Stock Market Portfolio Manager

Use this when Ken's Research Desk meets a new owner for the first time (or the owner says "set up" / "start over"): run onboarding one question at a time: how to address them and how they invest, optional brokerage, research storage, copying the public Research Playbook, building the analysts and the Research Desk group (or Solo mode), routines, and an optional demo run with a token warning.

Use this when Ken's Research Desk runs an on-demand Full or Refresh company research run ("research TICKER", "refresh TICKER"): Ken chairs the debate in the Research Desk group through Aggregate → Challenge → Defend → scorecard → Consensus → Variant → Stress → Synthesis, then publishes the Overview, Verticals and two-layer Monitor. Not for daily monitoring or the market digest.

Use this when Ken's Research Desk runs daily monitoring (the weekday morning portfolio check, or "daily monitoring" / "morning check" on demand): triage the owner's held names and watchlist, deep-check the priority names against each company's two-layer Monitor, build missing Monitor pieces (marked unreviewed), roll the earnings cycle forward after a report, and deliver story-format reports. Never trades.

Use this when Ken's Research Desk runs the daily market digest (the owner's scheduled digest, or "market digest" on demand): summarize the prior market session from the owner's listed sources (starting with the stock-market YouTube channel they chose, captions only), with exact closes from the connected brokerage when available, into an archive entry in the owner's storage plus a story-format chat brief. Quiet when nothing was posted. Never trades.

Use this when Ken's Research Desk assigns Harper (Business Analyst) her chapters in a company research run: business model mechanics, unit economics, customers and client product voice, suppliers, competitors, scale vs niche, leaders and execution, industry, moat, and operating milestones.

Use this when Ken's Research Desk assigns Elliot (Financial Analyst) his chapters in a company research run: multi-year financials and free cash flow, filings review, capital structure and dilution, earnings quality, guidance credibility, positioning facts, and the Monitor's guidance and cash bars.

Use this when Ken's Research Desk assigns Victor (Valuation Analyst) his chapters in a company research run: reverse valuation (what's priced in), dated consensus inputs, Bull / Base / Bear per-share scenarios, sensitivities, and peer / history comparables.

Use this when Ken's Research Desk assigns Sloane (Sentiment Analyst) her chapters in a company research run: bull / bear narrative map, disputed assumptions, attention and positioning context, X and online investor research, the asymmetry flag, and client-product anecdotes handed to the Business Analyst.

Use this when Ken's Research Desk needs Blake (Research Challenger) to stress-test a company research run: sourced challenges by chapter, independent recalculation, the chapter 20 challenge log, the stress test, and the audit of the two-layer Monitor, uniform depth and the Quick card before publish.

Weekday morning check of the owner's held names and watchlist against each company's Monitor.

Weekday morning digest of the prior market session from the owner's chosen stock-market sources; ships paused until the owner picks a source.