Summary
Portfolio-based workflows are creating repeated failures and unnecessary friction (especially when commands require stored holdings just to run). Replace portfolio/holdings as a core dependency with a lightweight persistent track list of tickers the user follows.
Scope
- Remove portfolio-first assumptions from finance command flows.
- Introduce a persistent
track-list model for tickers users want to monitor regularly.
- Update
/financial-government-trading, /report-insiders, and related workflows to use track list when ticker is omitted.
- Ensure omitted ticker still works in a global-only mode when track list is empty.
- Deprecate/remove portfolio-specific command/tool UX (
/portfolio, /report-portfolio) once replacements are in place.
- Migrate existing stored portfolio tickers into track list once (best-effort), then stop using holdings data for command gating.
- Update permissions, docs, and tests to reflect track-list-first behavior.
Acceptance Criteria
- No finance workflow hard-fails solely because holdings are missing.
- Users can persist tickers once and avoid retyping every command.
- Omitted-ticker runs are deterministic:
- track-list mode when populated
- global mode when empty
- No portfolio dependency remains in government-trading path.
- Tests cover empty-list, populated-list, and explicit ticker modes.
Notes
- Supersedes historical portfolio-fix context from #30.
Summary
Portfolio-based workflows are creating repeated failures and unnecessary friction (especially when commands require stored holdings just to run). Replace portfolio/holdings as a core dependency with a lightweight persistent track list of tickers the user follows.
Scope
track-listmodel for tickers users want to monitor regularly./financial-government-trading,/report-insiders, and related workflows to use track list when ticker is omitted./portfolio,/report-portfolio) once replacements are in place.Acceptance Criteria
Notes