README.md
markdown
sha256:65ccb454656ea5acdea0a10e559b78bcde1eb6ff753ecc2911bc99d1c3d7cadd
feat(calendar): enforce agent context tiers in retrieval AP…
Human
minor
⚠ breaking
2 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
2 commits
sha256:65ccb454656ea5acdea0a10e559b78bcde1eb6ff753ecc2911bc99d1c3d7cadd
feat(calendar): enforce agent context tiers in retrieval AP…
Human
minor
⚠
2 days ago
sha256:9103f98c89257ed2b01c237cea895dabb3e85ea337dccb1161c175e4422355b6
docs: accept Calendar Events v0 spec with Phase 0 security …
Human
2 days ago