116 lines
4.7 KiB
Markdown
116 lines
4.7 KiB
Markdown
# Pocket Strategist — Phase 0 (Survival Slice)
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**Status:** Design Locked — Ready for Build
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**Date:** 2026-06-19
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**Owner:** Grayce (Orchestrator) → Amanda (Implementation)
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## Objective
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A **working, daily briefing system with a card-based web dashboard** that tells James:
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1. **What his money is doing** — per-holding deep dive with price action, technical levels, volume, concentration
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2. **What he can do about it** — action signals (Buy/Sell/Hold) with time-horizon outlook
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3. **What he should NOT do** — risk vetoes (concentration breaches, earnings blackouts, drawdown floors)
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4. **What opportunities exist** — on-demand market scan for SGX and US exchanges
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## What This Is NOT
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- NOT an autotrader (no execution, no broker APIs, no 2FA gate)
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- NOT a real-time system (daily 07:00 SGT cron + on-demand refresh)
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- NOT the full v0.6 design (no TradingView MCP, no Karakeep, no agent actions, no strategy profiles)
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## Architecture
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```
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pocket_strategist/
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├── app.py # FastAPI — serves dashboard + API routes
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├── engine.py # Portfolio engine (fetch, compute, scan)
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├── scanner.py # Market scan logic
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├── db.py # SQLite connection + schema
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├── models.py # Pydantic models
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├── config/
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│ ├── holdings/ # Static YAML (source of truth for positions)
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│ │ ├── poems_sg.yaml
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│ │ ├── poems_us.yaml
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│ │ ├── moomoo.yaml
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│ │ └── lirunex.yaml
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│ ├── watchlist.yaml # Initial watchlist seed
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│ ├── constraints.yaml # Risk limits
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│ └── scan_universe.yaml # Symbols to scan per exchange
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├── static/
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│ ├── dashboard.html # Card-based UI
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│ ├── dashboard.js # API calls, expand/collapse, actions
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│ └── dashboard.css # Card grid styling
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├── state/
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│ ├── snapshots/ # Daily price snapshots (JSON)
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│ └── briefings/ # Generated markdown briefings
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└── tests/
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```
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## Key Design Decisions
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1. **Holdings = static YAML** — James updates manually when he trades. No broker API.
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2. **Watchlist = SQLite** — CRUD via dashboard UI. Differentiated from holdings visually.
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3. **Market scan = on-demand** — button triggers backend scan. Results appear as temporary panel.
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4. **Research button = disabled placeholder** — wired to Phase 1c (Karakeep).
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5. **Single HTML file** — vanilla JS + CSS Grid. No React, no build step.
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6. **Data source = yfinance only** — free, no API key, works now.
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## Output Format (Per Holding)
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```
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HOLDING: Y92 (ThaiBev) — Equity — POEMS SGX
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Market Value: S$ 27,950 | Cost: S$ 40,648 | P&L: −S$ 12,698 (−31.2%)
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Today (19 Jun): O 0.430 H 0.450 L 0.430 C 0.430
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Concentration: 51.6% of POEMS | 51.6% of Total Portfolio
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Support: 0.420 (20-day low) | Resistance: 0.455 (20-day high)
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Volume: 20d avg 342,334 | Today 123,123 (36% of avg)
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Action: HOLD — Dividend ex-date 23 Jun (est. S$0.015/share)
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Outlook 1W: Capture dividend | 1M: Post-dividend drift to 0.45
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Outlook 6M/1Y/5Y: [Fundamental data — Phase 1c]
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```
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## Dashboard Layout
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- **Top bar:** Cash cards (by account, by currency, with deployability status)
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- **Holdings grid:** Card per position, collapsed by default, expand for full details
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- **Watchlist grid:** Card per watchlist item, differentiated styling (amber border, ◇ marker)
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- **Action bar:** Scan SGX, Scan US, Export Briefing buttons
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- **Scan results panel:** Appears below grid after scan
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## Build Order (3 Amanda Sessions)
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### Session 1: Database + Models + Engine
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- SQLite schema + Pydantic models
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- engine.py (fetch, compute, support/resistance)
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- scanner.py (basic screener)
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- API routes
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### Session 2: Dashboard HTML/CSS/JS
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- Card grid with expand/collapse
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- Holding vs watchlist differentiation
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- Action buttons
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- Scan trigger + results panel
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- Add/Edit/Delete watchlist
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### Session 3: Cron + Briefing + Polish
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- Daily 07:00 SGT cron
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- Markdown briefing compiler
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- OpenClaw session push
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- Mobile responsive pass
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## Expansion Path
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| Phase | Adds | Trigger |
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|-------|------|---------|
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| 1a — Technicals | Pivot points, VWAP, RVOL, EMA slopes | Phase 0 is stable for 5+ days |
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| 1b — Full Scanner | Broader SGX/US universe, sector screening | James uses scan button regularly |
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| 1c — Context | Karakeep bookmarks, earnings calendar, LLM synthesis | James misses an event |
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| 2 — Execution | 2FA gate, broker adapters, propose-trade | Portfolio stable + broker API exists |
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## See Also
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- `[flint]/projects/pocket-strategist/` — Full v0.6 design (target architecture)
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- `DESIGN_PHASE0.md` — This project's detailed spec
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- `USER.md` — James's holdings and accounts
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