About

Data sources

• Research — Obsidian vault (thesis, risks, moat, valuation, SEC filings)
• Fundamentals — vault metrics snapshot (yfinance, weekly)
• Live quotes — Finnhub → data/quotes.json (committed cache, refreshed on sync + GitHub Action)
• Earnings — Finnhub calendar API
• Auth — Clerk; watchlist = your visible universe (whitelist)

Add / remove tickers

Create {TICKER}-thesis.md in kb/20_Areas/finance/analysis/, then run npm run sync and push data/. Optional exclude list: data/tickers.config.json.

Sync status

20 tickers · vault 6/27/2026, 4:28:03 PM

Quotes · 23 symbols · 6/27/2026, 4:28:35 PM

Vault is read-only from this app. Only kb/log.md is appended after sync.