N9ALV is turning Mike into an investment research workspace

N9ALV has taken Mike's bones - projects, documents, chat, workflows - and remapped them onto a different industry entirely. Projects become portfolios, documents become filings and statements, and the built-in playbooks that used to handle contract drafting and conditions-precedent checklists now handle investment memos, thesis reviews, and due diligence. There's a new sidebar for portfolios, a journal, and a theses page, plus underlying tables for securities, holdings, and transactions.

The assistant's instructions have also been rewritten from the ground up. The interesting move there is a generalisable one: the model is told to separate facts from assumptions from estimates, and is explicitly forbidden from fabricating prices, holdings, or filings - a discipline that would translate cleanly back to legal work. The legal drafting features themselves are gone, so this is a parallel product, not an extension.