# Daily Decision Packet Template

Use this when the user wants the agent to reflect account status quickly.

## 30-Second Version

Paste this when the market is moving fast:

```text
DAILY_PACKET_30S
time:
main_total:
main_cash:
main_orderable_cash:
cash_settlement_pending:
sub_total:
sub_cash:
sub_orderable_cash:
biggest_positions:
today_trades:
pain_point:
urgent_question:
```

## Selloff Emergency Version

Paste this after a sharp market drop when the priority is comprehensive judgment:

```text
SELLOFF_PACKET
time:
main_total:
main_cash:
main_orderable_cash:
sub_total:
sub_cash:
market_drop_reason_seen:
positions:
- ticker / account / weight / avg / current / pnl% / thesis / invalid
tax:
realized_ytd:
large_unrealized_losses:
cash_needed_for_soxl_soxs:
urgent_question: panic sell / rebound wait / tax-loss reset / SOXS hedge / other
stress_level:
```

## 3-Minute Version

Paste this once before the US market opens or after major trades:

```text
DAILY_PACKET_3M
time:
main_total:
main_cash:
main_orderable_cash:
main_cash_ready_date:
sub_total:
sub_cash:
sub_orderable_cash:
sub_cash_ready_date:
positions:
- ticker / account / weight / avg / current / pnl% / thesis / invalid
today_trades:
- action / ticker / qty / price / reason / planned_or_impulsive
watchlist:
- ticker / reason / expected upside / trigger / invalid
funding_candidates:
- sell_ticker / amount_krw / underwater? / thesis_status / cash_ready_t0_t1_t2 / rebound_risk
tax:
realized_ytd:
estimated_taxable_gain:
SOXL_cash_ready:
SOXS_cash_ready:
stress_level: low/medium/high
decision_needed:
```

## Full Weekend Version

Use this when there is time to cleanly update tracking:

- Update `portfolio_positions_template.csv`.
- Update `trade_updates_template.csv`.
- Update `account_snapshot_template.csv`.
- Update `tax_lots_template.csv` if realized gain/loss changed.

## Agent Behavior

When a packet arrives, the agent should:

1. Register account state.
2. Identify missing critical fields.
3. Check FOMO risk and emergency-exit risk.
4. Compare holdings against broader opportunities.
5. Separate current cash from orderable cash and unsettled/pending cash.
6. Compare forced-sale cost, missed rebound risk, settlement delay, and new opportunity window.
7. If this is a selloff packet, attribute the drop across macro, earnings, liquidity, positioning, and technical drivers before any ticker action.
8. Decide: attack, wait, trim, exit, prepare cash, tax-loss reset, or skip the window.