Helm

What this page is for

Charlie should diagnose before Dad has to.

Mike should only see plain next steps. The deeper source evidence stays here so Charlie, Codex, and Voss can see exactly which connector, browser session, worker, or article feed needs repair.

Charlie recently checked setupA Charlie research refresh is already queued or running.

Decision policy

When Charlie changes his mind

Charlie should only interrupt Mike when new evidence changes the action: buy, add, sell, set a stop, hold, watch, or do nothing. This lives in Setup so Today can stay focused on Mike's next move.

Buy

Schwab reality is clean: no conflicting open order, no duplicate/oversized position, and enough cash/room for the position.
The market condition supports taking new risk.
Leaderboard or another trusted discovery source explains why Charlie is watching the ticker.

Sell

A holding appears to violate Mike's 8% sell discipline against cost or the active stop line.
Schwab shows a rejected, stale, or missing protective order that changes the real account risk.
Market condition, research, or market-data evidence changes from supportive to broken, distribution-heavy, or no longer supportive.

Hold / Do nothing

The evidence is supportive but the position is already full-sized.
The stock is worth watching but is not in the buy zone.
Sources are fresh but not strong enough to justify new risk.

Next scheduled pass tomorrow: 8:30am ETScheduled digest passes run at 8:30am, 10:00am, and 3:00pm ET. Charlie also rechecks on demand when Mike opens Today, refreshes sources, or asks a direct question.

Evidence stack

What Charlie weighs before Mike acts

Charlie's order is simple: Schwab reality first, market condition second, Leaderboard discovery third, then Schwab/Morningstar research, market data, and stop planning as caution or confirmation. Traditional IBD member pages are fallback context.

Schwab realityFirst gate

Schwab holdings are loaded. Charlie checks positions, cash, stops, recent orders, rejected orders, and size before any buy/add.

Market conditionSecond gate

Market condition is not fully clean yet. Charlie can watch and explain, but new buys wait.

IBD LeaderboardDiscovery list

Leaderboard is the preferred IBD discovery path, but the latest read is not fresh.

Schwab / Morningstar researchCaution or confirmation

Schwab-hosted Morningstar, CFRA, Argus, LSEG, ratings, valuation, and quality checks now carry more of the confirmation/caution role beside IBD and market data.

IBD articlesFallback article evidence

Fallback/supporting IBD article path. Useful context, but it should not outrank Schwab reality, Leaderboard discovery, or active technical/research confirmation. Charlie treats this as fallback/supporting context.

IBD RSS headlinesFallback headlines

Headline awareness only. Charlie can use this to decide what to read next, not to recommend a trade. Charlie treats this as fallback/supporting context.

IBD emailsFallback newsletter context

Future fallback for IBD article/newsletter context once read-only email ingestion is connected.

Motley FoolLong-term story

Planned as the long-term business/story layer. Not a buy trigger.

Operator handoff

When Charlie gets stuck, he routes the work.

Charlie writes a private repair packet for Codex and Voss instead of leaving Mike with a repeated error. This is the live handoff trail for the latest repair request.

Routedcharlie-repair-mq5pkpdv

IBD article API source check needs attention: IBD WordPress API 403: {"appId":"PXs0IVY1Pq","jsClientSrc":"/s0IVY1Pq/init.js","firstPartyEnabled":true,"vid":"","uuid":"654d6e42-637d-11f1-9bed-05ad4cc959e7","hostUrl":"/s0IVY1Pq/xhr","blockScript":"/s0IVY1Pq/captcha/captcha.js?a=c&u=654d6e42. Market quotes source check needs attention: Yahoo quote provider returned HTTP 401.

Who Charlie asked

Codex + Voss

What happens next

Diagnose Helm source health, run safe source refresh/browser repair if appropriate, and update Charlie/Will with the result.

Created: 6/8/26, 2:13 PM

Human verification response

Charlie found a source wall

Charlie can self-diagnose IBD blocks, quarantine bad evidence, and resume after the page is readable. He should not try to bypass human-verification prompts.

Needs humanIBD Big Cap 20 human check

IBD Big Cap 20 is showing human-verification or access-control copy. Charlie can diagnose this, stop using the bad source, and retry later, but he should not bypass it.

What Charlie does

Charlie quarantines that source, blocks source-dependent buy calls, keeps Schwab risk and stop-loss guidance active, logs a repair request, and retries after the browser is readable again.

Owner / next step

Will or Mike opens the Helm Browser, clears the verification normally, then Charlie reruns the source worker and resumes automatically when the page is readable.

Last seen: 6/12/26, 12:19 PM

Charlie diagnostics

What needs fixing next

These are the project-management items Charlie should act on or escalate. If something says ready here, Charlie can use it. If it says working or needs review, the next action should be visible.

Needs reviewIBD Big Cap 20 human check

IBD Big Cap 20 is showing human-verification or access-control copy. Charlie can diagnose this, stop using the bad source, and retry later, but he should not bypass it.

What Charlie should do

Charlie quarantines that source, blocks source-dependent buy calls, keeps Schwab risk and stop-loss guidance active, logs a repair request, and retries after the browser is readable again.

Owner / next step

Will or Mike opens the Helm Browser, clears the verification normally, then Charlie reruns the source worker and resumes automatically when the page is readable.

WorkingAccount/source gates

IBD Digital still needs setup before Charlie can fully trust recommendations.

What Charlie should do

Charlie should keep these gates in safe mode and trigger a repair refresh before every recommendation pass.

Owner / next step

IBD Big Cap 20: blocked

Needs reviewIBD member pages missing

IBD Market Trend, IBD Big Picture, IBD growth lists still need member-page evidence. This is why base IBD can look green while IBD 50, Big Picture, and growth-list coverage are still incomplete.

What Charlie should do

Charlie should run the paced IBD member-content poll from the logged-in Helm Browser, cache readable pages, and stop immediately if IBD asks for human verification.

Owner / next step

Keep the dedicated IBD Helm Browser signed in. If a challenge appears, Will clears it once; Charlie reruns the safe member poll after the session is readable.

Run from here

Needs reviewIBD article context

No readable IBD article body is tied to Mike's holdings or candidate recommendations yet. Charlie can use headlines/watch context, but not article reasoning.

What Charlie should do

Charlie should read already-open IBD article tabs and attach any readable summaries to the relevant owned or watched tickers.

Owner / next step

Will/Mike: open one relevant IBD article in Helm Browser, or Codex: wire article candidates from Schwab holdings/watchlist.

BuildingIndependent market data

Schwab Market Data Production is wired as Charlie's price, volume, moving-average, and benchmark check, but it needs a readable market-data run before it can contribute evidence.

What Charlie should do

Charlie can keep operating without this layer for now, but once connected he should use it to validate IBD and source candidates against price and volume instead of trusting scraped sources blindly.

Owner / next step

Run `npm run market-data:run`; if Schwab rejects the token, complete Schwab OAuth again.

Schwab

Connected

ready

Schwab OAuth API sync is present with 14 positions.

Next step

Keep scheduled Schwab OAuth sync running before each digest.

Client ID: Configured locally.
Client secret: Configured locally; value is not exposed.
Redirect URI: https://ocs-macbook-pro.tail8eb824.ts.net/api/auth/schwab/callback
Account context: OAuth positions sync loaded from /Users/oc/.helm/schwab/positions.json.

Charlie model

Connected

ready

Charlie chat is using gpt-5.5 through the separate local Codex OAuth route with Helm's deterministic grounding packet.

Next step

Keep Charlie's dedicated Codex OAuth profile healthy. If chat gets slow or unavailable, Helm will fall back to local rules.

Provider: codex_oauth
Model: gpt-5.5
Codex binary: /Users/oc/.local/bin/codex
Codex OAuth: OAuth profile is present at /Users/oc/.helm/codex-charlie/auth.json; no direct OpenAI API key is required for Charlie chat.
Safety fallback: If the OAuth model route fails or times out, Charlie returns the local rules response.

IBD Digital

Needs page-read proof

needs setup

IBD Digital has browser session files, but the latest authenticated page-read/source-worker proof has not passed.

Next step

IBD Big Cap 20: blocked

Private profile folder: /Users/oc/.helm/browser-profiles/ibd
Session cookies/profile data: Profile folder contains browser session data.
Authenticated source proof: Source worker blocked: IBD Big Cap 20: blocked.

IBD Leaderboard

Unknown / needs verification

needs setup

If Mike has Leaderboard, it is more actionable than IBD Live for model-portfolio adds, reductions, buy zones, and watchlist ideas.

Next step

Verify whether Mike's IBD subscription includes Leaderboard before adding it as an actionability input.

Access status: Unknown / needs login verification.
Recommendation role: Actionability support if connected, still checked against Mike's rules and Schwab position size.

Schwab market data

Configured, waiting on authorization

needs setup

Schwab market data is configured, but the latest market-data run has not passed yet.

Next step

Run `npm run market-data:run` and inspect source-runs/market-data/latest.json if it still fails.

Schwab OAuth token: Configured locally; value is not exposed.
Latest API run: Not ready: Schwab OAuth token is not configured. Complete Schwab OAuth, then run `npm run market-data:run`.

Later sources

Not part of the current build.

These are useful ideas, but they should not appear as missing setup items while we are trying to get Charlie operational for Mike.

Motley Fool

Future business-story layer. Helpful context, not a buy trigger.

Morningstar

Use Schwab-hosted Morningstar reports first. Do not require a separate login yet.

Value Line

Future conservative safety/timeliness layer if Mike wants it later.

IBD Live

Future discussion context only. IBD 50 and Leaderboard matter more for actionability.

TV chatter

Future sentiment/context layer. It should rarely change Charlie's trade view.

Schwab OAuth + position sync

App settings detected

Authorization endpoint is wired.
Callback route is wired at `/api/auth/schwab/callback`.
Tokens stay in private local storage with file permissions locked down.
Schwab told us to use token-based OAuth, not Mike's username/password.
Charlie refreshes positions through the Schwab sync before recommendations.
Phase 1 remains read-only/manual; Charlie recommends, Mike executes.

Reauthorize Schwab

Schwab fallback

Manual positions snapshot detected

This is Charlie's fallback account context. OAuth is now the preferred path, but a private local snapshot still helps Charlie keep the duplicate-buy and concentration guardrails alive if the API token ever needs repair.

Positions: 14Observed: 5/31/26, 4:56 PM

Schwab browser verifier

Schwab website proof is available.

browser proof

This belongs in Setup, not Performance. Charlie uses it only when Schwab's API and Mike's visible Schwab account disagree about stops, manual trades, balances, or order status. It is read-only and should never be shown to Mike as a normal portfolio task.

Manual browser review needs attention6/12/26, 5:05 AM

Balancesaccount valueGenerate a Balance Letter

Balancesaccount valueBalance Details

BalancescashCash & Cash Investments

BalancescashCash Balance

Balancesaccount valueGenerate a Balance Letter

Balancesaccount valueAccount Value

Still needs Charlie's reconciliation

VOO, NVDA, AMZN, GOOGL, WMB, BPTRX, SMH, WT still need stop evidence mapped from Schwab.com or from the API feed.

Review Schwab now

Charlie checks Schwab.com for manual buys, sells, order changes, and trailing stops. Read-only.

Last checked Jun 12, 5:05 AM.

Local browser launchers

Helm Browser

Helm uses a dedicated Chrome for Testing browser with its own private profile, extensions disabled, JavaScript on, and cookies enabled. The public Tailscale page can show this setup checklist, but browser launching stays localhost-only on this Mac.

Browser budgetWithin the one-window source budget. Charlie can reuse the existing IBD and Schwab tabs.

3 page tabs20 targets6/12/26, 12:19 PM

Operator details for Codex/Voss

/Users/oc/projects/helm/scripts/open-helm-browser.sh/Users/oc/projects/helm/scripts/open-ibd-profile.sh

curl -X POST http://localhost:3010/api/local/launch-browser -H 'content-type: application/json' -d '{"target":"ibd","debug":true}'

Legacy scrape proof

Scrape proof needs work

This older proof is useful for debugging, but Charlie should trust the newer source-worker runs when they are fresher and readable. Cookie/session files alone are never enough.

IBD Digital home

Not readable yet

blocked

Last page title: Access to this page has been denied.

What this means

Charlie must not use this source for live recommendations until this proof passes.

IBD source worker

IBD route blocked

This is the fixed browser route Charlie will depend on: open IBD, verify readability, read the market pages, and store only structured evidence.

IBD 50

Readable

readable

Last page title: Stock Lists - IBD 50 | Investor's Business Daily

Evidence

Cached from readable IBD source run at 2026-06-12T19:02:12.485Z; reused to reduce browser navigation pressure.

IBD Leaderboard

Readable

readable

Last page title: Leaderboard

Evidence

Cached from readable IBD source run at 2026-06-12T19:02:12.485Z; reused to reduce browser navigation pressure.

IBD Big Cap 20

blocked

Last page title: Access to this page has been denied.

Evidence

IBD displayed human-verification or anti-automation copy.

Helm Browser session watch

Session watch needs attention

This lightweight check tells us whether required browser sources stay logged in over time. It is how Helm learns the real auto-logout window without crawling too much.

IBD Digital

login required

login_required

Last title: Investor’s Business Daily | Stock News and Stock Market Analysis - IBD

What to do

Samples: 24IBD last readable: not yet

Market quotes source worker

Quotes readable

Quotes are separate from Schwab and IBD. Charlie needs them for current prices, benchmark comparisons, and "did this move today?" context.

SPY

State Street SPDR S&P 500 ETF T

readable

741.06 · 0.45%

QQQ

Invesco QQQ Trust, Series 1

readable

721.27 · 0.58%

DIA

State Street SPDR Dow Jones Ind

readable

513.24 · 0.76%

IWM

iShares Russell 2000 Index Fund

readable

293.32 · 1.00%

^GSPC

S&P 500

readable

7423.21 · 0.39%

^IXIC

NASDAQ Composite

readable

25861.60 · 0.20%

Independent market-data API

Market data waiting

This is Charlie's neutral data layer beside IBD and Schwab Research: daily price history, volume, moving averages, and benchmark-relative checks. It helps Charlie say whether a source idea is actually confirmed by price and volume.

Schwab Market Data Production is wired on the existing Helm Charlie app. Run `npm run market-data:run` after OAuth has a token with the new product access.

IBD article context

Ticker articles waiting

Charlie should read IBD articles tied to Mike's holdings and candidate recommendations, then show which article context influenced the decision. Helm stores capped snippets only, not full article pages.

Add `HELM_IBD_TICKERS=NVDA,TSLA` or `HELM_IBD_SYMBOLS_JSON` before running the worker. Later, this list should come automatically from Schwab holdings, candidate recommendations, and Mike's watchlist.