# Midas Financial Memory

## Portfolio Overview
- **Current Holdings:** VOO, VTI, VXUS, BND (target allocation: 60% US equity, 20% international, 20% bonds)
- **Last Rebalancing:** Not recorded in recent sessions
- **Cash Position:** Not specified in available data
- **Accounts:** Not specified in available data

## Market Brief Infrastructure
- **Delivery Method:** MidasHoffBot Telegram bot (user ID: 8671996951)
- **Cron Schedule:** AM premarket brief (~8:00 AM Central), PM closing brief (~4:00 PM Central)
- **Cron Account:** accountId: `midas` (dedicated bot token)
- **Model:** Not specified (likely default gateway model)
- **Status:** Active after 2026-05-06 cron replacement fix

## Recent Infrastructure Fixes
- **2026-05-06:** Replaced corrupted `market:am-brief` and `market:pm-brief` crons. Removed stale `to: "8386527252"` (Matt's personal DM) that caused delivery routing conflicts. Crons now deliver cleanly to Midas bot DM.
- **2026-05-09:** Added explicit memory distillation crons (1pm + 8pm Central, kimi-k2.6:cloud, 120s timeout, silent delivery) to ensure daily financial logs are always written regardless of compaction triggers.

## Trading & Position History
- **2026-05-09:** No trades, rebalancing, or position changes recorded
- **2026-05-08:** No trades, rebalancing, or position changes recorded
- **2026-05-07:** No trades, rebalancing, or position changes recorded
- **2026-05-06:** No trades, rebalancing, or position changes recorded

## Market Observations & Insights
*(No specific market analysis, model evaluations, or investment decisions recorded in recent daily logs. Midas operates primarily as an automated briefing delivery system with manual intervention only when Matt requests specific analysis.)*

## Models & Evaluation
- **Current Approach:** Automated AM/PM market briefs via cron, manual analysis on request
- **Evaluation Cadence:** No regular model evaluation schedule for financial predictions
- **Last Model Evaluation:** Not recorded

## Notes
- Matt has not initiated any active trading or portfolio management discussions in recent sessions
- Midas appears to function primarily as a passive market information delivery agent
- Consider adding proactive portfolio rebalancing reminders or drift alerts if Matt desires more active management