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  <title>PrimoGreedy — AI Micro-Cap Hunter</title>
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</head>
<body>
<div class="grain"></div>

<!-- HERO -->
<section class="hero">
  <div class="hero-badge"><span class="dot"></span> Sprint 9+ — Live Dashboard &amp; Active Quality Control</div>
  <h1>Primo<span>Greedy</span></h1>
  <p>An autonomous AI agent that hunts, filters, debates, grades, and paper-trades micro-cap stocks across 4 global markets — every single day.</p>
  <div class="hero-stats">
    <div class="hero-stat"><div class="num">4</div><div class="label">Markets</div></div>
    <div class="hero-stat"><div class="num">6</div><div class="label">LLM Fallback Chain</div></div>
    <div class="hero-stat"><div class="num">3</div><div class="label">Debate Agents</div></div>
    <div class="hero-stat"><div class="num">7</div><div class="label">Auto Evaluators</div></div>
    <div class="hero-stat"><div class="num">24/7</div><div class="label">Catalyst Watch</div></div>
    <div class="hero-stat"><div class="num">Live</div><div class="label">Dashboard</div></div>
  </div>
</section>

<!-- ARCHITECTURE -->
<section>
  <div class="container">
    <div class="section-label">Architecture</div>
    <div class="section-title">Built on LangGraph</div>
    <div class="section-desc">A multi-graph system with parallel fan-out, structured output, multi-agent debate, and live broker execution.</div>

    <!-- Hunter Pipeline -->
    <div class="pipeline">
      <h3>Hunter Pipeline</h3>
      <div class="sub">Daily cron — 4 regions in parallel via the Send API</div>
      <div class="flow">
        <span class="node active">START</span>
        <span class="arrow">→</span>
        <span class="node">Scout</span>
        <span class="arrow">→</span>
        <span class="node">Gatekeeper</span>
        <span class="arrow">→</span>
        <span class="node active">Analyst</span>
        <span class="arrow">→</span>
        <span class="node">Email</span>
        <span class="arrow">→</span>
        <span class="node active">END</span>
      </div>
      <div class="pipeline-features">
        <div class="pipeline-feature">
          <div class="icon">🔍</div>
          <h4>Two-Pronged Discovery</h4>
          <p>yFinance screener + Brave Search trending merged, scored, and ranked.</p>
        </div>
        <div class="pipeline-feature">
          <div class="icon">🚧</div>
          <h4>Quantitative Firewall</h4>
          <p>$5M–$500M cap, &lt;$30 price, zombie filter. Command routing.</p>
        </div>
        <div class="pipeline-feature">
          <div class="icon">🧠</div>
          <h4>Structured Verdicts</h4>
          <p>Pydantic InvestmentVerdict model with Kelly Criterion sizing.</p>
        </div>
        <div class="pipeline-feature">
          <div class="icon">📧</div>
          <h4>Team Dispatch</h4>
          <p>HTML reports emailed to the full team via Resend API.</p>
        </div>
      </div>
    </div>

    <!-- Debate Sub-graph -->
    <div class="pipeline">
      <h3>Investment Committee (Multi-Agent Debate)</h3>
      <div class="sub">Three competing LLM personas for hallucination-resistant verdicts</div>
      <div class="flow">
        <span class="node">Pitcher</span>
        <span class="arrow">→</span>
        <span class="node">Skeptic</span>
        <span class="arrow">→</span>
        <span class="node active">Judge</span>
        <span class="arrow">→</span>
        <span class="node">Verdict</span>
      </div>
      <div class="pipeline-features">
        <div class="pipeline-feature">
          <div class="icon">📈</div>
          <h4>The Pitcher (Gemma)</h4>
          <p>Writes the strongest bullish Lynch Pitch using only provided data.</p>
        </div>
        <div class="pipeline-feature">
          <div class="icon">🔥</div>
          <h4>The Skeptic (Mistral)</h4>
          <p>Aggressively challenges the bull case, flags fabricated claims.</p>
        </div>
        <div class="pipeline-feature">
          <div class="icon">⚖️</div>
          <h4>The Judge (Nemotron)</h4>
          <p>Synthesizes the debate, applies Kelly sizing, issues the final verdict.</p>
        </div>
      </div>
    </div>

    <!-- Parallel Orchestrator -->
    <div class="pipeline">
      <h3>Parallel Region Orchestrator</h3>
      <div class="sub">Fan-out across all markets simultaneously</div>
      <div class="flow">
        <span class="node active">START</span>
        <span class="arrow">→</span>
        <span class="node">dispatch</span>
        <span class="arrow">⇉</span>
        <span class="node">USA</span>
        <span class="node">UK</span>
        <span class="node">Canada</span>
        <span class="node">Australia</span>
        <span class="arrow">⇉</span>
        <span class="node active">END</span>
      </div>
    </div>
  </div>
</section>

<!-- SAMPLE OUTPUT -->
<section>
  <div class="container">
    <div class="section-label">Output</div>
    <div class="section-title">What the Agent Produces</div>
    <div class="section-desc">Every analysis follows the same battle-tested format — strict math, one catalyst, one way to lose, and a final call.</div>
    <div class="verdict-box">
      <span class="header">### THE QUANTITATIVE BASE (Graham / Asset Play)</span><br>
      * Current Price: $17.80<br>
      * Deep Value Asset Play Valuation (Book/Share): $10.89 per share<br>
      * Margin of Safety: None — price is ~63% above the book-value floor.<br><br>
      <span class="header">### THE LYNCH PITCH (Why I would own this)</span><br>
      * <span class="bold">The Core Action:</span> Board committed $42.75M of personal capital to support buyback.<br>
      * <span class="bold">The Catalyst:</span> $40M buyback + zero debt + $164M liquidity signals confidence.<br><br>
      <span class="header">### THE MUNGER INVERT (How I could lose money)</span><br>
      * <span class="bold">Structural Weakness:</span> Negative EPS of -3.79, negative EBITDA of -$32.97M.<br>
      * <span class="bold">The Bear Evidence:</span> Failure to hit $180-$200M 2026 revenue target.<br><br>
      <span class="header">### FINAL VERDICT</span><br>
      <span class="watch">WATCH</span> — Upside dependent on fragile buyback catalyst.<br><br>
      <span class="header">### POSITION SIZING (Kelly Criterion)</span><br>
      <span class="bold">Recommended allocation: 5.0% of portfolio</span><br>
      Based on historical win rate of 20% across 20 trades.
    </div>
  </div>
</section>

<!-- KEY MODULES -->
<section>
  <div class="container">
    <div class="section-label">Modules</div>
    <div class="section-title">The Engine Room</div>
    <div class="section-desc">Every component is purpose-built, with VPS fallbacks, caching, and graceful degradation.</div>
    <div class="cards">
      <div class="card">
        <div class="card-icon cyan">🎯</div>
        <h3>Screener &amp; Scoring</h3>
        <p>yFinance-based micro-cap screener with quantitative candidate scoring. Brave Search adds trending/momentum signals. $5M–$500M market cap range.</p>
      </div>
      <div class="card">
        <div class="card-icon purple">📄</div>
        <h3>SEC EDGAR Ground Truth</h3>
        <p>Fetches 10-K/10-Q filings for US equities. Extracts MD&A and Risk Factors via BeautifulSoup. Injected into the analyst prompt as hard evidence.</p>
      </div>
      <div class="card">
        <div class="card-icon green">📊</div>
        <h3>Kelly Criterion Sizing</h3>
        <p>Computes optimal position size from historical win rate. Half-Kelly with verdict scaling. Per-verdict caps: STRONG BUY 25%, BUY 15%, WATCH 5%. 10-minute cache.</p>
      </div>
      <div class="card">
        <div class="card-icon yellow">🏦</div>
        <h3>Alpaca Paper Trading</h3>
        <p>Live broker integration for US equities. Submits market orders for BUY/STRONG BUY verdicts. Records order ID, fill price, and broker status to VPS.</p>
      </div>
      <div class="card">
        <div class="card-icon red">🚨</div>
        <h3>Catalyst Polling Daemon</h3>
        <p>VPS systemd timer polls every 15 min for volume spikes, price moves, and SEC Form 4 insider filings. Fires GitHub Actions repository_dispatch for instant analysis.</p>
      </div>
      <div class="card">
        <div class="card-icon cyan">🧪</div>
        <h3>Grading Engine (Online + Offline)</h3>
        <p>7 evaluators across two tiers. Online: format_score and verdict_validity run inline during every cron and post LangSmith feedback. Offline: LLM-as-a-Judge hallucination catchers. Annotation queue auto-tags edge cases for human review.</p>
      </div>
      <div class="card">
        <div class="card-icon purple">💾</div>
        <h3>VPS Data Layer + Live Dashboard</h3>
        <p>FastAPI + DuckDB behind Tailscale. Seen-tickers with dynamic amnesia (14d AVOID, 30d BUY). Paper portfolio with P&L tracking. Chart.js dashboard with summary cards, verdict donut, Kelly bar chart, and sortable trade table.</p>
      </div>
      <div class="card">
        <div class="card-icon yellow">🔬</div>
        <h3>Prompt A/B Testing</h3>
        <p>LangSmith Hub integration with PROMPT_VERSION env var to pin prompts to specific commits. Run parallel crons with different prompt versions and compare results in LangSmith Experiments.</p>
      </div>
      <div class="card">
        <div class="card-icon green">🔗</div>
        <h3>LLM Fallback Chain</h3>
        <p>6-model cascade via OpenRouter: Nemotron → Step → Trinity → Gemma → Llama → Mistral. Auto-retry on 429s with exponential backoff.</p>
      </div>
    </div>
  </div>
</section>

<!-- SPRINT TIMELINE -->
<section>
  <div class="container">
    <div class="section-label">Evolution</div>
    <div class="section-title">Sprint Timeline</div>
    <div class="section-desc">From basic screening to autonomous paper trading in 9 sprints.</div>
    <div class="timeline">

      <div class="timeline-item done">
        <div class="sprint-tag s7">Sprint 1–7</div>
        <h3>Foundation</h3>
        <p>Core LangGraph pipeline, yFinance integration, Brave Search discovery, Finnhub fundamentals, Resend email dispatch, Chainlit UI, and GitHub Actions cron.</p>
      </div>

      <div class="timeline-item done">
        <div class="sprint-tag s8">Sprint 8 — Ground Truth &amp; Sizing</div>
        <h3>SEC EDGAR + Kelly Criterion</h3>
        <ul>
          <li>Epic 1–2: LangGraph modernization — <code>Command</code> routing, <code>Send</code> parallel fan-out, <code>RetryPolicy</code>, <code>InMemorySaver</code></li>
          <li>Epic 3: SEC EDGAR 10-K/10-Q filing fetcher with MD&A and Risk Factors extraction</li>
          <li>Epic 4: Kelly Criterion position sizing with half-Kelly, verdict scaling, and trade history</li>
          <li>VPS deployment: FastAPI + DuckDB data API behind Tailscale</li>
          <li>Ticker extraction hardening: 100+ noise words, uppercase-only matching</li>
        </ul>
      </div>

      <div class="timeline-item done">
        <div class="sprint-tag s9">Sprint 9 — Execution &amp; Quality Control</div>
        <h3>Debate + Broker + Evaluators + Catalyst</h3>
        <ul>
          <li><strong>Epic 1 — Grading Engine:</strong> 5 custom LangSmith evaluators, golden dataset builder, evaluation runner</li>
          <li><strong>Epic 2 — Live Broker:</strong> Alpaca Paper Trading integration with order routing, fill tracking, and VPS sync</li>
          <li><strong>Epic 3 — Sniper Node:</strong> Catalyst polling daemon on VPS, Finnhub volume/price/insider triggers, <code>repository_dispatch</code> wake-up</li>
          <li><strong>Epic 4 — Investment Committee:</strong> Multi-agent debate subgraph (Pitcher → Skeptic → Judge) with configurable models</li>
          <li><strong>Optimizations:</strong> Widened universe to $5M–$500M, dynamic amnesia (14d/30d), per-verdict Kelly caps, 65k token headroom</li>
        </ul>
      </div>

      <div class="timeline-item done">
        <div class="sprint-tag s9">Sprint 9+ — Dashboard &amp; Active Quality Control</div>
        <h3>Live Dashboard + Online Evaluators + Prompt Versioning</h3>
        <ul>
          <li><strong>VPS Dashboard:</strong> Chart.js portfolio dashboard served from FastAPI — summary cards, verdict donut, Kelly sizing bar chart, sortable trade table, seen-ticker feed. Auto-refresh 5 min</li>
          <li><strong>Online Evaluators:</strong> <code>format_score</code> and <code>verdict_validity</code> run inline after every verdict, posting feedback directly to LangSmith runs — zero extra LLM cost</li>
          <li><strong>Annotation Queue:</strong> WATCH/AVOID/fallback verdicts auto-tagged with <code>needs_review</code> in LangSmith for team review</li>
          <li><strong>Prompt A/B Testing:</strong> <code>PROMPT_VERSION</code> env var pins LangSmith Hub prompts to specific commits for controlled experiments</li>
          <li><strong>New endpoint:</strong> <code>GET /portfolio/summary</code> for lightweight stats without yFinance calls</li>
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        <p>Nodes return only changed keys. Annotated reducers on candidates and scores with <code>operator.add</code>.</p>
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        <h3>Command Pattern</h3>
        <p>Gatekeeper combines state update + routing in a single return. Routes to analyst, scout, or email.</p>
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      <blockquote>"PrimoGreedy does not predict the future. It finds the math, finds the catalyst, finds the catch — and says AVOID far more often than it says BUY."</blockquote>
      <div class="attr">Benjamin Graham's math &nbsp;·&nbsp; Peter Lynch's story &nbsp;·&nbsp; Charlie Munger's inversion</div>
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