627.50. PICK $64.36 (+0.03%). No new opportunities; thesis intact on geopolitical support. Web search rate-limited. HOLD all."
+    },
+    {
+      "timestamp": "2026-03-03T13:03:00Z",
+      "RHM.DE": 1627.50,
+      "PICK": 64.36,
+      "note": "1:03 PM Vienna - RHM.DE flat €1,627.50. PICK flat $64.36. Defense thesis intact; geopolitical tensions (US-Iran) supporting allocations despite intraday volatility. No new opportunities at this time (API rate limits). HOLD all positions. RHM earnings March 11 catalyst remains key."
+    },
     {
       "timestamp": "2026-03-03T12:01:00Z",
       "RHM.DE": 1627.50,
@@ -96,6 +108,22 @@
       "note": "RHM at €1,663.50; recent earnings miss (-22.78%). Gold/metals/mining outperforming in 2026. Defense sector stable amid geopolitical tensions."
     }
   ],
-  "lastAnalysis": "2026-03-03T12:01:00Z",
-  "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."
-}
+  "lastAnalysis": "2026-03-03T18:21:00Z",
+  "updateNote": "6:21 PM Vienna Tuesday - PICK still under pressure near $59.96 (-6.84% today). RHM.DE €1,627.50 per last 3 PM check (geopolitical support holding). Finnhub/stonks API gaps. Clean energy thesis strong (NextEra, solar/wind +15% global investment 2025). Mining weakness suggests potential sector rotation away from commodities into clean tech/semiconductors (5.8% EPS growth estimated 2026). RHM earnings March 11 catalyst. No immediate rebalancing recommended; thesis intact despite intraday volatility. HOLD positions.",
+  "priceHistory": [
+    {
+      "timestamp": "2026-03-03T18:21:00Z",
+      "PICK": 59.96,
+      "note": "6:21 PM Vienna - PICK holding $59.96 (-6.84% day). RHM.DE €1,627.50 (3 PM data, geopolitical support). Clean energy outperforming (5.8% EPS growth 2026). Mining weakness vs. clean tech strength signals potential rotation. RHM earnings catalyst March 11. HOLD all positions; thesis intact despite volatility."
+    },
+    {
+      "timestamp": "2026-03-03T17:08:00Z",
+      "PICK": 59.96,
+      "note": "5:08 PM Vienna - PICK down 6.84% to $59.96 (from $64.36). Mining ETF weakness vs. uranium strength. URA +5.58%. RHM.DE/DFNS.PA data unavailable. Broad market weakness pressuring commodities but defense thesis intact. RHM earnings March 11 catalyst."
+    },
+    {
+      "timestamp": "2026-03-03T15:03:00Z",
+      "RHM.DE": 1627.50,
+      "PICK": 64.36,
+      "note": "3:03 PM Vienna - RHM.DE stable €1,627.50. PICK $64.36 (+0.03%). No new opportunities; thesis intact on geopolitical support. Web search rate-limited. HOLD all."
+    }

memory/wind-down-log.json

@@ -31,5 +31,22 @@
       "type": "status",
       "note": "No response to 19:12 check-in. Not nudging again this late."
     }
+  ],
+  "2026-03-03": [
+    {
+      "time": "19:15",
+      "type": "check-in",
+      "note": "Sent WhatsApp asking what they are doing + Sessel question"
+    },
+    {
+      "time": "20:20",
+      "type": "suggestion",
+      "note": "Sent Conan/audiobook suggestion + nose shower reminder. No response to 19:15."
+    },
+    {
+      "time": "22:04",
+      "type": "status",
+      "note": "No response to either message. Not nudging again."
+    }
   ]
-}
+}