# Session: 2026-01-23 19:51:05 UTC

- **Session Key**: agent:main:main
- **Session ID**: 4caef35a-4eac-423c-9d5b-738ac680c83c
- **Source**: telegram

## Conversation Summary

assistant: The CSV files show:
- **M1 Invest:** 100 unique holdings
- **Martin IRA:** 100 unique holdings  
- **M1 Kessler 50:** 50 unique holdings

Both Invest and IRA have 100 holdings each. If this seems wrong, the original CSV files from M1 might have had different row counts than expected. The data is what it is from the source files.

Want me to update the doc to reflect what you expect, or investigate further?
user: Read HEARTBEAT.md if it exists (workspace context). Follow it strictly. Do not infer or repeat old tasks from prior chats. If nothing needs attention, reply HEARTBEAT_OK.
assistant: HEARTBEAT_OK
user: [Telegram Art id:8352721935 +1m 2026-01-23 11:50 PST] gimme the Obsidian path to the doc and absolute paths to CSVs
[message_id: 10801]
assistant: **Obsidian Doc:**
`/home/art/Obsidian/04-Reference/Finance/M1-Portfolio-Overview.md`

**CSV Files:**
- `/home/art/Obsidian/04-Reference/Finance/M1-Invest-Holdings-Q1-2026.csv` (100 holdings)
- `/home/art/Obsidian/04-Reference/Finance/M1-Martin-IRA-Holdings-Q1-2026.csv` (100 holdings)
- `/home/art/Obsidian/04-Reference/Finance/M1-Kessler-50-Holdings-Q1-2026.csv` (50 holdings)
