Stock Gut-Check came from a personal ritual: every Friday, I sit down with my portfolio and decide what the next $500 should buy. Sometimes a new name; sometimes adding to a conviction holding; sometimes nothing. The decision is grounded in a written thesis I revise quarterly, plus the week’s news, plus a few hard rules (no single position above 10% of the account, no fractional shares, etc.).

The PRD argues that this ritual is productizable — and that the product is more interesting than a portfolio tracker because the thesis is persistent context. An AI companion that knows what you believe about the market, applied to your current portfolio and this week’s news, produces a game plan, not a snapshot.

The full PRD lives on Notion. Architecture, scope cuts, success metrics, agent-design principles, and the explicit list of things V1 will not do.