CLI Reference¶

bof is organized like gh — top-level command groups with subcommands.

Commands¶

Account¶

bof account list          # Connected brokerage accounts and balances

| Name       | Institution | Cash      | Total Value | Currency |
|------------|-------------|-----------|-------------|----------|
| Individual | Fidelity    | $2,450.00 | $48,320.00  | USD      |

Portfolio¶

bof portfolio positions --all   # Current holdings with day/total gain

| Symbol | Qty  | Market Value | Avg Price | Day %  | Total Gain % |
|--------|------|--------------|-----------|--------|--------------|
| NVDA   | 50   | $6,910.00    | $120.00   | +1.24% | +15.17%      |
| AAPL   | 30   | $5,400.00    | $165.00   | -0.32% | +9.09%       |
| MSFT   | 15   | $6,300.00    | $380.00   | +0.55% | +10.53%      |

Orders¶

bof order list            # Recent order history
bof order list --all      # Full order history

| Symbol | Action | Qty | Price   | Status | Submitted           |
|--------|--------|-----|---------|--------|---------------------|
| NVDA   | BUY    | 10  | $135.00 | FILLED | 2026-03-10T14:30:00 |

Quotes¶

bof quote get AAPL,MSFT,NVDA

| Ticker | Price   | Day %  | 52w Low | 52w High | P/E  |
|--------|---------|--------|---------|----------|------|
| AAPL   | $180.25 | -0.32% | $140.00 | $199.62  | 28.5 |
| MSFT   | $420.00 | +0.55% | $340.00 | $468.35  | 34.2 |
| NVDA   | $138.20 | +1.24% | $75.00  | $153.13  | 38.2 |

Market¶

bof market overview --period 5d   # Index and sector performance

## Indices

| Index | Price     | Period % |
|-------|-----------|----------|
| SPY   | $5,680.00 | +1.50%   |
| QQQ   | $490.00   | +2.10%   |
| DIA   | $420.00   | +0.80%   |

## Sectors

| Sector        | ETF  | Period % |
|---------------|------|----------|
| Technology    | XLK  | +2.10%   |
| Financials    | XLF  | +1.30%   |
| Healthcare    | XLV  | -0.20%   |

bof market macro                  # Key macro indicators from FRED

| Indicator           | Value | Unit    | As Of      |
|---------------------|-------|---------|------------|
| Fed Funds Rate      | 4.33  | percent | 2026-03-01 |
| 10Y Treasury Yield  | 4.25  | percent | 2026-03-14 |
| CPI YoY             | 2.80  | percent | 2026-02-01 |

Watchlist¶

bof watchlist list         # Watchlist performance
bof watchlist add NVDA     # Add ticker
bof watchlist remove NVDA  # Remove ticker

| Ticker | Price   | Day %  | Week % |
|--------|---------|--------|--------|
| AAPL   | $180.25 | -0.32% | +1.20% |
| NVDA   | $138.20 | +1.24% | +3.50% |
| MSFT   | $420.00 | +0.55% | +0.80% |

Earnings¶

bof earnings list          # Upcoming earnings for watchlist
bof earnings list AAPL,MSFT  # Upcoming earnings for specific tickers

| Ticker | Earnings Date |
|--------|---------------|
| AAPL   | 2026-04-24    |
| MSFT   | 2026-04-22    |

News¶

bof news get NVDA          # Headlines for a ticker
bof news watchlist         # Headlines for all watchlist tickers

## NVDA News

- **NVIDIA Reports Record Data Center Revenue** (Reuters)
  https://reuters.com/...
- **Jensen Huang keynote highlights AI infrastructure demand** (CNBC)
  https://cnbc.com/...

Search¶

bof search web "nvidia earnings Q4"   # Free-form web search
bof search symbol NVDA                # Investment-focused search (news + analyst coverage)
bof search symbol NVDA --count 5      # More results per query

- **NVIDIA Q4 Earnings: Revenue Surges on AI Demand** (2026-03-12)
  reuters.com
  NVIDIA reported record quarterly revenue of $22.1B...
  https://reuters.com/technology/...

Thesis¶

Investment theses are YAML files in investments/theses/ that define your conviction, conditions, and catalysts for each symbol.

Thesis YAML Schema¶

symbol: NVDA
version: 1
status: active          # active | closed | paused
opened: "2025-06-15"
conviction: full        # full | half | starter

thesis: "AI infrastructure leader with durable GPU moat"

conditions:
  add:
    - metric: pe_ratio
      operator: "<"
      value: 45
      description: "P/E below 45 on pullback"
  trim:
    - metric: pe_ratio
      operator: ">"
      value: 80
  exit:
    - metric: pe_ratio
      operator: ">"
      value: 120

qualitative:
  confirming:
    - "Data center revenue accelerating QoQ"
  disconfirming:
    - "AMD taking meaningful share"

targets:
  price_target: 180
  stop_loss: 100
  catalyst_date: "2026-04-15"
  catalyst: "Q1 earnings report"

notes: "Core AI holding"

Conditions use metric/operator/value triples evaluated against live QuoteSnapshot fields. Available metrics: price, pe_ratio, day_change_pct, low_52w, high_52w.

Qualitative signals are plain strings surfaced to the agent during review — they are not auto-evaluated.

List Theses¶

bof thesis list

| Symbol | Status | Conviction | Opened     | Thesis                                                 |
|--------|--------|------------|------------|--------------------------------------------------------|
| AAPL   | active | half       | 2025-04-01 | Services flywheel + installed base monetization...     |
| NVDA   | active | full       | 2025-06-15 | AI infrastructure leader with durable GPU moat         |

Show Thesis Details¶

bof thesis show NVDA

Symbol: NVDA | Status: active | Conviction: full
Thesis: AI infrastructure leader with durable GPU moat
Conditions:
  add: pe_ratio < 45 — P/E below 45 on pullback
  trim: pe_ratio > 80
  exit: pe_ratio > 120
Confirming signals:
  - Data center revenue accelerating QoQ
Disconfirming signals:
  - AMD taking meaningful share
Price target: 180
Stop loss: 100
Catalyst: Q1 earnings report (2026-04-15)

Check Thesis Conditions¶

Fetches a live quote and evaluates all conditions:

bof thesis check NVDA

| Category | Condition        | Result | Actual | Notes                     |
|----------|------------------|--------|--------|---------------------------|
| add      | pe_ratio < 45    | PASS   | 38.20  | P/E below 45 on pullback  |
| trim     | pe_ratio > 80    | FAIL   | 38.20  |                           |
| exit     | pe_ratio > 120   | FAIL   | 38.20  |                           |

Qualitative signals:
  [confirming] Data center revenue accelerating QoQ
  [disconfirming] AMD taking meaningful share

SEC Filings¶

Access SEC EDGAR filings. Requires SEC_USER_AGENT env var set to your name and email (per SEC fair access policy).

List Filings¶

bof sec filings AAPL                    # All recent filings
bof sec filings AAPL --type 10-K        # Only 10-K filings
bof sec filings NVDA --type 10-Q --limit 3

| Form | Date       | Accession                | Description        |
|------|------------|--------------------------|---------------------|
| 10-K | 2024-11-01 | 0000320193-24-000123     | 10-K Annual Report  |
| 10-Q | 2024-08-01 | 0000320193-24-000098     | 10-Q Quarterly      |
| 8-K  | 2024-07-15 | 0000320193-24-000087     | Current Report      |

Read Filing Content¶

bof sec read AAPL --type 10-K                      # All extracted sections (previews)
bof sec read AAPL --type 10-K --section risk_factors  # Full specific section
bof sec read AAPL --type 10-Q --section md_and_a

Available sections for 10-K: business, risk_factors, properties, legal_proceedings, md_and_a, financials.

Available sections for 10-Q: financials, md_and_a, risk_factors.

When no --section is specified, each section is previewed (first 2000 chars). Use --section to read a full section.

Weekly Review¶

bof review weekly                      # Run the weekly investment review
bof review weekly --dry-run            # Preview without writing artifacts + rubric prompts
bof review weekly --date 2025-03-10    # Run for a specific date

The weekly review automatically:

Includes all watchlist symbols and all active thesis symbols in the decision list.
Populates {thesis_context} in rubric evaluation prompts with the full thesis details for each symbol (conditions, qualitative signals, targets).
Sets thesis_ref on each decision to point to the thesis file path.

Scoring Rubrics¶

bof review rubric                      # Display all scoring rubrics
bof review rubric thesis_alignment     # Display a single rubric with anchors and prompt

Recording Scores¶

bof review score NVDA --metric thesis_alignment --score 7 --rationale "AI thesis intact" --run-id <id>
bof review score NVDA --metric news_sentiment --score 6 --rationale "Mixed coverage" --run-id <id>
bof review score NVDA --metric valuation_signal --score 5 --rationale "Fair value" --run-id <id>

Recording Evidence¶

Append structured evidence to a decision in an existing report:

bof review evidence NVDA \
  --run-id <id> \
  --source-type sec_filing \
  --claim "Data center revenue grew 122% YoY per 10-K" \
  --source-url "https://sec.gov/Archives/edgar/..." \
  --attribution "NVDA 10-K FY2025"

Added evidence for NVDA in 2026-03-16.json

Source types: sec_filing, news, market_data, macro, thesis.

If the symbol doesn't have a decision in the report yet, one is created with action HOLD.

Annotating Reports¶

Set narrative fields on an existing report:

bof review annotate --run-id <id> \
  --field executive_summary \
  --value "Markets rallied on strong earnings. Portfolio up 2.1% vs SPY +1.4%."

Updated 'executive_summary' in 2026-03-16.json

Allowed fields: executive_summary, portfolio_summary, market_summary, macro_summary, watchlist_summary, news_summary.

Both evidence and annotate re-render the markdown report after updating the JSON.

Finalizing a Review¶

bof review finalize --run-id <id>      # Compute composites, update report JSON/MD

Finalized 3 symbol(s). Report updated: 2026-03-16.json
  NVDA: composite=0.72 confidence=1.00 -> BUY_MORE
  AAPL: composite=0.55 confidence=1.00 -> HOLD
  MSFT: composite=0.48 confidence=0.67 -> HOLD

Agent Scoring Workflow¶

The full agent workflow for a weekly review:

bof review weekly — gathers data, renders rubric evaluation prompts per symbol, persists report.
Agent reads prompts and thesis context, evaluates each symbol against each rubric dimension.
bof review score SYMBOL --metric M --score N --rationale "..." --run-id ID — record scores.
bof review evidence SYMBOL --run-id ID --source-type T --claim "..." — record evidence.
bof review annotate --run-id ID --field F --value "..." — write narratives.
bof review finalize --run-id ID — computes weighted composites, maps to action thresholds, updates report.

Database¶

bof db migrate                         # Run database migrations
bof db score-history NVDA              # Score trends over time
bof db latest NVDA,AAPL               # Latest composite for symbols
bof db tables                          # List tables and row counts
bof db query "SELECT * FROM ..."       # Ad-hoc read-only SQL

Event Service¶

bof service run --cron market_scan=15m   # Start with scheduled workflows
bof service run --telegram               # Enable Telegram event source

Global Help¶

bof --help                 # Top-level help
bof <command> --help       # Command-specific help