3,121 件 ・ 関連度順
概要と使いどころ
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。
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.
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。
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".
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。
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]".
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。
Adversarial thesis testing — act as a short seller to find the weakest points in a thesis. Use when user says "stress test", "devil's advocate", "challenge this thesis", or "break [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。
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。
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".
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。
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。
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。
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。
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".
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。
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".
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。
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".
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。
Edit EcoSIM PFT-parameter NetCDF files such as ecosim_pftpar_20260303.nc with the ParEditor class from applications/notebooks/scripts/ParamEditor.py. Use when asked to modify, scale, copy, compare, or delete PFT parameter records for a plant functional type (six-character pfts code such as gr3s43 or ndlf34), update microbe parameter NetCDF values, or maintain the JSONL change log that records past parameter changes. Never modify plant_trait.*.desc files; they are read-only references.
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。
Map observed site vegetation, species lists, land-cover descriptions, or plant management PFTs to EcoSIM vegetation codes using templates/ecosim_pftpar_20260303.nc.cdl. Use when choosing or validating EcoSIM pft_type values, pfts entries, pfts_short categories, pfts_long plant type meanings, or the combined short-code plus Koppen climate numerical code used by plant management inputs.
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。
Identifica padrões entre muitas peças de copy — quais ganchos, ângulos, formatos, temas e horários rendem mais. Use quando o usuário disser "o que funciona melhor", "qual padrão", "por que uns posts vão bem e outros não", "analisar histórico", "o que devo fazer mais", "tendência do conteúdo". Exige volume: abaixo de 20 peças, o resultado é observação, não padrão.
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。
Genera o actualiza una especificación SDD (spec.md) para HagamosTech. Úsala cuando haya que definir una nueva funcionalidad o vertical antes de tocar código, entrevistando al usuario y produciendo requisitos funcionales en notación EARS. Trigger: crear/actualizar spec, nuevo requisito, /spec.
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。
OpenAI Codex CLI wrapper — three modes. Code review: independent diff review via codex review with pass/fail gate. Challenge: adversarial mode that tries to break your code. Consult: ask codex anything with session continuity for follow-ups. The "200 IQ autistic developer" second opinion. Use when asked to "codex review", "codex challenge", "ask codex", "second opinion", or "consult codex". (gstack) Voice triggers (speech-to-text aliases): "code x", "code ex", "get another opinion".
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。