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Extract a thesis's load-bearing assumptions and scan for internal contradictions — the falsifiable claims the bull case requires, what would falsify each, and where the thesis's own Risks / Bear Case / research already argue against it. Use when user says "assumptions", "what must be true", "load-bearing assumptions", or "does [TICKER] contradict itself".

한국어 요약은 준비 중입니다. 원문 설명을 표시하고 있습니다.

Ingest content into the vault as structured research notes. Accepts a URL, a local file path, `--from-brief [date]` (pick stories from an n8n Daily Intel news brief), or no arguments (batch-processes _Inbox/). Use when user shares a URL, says "clip this", "ingest", "ingest from the brief", or "process inbox".

한국어 요약은 준비 중입니다. 원문 설명을 표시하고 있습니다.

Tag a thesis's implicit macro bets — the macro variables its bull case is secretly levered to (AI capex, rates, FX, China decoupling, memory/HBM cycle, energy, regulation) with direction and magnitude. Use when user says "macro exposure", "what macro is [TICKER] betting on", "macro bets", or "rate exposure for [TICKER]".

한국어 요약은 준비 중입니다. 원문 설명을 표시하고 있습니다.

Targeted deep research to fill a specific gap in an existing thesis. Use when user says "deepen", "flesh out", "expand on", "fill in", or specifies a thesis section to improve. Also supports --sync-metrics mode — detects stale financial metrics across every in-scope analytical section of a thesis (not just Key Metrics or Summary) and coherently updates every sentence that depends on them, using a Key-Metrics-table / FMP / web-search waterfall. Use when user says "sync metrics", "update the numbers throughout the note", or "fix stale figures across the whole thesis". The batch form `--sync-metrics --all-flagged` syncs every thesis flagged by the latest `/numbers --all-open` in one operation — detection fanned out to capped READ-ONLY agents, one consolidated confirmation gate, direct sequential writes (agents never write).

한국어 요약은 준비 중입니다. 원문 설명을 표시하고 있습니다.

Extract a thesis's dependency fingerprint — the external variables its bull case actually rests on (key customers, suppliers/inputs, technology transitions, macro drivers, single points of failure). Use when user says "dependency map", "what does [TICKER] depend on", "dependency fingerprint", or "map exposures for [TICKER]".

한국어 요약은 준비 중입니다. 원문 설명을 표시하고 있습니다.

Earnings-season triage across ALL active theses (not just Live Portfolio holdings) — every earnings call reported inside the window gets a Quartr event summary, a Conviction-Trigger/Outstanding-Questions cross-reference, and a coverage check against existing Research notes, producing a ranked deep-read queue for /transcript. Use when user says "earnings sweep", "who reported", "triage earnings", "catch up on earnings season", or after any earnings-heavy stretch. Default window 14 days; `/earnings-sweep 90` covers a full season.

한국어 요약은 준비 중입니다. 원문 설명을 표시하고 있습니다.

Weekly sweep of ALL transcript-bearing spoken events (earnings calls, conference firesides, CMDs, investor days, AGMs, investor updates) for every active thesis, via the Quartr watchlist. Produces a triage digest in Daily Intel/ flagging thesis-touching mentions and recommending deep reads. Use when user says "event sweep", "what did my companies say this week", "conference sweep", or on the weekly schedule. Also `--setup` (build/rebuild the Quartr watchlist from active theses) and `[N]` (window override in days, default 8).

한국어 요약은 준비 중입니다. 원문 설명을 표시하고 있습니다.

Rebuild the vault dependency graph (_graph.md) via the deterministic generator script. /graph forces a full rebuild; /graph last (run after every /sync) rebuilds only if the vault changed; /graph [N] is treated as last. The generator reads the vault and writes _graph.md directly, so the file never streams through a model response.

한국어 요약은 준비 중입니다. 원문 설명을 표시하고 있습니다.

Run health checks on the vault for inconsistencies, stale data, orphaned notes, and missing connections. Use periodically or when user says "lint", "health check", or "audit".

한국어 요약은 준비 중입니다. 원문 설명을 표시하고 있습니다.

Conviction-trigger surveillance via Quartr keyword alerts — parse every active thesis's Conviction Triggers for named observables, propose keyword alerts scoped to the Vault Active watchlist (or market-wide for macro observables), create them ONLY on explicit user confirmation, and reconcile the alert set against the book as theses open/close. Use when user says "monitor", "set up alerts", "keyword alerts", "watch for X", or "reconcile alerts".

한국어 요약은 준비 중입니다. 원문 설명을 표시하고 있습니다.

Refresh the Key Metrics table in a thesis with current data from Financial Modeling Prep, with a Quartr standardized-statement tie-break for Revenue Growth / Gross Margin gaps (Step 4b-Q) and a scoped web-search fallback (Step 4b) when FMP has no data or resolved the wrong company. Use when user says "numbers", "refresh metrics", "update key metrics", or "refresh [TICKER]" with no other action implied. Surgical edit only — does NOT create research notes or propagate via /sync. Also flags (never auto-edits) stale price/valuation framing in the thesis Summary — see Step 10b.

한국어 요약은 준비 중입니다. 원문 설명을 표시하고 있습니다.

Export/publish the live portfolio tracker as a static, stripped snapshot into the "Portfolio Snapshot" folder — an empty Trades section (first), the holdings table, and the 1-month-return bar chart baked to static SVG (scatter chart opt-in), with a Publish_Snapshot property. Strips all instruction/engine/log elements (refresh dataviewjs, tip callouts, Upcoming Earnings, Column Legend, Notes, Log). Use when the user says "snapshot the portfolio", "publish the portfolio", "export Live Portfolio", or "portfolio snapshot".

한국어 요약은 준비 중입니다. 원문 설명을 표시하고 있습니다.

Systematically evaluate weak, stale, or low-conviction theses for upgrade, monitoring, or closure. Use when user says "prune", "kill list", "clean up theses", "what should I close", or "reduce portfolio".

한국어 요약은 준비 중입니다. 원문 설명을 표시하고 있습니다.

Rename a thesis file when company name changes. Atomically updates filename, all inbound wikilinks across the vault, graph adjacency entry header, sector note Active Theses entry, snapshot snapshot_of references, and _hot.md mentions. Use when company changes name (FB → META, Square → Block, etc.), or when correcting a typo in a thesis filename.

한국어 요약은 준비 중입니다. 원문 설명을 표시하고 있습니다.

Generate a backward-looking retrospective of vault activity (addressed callouts + Log entries) over a time window (1w / 1m / 1q), overlay with newsflow + earnings transcripts + price action, and rank trade ideas by the gap between official narrative and market reaction. Output is an immutable Research note. Use when user says "retro", "retrospective", "what did I do this week/month/quarter", "review activity against market", or "recommend trades from recent research".

한국어 요약은 준비 중입니다. 원문 설명을 표시하고 있습니다.

Restore a thesis, sector, or macro note from a snapshot in _Archive/Snapshots/. Use when user says "rollback", "restore", "revert", "undo sync", or "go back to the previous version".

한국어 요약은 준비 중입니다. 원문 설명을 표시하고 있습니다.

Propagate a hypothetical macro scenario through the entire portfolio. Use when user says "what if", "scenario", "what happens to my portfolio if", or describes a macro event to model.

한국어 요약은 준비 중입니다. 원문 설명을 표시하고 있습니다.

Change conviction level or status on a single thesis. Use when user says "change conviction", "downgrade", "upgrade", "move to monitoring", "close [TICKER]", or "set [TICKER] to [level]".

한국어 요약은 준비 중입니다. 원문 설명을 표시하고 있습니다.

Cross-company language sweep via Quartr full-text search — date the adoption curve of a term/phrase across the global transcript+filing corpus, identify which companies (and which speaker roles) use it and when they started, and cross-reference against vault theses and graph adjacency to flag terms propagating through supply chains the book owns. Use when user says "sweep", "who is talking about X", "language scan", "adoption curve for X", or "is X inflecting".

한국어 요약은 준비 중입니다. 원문 설명을 표시하고 있습니다.

Create a new investment thesis note with full analysis. Use when user says "create thesis", "new thesis", or "build a case for TICKER"

한국어 요약은 준비 중입니다. 원문 설명을 표시하고 있습니다.

Pull an earnings call (or investor-event) transcript from Quartr (FMP fallback), extract qualitative signal (management commentary deltas, hedging shifts, Q&A tone), and produce a thesis-delta-first Research note. Use when user says "transcript", "pull earnings call", "transcript diff", or "ingest [TICKER] earnings".

한국어 요약은 준비 중입니다. 원문 설명을 표시하고 있습니다.

Map a thesis's position in its value chain — who it buys from, sells to, and competes with; where the bottleneck and pricing power sit; and whether it owns a critical layer. Use when user says "value chain", "supply chain position", "where does [TICKER] sit", or "who are [TICKER]'s suppliers/customers".

한국어 요약은 준비 중입니다. 원문 설명을 표시하고 있습니다.

Delete old snapshots from _Archive/Snapshots/. Accepts a day threshold (default 180). Also `daily-intel [days]` mode — prune auto-generated n8n scanning surfaces (news briefs, X dashboards) from Daily Intel/ older than 90 days. Use when user says "clean", "clean snapshots", "delete old snapshots", "clean daily intel", or when $lint flags stale snapshots.

한국어 요약은 준비 중입니다. 원문 설명을 표시하고 있습니다.

Targeted deep research to fill a specific gap in an existing thesis. Use when user says "deepen", "flesh out", "expand on", "fill in", or specifies a thesis section to improve. Also supports --sync-metrics mode — detects stale financial metrics across every in-scope analytical section of a thesis (not just Key Metrics or Summary) and coherently updates every sentence that depends on them, using a Key-Metrics-table / FMP / web-search waterfall. Use when user says "sync metrics", "update the numbers throughout the note", or "fix stale figures across the whole thesis". The batch form `--sync-metrics --all-flagged` syncs every thesis flagged by the latest `$numbers --all-open` in one operation — detection fanned out to capped READ-ONLY agents, one consolidated confirmation gate, direct sequential writes (agents never write).

한국어 요약은 준비 중입니다. 원문 설명을 표시하고 있습니다.