| Asset | Tier | Quantity | DCA Price | Price | 24h | Value | P&L | Alloc % |
|---|
| Pri | Status | Task | Category | Next Action | Blocker | Updated |
|---|
| Collection | Type | Purpose | Access |
|---|---|---|---|
| PrivateMemories | CORE | Per-agent private memory (tenant-isolated) | Each agent owns their tenant |
| PhaserResearch | SHARED | Phaser platform R&D, architecture decisions, code patterns | Atlas, Apex (write) · All (read) |
| LegalKnowledge | SHARED | Legal research, compliance, regulatory | Atlas, Apex (write) · All (read) |
| FinancialData | SHARED | Crypto analysis, portfolio strategy, market intel | Atlas (write) · All (read) |
| FamilyContext | SHARED | Family scheduling, preferences, coordination data | Atlas, GRACE (write) · All (read) |
| ClientCRM | SHARED | Client relationships, contacts, business context | Atlas, Apex (write) · All (read) |
| KnowledgeBase | CORE | Shared KB items — tool docs, procedures, announcements | Atlas, Apex (publish) · All (inject) |
| Title | Category | Priority | Mode | Published |
|---|---|---|---|---|
| Memory Gateway Tools (Weaviate) | TOOL | Critical | Always | 2026-02-13 |
| Knowledge Base System | PROCEDURE | Normal | Always | 2026-02-13 |
| Molty Network Infrastructure | REFERENCE | Normal | Always | 2026-02-13 |
| Asset | Tier | Quantity | Avg Cost | Current Price | 24h Change | Cost Basis | Current Value | P&L | P&L % |
|---|
| Trade | Date | Qty Sold | FIFO Cost Basis | Avg Cost | Sale Price | Proceeds | Realized P&L | Return |
|---|---|---|---|---|---|---|---|---|
| DOT → HBAR | 2025-01-05 | 395 | $2,052 | $5.1950 | $7.6080 | $3,005 | +$953 | +46.4% |
| LTC → HBAR | 2025-01-05 | 40 | $3,300 | $82.4993 | $113.83 | $4,553 | +$1,253 | +38.0% |
| TFUEL → XRP | 2025-07-02 | 988,222 | $65,844 | $0.0666 | $0.0330 | $32,647 | -$33,198 | -50.4% |
| TOTAL REALIZED | $40,205 | -$30,991 | -43.5% | |||||
| Brokerage | Account | Type |
|---|---|---|
| Caleb & Brown | Dan Gordon — Personal | OTC |
| Uptrade | Dan Gordon — Personal | Exchange |
| Uptrade | Milo Family Trust | Trust |
| Gemini | Dan Gordon — Personal | Exchange |
| Coinbase | Dan Gordon — Personal | Exchange |
| Source | Type | Priority | Fetches |
|---|---|---|---|
| SEC Press Releases | Atom | P100 | 0 |
| CFTC News | RSS | P100 | 0 |
| CoinDesk | RSS | P100 | 0 |
| CoinTelegraph | RSS | P100 | 0 |
| The Block | RSS | P90 | 0 |
| Bitcoin Magazine | RSS | P80 | 0 |
setup_cron.sh| Table | Purpose | Rows | Status |
|---|---|---|---|
| transactions | All buy/sell/trade/transfer records | 89 | Active |
| assets | Asset registry (18 tickers + metadata) | 18 | Active |
| accounts | Brokerage account registry | 5 | Active |
| brokerages | Brokerage/exchange definitions | 4 | Active |
| cost_basis_lots | FIFO/LIFO tax lot tracking | — | Ready |
| holdings_snapshot | Point-in-time portfolio snapshots | 0 | Ready |
| price_snapshots | Historical price data | — | Ready |
| cj_predictions | CJ market predictions archive | 0 | Ready |
| alert_history | Price/event alert log | 0 | Ready |
| news_articles | RSS article deduplication + metadata | 0 | Waiting |
| rss_sources | Feed configuration (6 sources) | 6 | Active |
| news_digests | Daily digest archive | 0 | Waiting |
host-ssh-key → Docker host SSHgithub-deploy-key → GitHub only