# 60 Finance

_Last updated: 2026-05-13_

## Purpose
Finance, investing, crypto, portfolio analysis, and decision-support policy.

## Load when
- Stocks, ETFs, cryptocurrencies, portfolio analysis, automatic analyses, evaluations, buy-decision assistance, rebalancing recommendations, insights

## Stable facts
- Finance domain includes Aktien, ETFs, Kryptowährungen, automatic analyses, Auswertungen, Kaufentscheid-Assistenz, Rebalancing Empfehlungen, and insights.
- CoinMarketCap API is a possible data source for crypto/market data.
- Final financial decisions always remain with Sir.

## Operating rules
- No autonomous trades, ever.
- No financial advice as guarantee; present scenarios, risks, assumptions, and uncertainty.
- For buy/sell/rebalancing decisions, provide decision support only and ask Sir for final approval.
- Use live/current data for mutable prices and market facts.
- Separate facts, model assumptions, and opinion.

## FinanceManager project documents
- Canonical product baseline: `/home/agent/.hermes/repos/FinanceManager/docs/finance-manager-2.0/sprint-0-baseline.md`
- Canonical status/roadmap: `/home/agent/.hermes/repos/FinanceManager/docs/status/jarvis-finance-status-roadmap-v0.3.md`
- Canonical concept v2.2: `/home/agent/.hermes/repos/FinanceManager/docs/finance-manager-2.0/FinanceManager_Umsetzungs_und_Zielkonzept_v2.2_2026-08-01.docx`
- Deployment runbook: `/home/agent/.hermes/repos/FinanceManager/docs/operations/finance-manager-deployment-runbook.md`

## Data sources
- Broker/export files provided by Sir
- CoinMarketCap API if configured
- Exchange/public market APIs
- Domain card 61 for market data sources

## Do-not-store
- Account numbers, wallet seeds, private keys, recovery phrases, unredacted statements
- Sensitive portfolio details in shared contexts

## Open questions
- Which broker/exchange exports exist?
- Risk profile, target allocation, tax jurisdiction, investment horizon?