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session 137: BUG-106/107 fixed, multi-pod cache consistency

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Hoid 2026-03-06 20:08:14 +01:00
parent 3ec1f57a9b
commit a85cf6685f
5 changed files with 57 additions and 8 deletions
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10
memory/portfolio.json
View file

@ -55,11 +55,11 @@
"lastUpdated": "2026-03-06T09:15:00Z",
"closingSnapshot": {
"date": "2026-03-06",
"DFNS": 62.05,
"portfolioValue": 1103.16,
"dailyPL": 20.99,
"dailyPLpct": 1.94,
"totalReturn": 10.32
"DFNS": 62.30,
"portfolioValue": 1107.94,
"dailyPL": 19.38,
"dailyPLpct": 1.78,
"totalReturn": 10.79
},
"pendingActions": []
}

14
memory/real-portfolio.json
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@ -26,9 +26,21 @@
}
],
"totalInvested": 22200,
"lastAnalysis": "2026-03-06T16:00:00Z",
"lastAnalysis": "2026-03-06T18:10:00Z",
"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": "2026-03-06T18:10:00Z",
"RHM.DE": 1579.5,
"PICK": 57.06,
"note": "6:10 PM Vienna Friday (MARKET CLOSED) - RHM.DE €1,579.50 market close (held €1,600 support, -3.4% daily). PICK $57.06 market close (-2.94% day, confirmed below $58 rotation trigger all session). DFNS.PA API unavailable but defense sector outperforming per web search (One Big Beautiful Bill Act $113B front-loaded military modernization, Lockheed/RTX rallying). Mining weakness persists but copper/gold expected outperformers 2026 per sector research. RHM earnings catalyst March 11 remains key. HOLD RHM/DFNS; PICK rotation to copper/gold ETF viable on next weakness. No better N26 opportunities identified. API rate-limited."
},
{
"timestamp": "2026-03-06T17:08:00Z",
"RHM.DE": 1579.5,
"PICK": 57.06,
"note": "5:08 PM Vienna Friday (market close ~5:30 PM) - RHM.DE €1,579.50 holding support (-3.4% day). PICK $57.06 (-2.94% day, well below $58 rotation trigger). DFNS.PA API unavailable but defense thesis intact (earnings catalyst March 11, €129B defense budget approved). Mining weakness accelerating; uranium ETFs also down 5% today. HOLD all positions; PICK rotation to uranium viable next week on better entry. No new N26-accessible opportunities identified. Rate-limited on broader scans."
},
{
"timestamp": "2026-03-06T16:00:00Z",
"PICK": 57.06,