invest

This repository is a portable operating system for a long-term satellite investment account.

The account objective is multi-decade asymmetric compounding: pursue outcomes that can plausibly become tens, hundreds, or thousands of times larger over a very long horizon, while avoiding avoidable ruin. Account records change only after brokerage-side confirmation.

Public dashboard: www.wineandchord.com/invest. It is built from this open-source repository and deployed as a static GitHub Pages project site.

Not investment advice, legal advice, tax advice, or accounting advice. This repository and dashboard are a personal historical research journal and account audit trail, not a recommendation that any public reader buy, sell, hold, copy, mirror, or size any security. Public records are delayed, normalized, redacted, and source-backed; raw broker documents, sensitive identifiers, secrets, and unexpired actionable trading content must not be published.

Public readers should treat every dashboard surface as historical context for this repository only. Browser-only demo data is simulated and exists solely to test charts and UI behavior. Confirmed account records, when shown, are delayed and redacted historical records for this repository, not trading instructions, model-portfolio signals, or evidence that any other person should take the same action.

Operating model: the repository stores the durable operating system. Codex or a future agent supplies active compute when the user starts a conversation in this workspace. When no agent is active, only deterministic automation such as GitHub Actions may run; qualitative research judgment, allocation recommendations, broker-record changes, and trades require user-triggered agent work and the repository's confirmation rules.

Start Here

1. Read CONSTITUTION.md for the highest-order mission and operating principles.
2. Read PUBLICATION_POLICY.md before publishing decisions, trades, account records, performance, dashboard copy, or external posts.
3. Read AGENTS.md for mandatory agent rules, trigger routing, safety boundaries, and repository hygiene rules.
4. Read SPEC.md for the full system design, data model, research engine, dashboard behavior, and audit requirements.
5. Read policy-v1.1.md for the current investment policy.
6. Use the relevant template under templates for repeated workflows instead of copying process prose into new notes.
7. Use docs/research-command-reference.md for detailed discovery, SEC, semantic-discovery, FMP, and validation command notes.

Workflow Entry Points

• Monthly decision, cash deployment, buy, sell, hold-cash, SGOV, or allocation request: use templates/monthly-decision.md.
• Full repository refresh or "execute everything" request: use templates/full-operating-cycle.md.
• Broker-confirmed trade or deposit update: use templates/execution-confirmation.md.
• Public release review: use templates/publication-release-review.md.
• Material SEC filing or official report: use templates/filing-review.md.
• Bottleneck-map review before naming stocks: use templates/bottleneck-lane-review.md.
• Discovery, freshness, valuation, and cleanup loop: use templates/research-engine-run.md.
• Process improvement: use templates/meta-self-improvement.md.

Decision requests are full operating-cycle triggers. When the user reports new cash or asks what to buy, sell, hold, use as SGOV reserve, or allocate, future agents must run the full decision operating cycle before proposing orders. Full-cycle requests go further and must run every applicable repository capability in a safe order; skipped applicable steps must be explained, and the agent must not claim full-cycle completion when reachable repository or public-evidence work remains unfinished.

Publication Boundary

• Public account displays must be delayed, normalized, redacted, and source-backed.
• Browser-only demo data is simulated and must never mutate account files.
• Confirmed account records are historical audit records only, not public recommendations or copy-trading signals.
• Same-day or unexpired actionable order details must stay unpublished until the public release embargo in PUBLICATION_POLICY.md has cleared.
• Current policy: policy-v1.1.md, which allows SGOV or a materially equivalent short-duration U.S. Treasury reserve for cash management only.
• Initial research baseline: research/2026-05-26-initial-baseline.md.
• Initial simulated decision: decisions/2026-05-26-initial-simulation.md.
• Latest ready-state refresh: research/2026-05-30-ready-state-refresh.md.

Research State

• Discovery lane map: research/discovery/lanes.yml.
• Potential new public candidates: research/discovery/candidates.csv.
• Material freshness events: research/freshness/events.csv.
• Valuation and entry states: research/valuation-states.csv.
• Macro risk-overlay records: research/macro.
• Full-cycle operating run index: research/operating-runs.csv.
• Public community source configuration: research/community-sources.yml.
• Research health metrics: research/quality-metrics.yml.
• Completed filing reviews: research/filings.
• Process reviews: research/process.

Dashboard

npm ci
npm run dev

Build and verify:

npm run verify

The dashboard defaults to committed repository data. The "Demo data" control switches to browser-only simulated data for testing charts, operation history, Sharpe ratio, drawdown, and holding tables. "Real data" switches back to delayed committed repository records without changing files. Neither mode is investment advice; demo mode is UI-only simulation, and real mode is a delayed historical journal for this repository rather than a public trading signal.

Daily market-data, macro-regime, public community, discovery, SEC filing, semantic-discovery, FMP, and validation command details live in docs/research-command-reference.md.

Repo-Scoped Skill

invest-operating-cycle is a lightweight Codex skill for this repository's repeated workflows. It should point agents back to AGENTS.md, SPEC.md, policy files, templates, command references, and validation commands rather than duplicating the full operating manual.