# Pocket Strategist — Phase 0 (Survival Slice)

**Status:** Design Locked — Ready for Build
**Date:** 2026-06-19
**Owner:** Grayce (Orchestrator) → Amanda (Implementation)

## Objective

A **working, daily briefing system with a card-based web dashboard** that tells James:

1. **What his money is doing** — per-holding deep dive with price action, technical levels, volume, concentration
2. **What he can do about it** — action signals (Buy/Sell/Hold) with time-horizon outlook
3. **What he should NOT do** — risk vetoes (concentration breaches, earnings blackouts, drawdown floors)
4. **What opportunities exist** — on-demand market scan for SGX and US exchanges

## What This Is NOT

- NOT an autotrader (no execution, no broker APIs, no 2FA gate)
- NOT a real-time system (daily 07:00 SGT cron + on-demand refresh)
- NOT the full v0.6 design (no TradingView MCP, no Karakeep, no agent actions, no strategy profiles)

## Architecture

```
pocket_strategist/
├── app.py                    # FastAPI — serves dashboard + API routes
├── engine.py                 # Portfolio engine (fetch, compute, scan)
├── scanner.py                # Market scan logic
├── db.py                     # SQLite connection + schema
├── models.py                 # Pydantic models
├── config/
│   ├── holdings/             # Static YAML (source of truth for positions)
│   │   ├── poems_sg.yaml
│   │   ├── poems_us.yaml
│   │   ├── moomoo.yaml
│   │   └── lirunex.yaml
│   ├── watchlist.yaml        # Initial watchlist seed
│   ├── constraints.yaml      # Risk limits
│   └── scan_universe.yaml    # Symbols to scan per exchange
├── static/
│   ├── dashboard.html        # Card-based UI
│   ├── dashboard.js          # API calls, expand/collapse, actions
│   └── dashboard.css         # Card grid styling
├── state/
│   ├── snapshots/            # Daily price snapshots (JSON)
│   └── briefings/            # Generated markdown briefings
└── tests/
```

## Key Design Decisions

1. **Holdings = static YAML** — James updates manually when he trades. No broker API.
2. **Watchlist = SQLite** — CRUD via dashboard UI. Differentiated from holdings visually.
3. **Market scan = on-demand** — button triggers backend scan. Results appear as temporary panel.
4. **Research button = disabled placeholder** — wired to Phase 1c (Karakeep).
5. **Single HTML file** — vanilla JS + CSS Grid. No React, no build step.
6. **Data source = yfinance only** — free, no API key, works now.

## Output Format (Per Holding)

```
HOLDING: Y92 (ThaiBev) — Equity — POEMS SGX
Market Value: S$ 27,950 | Cost: S$ 40,648 | P&L: −S$ 12,698 (−31.2%)
Today (19 Jun): O 0.430 H 0.450 L 0.430 C 0.430
Concentration: 51.6% of POEMS | 51.6% of Total Portfolio
Support: 0.420 (20-day low) | Resistance: 0.455 (20-day high)
Volume: 20d avg 342,334 | Today 123,123 (36% of avg)
Action: HOLD — Dividend ex-date 23 Jun (est. S$0.015/share)
Outlook 1W: Capture dividend | 1M: Post-dividend drift to 0.45
Outlook 6M/1Y/5Y: [Fundamental data — Phase 1c]
```

## Dashboard Layout

- **Top bar:** Cash cards (by account, by currency, with deployability status)
- **Holdings grid:** Card per position, collapsed by default, expand for full details
- **Watchlist grid:** Card per watchlist item, differentiated styling (amber border, ◇ marker)
- **Action bar:** Scan SGX, Scan US, Export Briefing buttons
- **Scan results panel:** Appears below grid after scan

## Build Order (3 Amanda Sessions)

### Session 1: Database + Models + Engine
- SQLite schema + Pydantic models
- engine.py (fetch, compute, support/resistance)
- scanner.py (basic screener)
- API routes

### Session 2: Dashboard HTML/CSS/JS
- Card grid with expand/collapse
- Holding vs watchlist differentiation
- Action buttons
- Scan trigger + results panel
- Add/Edit/Delete watchlist

### Session 3: Cron + Briefing + Polish
- Daily 07:00 SGT cron
- Markdown briefing compiler
- OpenClaw session push
- Mobile responsive pass

## Expansion Path

| Phase | Adds | Trigger |
|-------|------|---------|
| 1a — Technicals | Pivot points, VWAP, RVOL, EMA slopes | Phase 0 is stable for 5+ days |
| 1b — Full Scanner | Broader SGX/US universe, sector screening | James uses scan button regularly |
| 1c — Context | Karakeep bookmarks, earnings calendar, LLM synthesis | James misses an event |
| 2 — Execution | 2FA gate, broker adapters, propose-trade | Portfolio stable + broker API exists |

## See Also

- `[flint]/projects/pocket-strategist/` — Full v0.6 design (target architecture)
- `DESIGN_PHASE0.md` — This project's detailed spec
- `USER.md` — James's holdings and accounts