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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。

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。

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。

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".

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。

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。

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。

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。

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).

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。

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.

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 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]".

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。

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".

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。

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。

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.

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。

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。

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。

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。

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".

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。

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。