1	# Portfolio Board
2
3	One row per active project. Cards with full detail live in `projects/`.
4	Operating model + decisions: [PLAN.md](PLAN.md).
5	Stages: `research → discovery → spec → build → test → feedback → maintain`.
6	Guard: `review-required` (James approves merges) or `autonomous-ok` (agents proceed, report after).
7
8	**Seeded 2026-07-06 from git activity — stages and next actions are drafts until James confirms.**
9
10	| Project | Stage | Guard | Next action | Blocked on James | Last activity |
11	|---|---|---|---|---|---|
12	| [portfolio-autopilot](projects/portfolio-autopilot.md) | build | autonomous-ok | Closed-loop calibration (post-run headroom tracking) | none | 2026-07-08 |
13	| [qip-qien](projects/qip-qien.md) | feedback | review-required | Confirm goal + trial status in brief | confirm card | 2026-07-06 |
14	| [congressional-trading](projects/congressional-trading.md) | test | autonomous-ok | Define precision target; run backtest | exit criteria for shadow mode | 2026-07-06 |
15	| [FindRefurbishedAppleProduct](projects/FindRefurbishedAppleProduct.md) | discovery | autonomous-ok | Confirm goal — brand new repo | confirm card | 2026-07-06 |
16	| [TradingBot25](projects/TradingBot25.md) | build | review-required | Confirm goal + current strategy state | confirm card | 2026-06-26 |
17	| [AgenticLever](projects/AgenticLever.md) | build | autonomous-ok | Confirm goal | confirm card | 2026-06-29 |
18	| [pool-monitor](projects/pool-monitor.md) | maintain | autonomous-ok | None — steady state? confirm | confirm card | 2026-06-17 |
19	| [StageHand](projects/StageHand.md) | discovery | autonomous-ok | Competitive analysis (James sharing links) | share Instagram competitor links | 2026-07-06 |
20	| [MentorCore](projects/MentorCore.md) | research | autonomous-ok | Parked — no bandwidth | none | 2026-06-11 |
21	| [RoadSense](projects/RoadSense.md) | spec | autonomous-ok | Answer 5 launch questions → unblock implementation | auth model, city, GIS license, creator posture, metric | 2026-07-08 |
22	| [nanoclaw](projects/nanoclaw.md) | build | autonomous-ok | Commit Slack channel files; define outcome metric | none | 2026-07-08 |
23
24	## Decision queue
25
26	Questions for James, appended by Nano; answered items move to the card's Notes and are removed here.
27
28	- **nanoclaw metric:** Proposed metric = "decisions James answers per week from daily brief" (proxy for brief usefulness). Confirm or rename? (Card currently undefined.)
29	- **RoadSense launch questions (5):** auth model, generalization city, GIS license, creator posture, 30-day success metric. Sent via Telegram 2026-07-08.
30
31	## Recently shipped
32
33	- (empty)
34

# Portfolio Board

One row per active project. Cards with full detail live in `projects/`.
Operating model + decisions: [PLAN.md](PLAN.md).
Stages: `research → discovery → spec → build → test → feedback → maintain`.
Guard: `review-required` (James approves merges) or `autonomous-ok` (agents proceed, report after).

**Seeded 2026-07-06 from git activity — stages and next actions are drafts until James confirms.**

| Project | Stage | Guard | Next action | Blocked on James | Last activity |
|---|---|---|---|---|---|
| [portfolio-autopilot](projects/portfolio-autopilot.md) | build | autonomous-ok | Closed-loop calibration (post-run headroom tracking) | none | 2026-07-08 |
| [qip-qien](projects/qip-qien.md) | feedback | review-required | Confirm goal + trial status in brief | confirm card | 2026-07-06 |
| [congressional-trading](projects/congressional-trading.md) | test | autonomous-ok | Define precision target; run backtest | exit criteria for shadow mode | 2026-07-06 |
| [FindRefurbishedAppleProduct](projects/FindRefurbishedAppleProduct.md) | discovery | autonomous-ok | Confirm goal — brand new repo | confirm card | 2026-07-06 |
| [TradingBot25](projects/TradingBot25.md) | build | review-required | Confirm goal + current strategy state | confirm card | 2026-06-26 |
| [AgenticLever](projects/AgenticLever.md) | build | autonomous-ok | Confirm goal | confirm card | 2026-06-29 |
| [pool-monitor](projects/pool-monitor.md) | maintain | autonomous-ok | None — steady state? confirm | confirm card | 2026-06-17 |
| [StageHand](projects/StageHand.md) | discovery | autonomous-ok | Competitive analysis (James sharing links) | share Instagram competitor links | 2026-07-06 |
| [MentorCore](projects/MentorCore.md) | research | autonomous-ok | Parked — no bandwidth | none | 2026-06-11 |
| [RoadSense](projects/RoadSense.md) | spec | autonomous-ok | Answer 5 launch questions → unblock implementation | auth model, city, GIS license, creator posture, metric | 2026-07-08 |
| [nanoclaw](projects/nanoclaw.md) | build | autonomous-ok | Commit Slack channel files; define outcome metric | none | 2026-07-08 |

## Decision queue

Questions for James, appended by Nano; answered items move to the card's Notes and are removed here.

- **nanoclaw metric:** Proposed metric = "decisions James answers per week from daily brief" (proxy for brief usefulness). Confirm or rename? (Card currently undefined.)
- **RoadSense launch questions (5):** auth model, generalization city, GIS license, creator posture, 30-day success metric. Sent via Telegram 2026-07-08.

## Recently shipped

- (empty)


Now let me read the relevant project cards to understand what moved. Let me focus on the ones with recent activity (2026-07-08) and the ones that are stalled.

From the board:
- portfolio-autopilot: last activity 2026-07-08 — moved (built outcome tracker, calibration, skip-lock)
- nanoclaw: last activity 2026-07-08 — moved
- RoadSense: last activity 2026-07-08 — moved (GTM plan sent to James)
- qip-qien: last activity 2026-07-06, blocked on James
- congressional-trading: last activity 2026-07-06, blocked on James
- FindRefurbishedAppleProduct: last activity 2026-07-06, blocked on James
- TradingBot25: last activity 2026-06-26, blocked on James
- AgenticLever: last activity 2026-06-29, blocked on James
- pool-monitor: last activity 2026-06-17, blocked on James
- StageHand: last activity 2026-07-06, blocked on James
- MentorCore: parked

So the items that actually moved forward are portfolio-autopilot, nanoclaw, and RoadSense, all with recent activity on 2026-07-08.

Looking at what's stalled, there's a concerning pattern of items waiting on James for confirmations and approvals—some have been blocked for over three weeks, like pool-monitor since mid-June.

I need to prioritize the most impactful decisions for the brief: RoadSense's launch readiness, the backlog of card confirmations (especially TradingBot25 at 12 days), and whether to escalate the longer-stalled items. The timing here is interesting—this brief is running at noon rather than the usual morning slot, which might indicate a schedule shift or this being the first run of a new cadence. The auth model question is the most critical blocker, so I'll pull that from the five questions already sent. For the three decisions, I'm going with RoadSense's auth approach, TradingBot25's goal confirmation since it's been stalled longest, and the nanoclaw metric as my one allowed metric question. Now I need to write this in a phone-readable format, though I should be selective about which stalled items to include since there are quite a few. Finishing the brief with the remaining stalled items and three key decisions I need from you to unblock progress.


📋 *Portfolio Brief — Jul 8*

*Moved*
• **portfolio-autopilot** — built & live: outcome tracker, calibration script, skip-lock (no more trigger spam when everything's blocked on you)
• **RoadSense** — GTM + public launch scope plan sent to you this morning; 5 questions waiting
• **nanoclaw** — skip-lock implemented, metric proposal queued

*Stalled on you*
• **TradingBot25** — goal unconfirmed 12 days; review-required, agent fully blocked
• **AgenticLever** — goal unconfirmed 9 days
• **pool-monitor** — steady-state confirm pending 21 days (low urgency)
• **StageHand** — waiting on your saved Instagram competitor links (2 days)
• **qip-qien / congressional-trading / FindRefurbishedAppleProduct** — card confirmations (2 days)

*Decisions*
1. **RoadSense auth model:** user accounts in v1, or launch as read-only demo first?
2. **TradingBot25:** what's the current strategy — enough to seed the card goal (e.g. "BTC momentum + ML signals" or whatever fits)?
3. **nanoclaw metric:** OK to set as "decisions you answer/week from this brief"?


Message sent to telegram-mg-17796 (id: 1303)


<message to="telegram-mg-17796">📋 *Portfolio Brief — Jul 8*

*Moved*
• **portfolio-autopilot** — built & live: outcome tracker, calibration script, skip-lock (no more trigger spam when everything's blocked on you)
• **RoadSense** — GTM + public launch scope plan sent to you this morning; 5 questions waiting
• **nanoclaw** — skip-lock implemented, metric proposal queued

*Stalled on you*
• **TradingBot25** — goal unconfirmed 12 days; review-required, agent fully blocked
• **AgenticLever** — goal unconfirmed 9 days
• **pool-monitor** — steady-state confirm pending 21 days (low urgency)
• **StageHand** — waiting on your saved Instagram competitor links (2 days)
• **qip-qien / congressional-trading / FindRefurbishedAppleProduct** — card confirmations (2 days)

*Decisions*
1. **RoadSense auth model:** user accounts in v1, or launch as read-only demo first?
2. **TradingBot25:** what's the current strategy — enough to seed the card goal (e.g. "BTC momentum + ML signals" or whatever fits)?
3. **nanoclaw metric:** OK to set as "decisions you answer/week from this brief"?</message>