Day 075: Make the Trade Chain Close Itself

Today turned portfolio automation into a real state machine: trades now flow into positions, cleanup, public pages, and monitoring instead of leaving manual residue behind.今天的重点是把 Portfolio 自动化从展示层推进到状态机：成交、仓位、清理、公开页面和监控开始沿同一条事实链联动。

Connected the BIT.com read-only trade path into the portfolio workflow so executions can move from brokerage data into Convex and then into the public build chain.
Tightened the Convex recordTrade path so closing a position can automatically clean up related monitor events, rules, and searches.
Removed the earnings transcript step from the main portfolio pipeline, keeping that pipeline focused on health, scoring, snapshots, and source-of-truth sync.
Completed and re-filed the MU / AAOI research package into the correct investment strategy topic directories, then re-ran scanner and quant validation.
Tested Browserbase browse, then deliberately removed the CLI, shims, and skills because there was no stable account/API-key path or recurring use case yet.
Re-verified the Xifeng mentor fallback path and the private Xifeng Compass UI, keeping it private rather than prematurely promoting it into the main product surface.
The lesson today was restraint: a tool that installs successfully is still not worth keeping unless it earns a place in the operating loop.

把 BIT.com 只读成交链路接进 Portfolio workflow，让成交能从券商数据进入 Convex，再进入公开页面构建链路。
收紧 Convex recordTrade 路径，清仓时自动清理相关 monitor events、rules 和 searches。
从主 Portfolio Pipeline 里移除 earnings transcript step，让它只负责组合健康度、评分、快照和事实源同步。
完成 MU / AAOI 研究包，并重新归档到正确的 investment strategy 主题目录，再重跑 scanner 和 quant 验证。
测试 Browserbase browse 后选择删除 CLI、shims 和 skills，因为还没有稳定账号/API key 路径，也没有高频使用场景。
重新验证 xifeng-mentor fallback 和 Xifeng Compass 私有 UI，但继续保持私有，不提前推成主产品入口。
今天的教训是克制：一个工具安装成功，不代表它值得留在系统里；除非它能进入真实运行闭环。

Day 075: Make the Trade Chain Close ItselfDay 075: 让交易链路自己闭环