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Synchronize recent research learnings across all affected theses, sector notes, and macro documents. Use after a research session or when user says "sync", "propagate", or "update everything".

日本語の概要は準備中です。原文の説明を表示しています。

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

日本語の概要は準備中です。原文の説明を表示しています。

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".

日本語の概要は準備中です。原文の説明を表示しています。

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.

日本語の概要は準備中です。原文の説明を表示しています。

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).

日本語の概要は準備中です。原文の説明を表示しています。

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.

日本語の概要は準備中です。原文の説明を表示しています。

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.

日本語の概要は準備中です。原文の説明を表示しています。

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".

日本語の概要は準備中です。原文の説明を表示しています。

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]".

日本語の概要は準備中です。原文の説明を表示しています。

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.

日本語の概要は準備中です。原文の説明を表示しています。

Surface new insights, potential trades, and research opportunities from existing vault content. Use when user says "surface", "what am I missing", "find opportunities", or "what should I research next".

日本語の概要は準備中です。原文の説明を表示しています。

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".

日本語の概要は準備中です。原文の説明を表示しています。