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Labs-FinTecAI Knowledge Repository Publish Handoff

Target controller session: 019dfe7f-ec4d-79b2-a9c6-fccc136378f6

Date: 2026-05-11

Purpose

This handoff asks the Labs-FinTecAI governance / knowledge-base controller to review, stage, commit, and publish the latest local repository updates so other team members can align on the newest knowledge-base state.

Local repository:

/Users/mlabs/Programs/Labs-FinTecAI

Mapped GitHub repository:

https://github.com/Curvature-Lab/Labs-FinTecAI-Gov

High-Level Update Summary

The repository now contains a more complete FinClaw evaluation and reference-analysis layer. The main changes are:

  1. A first formal FinClaw evaluation area was added under evaluation/.
  2. The FinClaw Case Library was moved out of the narrow reference-experience folder and repositioned as a FinClaw-system evaluation / acceptance asset.
  3. First-batch third-party reference project evaluations were consolidated and indexed.
  4. A first-batch cross-reference analysis report was added to translate reference-project learning into FinClaw positioning and product-shaping recommendations.
  5. Docusaurus sidebar / portal entry and top-level index entries were updated so the new evaluation assets are discoverable.
  6. Supporting reference/governance docs were adjusted to reflect the new material-intake and reference-evaluation structure.

Main New Evaluation Structure

New top-level evaluation area:

  • evaluation/README.md
  • evaluation/finclaw/README.md
  • evaluation/finclaw/case-library.md
  • evaluation/finclaw/case-schema.md
  • evaluation/finclaw/cases/README.md
  • evaluation/finclaw/runs/README.md
  • evaluation/finclaw/reports/README.md
  • evaluation/finclaw/reports/first-batch-reference-cross-analysis.md
  • evaluation/shared/README.md
  • evaluation/future/README.md

Portal exposure:

  • portal/evaluation

The old FinClaw reference-experience local Case Library location was removed:

  • deleted: projects/finclaw/reference-experience/case-library.md

FinClaw Reference Evaluation Updates

The first batch of third-party reference projects has been evaluated and/or consolidated:

  • projects/finclaw/reference-experience/martinpmm-finclaw-evaluation.md
  • projects/finclaw/reference-experience/fin-chelae-finclaw-evaluation.md
  • projects/finclaw/reference-experience/aifinlab-finclaw-evaluation.md
  • projects/finclaw/reference-experience/aifinlab-skill-layer-evaluation.md
  • projects/finclaw/reference-experience/finrobot-evaluation.md

Additional supporting FinClaw reference materials:

  • projects/finclaw/reference-experience/external-evaluation-repositories-synthesis.md
  • projects/finclaw/reference-experience/aifinlab-personal-domain-review-checklist.md
  • projects/finclaw/reference-experience/aifinlab-team-alignment-brief.md

Legacy packet references were also adjusted:

  • packets/sync/finclaw-reference-experience-2026-05-09/INDEX.md
  • packets/sync/finclaw-reference-experience-2026-05-09/03-martinpmm-Finclaw.md
  • packets/sync/finclaw-reference-experience-2026-05-09/03-martinpmm-Finclaw-official-evaluation-2026-05-10.md

New adapter / migration handoff:

  • packets/sync/finclaw-case-library-adapter-upgrade-handoff.md

First-Batch Cross-Reference Analysis

New report:

  • evaluation/finclaw/reports/first-batch-reference-cross-analysis.md

This report compares:

  • martinpmm-Finclaw
  • Chelae-FinClaw
  • aifinlab-FinClaw
  • FinRobot

Main conclusion:

FinClaw should not be shaped as a single chat bot, a single report generator, a generic SkillHub, or a trade-execution plugin. The stronger position is an evidence-bounded personal financial cognition system organized around:

  • Market Cognition Snapshot
  • Market Cognition Thread
  • evidence and data-quality notes
  • watch questions
  • reviewable updates
  • Pre-Execution Checkpoint

Recommended next work after publishing:

Run a FinClaw evaluation-to-product translation batch:

  1. extract an MVP absorption matrix from the first-batch reference evaluations;
  2. map candidate capabilities into mvp-product-definition.md as P0 / P1 / P2;
  3. design the first structured YAML/JSON case instances under evaluation/finclaw/cases/;
  4. only after product objects stabilize, prepare a future engineering input package.

Updated:

  • sidebars.js
  • INDEX.md
  • evaluation/finclaw/README.md
  • evaluation/finclaw/reports/README.md
  • references/README.md

The Docusaurus sidebar now exposes the FinClaw evaluation area and the first-batch cross-analysis report.

Other Knowledge-Base Updates Present In The Working Tree

The current local working tree also includes updates outside the immediate FinClaw evaluation folder:

  • governance/material-intake-policy.md
  • projects/finclaw/product-definition.md
  • projects/trading-matrix/current-state.md
  • references/trading-matrix/

These should be reviewed as part of the publish batch before committing, because they affect the broader Labs-FinTecAI knowledge-base state.

Current Verification Evidence

Docs build command run from /Users/mlabs/Programs/Labs-FinTecAI:

npm run build

Result:

  • exit code: 0
  • Docusaurus generated static files in build/
  • Pagefind generated the static search index under build/pagefind
  • no Docusaurus / Pagefind build failure introduced by the new evaluation paths or report links

Known non-blocking output:

  • Pagefind may report that it indexes full <body> elements when no data-pagefind-body marker is present.
  • Pagefind may report that stemming is not supported for zh-Hans; search still builds and works.

Requested Action For The Governance / Knowledge Controller

Please use session 019dfe7f-ec4d-79b2-a9c6-fccc136378f6 to:

  1. review the current working tree in /Users/mlabs/Programs/Labs-FinTecAI;
  2. confirm the new evaluation/ structure and FinClaw report paths are intended;
  3. stage the relevant knowledge-base updates;
  4. commit with an appropriate governance / knowledge-base publish message;
  5. push to https://github.com/Curvature-Lab/Labs-FinTecAI-Gov;
  6. if applicable, verify GitHub / Docusaurus / Pagefind publishing after push.

Do not let older FinClaw engineering PRD wording override the higher-level FinClaw product-definition, MVP-definition, or evaluation conclusions during this publish review.