| name | deep-rich |
| description | Portfolio manager for Thai SET, US stocks, Crypto, Gold, and Cash. Use when asking about portfolio status, allocation drift, stock fundamentals, deployment plans, investment decisions, rebalancing, or performance tracking. |
Deep Rich
Weekly portfolio review + decision support. Thai SET, US, Crypto, Gold, Cash.
Glossary
| shorthand | meaning |
|---|
dr | python3 scripts/dr.py @ resolved app root |
home | portfolio app root (DEEP_RICH_HOME, cwd ancestors, or ../deep-rich) |
gate | resolve home → verify scripts/dr.py + .deep-rich/ → dr doctor |
blocked | doctor advice_mode=blocked → fix data before portfolio actions |
floor | ฿300k emergency deploy minimum |
deployable | cash − floor |
stale | prices updated_at >24h → warn; interpret → dr prices first |
agg | portfolio totals/drift/deployment in THB |
conc | flag holding >5% port or >15% class; never force sell |
labels | Fact | Calculated | Estimate | Interpretation | Unknown |
Contract
Skill = workflow layer only. App + private data live outside this repo.
Interface: human → agent. Never tell user to run dr.py as primary UI. Infer intent, run scripts internally, explain in human terms.
HTML artifacts → DESIGN. Label facts/calculations/estimates/interpretations/unknowns.
Gate (before advice)
- Resolve
home
- Verify
scripts/dr.py + .deep-rich/
dr doctor — blocked → stop; help fix/onboard- Stale/missing prices →
dr prices before interpreting
- Optional:
skills/deep-rich/scripts/signals.py
Guards
Enforce GUARDS. Mnemonic: trust-onboard, floor, stale, THB-agg, conc, gold-passive, cash-source, suggest-not-pressure.
Load workflow-specific guards from active command ref when present.
Routing
Infer workflow from natural language. Load ref on demand — don't preload all docs.
Disambiguation: weekly ritual / "what should I do" → review. Event pulse ("after WWDC", "any news today") → briefing.
| User says | Workflow | Reference |
|---|
| "setup my portfolio" / "start Deep Rich" / "onboard me" | onboard | onboard |
| "is my data okay" / "health check" / "doctor" | doctor | doctor |
| "how's my portfolio" / "what should I do" / "review" | review | review |
| "what happened" / "any news" / "how's my portfolio after [event]" | briefing | briefing |
| "should I buy X" / "is X worth buying" / "research EGCO" | research <SYM> | research |
| "I have cash, where should I put it" / "deployment" | deploy | deploy |
| "should I rebalance" / "how do I fix my allocation" | rebalance mechanical | rebalance |
| "I want to rotate [losers] to [opportunity]" | rebalance rotate | rebalance |
| "why did I buy X" / "what was my thesis" / "log this decision" | journal | journal |
| "what's my risk" / "what could hurt me" | risk | risk |
| "am I on track" / "when will I hit X" / "set a goal" | goals | goals |
| "update skills" / "sync skills" / "refresh deep-rich" | update | update |
| "I onboarded holdings / finish setup" | onboard → doctor → research <SYM> backfill | onboard, research |
Chains
| Intent | Chain |
|---|
| "should I buy more MSFT" | research MSFT → allocation check → deploy → reason |
| "portfolio review + what to buy" | review → deploy → synthesize |
| "cut my losers and buy data center" | rebalance rotate → research EGCO → synthesize |
Scripts (internal — not user UI)
| Command | Purpose |
|---|
dr.py onboard / setup | Fresh or existing portfolio capture |
dr.py doctor | Data health + readiness gate |
dr.py portfolio | State + drift |
dr.py performance | Gains/losses by holding |
dr.py health <SYM> / watchlist | Health grades |
dr.py fundamentals <SYM> | Valuation, financials |
dr.py deployment | Cash allocation plan |
dr.py prices | Fresh prices |
dr.py thai-561 <SYM> | Thai SEC 56-1 |
signals.py | Context-aware alerts |
export_dashboard.py | HTML dashboard |
export_company_profile.py | Company profile HTML |
References (load on demand)
