cupel

cupel turns the LLM in your AI harness into a personal investing analyst: a research companion that learns your edges and stress-tests your ideas against the investing canon.

→ cupel.money

Your edge is what you already know from your work and daily life — that's Peter Lynch's premise. cupel captures it in one Obsidian-compatible folder, your office, and turns it into researched ideas: a watchlist, theses, positions, and a dated decision journal. It gives reasoned, mandate-grounded calls (bear/base/bull scenarios with rough magnitude, horizon, and the risks named) but refuses false precision and bare tips, never invents a number, and never places trades. The decisions stay yours.

Quickstart

npm install -g @samgalanakis/cupel   # install
cupel init                           # create your office at ~/cupel
cupel skills install                 # add the skill to your AI harness

Then talk to /cupel inside your harness:

1. /cupel: first run, it interviews you and writes your PROFILE, EDGES, MANDATE, and a few trusted sources/.
2. /cupel I keep seeing <product> everywhere at work: hand it an edge-driven idea; it researches the company, runs the discipline gate, and files a thesis with explicit falsifiers.
3. /cupel brief: a status check — what changed, what's over your mandate, what's due for review.

Set CUPEL_HOME (in your shell profile) to put the office somewhere other than ~/cupel. No npm package? Use npx skills add SamGalanakis/cupel, the Claude Code plugin, or the Cowork zip on any release.

What /cupel can do

Talk to /cupel and it figures out what you need, or go direct:

| Command | Job | |---|---| | onboard | Interview you; write your edges, mandate, and trusted sources | | watch | Turn a seed (a source's idea or your hunch) into a provenance-tracked watchlist entry | | scout | Branch outward from every seed in your office, research the adjacencies, and return ranked opportunities | | assay | Test one idea: a good business at a fair price, inside your edge? | | crux | Find the single load-bearing claim a thesis rests on, and test it | | premortem | Assume it failed in three years; surface the risks you're underweighting | | allocate | Deploy cash or rebalance: exposure, correlation, a recommended shape | | pulse | Refresh the office: sweep sources, re-check staleness, run doctor | | brief | A pulse plus the executive readout: what changed, what needs attention |

The office

Everything lives in one Obsidian-compatible folder of plain markdown:

~/cupel/
  PROFILE.md    who you are operationally: brokers, currency, constraints
  EDGES.md      your circle of competence: what you see before Wall Street does
  MANDATE.md    your investment policy: goals, horizon, risk, sizing & sell rules
  sources/      people and sources you trust
  watchlist/    ideas you're tracking, with provenance back to a source or hunch
  themes/       edge trends mapped to the public names that express them
  positions/    what you hold, each with a role and size
  theses/       full write-ups, one per idea
  journal/      a dated decision log: every buy, sell, and pass, with the reasoning

Notes link to each other with [[wikilinks]], so the Obsidian graph becomes your idea lineage: source → edge → watchlist → thesis → position. cupel doctor keeps it honest, checking frontmatter, dangling links, mandate breaches, and stale figures. More at cupel.money/office.

The canon

cupel's judgment is anchored in accessible investing classics — Lynch, Mayer, Dorsey, Housel, Bogle, Bernstein, Graham, Marks — aimed at smart people who are experts in other fields, not finance professionals. See cupel.money/canon.

Develop

npm install
npm run build
npm test

License

MIT