Action Plan · 📈 MIS Operator
MIS — Maximal Freeze-Safe Window
Generated: Friday, June 12 2026 · 3:12 PM EDT (NY)
Remote-control session · repo zee78900/hookstreet-workspace · commit 4c6f537 · MIS repo @ac84ac0, deploy @88
Live reads: fn=health · fn=portrecon · fn=brief · fn=schwabdiag (all this session)
TL;DR — index
- §1 Your one open answer: recon floor — $250 or $500
- §2 SpaceX: IPO'd TODAY (SPCX $135 → ~$150); kids' cash mid-flight, no buys executed
- §3 Market: risk-on, Iran deal possibly Sunday, gold −4.3%
- §4 The build (this session): 10 items, ordered — fast per-account view first, Gate D second
- §5 What's deliberately NOT in this window (override only consciously)
- §6 Book + queue state (equity, REDs, wash flags)
§1 — The ONE answer I need from you reply on Telegram
Recon dollar-floor$250 or $500?
RED fires only if diff% > 3% AND diff$ > floor. Kills the $46 nuisance RED on the son's account. Reply "FLOOR 250" or "FLOOR 500" — I implement same-session.
Schwab re-auth: DONE — verified live token exchange HTTP 200, live SPY quote $740.92 pulled. Gate D unblocked. Token lasts ~7 days; expiry warning is automated.
§2 — SpaceX IPO day
- [TheStreet] SPCX priced $135 fixed, opened ~$150 — ≈$2T fully-diluted valuation, Musk = first trillionaire.
- Kids' funding: Fidelity confirms transfers initiated Thu Jun 11 ~4 PM ET (600 → 5692 → 4073/5378, $300 each). No purchase confirmations yet — kids do NOT own SPCX as of 3 PM Fri.
- Advisory: $300 ≈ 2 sh at $150. Day-1 IPO tape is maximally volatile and it opened +11% over pricing — if buying regardless, a limit order beats market. Your call; MIS never places trades.
- SPCX gets added to the MIS universe this session (data add, freeze-safe) — scoring fills as history accrues.
§3 — Market why (Fri ~1:45 PM ET)
- Regime NORMAL · VIX 18.3 (−5.6%) · S&P 7,431 (+0.5%) · Dow 51,251 (+0.8%) · Nasdaq 25,894 (+0.3%)
- [Yahoo/24-7WallSt] Driver: US–Iran peace deal possibly signed Sunday in Switzerland alongside G7 (Jun 15–17). Thursday was +900 Dow on the same headline.
- War-premium unwind: oil down, gold −4.3%; small-caps leading (+1%), breadth >60% advancing.
§4 — The build, in order (each ships + deploys independently)
| # | Item | What you get |
|---|
| 1 | fn=book — fast per-account view | Your complaint fixed: holdings broken down BY ACCOUNT, every row with today's % and today's $, loads in seconds (not the 4–5-min dashboard chain) |
| 2 | Gate D — after-hours header | Real-time + extended-hours quotes in the brief (your re-auth unlocked it) |
| 3 | 2.5%/mo target tracker | Thesis Q1: MTD% vs 2.5%, gap-$, days left, on active accounts only |
| 4 | Drawdown gauge + sector roll-up + trim list | The 30-second morning test goes 2/5 → 5/5 |
| 5 | Decision→outcome ledger | Engine's calls scored at 1d/3d/5d — the self-learning loop (closes GH #9) |
| 6 | Trailing-stop suggest alerts | "Tighten stop on extension" — suggest-only |
| 7 | SPCX universe add | SpaceX tracked from IPO day 1 |
| 8 | v1 plaintext secrets revoked | Schwab/Finnhub creds blanked from the retired v1 sheet |
| 9 | Doc-rot repair | README/SYSTEM_STATE/inventory refreshed so future sessions aren't artificially conservative |
| 10 | Recon floor needs §1 answer | Nuisance REDs dead |
Standing law on every deploy: zero verdict drift (fn=brief baseline before/after) · advisory-never-autonomous · clasp push + versioned deploy + curl 200. Friday: hard stop with Shabbos runway.
§5 — Deliberately NOT in this window
Per the freeze you set 6/4 (the $32K-phantom lesson) — these stay blocked unless you explicitly open them:
- F absolute-score conversion (flagged HIGHEST-RISK)
- 50/183/250 scale tests + scaling restructure (the 200–250-ticker expansion)
- Production swap (default = NO) · weight calibration (explicitly LAST)
- Any new score/state/factor — auto-FAILS without scale-test proof
- Bot phone-brief delivery — that's the #042/Brain lane, not MIS's court
§6 — Book + queue state (live this session)
- NET EQUITY $20,579 · cash $578 · worst position ORCL −10% (vs −20% stop) · regime NORMAL
- Recon RED: 600 diff 3.5%/$451 (ASML price-source lag — Gate D real-time quotes shrink it) + 4073 diff 3.8%/$46 (nuisance — floor kills it)
- Wash flags live: META loss-lockout (all 4 lots EXIT-but-blocked) · ORCL wash til Jun 26 · SPY/AMZN/SCHG gain-ok
- One actionable: AMT STARTER (SACS 43, Grade A, $190.13)
- Open GH issues: #9 (→ build item 5) · #10 sheet-to-bones audit (parked, next window)
- Freeze queue: B.75 ✅ · C ✅ · D in build NOW · floor awaiting §1 · STOP