README.md
markdown
sha256:c2dbf04d56308f3bbf2d06e6d2eb022b8948b1e827195fe525a44e5e18d5f9c0
feat(auth): Phase B Connect cloud agent (RFC 8628) + Hermes…
Human
minor
⚠ breaking
13 days ago
Finance template
This template supports portfolio tracking, tax documentation, blockchain activity, and audit-friendly narratives. It pairs human-readable notes with structured frontmatter where imports or tooling expect consistent fields.
Target audience
- Individuals and small firms reconciling on-chain and off-chain positions
- Tax preparers receiving event summaries without raw keys or full wallet dumps
- Anyone who wants thesis, positions, transactions, and quarterly reports linked in one vault
Folder layout
| Folder | Purpose |
|---|---|
inbox/ |
Orientation and quick capture |
thesis/ |
Investment theses with risks and horizons |
positions/ |
Allocation snapshots and rebalance notes |
transactions/ |
Per-tx or per-transfer notes; optional blockchain frontmatter for CSV alignment |
reports/ |
Quarterly or annual summaries |
tax/ |
Taxable event trackers by year |
Security: Never store seed phrases, private keys, or exchange passwords here. Use wallet_address and tx_hash as public references only. Sample data in this template is fictional.
File History
1 commit
sha256:93bcf8f9bd56d8c5b9339f4ec73b9ebd66571398d56262d38eedc2cfa9db9882
fix(test): align Band B landing assertion with desktop MCP …
Human
13 days ago