Individual skill
task-group-010-fewshot-attempt-02
Generate JSON answers for Asteria Investment Office portfolio-risk tasks using the public Asteria API. Use when prompts ask for credit trade or rebalance packages, equity correlation reviews, active allocation views, or committee decision JSON based on portfolios, bonds, issuers, policies, index levels, prior views, and macro signals.
experiments/codex_gpt5_5_xhigh/reports/skills/task_group_010/demonstration_skill/demonstration_skill_attempt_02/asteria-portfolio-risk-json/SKILL.md
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# Asteria Portfolio Risk JSON
## Core Workflow
1. Read the local prompt, request payload, and `answer_template.json` first. Treat the template as the output contract for required fields, ordering, allowed enum values, and numeric precision.
2. Use only the public API at `http://127.0.0.1:8036` as the current book of record. Local payloads often include stale snapshots or preference memos; use them for requested IDs, ticket counts, windows, focus lists, and committee context, not for current marks when API data conflicts.
3. Query the API root or `/api/catalog` if endpoint names or IDs are unclear. API list responses often contain a `value` array and `Count`.
4. Return only the JSON object requested by the prompt. Do not include narrative outside JSON.
Useful public endpoints:
- `/api/catalog`: available portfolio, policy, index, issuer, bond, and opportunity-set IDs.
- `/api/portfolios` and `/api/portfolios/<portfolio_id>`: current portfolio summaries, holdings, constraints, and as-of dates.
- `/api/instruments/bonds`: held and candidate bond security master with `candidate`, `energy_linked`, `rating_bucket`, `modified_duration_years`, `yield_to_maturity_pct`, issuer, sector, subsector, and theme tags.