Manual6.1
MissionA daily position and market brief built from live data rather than a manually updated sheet.
SegmentLive data in the same conversation as the web
Bots
- Desk · Daily portfolio brief
- Screen · Criteria-based scanning
- Diligence · Deep research with citations
- Podcast · Summarises the shows you no longer have time for
Connect
- A market-data MCP server for live quotes, option chains and Greeks
- A spreadsheet fed from your brokerage API
- Web and X search
Routines
- Pre-open brief: overnight moves, the day's calendar, positions needing attention
- Twice-daily screen against your criteria
First taskPull the current price of [ticker], check IV rank, and tell me what the option chain implies about the next earnings move. Cite every figure with a timestamp.
Red lines
- No trades
- No transfers
- No brokerage credentials on the shared computer, read-only API keys only
- This is the roster where the account-wide session boundary bites hardest, and the genre where published claims are least supported by evidence