Day 065: State Machines Beat Reports — Builder's Log

Today turned several loose workflows into connected systems: portfolio records, watchlists, thematic monitors, and research outputs all moved closer to a single operating loop.今天把几条原本分散的工作流接回同一个系统：组合记录、观察名单、主题监控和投研结论都更像一个连续运转的闭环。

Tightened the portfolio page so closed-position notes, public records, and source data tell the same story instead of drifting apart.
Moved the watchlist into a registry-driven flow, then connected it to the public portfolio refresh so research changes can show up as interface changes.
Turned a thematic market idea into a module inside the watchlist scan rather than creating another separate monitor to babysit.
Reworked the Intel HTML through several passes until it stopped looking like a generic dashboard and started feeling like a rexliu.io editorial issue.
Promoted the investment research workflow into a stricter funnel, with report analysis and roundtable review as required stages instead of optional polish.
Added missing specialist skills for research reports and roundtables, which makes the next single-name study less dependent on memory and more dependent on process.
Refreshed the current AI and energy watchlists so the outputs are not just readable reports, but inputs for future scan rules and action triggers.
The personal lesson today: a good report is still a dead object until it changes what the system does tomorrow.

收紧了组合页的已清仓记录，让公开展示、说明文字和事实源讲同一个故事，不再各说各话。
把观察名单改成 registry 驱动，再接到公开组合页刷新里，让研究变化能真正变成界面变化。
把一个主题市场想法做进 watchlist-scan 模块，而不是再造一条需要单独照看的监控。
Intel HTML 连续改了几轮，终于从通用 dashboard 拉回 rexliu.io 的内容 issue 气质。
把投研流程升级成更严格的漏斗，研报分析和圆桌复盘不再是可有可无的润色，而是必经阶段。
补上了研报分析和圆桌两个 specialist skills，让下一次单票研究更依赖流程，而不是靠我临场记忆。
刷新了当前 AI 和能源观察名单，让产出不只是可读报告，而是下一次扫描规则和行动触发器的输入。
今天最私人也最有用的一句：一份好报告如果不能改变明天系统会做什么，它还是个死物。

Day 065: State Machines Beat ReportsDay 065: 状态机胜过报告