用 graphify 把持仓 10-K 变成依赖图，Jev 拦截高风险操作
把股票 10-K 拉进 Claude Code 建成公司/客户/供应商/风险节点图，查跨持仓共享节点，并用 jev-guard 在动作执行前打分放行或拦截。
YOUR PORTFOLIO HAS A SINGLE POINT OF FAILURE. AND IT'S NOT ANY TICKER YOU OWN graphify just went past 100k github stars and got into Y Combinator. everyone points it at code. almost nobody points it at the 10-Ks of the stocks they hold that's where it gets uncomfortable 12 tickers looks diversified. 4 sectors looks fine. but 10-Ks are full of names your broker app never shows you: the supplier that makes the part, the customer that's a huge slice of revenue (any customer at 10%+ has to be disclosed), the same risk factor pasted into five different companies turn those filings into a graph and you stop counting tickers. you start counting edges the setup, ~15 minutes, read-only: > make a folder called XRAY, open Claude Code inside it, add a CLAUDE.md with 3 rules: "read-only. never connect a brokerage. every fact links to the filing" > tell it: "pull the latest 10-K for [my tickers] from SEC EDGAR into filings/". public data, $0. EDGAR only asks for your email in the user-agent > run uv tool install graphifyy, then graphify install, then type /graphify . — every company, customer, supplier and risk factor becomes a node > ask: /graphify query "which supplier, customer or risk factor shows up in 3+ of my holdings?" > run npm i -g jev-guard, jev-guard key "...", jev-guard install claude. Jev scores every action before it runs. it can't write a word, it only allows or blocks. anything near your money or your files gets stopped > type /schedule: "when any holding files a new 10-Q or 8-K, re-graph and tell me if a new shared node showed up" you end up looking at the same portfolio 3 ways: → by ticker: biggest position 8.3% → by sector: 42% → by dependency: 58% sitting on one supplier (the run in the video is a sim with placeholder tickers. run yours and see what comes back) your broker shows what you bought. the graph shows what you're actually betting on diversification counts tickers. risk counts edges
这条是引用着另一条写的：x.com/xinc3s/status/2108204467774509059