3:01 PM ET · Friday May 29, 2026

• 112 cost-basis entries imported from 5 broker CSVs (Fidelity multi-acct + Schwab .898 + Schwab .436 + Fidelity Z29720600 + Z29835692). All 14 held equities now covered.
• Performance card now slices SAM / KIDS / FIDELITY / SCHWAB with $ P&L + % per tile, plus "▾ what's included" disclosure listing every position.
• CASH / EQUITY / MARGIN per-broker card live (margin slots empty until Sam runs MIS SETMARGIN <ACCT> <AVAIL> <USED> per account).
• "If 100% SPY" hypothetical answer baked in — counters the skeptic's "wouldn't you have been better off just holding the ETF?"
• Nightly snapshot trigger on Cloudflare cron (10 PM ET, "0 2 * * *" UTC). First snapshot captured at 2 PM today. No clasp re-auth ever needed for this loop.
• Schwab connect script error fixed — now writes graceful diagnostic to new DIAGNOSTICS tab (3 states: NOT_CONFIGURED / PARTIAL_CREDS / AUTH_FAILED).
• fn=auditsheet endpoint live — reports structural issues (missing tabs, extras, weak weights, duplicate-sector column).
• Per-account breakdown on Scope position card when held across multiple brokers.
• Last 3 decisions per ticker on Scope (date · action · price · verdict-at-time).
• 3 dashboard layout mockups shipped to /mockups/ — Sam picks one before real refactor.

• WEAK_WEIGHTS — 10 Reference_Rules weights below 12 (dial-corruption alert). Audit + reset to locked values when time.
• DUPLICATE_SECTOR label — Snapshot tab has both Sector (col 5) and RS_Sector (col 27). Not actually duplicates (one classification, one rel-strength) but rename queued: RS_Sector → RS_vs_Sector.
• 5 missing tabs (Wash_Sale, Ideas, Thesis_Log, Questions, SURFACE_CONFLICT_CHECK) — auto-create on first write, not blocking.
• Extra tabs to consider archiving: Market, Data_Crosscheck, Sector_Map, Catalyst_Engine, FINAL_STATE_HISTORY, Position_Intent, Ticker_Memory, FORWARD_NOTE.

SPY 12mo return computed from your History tab. Your cost basis × SPY return = theoretical MV. Compared to actual MV.

Verdict line renders live on Performance card. (Spoiler: ASML's +115% means you're meaningfully ahead of SPY-only on the covered names — but the per-position entry-date layer ships Stage 14 for the truly exact number.)

• Pick a dashboard layout (A cockpit / B briefing / C minimal) — visit /mockups/
• Run MIS SETMARGIN per account so margin lights up (Fidelity rainy-day-fund visibility)
• vs-SPY per-position chip on Scope card (need entry dates from Decisions log)
• Operator Cockpit MVP continued: Waiting-on view + 8 AM Pulse digest + ontology doc
• Outcome / post-mortem layer schema (Stage 14 prep)
• Munger Quality_Score (ROE × FCF margin / Debt-Equity per held name)