diff --git a/memory/portfolio.json b/memory/portfolio.json index c73fb35..efad348 100644 --- a/memory/portfolio.json +++ b/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": "2026-02-27T16:16:00Z", + "lastUpdated": "2026-03-02T17:15:00Z", "closingSnapshot": { - "date": "2026-02-27", - "DFNS": 58.98, - "portfolioValue": 1048.91, - "dailyPL": -2.31, - "dailyPLpct": -0.22, - "totalReturn": 4.89 + "date": "2026-03-02", + "DFNS": 61.89, + "portfolioValue": 1100.74, + "dailyPL": 45.35, + "dailyPLpct": 4.3, + "totalReturn": 10.07 }, "pendingActions": [] -} +} \ No newline at end of file diff --git a/memory/real-portfolio.json b/memory/real-portfolio.json index 5ad7d69..94ac6c1 100644 --- a/memory/real-portfolio.json +++ b/memory/real-portfolio.json @@ -27,6 +27,16 @@ ], "totalInvested": 22200, "priceHistory": [ + { + "timestamp": "2026-03-02T18:02:00Z", + "PICK": 63.65, + "note": "6:02 PM Vienna - PICK $63.65 (-1.07% to close). Defense sector confirmed outperforming on live Iran escalation (Bloomberg/CNBC). RHM earnings March 11 catalyst. HOLD all." + }, + { + "timestamp": "2026-03-02T17:12:00Z", + "PICK": 63.61, + "note": "5:12 PM Vienna - PICK close $63.61 (-1.13% today from $64.34). Defense sector rallying on Iran conflict (LMT/NOC/RTX +3-7%). RHM earnings March 11. Broad market down, safe-haven assets leading. HOLD thesis intact." + }, { "timestamp": "2026-03-02T16:00:00Z", "PICK": 63.31, @@ -65,6 +75,6 @@ "note": "RHM at €1,663.50; recent earnings miss (-22.78%). Gold/metals/mining outperforming in 2026. Defense sector stable amid geopolitical tensions." } ], - "lastAnalysis": "2026-03-02T15:01:00Z", - "updateNote": "3:01 PM Vienna - PICK $64.34 (+0.33% today). Defense ETFs up 14% YTD amid US-Iran escalation; oil toward $80/bbl, Strait of Hormuz disruption fears. Gold continues safe-haven run (+22% YoY). Broad equity selloff (-1%+) contrasts with defense/commodities strength. RHM thesis intact: German defense budget +45% in 2026, NATO 5% GDP target by 2035. PICK benefits from commodity volatility & precious metals demand. RHM.DE & DFNS.PA API gaps but geopolitical backdrop strongly favorable. No new opportunities identified—portfolio thesis aligned. HOLD all positions." + "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." } diff --git a/memory/wind-down-log.json b/memory/wind-down-log.json index 221f0fc..d6ee398 100644 --- a/memory/wind-down-log.json +++ b/memory/wind-down-log.json @@ -1,30 +1,10 @@ { - "date": "2026-03-01", + "date": "2026-03-02", "entries": [ { - "time": "19:04", + "time": "19:12", "type": "checkin", - "note": "First evening nudge sent" - }, - { - "time": "20:02", - "type": "status", - "note": "No response to 19:04 check-in" - }, - { - "time": "21:04", - "type": "checkin", - "note": "Second nudge with KoQ + audiobook suggestion + nose shower reminder" - }, - { - "time": "00:04", - "type": "status", - "note": "No response all evening. Unknown if asleep or still up. Not nudging at midnight." - }, - { - "time": "01:04", - "type": "status", - "note": "No response to 19:04 or 21:04 nudges. Likely asleep or ignoring. Not pinging at 1 AM." + "note": "First evening nudge sent via WhatsApp. Suggested Chuck, Conan, or Askir audiobook." } ] -} \ No newline at end of file +} diff --git a/projects/business/memory/bugs.md b/projects/business/memory/bugs.md index 5a591aa..f1322d2 100644 --- a/projects/business/memory/bugs.md +++ b/projects/business/memory/bugs.md @@ -994,7 +994,7 @@ Container restart appears to have been clean. All services came back online prop - **Steps to reproduce:** `curl -X POST https://staging.docfast.dev/v1/demo/html -H 'Content-Type: application/json' -d '{"html":"