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Sep 21 09:18 47-name report review: CIO fallback + lenient JSON, bank model only for book-value financials, depressed-EPS blend, reinvestment cap, size-trim to cap, band-relative tiny rule, one add per correlated pair, distress disqualifies candidates, travel sector map fix Sep 7 11:22 Battery fixes: standard-tier thinking headroom, forced Trim orders, starter ceilings, staged trims, second committee batch, bound-respecting normalisation 08:57 CIO reply must carry its verdict (truncation was silently accepted); bounded CIO reasoning; weak-trend names never strong adds; breadth card scales with book size 07:28 Cheap tiers: memos on GPT-5.6 Luna, tiny lookups on Gemini 3.1 Flash Lite, model override + provider guard 07:03 Token cost strategy: usage accounting, effort levels, thinking off for extraction, Sonnet for mechanics, slim CIO payload, one sample from 20 names Sep 3 10:48 institutional layer: Sharadar-primary data + sanity gates, valuation ranges/reverse DCF/sector models, risk analytics (stress, VaR, look-through, tilts, liquidity), domicile benchmark, lens sampling + audit trail, tax/cost-aware plan, suitability, regression suite Sep 1 06:21 Upload folder using huggingface_hub Aug 31 11:11 Upload folder using huggingface_hub 10:54 Upload folder using huggingface_hub