Unlisted · noindex · current state

Roxy — current system & setup status

Current as of September 27, 2026 at 6:42 PM CDT. Mini Wi-Fi stays on for Apple Watch. Milo did not re-measure the Mini.

Roxy is Bob’s private research assistant. As of September 27, 2026, production is the local Mini, not Hermes Cloud. She collects Bob’s research, remembers how he works, and answers questions from his own source library.

Current · September 27, 2026 · from Roxy’s notes

Production Roxy is the local Mini, not Hermes Cloud. Do not point Desktop’s Gateway at Cloud. Do not delete the local install. Roxy wrote Milo twice today. The 6:58 PM ET note corrects the 2:45 PM ET note where they differ. Milo did not re-measure the Mini.

Reported done

Not proven yet

Rails unchanged: research only, no brokerage or orders, no client PII in agent stores. Relationship mapping stays abandoned unless real use reopens it.

Standing · Optimum gateway · do not change

Cos Cob service is Optimum cable over coax, not fiber. Ethernet from the Mini to the right-hand tower (the gateway) is up at 1 Gbps. The Mini’s Wi-Fi stays on for Apple Watch communication. The left box is the TV client. Leave its power, HDMI, and coax alone. Do not change the gateway: no bridge mode, no Wi-Fi name or password change, no port forwards, DMZ, DNS change, or factory reset.

Not run · database checkup prompt

Still the weekend list, not a result. Roxy runs it herself, read-only, session-only: /model anthropic/claude-fable-5.1 (the id uses a dot). Note the current model first and switch back after. Crons stay on the normal model. If she flags the cost of the gold-set re-run, skip that step.

Roxy — database checkup. Read-only this pass: SELECT and catalog queries only,
no DDL/DML, no deletes, no re-embeds. Do not quote document text in your reply.

1. Inventory: tables and row counts, total DB size vs. Supabase Pro limits,
   growth per week since July.
2. Library shape: docs by publisher and by month; chunks per doc and chunk-size
   spread; passages missing embeddings; docs missing author / date / source link;
   possible duplicates.
3. Health: index list and slowest queries (if pg_stat_statements is on);
   pass/fail history for daily ingest, the weekly digest, and both basket
   scanners since Aug 30.
4. Retrieval: re-run the frozen gold set against today's corpus. Does the 0.42
   honest-miss cutoff still hold?
5. Use: what Bob has actually asked about since Aug 30 vs. what is in the
   library. Which publishers pile up unread?

Then give me at most 7 recommended actions, ranked. For each: evidence, effort,
cost impact, risk, and whether it is reversible. Put anything that would break
the current design rules (no knowledge graph, no summarize-at-ingest, no second
store) in a separate section, with the evidence for reopening that rule.

Session results · August 30, 2026

Roxy carried the morning’s work list solo. Outcomes as Roxy reported them that day. The library counts from this box were dropped on September 27 and are not the live inventory:

  1. Weekly digest verified. Both Monday sends fired on schedule (Aug 17 and Aug 24, 03:00 ET); Bob confirmed they landed and were useful. Next send Monday Aug 31.
  2. Smarter retrieval — Phases 3–4 shipped. Hybrid search is now the default. Merge is word-search-primary with meaning-search backfill; honest-miss cosine cutoff 0.42, calibrated against the frozen gold set (vocabulary 10/10, exact-term 5/5, out-of-corpus honest misses 4/4, author/date 3/3). Live proof: a paraphrased question found the right document at 0.538; an out-of-corpus question stayed an honest miss.
  3. Two research basket scanners built — an energy basket (8 names) and a semiconductor basket (7 names), each scanning weekdays 08:30 and 16:30 ET, emailing Bob only when there is something to say. First fire Monday Aug 31, 08:30 ET.
  4. Two weeks of real use (as Roxy reported on August 30): no cited Q&A or on-demand price lookups showed up between Aug 16 and Aug 29. Correction, September 26: James watched Bob in person, and Bob does ask Roxy questions. Push products (digest, scanners) are an addition to cited Q&A, not a replacement for it. The checkup’s usage section will measure this properly.

Partial as of August 30: the basket scanners had not yet fired. Correction, September 27: Roxy reports those scanners have run every scheduled slot since August 31, with mail in Sent through September 25. iCloud is not a move project. Account recovery is already done. The local Hermes install is production. Do not delete it.

What exists today

The foundation is live. Real Substack mail reaches Roxy, cited answers from the library are proven, and on-demand company-event ingestion is activated.

Live

Roxy on the local Mini

Bob’s private research assistant. As of September 27, production is the local Mini, not Hermes Cloud. Do not point Desktop’s Gateway at Cloud. Do not delete the local install.

Live

Bob’s interfaces

Bob can work with Roxy through Telegram and Hermes Desktop. As of September 27, production is the local Mini. Do not point Desktop’s Gateway at Cloud. Do not delete the local install.

Desktop vs the work Mini →

Live

Honcho memory

Honcho carries Bob’s preferences and working context. Woken and confirmed active (API + deriver) ahead of the August 14 session. Hosted tenants can sleep when idle; resume at the Honcho app if it naps again. Separate from the research-document library.

Live

Research intake

Roxy has a dedicated Gmail account. Bob’s Substack-only filter forwards publisher mail to Roxy. Real publisher mail is in the agent inbox, and library ingest from that mailbox is operational.

Live

Research library

Bob owns a Supabase Pro database with hybrid search — word search plus search-by-meaning. Hybrid search became the default on August 30, with duplicate protection and daily library ingest. Ingest runs at 7:40 AM ET. Tomorrow’s run is the first proof of the current wrapper. On September 27 the passage embed catch-up finished at 2:43 PM ET: 7,811 passages embedded, 0 still waiting. These notes do not include a fresh document count. August inventory figures are not the live count.

Live

Files and recovery

Dropbox holds Roxy’s outputs, a practical rebuild kit, and the shared Inbox for large source files Bob wants Roxy to ingest. Inbox is a handoff, not a watched folder—Bob drops a file and asks.

Live · on demand

Company event ingestion

Bob can hand Roxy a shareholder meeting, earnings call, investor day, conference, or management interview as captions, transcript, URL, or a Dropbox Inbox file. Official text wins; ElevenLabs Scribe v2 runs only when transcription is needed. Video is treated as audio—no slide or visual analysis. Two real events are already in the library. One artifact at a time.

How Bob uses it / contract →

How the system flows

Green components are live. As of September 27, 2026, production Roxy is the local Mini, not Hermes Cloud. Mail feeds the private library. Cited answers and honest misses are proven. Company events ingest on demand. August document counts are not shown.

Planned work remaining

September 27, 2026: production Roxy is the local Mini, not Hermes Cloud. Do not point Desktop’s Gateway at Cloud. Do not delete the local install. Hermes v0.21.5 was observed at 2:32 PM ET; Roxy did not run that update. Passage embed catch-up finished at 2:43 PM ET (7,811 passages embedded, 0 waiting). August library counts are dropped; these notes have no fresh document count. Scanners have run every scheduled slot since August 31, as Roxy reported. Still open: tomorrow’s 7:40 AM ingest is the first proof of the current wrapper; Time Machine is configured on a 2 TB T7 Shield but a snapshot was not readable at 6:58 PM ET; Office activation was not checked; the Fable 5.1 checkup was not in these notes. Cited answers remain proven. Company event ingestion stays on demand. Matt Pocock skills stay done at 7. Relationship mapping stays abandoned.

Done

Cited answers from the library

Bob closed this checklist on August 15. A question the library can answer returns a cited hit; a question outside the corpus returns an honest miss; re-ingest keeps a single document. Searchable library is still not complete research coverage.

Done

Matt Pocock skills — complete at 7

7 safe Matt Pocock skills are live on production Roxy. This work is finished: no further installs are planned. The remaining skills from the set of 25 stay uninstalled; dangerous and caution-flagged skills stay blocked.

Tentative plans

These are possibilities, not commitments. The next product decision should follow Bob’s real use rather than a prebuilt phase tree.

Accepted

Desktop on the work Mini

As of September 27, production Roxy is the local Mini, not Hermes Cloud. Do not point Desktop’s Gateway at Cloud. Do not delete the local install. The August 16 note that Desktop used Cloud is historical. Do not close the iMac fallback window early.

iCloud sync is not the move. Office is installed from a new license Bob bought, not a seat move. Activation was not checked. “Prompt for every local action” is still not a stock Hermes switch.

What we measured →

Tentative

Trusted library

Cited answers are proven. August inventory figures were retired on September 27. These notes have an embed recheck (7,811 passages, 0 waiting) and no fresh document count. The Fable checkup has not been run. Trust still means Bob relying on cited answers over time, not bulk storage alone.

Shipped · August 30 · hybrid is the default

Smarter retrieval — hybrid search & chunking

Today Roxy finds documents by matching the words in Bob’s question against the words in the library. That works when the words line up, and fails silently when they don’t: ask about “datacenter power constraints” and a document that says “grid interconnect queues” never gets found—so Roxy honestly reports a miss on something the library actually contains.

The planned fix has three small parts, all inside Bob’s existing Supabase—no new services:

Shipped August 30 (Roxy’s report): hybrid search is the live default. The merge keeps word search primary and uses meaning search to backfill what words alone miss (a blended-ranking alternative was tested and rejected because it hurt exact-term lookups). The honest-miss threshold is calibrated at cosine 0.42 against the frozen gold set: vocabulary-mismatch 10/10, exact-term 5/5, out-of-corpus honest misses 4/4, author/date 3/3. September 27 embed recheck, as Roxy reported: 7,811 passages embedded, 0 waiting. Live proof: a paraphrased question found the right passage at 0.538; a question the library doesn’t cover stayed an honest miss.

Detailed smarter-retrieval & build plan →

Built & scheduled · August 16

Weekly research digest

One concise, source-cited digest, emailed to Bob at 3:00 AM Monday, every line cited to a real document, honest about quiet weeks. Roxy’s first scheduled push. Built August 16: Bob opted in; first real send Monday Aug 17, 03:00 ET to rbcorman@gmail.com; a 65-line cited dry-run already went to James. Pause anytime with “pause digest.”

Detailed weekly-digest plan & build plan →

Tentative

Client portfolio analysis

Analyze masked client portfolios for concentration, research exposure, and changes over time.

Bob decided (September 26): keep masked snapshots for comparisons over time. Masked labels only, no client PII in agent stores.
Live · August 16

Market-data lookup

Fetch end-of-day prices on demand with a named source and as-of date, rather than building a standing market-data warehouse. Live August 16: on-demand EOD from Alpha Vantage (e.g. AAPL 2026-08-14 = $305.93). Raw tape only — split/dividend-adjusted close is premium-blocked, so the script refuses rather than guess.

Detailed market-data lookup plan & build plan →

Tentative

Forecast tracking

Record dated theses with confidence, horizon, invalidation conditions, supporting sources, and later outcome review.

Tentative

Paper portfolio experiments

Test hypothetical positions separately from Bob’s real and client portfolios.

Optional · education

Local Qwen on Bob’s Mini — LM Studio

Optional teaching lab, not a production brain and not tomorrow’s work. Install LM Studio on Bob’s M4 Mini (64 GB) with Qwen 3.6 27B (MLX 8-bit). Qwen 3.8 27B is not released yet — do not download placeholder copies. LM Studio is the easy tool, not the fastest inference engine.

Start the local server only when Bob wants it; leave it off the rest of the time. Correction, September 27: production Roxy is already the local Mini, so this lab is no longer blocked by a Cloud-only Desktop. It is still optional teaching, not this weekend’s work. If the local model is off, Roxy should say so rather than pretend it is running.

Detailed local-Qwen plan →

Possible path from here

Open the Company Event Ingestion contract →