InvestmentVault

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

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".

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.

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.

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.

Ingest content into the vault as structured research notes. Accepts a URL, a local file path, or no arguments (batch-processes _Inbox/). Use when user shares a URL, says "clip this", "ingest", or "process inbox".

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".

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

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".

Rename a thesis file when company name changes. Atomically updates filename, all inbound wikilinks across the vault, graph adjacency entry header, sector note Active Theses entry, snapshot snapshot_of references, and _hot.md mentions. Use when company changes name (FB → META, Square → Block, etc.), or when correcting a typo in a thesis filename.

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".

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".

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.

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]".

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]".

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".

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".

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

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".

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".

Delete old snapshots from _Archive/Snapshots/. Accepts a day threshold (default 180). Use when user says "clean", "clean snapshots", "delete old snapshots", or when /lint flags stale snapshots.