'vault' 검색 결과

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".

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Sweep addressed callouts older than a threshold (default 180 days) into the target note's

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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.

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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.

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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]".

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Generate a concise 1-page investment brief from a thesis — the elevator pitch version. Use when user says "brief", "summarise thesis", "pitch me [TICKER]", "one-pager", or "investment memo".

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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.

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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.

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Refresh the Key Metrics table in a thesis with current data from Financial Modeling Prep, with 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.

Pull an earnings call transcript from Financial Modeling Prep, 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".

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Side-by-side competitive comparison of two or more companies. Use when user says "compare", "X vs Y", "which is better", or asks about competitive dynamics between specific companies.

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Extract and maintain a cross-portfolio catalyst calendar from all thesis notes. Use when user says "catalyst", "calendar", "what's coming up", "upcoming events", or "what could move the portfolio".

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

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Audit whether a thesis's stated conviction matches its evidence, and whether any Conviction Trigger has silently fired without being actioned. Use when user says "conviction audit", "is my conviction right on [TICKER]", "did a trigger fire", or "should I re-rate [TICKER]".

한국어 요약은 준비 중입니다. 원문 설명을 표시하고 있습니다.

Read, search, and create notes in the Obsidian vault.

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Arquiva briefs, peças e aprendizados no Obsidian (pasta local) e no Notion (via MCP). Use quando o usuário disser "salvar no Obsidian", "arquivar", "registrar no Notion", "biblioteca de peças", "documentar a campanha", "onde ficou aquela peça". Obsidian é filesystem direto — não precisa de MCP.

한국어 요약은 준비 중입니다. 원문 설명을 표시하고 있습니다.

Predicts whether a DNA variant alters mRNA splicing using sequence-based deep-learning tools — SpliceAI (10kb context dilated CNN, clinical default), Pangolin (multi-tissue), MMSplice (modular per-region CNN with calibrated ΔPSI), SpliceTransformer/TrASPr (tissue-aware transformers), SpliceVault (empirical 300K-RNA lookup of likely mis-splicing outcomes), CADD-Splice (composite score). Applies the ClinGen SVI 2023 framework for ACMG/AMP variant interpretation (PVS1, PP3, BP4 evidence codes), HGVS splicing nomenclature (c.123+1G>A, c.123-3T>G, r.spl?), extended-window scoring for deep-intronic pseudoexons, tissue-specific predictions, branchpoint variant detection (BPHunter, LaBranchoR), and splice-switching ASO design. Use when interpreting splice impact of clinical variants, prioritizing VUS, identifying deep-intronic pathogenic variants, or designing ASOs.

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End-to-end execution of a scouted third-party provider access campaign. Use when a Provider Access Launch task is ready_to_submit or scouted easy_execute and needs account or app registration, scopes, reviewer assets, Vault credential custody, the canonical connection, and real verification.

한국어 요약은 준비 중입니다. 원문 설명을 표시하고 있습니다.

Create scheduled Knowledge ingestion automations with a verified worker, private-vault authority, and an end-to-end scheduled run. Use when asked to schedule or repair recurring ingestion from any source.

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Find and answer from saved Knowledge vault pages with source citations. Use for questions about stored documents, meetings, people, or projects; not for recalling conversation history or searching the web.

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Finds where every credential on the machine lives, without showing a value. Trigger to list where keys, tokens and passwords are stored (Credential Manager, gh, .env, settings, .mcp.json, Docker); to cut a gh token to least privilege or switch gh accounts; to rotate a key and update its users; after a key was printed, pasted or committed; to check a command that uses a token before it runs; or say keywarden (inventory, scope, rotate, leak, preflight, refresh). Drives op or bw when present. Leak scans and commit email are shieldwarden's; rules and hooks gatewarden's; routine credentials agentwright's; vetting a vault MCP trustwarden's.

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Secure secrets handling in Ansible with Infisical vault integration, no_log directive enforcement, and a reusable Infisical lookup task for safe credential retrieval.

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Read, search, create, and edit notes in the Obsidian vault.

한국어 요약은 준비 중입니다. 원문 설명을 표시하고 있습니다.