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DocFast session 120: bug triage, staging audit, all systems nominal

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Hoid 2026-03-02 20:04:25 +01:00
parent 64f64cd1ba
commit c186e238d8
6 changed files with 42 additions and 37 deletions
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16
memory/portfolio.json
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@ -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": []
}
}

14
memory/real-portfolio.json
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@ -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."
}

28
memory/wind-down-log.json
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@ -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."
}
]
}
}