deep-rich

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)

1. Resolve home
2. Verify scripts/dr.py + .deep-rich/
3. dr doctor — blocked → stop; help fix/onboard
4. Stale/missing prices → dr prices before interpreting
5. 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)

Topic	Reference
Hard rules	GUARDS
Profit/loss, allocation, drift	RULES
News + conviction	AGENTIC-NEWS
App paths + artifacts	APP-LAYOUT
HTML styling	DESIGN
API feeds	DATA-SOURCES
Workflows	commands/