// PERSONAL · CONTENT SURFACE
Updated weekly · Thesis-only, no portfolio
A working stock watchlist with running thesis notes — generated by the agent pipeline, committed to disk as markdown, dated and public.
// Why this exists
Watch any retail finance feed for an hour. You'll see hot takes on the same five tickers, threaded through a flat editorial voice that has no memory of what it said a month ago. The good analysts exist — they're behind paywalls, on quarterly cadence, with a hundred-page report that doesn't fit on a phone. The middle is missing.
Drako Finance is my attempt at the middle: a watchlist of fifteen-or-so tickers with a running thesis on each one. The thesis updates daily as the agent pipeline pulls earnings, filings, news, and macro signals through Drako DevOS's memory layer; it gets re-summarized weekly into one short paragraph that says where my thinking actually is.
"This isn't financial advice. It's me publishing my homework. Watching one person try to track a market with the help of a few good agents — out loud."
No portfolio is attached. No buy/sell signals. No subscription. Just the thinking, dated, in markdown, in public.
// Preview
Each card opens to a long-form thesis. Updates land daily; weekly digest every Sunday.
// How it works
Sources
A daily sweep across primary sources — 10-Q/10-K, earnings transcripts, sell-side notes that are actually worth reading, and macro indicators relevant to the watchlist. Filtered through DevOS's memory so context compounds across days.
Agents
A two-agent loop: one drafts the thesis update, the other tries to break it. The committed version is whatever survives the back-and-forth. Both agents run on the same memory store so a thesis from three weeks ago is one query away.
Output
Every thesis lands in /content/finance/[ticker].md with a timestamp. The full history is browsable; nothing is rewritten silently. If I changed my mind about NVDA in February, the February version is still there.
No advice
No subscription, no tier, no portfolio attached. This site shows the thinking — what you do with it is your problem. The point is what's possible when one person plus a small set of agents tries to track a market in public.
// Under the hood
Tech stack
Markdown content lives in a static repo built with Next.js; theses are committed by the Hermes agent over a GitHub API token. Memory and pipeline orchestration run through Drako DevOS — Postgres + Redis on Neon, agents in TypeScript.
Pipeline
Posts are markdown files committed daily by Hermes via OpenClaw to /content/finance/[ticker].md, with a Vercel rebuild trigger on each push. No CMS. No database. Git is the source of truth, and every thesis carries its own diff history. The Hermes pipeline itself runs on top of Drako DevOS's agent runtime.
Pipeline runs through Drako DevOS →
// Read along
Drako Finance posts thesis updates daily; a weekly Sunday digest summarizes where my thinking landed across the watchlist.
// Other projects