The fund knowledge base: raw sources synthesized by LLM into an indexed, interlinked wiki serving the Mimir agent (RAG), Viska room agents, and the Newsletter/IR pipeline. Karpathy 3-layer pattern, adapted machine-first.
Immutable truth. Devlogs, YouTube, X, Telegram, web captures. CIO document lands in Narrative/ verbatim.
Compiled knowledge. Typed, atomic, wikilinked pages: doctrine, positions, themes, voices, frameworks, workflows, glossary, open questions.
The conventions doc. Frontmatter spec, the three operations, maintainer protocol. Makes any LLM session a disciplined librarian.
Viska-funds-Vault/ ├── Raw Sources/ layer 1, immutable (12 channels exist) │ └── Narrative/2026-05-27-cio-knowledge-base.md ◀ seed lands here ├── Wiki/ layer 2, ~45-60 pages at seed │ ├── _index.md catalog: every page, category, one-liner │ ├── doctrine/ regime claims, doctrine cascade │ ├── positions/ one thesis card per ticker, macro + crypto │ ├── themes/ active themes 2026-2029 │ ├── voices/ tracked macro voices, entity pages │ ├── frameworks/ dashboards, methodology, risk playbook, tactics │ ├── workflows/ newsletter/IR EN+IS, style conventions │ ├── glossary/ one note per term, EN+IS attested │ └── open-questions/ known unknowns, lint targets ├── Outputs/ query answers, drafts filed back ├── WIKI-SCHEMA.md layer 3 └── log.md append-only ops log
type: position | theme | doctrine | voice | framework | workflow | glossary | open-question status: active | watch | exited | historical verified: seed-unverified | verified as-of: 2026-05-27 sources: ["Raw Sources/Narrative/…"] tags: [fund/macro, sector/energy]
• One note = one retrievable unit (RAG chunk), body 100-400 words
• Wikilinks connect positions ↔ themes ↔ doctrine ↔ voices
• Glossary IS terms are CIO-attested verbatim; anything needing coining is flagged to operator (IS hard gate, Layer 0)
• Style: no em or en dashes in wiki prose (CIO convention)
| Type | Extra fields | Fixed body sections |
|---|---|---|
| position | ticker, fund: macro|crypto, sizing, linked-themes | Thesis / Catalysts / Risks / Valuation framework / Status |
| theme | horizon: 2026-2029, linked-positions | — |
| voice | person, platform, stance | — |
| glossary | term-en, term-is | — |
| open-question | blocking | — |
New raw source arrives. Update or create every touched wiki page, rebuild _index.md, append log.md.
Answer from wiki first. If answering required synthesis, file the synthesis back as a page or page update. Knowledge compounds.
Contradictions between pages, stale as-of dates, orphan pages, seed-unverified older than 30 days, resolved-but-open questions.
How the department works. Ops memory: sessions, decisions, research, fund-context. Written via viska-vault MCP, /client-capture.
What the fund knows. Domain knowledge: doctrine, positions, themes, frameworks. Never merged with ops notes.
| Step | Action |
|---|---|
| 1 | Convert CIO docx to markdown, place at Raw Sources/Narrative/2026-05-27-cio-knowledge-base.md |
| 2 | Compile ~45-60 wiki pages: §1→doctrine, §2+§3→positions, §4→themes, §5-§8→frameworks, §9+§11→workflows, §10→glossary, §12→open-questions; voices extracted from citations |
| 3 | Write WIKI-SCHEMA.md, build Wiki/_index.md, seed log.md |
| 4 | Hygiene: delete stray empty Viska-Wiki/ dir, rewrite mislabeled root _index.md |
| 5 | All pages land verified: seed-unverified |