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 5 commits

sha256:87f84653ce4706be8c65b0c4494ed6fb891213cca82db2b1824772cddc41a752 feat(auth): durable MCP OAuth refresh via shared strong sto… Agent minor 57 days ago

sha256:873e30b7fafe601346295f8f4289f388f21d8f715f28584d5481899ba2b714fc Merge pull request #249 from aaronrene/muse-mirror Agent 74 days ago

sha256:d8c648b20a4d53b2673c5c082ee7edfa7b2fc9b11080832da1f38807b6bf940b fix(7C-L1b): route hosted delegation proposals through cani… Human minor ⚠ 76 days ago

sha256:2827ba9e7632a4b141c50caf1e8f7d77abbc3515be20e7465f2bccb0ac4edf91 fix: repair endpoint now sets has_active_subscription when … Human minor ⚠ 96 days ago

sha256:6a102aafafdfe7e70a24f4e59740200f0ee713ce7915f1b53e9d4ba5ee8b4410 Initial Muse snapshot Human 129 days ago