📡 What's already shipped this autonomous segment
| ✅ Pushed 14 commits to origin | Everything from today's LevSMS work was sitting unpushed. ops.hookstreetservices.com now current. |
| ✅ Regenerated outputs/index.html | 4 today, 24 this week, 73 total. New briefings now appear. |
| ✅ Discovered + catalogued 3 cross-session origin branches | iPhone session, Cloudflare worker session, email-response session. None merged to master. |
| ✅ Cherry-picked iPhone session's MIS handoff doc + Sunday paste-block onto master | Commit 3053694. Visible at ops site. |
| ✅ Catalogued 18 open GitHub issues across two repos | 10 in workspace (today, P0-P3 prioritized) + 8 in MIS repo (5/8). |
| ⏸ Awaiting Sam GO/WAIT on Sat AM code push | P0 fixes are non-trivial. Tagged CC ping sent. |
🌿 The 3 cross-session branches on origin
| Branch | HEAD commit | What it contains | Status |
|---|
claude/trading-system-research-WnMqE | e99492c "mis: holdings_clean handoff + sunday paste-block" | iPhone Claude session 5/14 ~4:34 PM. Deep MIS diagnosis + 10 GitHub issues filed. Doc + paste-block cherry-picked to master. | ✅ Cherry-picked to master. Remaining branch can be deleted after cleanup pass. |
cloudflare/workers-autoconfig | 43163f0 "Add Cloudflare Workers configuration" | Earlier session's Cloudflare Workers config — likely the off-Apps-Script Twilio webhook fix I noted in PARKED_FOR_LATER. Worth investigating but not blocker. | ⏸ Stale (older than current master). Not yet inspected for usefulness. |
claude/draft-email-responses-7RUhG | 9c1833a "session 31: Monday cadence context..." | Session 31 work — Monday cadence + HS Services lead-gen + Airbnb sweep. Very old branch. | ⏸ Likely safe to delete; content predates current master. |
📋 18 open GitHub issues — full catalog
zee78900/hookstreet-workspace (10 open, all filed today by iPhone session at 4:38-4:40 PM)
| # | Priority | Title |
|---|
| 5 | P0 | MIS HOLDINGS_CLEAN — sync broken, recommendations unmoored from real portfolio (the umbrella) |
| 6 | P0 | Wire PORTFOLIO_OVERLAP reject code in FSE resolver (stops "ADD COST" when Sam already holds COST) |
| 7 | P0 | Wire REDUCE/EXIT state graduation for held tickers (ORCL stuck at −35% never gets a SELL signal) |
| 8 | P1 | Schwab API re-auth — 24+ days stale, half of HOLDINGS_CLEAN blocked |
| 9 | P1 | META lot tracking lost between Mon and Thu — 8.25 sh vs real 10.806 |
| 10 | P1 | SACS oscillates — 18-of-29 ADD/STARTER calls downgraded in 7 days |
| 11 | P2 | Style-mismatch warning when ADD list sector ≠ leading sector |
| 12 | P2 | "Last 5 Trades" section empty since January 2026 |
| 13 | P2 | ORCL stuck in "Reversal Watch" — no graduation path |
| 14 | P3 | ADD setup-correlation cluster diagnostic — flag when N+ ADDs share thesis |
zee78900/MIS (8 open, all from 5/8 MIS visual + holdings work)
| # | Title |
|---|
| 3 | BLUF: bold tickers + colored % + action badges (✅ shipped per earlier note, awaits verify) |
| 4 | Game Plan: bold tickers + visual differentiation between action labels and tickers |
| 5 | High Conviction Setups: tickers bold, differentiation from inline metrics |
| 6 | Trade Actions / Holdings / Trade Progress: same visual treatment |
| 7 | Afternoon update concept — separate brief at ~2:30 or 3 PM (intraday delta) |
| 8 | Holdings: Trade_Log_Imported as source of truth (HOLDINGS tab was empty) |
| 9 | Backtest / recommendation tracking — how did past briefings actually do? |
| 10 | Sheet-to-bones audit — which 4 tabs do all the work? |
🚨 The core MIS bug (iPhone session diagnosis)
One tab is the bug. HOLDINGS_CLEAN in MIS sheet is a manually-pasted snapshot from weeks ago.
MIS sees 10 tickers; Sam actually holds 19 across 4 broker accounts.
Three input pipelines feeding HOLDINGS_CLEAN are all broken/absent:
- Schwab API: 24+ days stale (OAuth refresh due Apr 21, still pending)
- Fidelity sync: never built — "FIDELITY_LAST_SYNC: not set" in every brief
- Manual paste: hasn't been refreshed for weeks
Consequence: MIS recommended
ADD COST and
ADD KO today — Sam already holds both. ABBV STARTER today — Sam just bought 17 sh yesterday. ORCL Invest-n-Save lot is −35% but invisible to MIS so no SELL signal fires.
🎯 The fix — 3 sequenced steps
Step 1 — Sunday paste-block (5 min, Sam-hands, this Sunday before Week-Ahead fires)
iPhone session prepared a ready-to-paste 22-row block at outputs/2026-05-14_16-34_action_holdings-clean-paste-block.md. Sam opens MIS sheet → HOLDINGS_CLEAN tab → pastes. 5 min. Brings MIS current with all 4 accounts.
Step 2 — PORTFOLIO_OVERLAP gate (code, issue #6, P0)
Add a check before recommending ADD/STARTER: if ticker is already in HOLDINGS_CLEAN with position value > threshold, suppress from ADD list, surface in HOLDINGS / OPEN RISK section instead. Per docs/MIS_FSE_ARCHITECTURE.md §3 resolver step #4.
Step 3 — REDUCE/EXIT state graduation (code, issue #7, P0)
Currently all held positions show HOLD regardless of performance. Wire thresholds:
- P&L_pct < −7% AND held > 30 days → REDUCE (trim 25-50%)
- P&L_pct < −15% AND held > 90 days → EXIT (close or tax-loss harvest)
- P&L_pct > 20% AND trending down 5 days → REDUCE (lock gains)
Thresholds are placeholders — Sam confirms during implementation.
⚠️ Why I'm NOT pushing code without Sam's go-ahead
This is the trading system. Monday 9:55 AM the morning brief fires automatically. Untested code changes pushed Friday EOD risk:
- Production-time errors visible in Monday's brief (Sam loses confidence in MIS)
- Recommendation logic shifts mid-cycle (different signals than last week's calls)
- Threshold values I pick might be wrong for Sam's risk tolerance
The responsible sequence:
- Sam reviews this briefing + comments on the issues
- Sam approves thresholds (REDUCE at −7% vs −10%? EXIT at −15% vs −20%?)
- Saturday AM: I push code + test against a sandbox copy
- Sat/Sun: Sam validates output on his computer
- Monday auto-fire: clean
📋 What Sam needs to do (not code, but blocking)
| When | Action | Why |
|---|
| Now/Tonight | Review the iPhone handoff at outputs/2026-05-14_16-34_handoff_mis-holdings-session.md + this briefing | Comment on issues with your thresholds + decisions |
| Tonight | Reply to my tagged ping with CC GO or CC WAIT | Tells me whether to push code Sat AM |
| Sat AM | If GO: review my code diff before Sun | Don't push to production blind |
| Sun PM (~5 PM, before Week-Ahead fires ~6 PM) | Paste the 22 rows into HOLDINGS_CLEAN | Without this, Mon brief still broken regardless of code fixes |
| Sun (some time) | Schwab API re-auth (issue #8) — go through OAuth flow in your browser, refresh creds in MIS Apps Script PropertiesService | Unblocks 3 of 4 accounts long-term |
| Mon 9:55 AM | Verify Morning Brief looks right | If broken, ping me and we roll back |
📌 Other observations from this segment
- Mildred email draft (
r7215245339863588559) still sitting in Gmail drafts from earlier today. Subject "Catch-up: 48-hour status + answers on your open items." Review + send when ready.
- LevSMS closed cleanly. 929 issue diagnosed as phone-side filter. Pilot onboarding doc written.
levsms/docs/PILOT_ONBOARDING.md.
- Cloudflare Workers branch on origin — was working toward moving the LevSMS Twilio webhook off Apps Script. Worth picking up after MIS stabilizes, since the 302-redirect issue we hit today would be gone.
- Three numbers tested LevSMS today: 917 (Sam, works), 718 + 845 + 929 (delivered per Twilio but phone-filter hides). Pilot onboarding script in doc fixes this.
🎯 Tagged CC pings sent this segment
SM_CLAUDE_OPS_FIXED | Acknowledged the missed git pushes. ops site now current. |
SM_CLAUDE_MIS_PICKUP | Status of MIS pickup + GO/WAIT decision ask. |