Fetch live portfolio positions, balances, and daily transactions from TastyTrade. Outputs a structured JSON snapshot and a human-readable summary to ~/clarion/portfolio/. Use when the user asks for portfolio status, net liquidation value (NLV), position P/L,…
Reads the SPY/TLT/RSP color regime and the equity hurdle rate. Use when the user asks about the market regime, risk-on / risk-off, market color, SPY/TLT regime, breadth, or what hurdle rate to use for new positions. Pulls daily bars via yfinance (cached…
Pull, index, and search SEC EDGAR filings for any public company. Supports 10-K and 10-Q (annual/quarterly with curated section extraction for risk factors, MD&A, business, and financials), Form 3/4/5 (insider transactions), 8-K (material events), DEF 14A…
Bootstraps the Clarion Intelligence System on Zo Computer. Run this once after installing — clones the source repo, installs the ai_buffett_zo Python library, creates the workspace data tree under /home/workspace/clarion/ (auto-detected on Zo), auto-installs…
Evaluate a single stock using the Buffett lens. Pulls a quality snapshot from yfinance, current SPY/TLT regime context, and snippets from the indexed SEC filings across four dimensions (moat, management, financial trends, risks). The chat agent reasons over…
Monitor the health of every active thesis in ~/clarion/theses/. For each one — refresh price, recompute Risk Environment from the current regime, check kill conditions (read from the file's status column), aggregate to an Overall score, recommend an action…
Scaffold a new thesis document for a ticker in the canonical Clarion thesis format. Pre-fills the YAML metadata block, opens the History with an OPENED entry, and (when filings are indexed) seeds the "Why I Believe It" evidence section with draft citations…
A Zo Computer skill for adding Humation avatars to agent products. It covers installing Humation npm packages into target projects, React integration, Core SVG rendering, static SVG generation, browser ESM usage in zo.space page routes, and legacy Humation…