Harper's Table
Here's where the portfolio stands.
Start with the summary, then open any section for the reasoning behind it.
A research and learning portfolio. No real orders are placed.
₹1,00,000.00
Cash plus the latest available value of all open investments.
- Since the portfolio started
- ₹0.00
- Invested now
- 0%
- Cash available
- ₹1,00,000
0.00%
0 companies
100.00% of portfolio
What matters today
The most important changes, risks, and next checks
Harper puts the most useful context first, then keeps the specialist detail out of the way.
Portfolio value over time
Cash and investments combined at each recorded update.
The portfolio is broadly unchanged since it started and is now worth ₹1,00,000.00.
What matters today
The most important changes, risks, and next checks in the portfolio.
- 1Portfolio position
100% of the portfolio remains in cash
Harper has not found enough new ideas that meet every evidence, price, and risk requirement.
Where the portfolio is invested
A simple view of cash and open investments in the portfolio currency.
- Cash
- 100%
- Investments
- 0%
Everything is in cash right now, so market price changes cannot move the portfolio.
Also in today's brief
The remaining items to understand today.
- 2Data update
The latest portfolio update did not complete
The last complete update was the previous snapshot. No incomplete action is shown as completed.
Investments
See what Harper paid, what each investment is worth, and why it is held
What Harper paid, what each investment is worth, why it is held, and what could change the view.
Investments 0 open
See what Harper paid, what each investment is worth, why it is held, and what could change the view.
Market context
Market conditions Harper considered
They provide context, but do not decide an investment on their own.
Market data from Yahoo Finance
Ideas Harper reviewed
How many investments Harper checked, researched closely, and found suitable
Harper checked 100 investments, researched 1 closely, and found 0 that met every evidence, price, and risk requirement.
- Investments checked
- 100
- Shortlisted
- 2
- Researched closely
- 1
- Met every requirement
- 0
Missed by one requirement
These ideas passed the other checks but still were not suitable for the portfolio.
What rejected ideas did next
A later price check helps Harper learn whether rejecting an idea was sensible. It does not turn the original decision into a backtest.
| Horizon | Marked | Later beat the benchmark |
|---|---|---|
| 5 sessions | 0 | — |
| 10 sessions | 0 | — |
| 20 sessions | 0 | — |
How Harper works
The checks Harper uses before making or changing a virtual investment
- 1
Reliable evidence
Important claims must be supported by trustworthy sources.
- 2
Enough potential upside
The possible gain must justify the planned downside after estimated costs.
- 3
Clear risk limit
Every investment needs a price and condition that would prove the idea wrong.
- 4
Current market data
Harper will not act on an old or mismatched price.
- 5
Portfolio fit
A new investment must stay within concentration and total-risk limits.
- 6
Currency awareness
Expected returns must still make sense after currency risk and conversion costs.
When Harper checks the markets
Review times follow the markets used by this portfolio and are shown in your time zone.
preparation
Research and pre-open preparation
open-pulse
Market-open reconnaissance
open-execution
First execution window
midday-review
Portfolio and candidate review
final-decisions
Intraday exits and final decisions
closing-snapshot
Closing snapshot and reconciliation
Decisions and research
Portfolio actions, research, and what Harper learned
All activity
Portfolio actions grouped by completed review and the reasons Harper recorded for them.
Tuesday, 11 August 2026
- Reviewed
Reviewed
preparation 2026-08-11 (08:55 IST): session confirmed OPEN (NSE holidays page; 09:15-15:30). Run 30. Fixed engine bug found during prep: research claim batch (limit>1) always crashed on UNIQUE constraint - claim loop writes one shared token per lease into N ro…
Monday, 10 August 2026
- Reviewed
Reviewed
closing-snapshot 2026-08-10 (16:4x IST): official close confirmed (NSE market timings, 09:15-15:30, run 28). Day recovery: watchdog abandoned runs 24/26/27 (power outage) and re-queued missed final-decisions as run 29 STARTED - unconsumed APPROVED DEEP CHOLAFI…
- Final decisions
Final decisions
final-decisions 2026-08-10 (16:40 IST): session confirmed OPEN but fill window closed (15:30). No holdings, no intraday positions, no open theses — nothing to exit. Shortlist 10 rows: only CHOLAFIN.NS is APPROVED DEEP (eval 410, run 27); that run died STARTED…
- No new trade
No new trade
Market session closed 15:30 IST before any fill could execute this session; CHOLAFIN APPROVED eval 410 is stranded in abandoned STARTED midday run 27 (cannot validate as execution handoff) and fresh close 1920.0 exceeds entry zone high 1910, so a fresh DEEP ev…
- Reviewed
Reviewed
closing-snapshot 2026-08-10 (16:4x IST): official close confirmed (NSE market timings, 09:15-15:30, run 28). Day recovery: watchdog abandoned runs 24/26/27 (power outage) and re-queued missed final-decisions as run 29 STARTED - unconsumed APPROVED DEEP CHOLAFI…
- Run abandoned
Run abandoned
ABANDONED: Power outage or interrupted Hermes process left the midday-review run open; no recorded portfolio activity.
- Run abandoned
Run abandoned
ABANDONED: Power outage or interrupted Hermes recovery left the open-pulse-recovery run open; no recorded portfolio activity.
- Run abandoned
Run abandoned
ABANDONED: Power outage or interrupted Hermes process left the preparation run open; no recorded portfolio activity.
- Run abandoned
Run abandoned
ABANDONED: Stale preparation run from 2026-08-04; no recorded portfolio activity or completion evidence.
- Open pulse
Open pulse
Run 25 abandoned in-place: 09:20 session died with response truncation after 4 continuation attempts (RuntimeError). No candidates screened, no decisions recorded, no trades. Marked finished so the 11:00 midday run starts from a clean ledger.
Sunday, 09 August 2026
- Reviewed
Reviewed
Sunday prep 2026-08-09: no holdings (all-cash 100k). Screened 5 names - CHOLAFIN 1940 (52w high, +9.4% 5d), LT 4061.8 (-8.2% off high), HINDZINC 590 (+11.8% 5d, Q1 PAT +145%), M&M 3406, INFY 1165 (PE 15.3, YTD -27%). DEEP WATCHLIST: CHOLAFIN + LT re-quoted, no…
Saturday, 08 August 2026
- Reviewed
Reviewed
Saturday deep research: ex-post replays (not backtests) on 2 deep survivors - HINDZINC LONG from 15-Jun (563.85) +6.9% gross and CHOLAFIN LONG from 01-Jun (1492.9) +30.0% gross to Aug-06; both trades would have worked but Friday both rejected SIZING_VALIDITY (…
Friday, 07 August 2026
- No new trade
No new trade
No qualifying setup at 15:20 final-decisions: no holdings, no open intraday positions, no open theses; all 5 deep survivors rejected on SIZING_VALIDITY in open-pulse (run 18). NIFTY traded weak all day (~24,540-24,600, -0.6%). No approved candidate to execute…
- Reviewed
Reviewed
final-decisions 2026-08-07 (15:32 IST): market OPEN confirmed. Run 21 started. No holdings, no open intraday positions, no open theses, no APPROVED candidate - all 5 deep survivors REJECTED on SIZING_VALIDITY in open-pulse (run 18); nothing to SELL or decide.…
- No new trade
No new trade
midday-review 2026-08-07: market OPEN, NIFTY 24,563 (-0.30%) weak tape. No holdings, no open theses, no APPROVED candidate; all 5 deep survivors REJECTED on SIZING_VALIDITY (run 18). Q1 results wave (SBI/Titan/Hindalco) is discovery feed only - no tracked name…
- Reviewed
Reviewed
midday-review 2026-08-07 (13:14 IST): market OPEN confirmed. Run 20 started. No holdings, no open intraday positions, no theses, no APPROVED candidate - all 5 deep survivors REJECTED on SIZING_VALIDITY since open. NIFTY refreshed 24,563 (-0.30%) weak tape. Q1…
- Reviewed
Reviewed
open-execution 2026-08-07 (11:07 IST): market OPEN confirmed (NSE 09:15-15:30). Run 19 started. Fresh NIFTY ~24,540-24,600 (-0.7%) weak tape. No holdings, no theses, no APPROVED candidate - all 5 deep survivors REJECTED on SIZING_VALIDITY in open-pulse (run 18…
- No new trade
No new trade
NO_QUALIFYING_SETUP: open-pulse run 18 rejected all 5 deep survivors (CHOLAFIN, LT, HINDZINC, BAJFINANCE, M&M) on SIZING_VALIDITY - no favorable entry, reward/risk<1.25 after costs, no fresh binary catalyst. No APPROVED candidate, no thesis, no holding. NIFTY…
- Reviewed
Reviewed
list
- No new trade
No new trade
Prep session. All-cash NAV 100k. DEEP funnel (CHOLAFIN/LT WATCHLIST post-print, no fresh catalyst) binding; HINDZINC watchlist only. No ticker in feed, GIFT ~24,650 flat, no thesis clears evidence+risk bar pre-open.
Thursday, 06 August 2026
- No new trade
No new trade
closing-snapshot 17:15 IST. Market OPEN (NSE 09:15-15:30, confirmed 2026-08-06). All cash NAV 100,000, zero holdings, zero open theses, zero intraday positions to exit. Day funnel: open-pulse (run 15) screened 59 names, NO_CANDIDATE; prior DEEP funnel (run 11)…
Wednesday, 05 August 2026
- No new trade
No new trade
final-decisions 15:02 IST. Morning DEEP funnel (run 11) binding: DLF/AMBUJACEM/IOC REJECTED financial_quality; CHOLAFIN/LT WATCHLIST QUALITY post-print no entry edge. No new qualifying setup since midday; no forward binary catalyst. All cash NAV 100,000, expos…
- No new trade
No new trade
13:00 review tick. Morning DEEP funnel binding (run 11): DLF/AMBUJACEM/IOC REJECTED financial_quality; CHOLAFIN/LT WATCHLIST post-print no entry edge. RBI MPC held repo 5.25% neutral - macro context, no single-name edge. NIFTY ~24,627 range-bound. All cash NAV…
- No new trade
No new trade
Holding cash at midday review. Morning DEEP funnel binding: DLF, AMBUJACEM, IOC rejected on financial_quality (Q1 FY27 deterioration); CHOLAFIN/LT post-print WATCHLIST no edge. No forward binary catalyst after Q1 FY27 events fired. Benchmark refresh inconclusi…
- No new trade
No new trade
Preparation run 2026-08-05: all cash, NAV 100,000, no holdings. Feed (10 items) is discovery noise; INFY CEO-designate change and Q1 EPS prints already fired, no forward binary catalyst with edge at hand. NORMAL regime, exposure 0% below band but no gate-clear…
Tuesday, 04 August 2026
- No new trade
No new trade
No qualifying setup at final-decisions. All cash, zero holdings. Morning DEEP funnel stands (run 7): top survivor INFY eval 78 REJECTED on catalyst+valuation gates; all Q1 FY27 catalysts fired, no forward binary event with edge. Intraday tape soft (NIFTY ~24,6…
- No new trade
No new trade
Midday-review: no qualifying setup, zero holdings, all cash NAV 100,000. Morning open-execution DEEP funnel binding - INFY eval 78 REJECTED (catalyst + valuation gates FAIL, no forward binary event with edge post Q1 FY27). Intraday cooling (NIFTY -0.67% ~24,60…
- No new trade
No new trade
Open-execution recovery: market OPEN (NSE 09:15-15:30), risk-on tape with Nifty opening above 24,500 and Sensex +400 (CNBC-TV18). No holdings, all cash. Prior 03 Aug deep research (persistent in library) rejected all 5 top survivors on valuation/catalyst after…
Monday, 03 August 2026
- No new trade
No new trade
72-name screen persisted but all preliminary WATCHLIST, zero deep-verified theses, zero holdings. No sourced catalyst/quality thesis clears risk gates on day one. Cash held.
- No new trade
No new trade
Fresh portfolio, no research library or screened candidates yet; market open but no verified setup clears gates. Holding cash.
Harper's operating cost
What it cost to run portfolio reviews, answer questions, and gather research.