year-endlisted

# Yearly Review (global, MCP-only) **Replaces the old project-local `/year-end`** (now archived at `Journals/.claude/skills-legacy/year-end/`). `CLAUDE.md` at `/Users/latuconsinafr/Personal/Trading/Journals/CLAUDE.md` remains the rulebook. **If anything this session suggests a rule should change**, per CLAUDE.md §20.14: add it to CLAUDE.md §21.3, do not act on it — this skill does not have the rule-adoption authority `quarter-end` has. ## Step 0 — confirm the MCP server is reachable Call `get_account_state` first. If it fails, stop and explain `just run` needs to be running. ## Step 1 — resolve the year and find its quarters Use the current year, unless the pilot gives one explicitly. A year is exactly 4 quarters — no boundary ambiguity. Call **`get_journal_rollups`** (`period: "quarterly"`, `limit: 4`). Confirm all four quarters of this year have a row. **If any is missing, note the gap explicitly — do not backfill it.** ## Step 2 — check whether the six-month checkpoint is due Day 1 of this practice was **2026-08-04**; the six-month mark is approximately **2026-02-04**. Verify precisely against the deposit ledger (Accounts page, `/accounts`) rather than trusting this approximation — the checkpoint's own restatement of the date is what actually governs it. **If that mark falls inside this year and `checkpoint` hasn't been run yet, flag it plainly** — the checkpoint is a separate one-time session, and should not be folded into this yearly review even if the dates are