Audit Trail - munny

Actor: Action: Entity:

Timestamp	Actor	Action	Entity	ID
2026-04-03T05:03:39.320109+00:00	user	thesis_updated	thesis	1
{"conviction": [74, 76]}
2026-04-03T05:03:27.787804+00:00	system	evidence_added	evidence	28
thesis=1 impact=supports
2026-04-03T05:03:27.786019+00:00	system	evidence_added	evidence	27
thesis=1 impact=supports
2026-04-03 05:03:53	pm	set_stop_loss	thesis	1
{"stop_loss": 145.0, "target_price": 210.0}
2026-04-03 05:03:08	system	daily_snapshot	portfolio	-
NAV=100000.00 cash=100000.00 positions=0.00
2026-04-02T05:03:43.020647+00:00	user	thesis_updated	thesis	1
{"conviction": [70, 74]}
2026-04-02T05:03:30.701209+00:00	system	evidence_added	evidence	26
thesis=1 impact=contradicts
2026-04-02T05:03:30.699814+00:00	system	evidence_added	evidence	25
thesis=1 impact=supports
2026-04-02T05:03:30.697688+00:00	system	evidence_added	evidence	24
thesis=1 impact=supports
2026-04-02 05:03:06	system	daily_snapshot	portfolio	-
NAV=100000.00 cash=100000.00 positions=0.00
2026-04-01 21:30:05	system	daily_snapshot	portfolio	-
NAV=100000.00 cash=100000.00 positions=0.00
2026-03-31T05:03:25.110418+00:00	system	evidence_added	evidence	23
thesis=1 impact=contradicts
2026-03-31T05:03:25.108229+00:00	system	evidence_added	evidence	22
thesis=1 impact=supports
2026-03-31 05:03:04	system	daily_snapshot	portfolio	-
NAV=100000.00 cash=100000.00 positions=0.00
2026-03-30T05:03:25.487652+00:00	system	evidence_added	evidence	21
thesis=1 impact=supports
2026-03-30 05:03:12	system	daily_snapshot	portfolio	-
NAV=100000.00 cash=100000.00 positions=0.00
2026-03-29T05:03:35.109046+00:00	user	thesis_updated	thesis	1
{"conviction": [72, 70]}
2026-03-29T05:03:23.696462+00:00	system	evidence_added	evidence	20
thesis=1 impact=supports
2026-03-29T05:03:23.695292+00:00	system	evidence_added	evidence	19
thesis=1 impact=contradicts
2026-03-29 05:03:04	system	daily_snapshot	portfolio	-
NAV=100000.00 cash=100000.00 positions=0.00
2026-03-28T05:03:47.708217+00:00	user	thesis_updated	thesis	1
{"conviction": [64, 72]}
2026-03-28T05:03:33.202018+00:00	system	evidence_added	evidence	18
thesis=1 impact=supports
2026-03-28T05:03:33.201243+00:00	system	evidence_added	evidence	17
thesis=1 impact=supports
2026-03-28T05:03:33.199820+00:00	system	evidence_added	evidence	16
thesis=1 impact=contradicts
2026-03-28 05:03:52	pm	set_stop_loss	thesis	1
{"stop_loss": 140.0, "target_price": 200.0}
2026-03-28 05:03:07	system	daily_snapshot	portfolio	-
NAV=100000.00 cash=100000.00 positions=0.00
2026-03-27 05:02:54	system	daily_snapshot	portfolio	-
NAV=100000.00 cash=100000.00 positions=0.00
2026-03-20T06:20:30.323080+00:00	system	evidence_added	evidence	15
thesis=1 impact=contradicts
2026-03-20T06:20:30.321015+00:00	system	evidence_added	evidence	14
thesis=1 impact=neutral
2026-03-20T06:20:30.318452+00:00	system	evidence_added	evidence	13
thesis=1 impact=supports
2026-03-20 06:20:06	system	daily_snapshot	portfolio	-
NAV=100000.00 cash=100000.00 positions=0.00
2026-03-19T06:20:32.547238+00:00	user	thesis_updated	thesis	1
{"conviction": [55, 64]}
2026-03-19T06:20:23.533619+00:00	system	evidence_added	evidence	12
thesis=1 impact=neutral
2026-03-19T06:20:23.532338+00:00	system	evidence_added	evidence	11
thesis=1 impact=supports
2026-03-19T06:20:23.530591+00:00	system	evidence_added	evidence	10
thesis=1 impact=supports
2026-03-19 06:20:04	system	daily_snapshot	portfolio	-
NAV=100000.00 cash=100000.00 positions=0.00
2026-03-18 21:30:01	system	daily_snapshot	portfolio	-
NAV=100000.00 cash=100000.00 positions=0.00
2026-03-17T06:20:30.883308+00:00	user	thesis_updated	thesis	1
{"conviction": [62, 55]}
2026-03-17T06:20:14.480491+00:00	system	evidence_added	evidence	9
thesis=1 impact=supports
2026-03-17T06:20:14.478318+00:00	system	evidence_added	evidence	8
thesis=1 impact=contradicts
2026-03-17T06:20:14.475118+00:00	system	evidence_added	evidence	7
thesis=1 impact=contradicts
2026-03-17 06:20:35	system	daily_snapshot	portfolio	-
NAV=100000.00 cash=100000.00 positions=0.00
2026-03-16T06:24:59.428913+00:00	system	catalyst_added	catalyst	1
title=DELL Q1 FY2027 Earnings
2026-03-16T06:24:51.766119+00:00	system	evidence_added	evidence	6
thesis=1 impact=contradicts
2026-03-16T06:24:51.764633+00:00	system	evidence_added	evidence	5
thesis=1 impact=contradicts
2026-03-16T06:24:51.762723+00:00	system	evidence_added	evidence	4
thesis=1 impact=contradicts
2026-03-16T06:24:51.761380+00:00	system	evidence_added	evidence	3
thesis=1 impact=supports
2026-03-16T06:24:51.760112+00:00	system	evidence_added	evidence	2
thesis=1 impact=supports
2026-03-16T06:24:51.756814+00:00	system	evidence_added	evidence	1
thesis=1 impact=supports
2026-03-16T06:24:25.619604+00:00	user	thesis_created	thesis	1
title=DELL: Enterprise AI Server Demand Inflection
2026-03-16 21:30:03	system	daily_snapshot	portfolio	-
NAV=100000.00 cash=100000.00 positions=0.00
2026-03-16 06:24:59	pm	set_stop_loss	thesis	1
{"stop_loss": 128.0, "target_price": 185.0}
2026-03-13 03:31:36	system	daily_snapshot	portfolio	-
NAV=100000.00 cash=100000.00 positions=0.00
2026-03-12 05:36:44	system	daily_snapshot	portfolio	-
NAV=100000.00 cash=100000.00 positions=0.00
2026-03-11 11:38:26	system	daily_snapshot	portfolio	-
NAV=100000.00 cash=100000.00 positions=0.00