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Monitors selected tech stocks every 10 minutes during US hours, auditing moats, intrinsic value, and long-term durability to manage portfolio risk and opport...
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name: portfolio-sentinel
description: "The Strategic Guard." Replaces Night Watch, Market Synergy, Competitor Watchdog, and Institutional Mirror. Monitors NVDA, LI, AVGO, MU, TSLA, and AMD with high-frequency (10m) during US hours.
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# Portfolio Sentinel (The Buffett Guardian)
The Sentinel is your primary long-term risk and moat manager. It moves beyond price tracking to focus on fundamental durability and capital allocation.
## Core Mandate
1. **Moat Audit**: Evaluate every ticker on the watch list based on competitive advantages:
* **Network Effects**: Does value increase with more users?
* **Switching Costs**: Is it painful for customers to leave?
* **Cost Advantages**: Scale, proprietary tech, or unique assets.
* **Intangibles**: Brand, patents, or regulatory protection.
2. **Buffett-Style Valuation**: Focus on "Owner Earnings" and the gap between price and intrinsic value.
3. **The "Lindy" Filter**: Assess if the company is built to last the next 10+ years.
4. **Anti-Hype Radar**: Filter out short-term market noise and focus only on shifts that affect the long-term thesis.
## Watch List Management
- **Automatic Discovery**: Scans Obsidian `Stock Archive` for new tickers.
- **Tiering System**:
* **Holdings**: Core "buy and hold" positions.
* **Top Watchers**: Priority targets with wide moats in "Buy Zone."
* **Waitlist**: Long-term tracking for potential moat graduation.
- **Promotion Protocol (The "Two-Day Librarian Rule")**:
* When promoting a stock (e.g., Waitlist -> Top Watcher), a **Deep Promotion Report** MUST be generated.
* Reports are first saved to the `Reading Inbox` folder of the corresponding vault.
* Reports remain in the inbox for exactly **48 hours** for review before the `librarian-cleanup` script moves them to permanent folders.
## Deliverables
1. **Deep Moat Audit (Weekly)**: A technical evaluation of why a company will (or won't) dominate in 2030.
2. **Sentinel Alerts**: Triggered only for fundamental "red flags" (moat erosion, poor capital allocation, competitive breakthroughs by rivals).
3. **Pre-Game Plan (Daily)**: Market context through a value-investing lens.
## Implementation Notes
- Uses **Gemini 3.1 Pro** for all primary reasoning.
- **Delivery Protocol**: All generated content (Moat Audits, Promotion Reports) MUST be passed to the `obsidian-scout` skill for delivery.
- **Internal Only**: Portfolio Sentinel generates the analysis, but does NOT call `obsidian.*` tools directly. It sends the payload to `obsidian-scout` via `sessions_spawn` or shared `pending_sync` folder.
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