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:

What his money is doing — per-holding deep dive with price action, technical levels, volume, concentration
What he can do about it — action signals (Buy/Sell/Hold) with time-horizon outlook
What he should NOT do — risk vetoes (concentration breaches, earnings blackouts, drawdown floors)
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

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

README.md Unescape Escape