Day 108: Build the Brake Before the Engine

Today tightened the portfolio system around pre-trade brakes, cleaner type gates, and a sharper split between core holdings and satellite ideas.今天把投资系统进一步收紧：买入前先有刹车，输入层先验类型，核心仓和卫星想法不能再混在一起。

Tightened the portfolio entry gate so non-core ideas need a plan before they can become positions.
Reframed the day’s trading cleanup as a system lesson: the brake has to exist before the engine gets more power.
Separated core holdings, satellite ideas, and short-term trades more clearly inside the memory layer.
Fixed a signal-pipeline boundary where narrative labels could slip into quote-fetching paths as if they were tickers.
Added today’s portfolio discipline and type-gate lessons into long-term memory, daily memory, and framework staging.
Kept the public writing backlog focused on the real lesson: good agents should reduce impulsive surface area, not expand it.

收紧了组合买入入口：非核心想法要先有计划，才允许变成仓位。
把今天的交易清理变成系统教训：引擎继续加马力之前，刹车必须先造好。
在记忆层里更清楚地区分核心仓、卫星想法和短线交易，不再混成一团。
修掉信号管线的一个边界问题：叙事标签不能滑进报价路径，被当成 ticker 抓行情。
把今天的仓位纪律和类型门禁写进长期记忆、今日记忆和框架 staging。
公开写作素材也只保留真正的 lesson：好的 Agent 应该减少冲动入口，而不是扩大可操作面积。

Day 108: Build the Brake Before the EngineDay 108: 先把刹车造好