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Portfolio Sentinel

Monitors selected tech stocks every 10 minutes during US hours, auditing moats, intrinsic value, and long-term durability to manage portfolio risk and opport...

personAuthor: realshangxinwanghubclawhub
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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.