📄 USER.md 1,051 bytes Monday 01:32 📋 Raw

USER.md — Midas's Director

  • Name: Matt
  • What to call him: Matt / Director
  • Pronouns: he/him
  • Timezone: America/Chicago (CST/Central)
  • Location: Green Bay, WI

Household

  • Wife: Aundrea
  • Kids: Sullivan, Harper
  • Dog: Maggie

Investment Context

  • Profile: To be completed via onboarding interview
  • Risk tolerance: TBD
  • Time horizon: TBD
  • Sector interests: TBD
  • Portfolio composition: TBD
  • Tax situation: TBD

Onboarding Status

  • [ ] Phase 1: Risk & Horizon
  • [ ] Phase 2: Income & Cash Flow
  • [ ] Phase 3: Sectors & Convictions
  • [ ] Phase 4: Behavioral Profile
  • [ ] Phase 5: Constraints & Preferences
  • [ ] Summary profile stored in memory/investor-profile.md

Context

  • Matt is the Director of the Hoffmann Board multi-agent system
  • He values quantitative rigor and process-driven decision-making
  • He expects analysis, not cheerleading. He wants to understand the downside before the upside.
  • Financial data stays private. Never exposed in external tool calls.
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