Portfolio Truth
Build the state first.
Balances, holdings, timestamps, sources, confidence, constraints, stale facts, missing facts, and contradictions are separated before any action is discussed.
Trinity Protocol
Trading check-ins for humans and agents.
A runner-neutral operating procedure that turns messy trading context into Portfolio Truth, a Pit Card, readiness, and the next safe route.
Download
v0.2
Download pack
Cloudflare R2 download. Markdown templates, agent instructions, human checklist, and handoff packets.
Flow
Messy data
->
Portfolio Truth
->
Pit Card
->
Readiness
->
Route
Pit Card
Turn state into tactical visibility.
Available capital, locked capital, exposure, concentration, liquidity, pressure, known unknowns, and blockers are summarized into one field card.
Runner neutral
Same protocol. Different runner.
HumanRuns the checklist manually.
AgentUses the paste-ready instructions.
Local reviewReviews only documents the user explicitly selects in a tool the user chooses.
PWAHandles product workflows.
PocketReceives delegation packets.
DesktopRuns power-user auto response locally.
CodexImplements technical changes only.
Readiness
Ready, Needs Review, or Blocked.
The protocol does not pretend every check-in is actionable. It explicitly blocks action when state is stale, contradicted, incomplete, or unapproved.
Route
Move to the right surface.
The output routes the next step to a human, Trinity PWA, Pocket delegation, Desktop Auto Responder, user-selected local review, Codex implementation, or no action.
Download contents
Small pack. R2-hosted.
The pack is plain Markdown: protocol, templates, agent instructions, human checklist, a generic local-document review prompt, PWA/Pocket handoffs, Codex handoff, safety guardrails, and an example check-in. It installs no software and grants no document access.